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The Complete Financial Analyst Course

Learn withwolf technologies

46 modules

Lifetime access

Master finance with this all-in-one course!

Overview

"If you’re trying to prepare for a career in finance, but are still looking to round out your knowledge of the subject, The Complete Financial Analyst Course might be a perfect fit for you" - Business Insider

"A financial analyst career is one of the top-paying entry-level jobs on the market.” 

"Even in the toughest job markets, the best candidates find great positions." - Forbes

Key Highlights

Financial modeling techniques

Valuation methods

Investment analysis strategies

What you will learn

Master Financial Modeling

Learn how to create financial models from scratch and analyze complex financial data.

Advanced Valuation Techniques

Understand different valuation methods used in the finance industry and apply them effectively.

Strategic Investment Analysis

Develop the skills to evaluate investments, assess risk, and make informed financial decisions.

Modules

Welcome! Course Introduction

4 attachments • 13.93 mins

1. What Does the Course Cover

2. Everything We Will Learn Has a Practical Application

3. The Best Way to Take This Course

4. Download All Course Materials and FAQ

Microsoft Excel- Quick Introduction

14 attachments • 30.56 mins

1. Microsoft Excel The World's #1 Office Software

2. Excel Made Easy A Beginner's Guide to Excel Spreadsheets

3. Data Entry Techniques in Excel

4. How to Make Your Spreadsheets Look Professional

5. Data Entry Techniques in Excel

6. Inserting, Deleting, and Modifying Rows & Columns

7. Inserting, Deleting, and Modifying Rows & Columns

8. Excel Formulas for Beginners

9. Excel Formulas for Beginners

10. A Beginner's Introduction to Excel Functions

11. Format Cells

12. Work Efficiently by Using Cut, Copy, and Paste

13. Work Efficiently by Using Cut, Copy, and Paste

14. Pasting Values, Formulas and Formats with Paste Special

Microsoft Excel - Useful Tools

9 attachments • 10.24 mins

1. Inserting a Line Break with Alt + Enter

2. Do More with Your Sales Data with Excel's Text to Columns Feature

3. Do More with Your Sales Data with Excel's Text to Columns Feature

4. Create Easily Printable Excel Documents

5. How to Wrap Text in Excel and Adjust a Cell's Size

6. Insert Hyperlinks into Excel Spreadsheets

7. Using Excel's Freeze Panes to Handle Large Datasets

8. Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do

9. A Quick Introduction to Excel's Pivot Tables

Microsoft Excel - Best Practices That Will Make a Difference

29 attachments • 50.19 mins

1. Initial Formatting Is Key for Creating Professional-looking Spreadsheets

2. Macros Are a Great Timesaver! Here's Why.

3. How to Use the Same Macro On Multiple Workbooks

4. Macros Are a Great Timesaver! Here's Why.

5. The Secret to Faster Scrolling in Excel

6. Be even quicker F5 + Enter

7. FAQ F5 + Enter didn't work for me

8. The Secret to Faster Scrolling in Excel

9. Using Absolute and Relative Cell References

10. Using Absolute and Relative Cell References

11. Find and Select Cells That Meet Specific Conditions

12. Find and Select Cells That Meet Specific Conditions

13. How to Create Dynamic Names in Excel Spreadsheets

14. How to Create Dynamic Names in Excel Spreadsheets

15. Using Named Ranges to Make Formulas More Readable

16. Introduction to Custom Formatting in Excel

17. Custom Number Formatting

18. How to Add a Drop-down List in Excel

19. Using Custom-sort to Sort Multiple Columns Within a Table

20. Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts

21. Multiply by 1

22. Find and Replace - References

23. FAQ Why Do We Replace External References and How Does This Help Us

24. Find and Replace - Formatting

25. Green References

26. Beauty Saving - The Professional Way of Saving Files

27. The Power of F2

28. Conditional Formatting

29. Quiz Number 1

Microsoft Excel - Beginner, Intermediate & Advanced Functions

24 attachments • 52.27 mins

1. Key Excel Functions IF

2. Enlarge the Formula Bar

3. Key Excel Functions SUM, SUMIF, SUMIFS

4. A Helpful Consideration

5. Key Excel Functions COUNT, COUNTA, COUNTIF, COUNTIFS

6. Key Excel Functions AVERAGE & AVERAGEIF

7. Key Excel Functions Average & Averageif

8. Key Excel Functions LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &

9. Key Excel Functions LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &

10. Working with Text in Excel

11. Find the Highest and Lowest Values in a Range Max & Min

12. = and + are Interchangeable When You Start Typing a Formula

13. Use ROUND in Your Financial Models

14. Excel's Lookup Functions VLOOKUP & HLOOKUP Made Easy

15. INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP

16. INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP

17. Using Excel's IFERROR Function to Trap Spreadsheet Errors

18. A Useful Tool for Financial Analysis - The RANK Function

19. Create Flexible Financial Models with CHOOSE

20. Goal Seek Will Help You Find the Result You Are Looking For

21. Goal Seek Will Help You Find the Result You Are Looking For

22. Perform Sensitivity Analysis with Excel's Data Tables Functionality

23. Perform Sensitivity Analysis with Excel's Data Tables Functionality

24. Quiz Number 2

Microsoft Excel - Financial Functions in Excel

4 attachments • 22.44 mins

1. Discounting Cash Flows in Microsoft Excel

2. Calculating Internal Rate of Return (IRR) in Excel

3. Using the PMT Function to Create a Complete Loan Schedule

4. Date Functions in Excel

Microsoft Excel - Practical Exercise Build a P&L From Scratch

18 attachments • 46.09 mins

1. Introduction to the Case Study

2. What You Will See Next

3. Understand Your Data Source Before You Start Working on It

4. Ordering the Source Worksheet

5. Creating a Code The Best Way to Organize Your Data and Work Efficiently with It

6. Learn How to Create a Database

7. Using Lookup Functions (VLOOKUP) to Fill the Database Sheet

8. Using SUMIF to Complete the Database Sheet

9. FAQ Why Net income should be 0

10. Using INDEX & MATCH as a Substitute for VLOOKUP

11. The Mapping Exercise

12. Mapping the Rows in the Database Sheet

13. Building the Structure of the P&L Sheet

14. A Practical Example of Professional Formatting in Excel

15. Populating the P&L Sheet with SUMIF

16. Learn How to Find Mistakes with COUNTIF

17. Calculating Growth Rates in Excel

18. Quiz Number 3

Building Professional Charts in Excel

7 attachments • 16.13 mins

1. Introduction to Excel Charts

2. Beginner's Guide to Inserting Charts in Excel

3. Modifying Excel Charts - The Easy Way

4. Making Your Excel Charts Sexier - Proven Tips

5. Creating a Bridge Chart in Excel 2016 - As Easy as It Gets

6. New Ways to Visualize Your Data - Treemap Charts

7. How to Represent Trends with Sparklines

Microsoft Excel - Creating Complete Professional Charts from Scratch

5 attachments • 21.4 mins

1. Introduction

2. Stacked Column Chart with a Secondary Axis

3. Doughnut Chart

4. Area Chart

5. Bridge Chart

Microsoft Excel - Working with Pivot Tables in Excel

8 attachments • 22.78 mins

1. Pivot Tables - Excel's Dynamic and Interactive Tables

2. Creating a Pivot Table Choosing Row and Column Parameters

3. Design the Layout and Format of Your Pivot Tables

4. Additional Techniques That Will Ease Your Work with Pivot Tables

5. One of the Most Useful Excel Functions - GETPIVOTDATA

6. Welcome to the Future - Pivot Table Slicers

7. Introduction to the Course Challenge

8. COURSE CHALLENGE - Part 1

Microsoft Excel - Pivot Tables & Slicers - World-Class Financial Reporting

13 attachments • 36.2 mins

1. Introduction to the Case Study

2. Working with an SAP Data Extraction

3. Preliminary Mapping of the Data Extraction

4. Creating an Output Structure of the FMCG Model

5. Improving the Layout and Appearance of the FMCG Report

6. Inserting Formulas and Automating Calculations

7. Creating a Master Pivot Table The Main Data Source for the FMCG Report

8. GETPIVOTDATA is Great! Extracting Data from the Master Pivot Table

9. GETPIVOTDATA Fix

10. FAQ My GETPIVOTDATA Function Doesn't Work

11. Combining Slicers and GETPIVOTDATA The Key to Our Success

12. Getting Fancy with Excel Slicers

13. This is How the Report Can be Used in Practice by High-level Executives

Modeling in Excel - Building a Complete 3-statement Model

8 attachments • 29.56 mins

1. Introduction to the Exercise

2. Let's Create a Mapping of Financials

3. Building an Output P&L Sheet

4. Filling in the Output P&L Sheet with Historical Financials

5. Calculating Percentage Variances and Applying Conditional Formatting

6. Building an Output Balance Sheet

7. Using INDEX, MATCH, MATCH to Fill in the Output Balance Sheet

8. Adding the Forecast Period

Modeling in Excel - Let's Build a Flexible Model with Multiple Scenarios

5 attachments • 18.63 mins

1. Calculating Historical Percentage Ratios and Use INDEX and MATCH for Scenarios

2. Building a Flexible Model with CHOOSE & MATCH

3. Building a Flexible Model with VLOOKUP & COLUMNS

4. Calculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities %

5. Forecasting DSO, DPO, DIO, Other Assets and Other Liabilities

Modeling in Excel - We Are Almost There! Completing the 3-Statement Model

5 attachments • 25.22 mins

1. Building a Fixed Asset Roll Forward

2. Building a Financial Liabilities Schedule

3. Building an Equity Schedule

4. Preparing a Cash Flow Structure

5. Calculating Cash Flows and Completing the Model

Accounting - Introduction to Accounting & Bookkeeping

5 attachments • 12.26 mins

1. Accounting The Science Behind Financial Figures

2. What is Accounting and Why Do You Need It

3. The Importance of Bookkeeping - Good Accounting Records Are Essential

4. An Introduction to Financial Accounting

5. Quiz Number 3

Accounting - Types of Revenues, Costs, Assets, and Liabilities

14 attachments • 40.55 mins

1. The Different Types of Accounting Standards

2. The Three Financial Statements

3. Types of Revenues

4. Types of Revenues - Exercise

5. Types of Expenses

6. Income Taxes

7. Depreciation & Amortization

8. Balance Sheet Items

9. Types of Assets

10. Asset Categories - Practical Example

11. Types of Liabilities

12. Liability Categories - Practical Example

13. Equity

14. Quiz Number 4

Accounting - Revenue Recognition

5 attachments • 12.45 mins

1. Accrual Accounting

2. Revenue Recognition Criteria - Technical

3. Potential Conflicts of Interest When Recognizing Revenue

4. A Practical Example

5. FAQ Doubts Regarding Calculation

Accounting - Cost Recognition

2 attachments • 3.87 mins

1. Technical Aspects of Cost Recognition

2. The Two Types of Income Statement Formats

Accounting - Understanding the Big Picture Why, What, When, and How Much

2 attachments • 4.64 mins

1. The Revenue Recognition Principle - Why Is It So Important

2. The Expense Recognition Principle - When to Recognize Expenses

Accounting - The Core Principles of Accounting

6 attachments • 16.46 mins

1. The Accounting Equation and Its Importance

2. Elements of the Accounting System General Ledger

3. T-Accounts The Best Way to Understand Debits and Credits

4. P&L T-Accounts

5. The Double-Entry Principle - The Core Principle of Bookkeeping

6. Quiz Number 5

Accounting - Practical Exercise The Accounting Transactions of a Lemonade Stand

4 attachments • 33.82 mins

1. Case Study - The Accounting Transactions of a Lemonade Stand (14)

2. Case Study - The Accounting Transactions of a Lemonade Stand (24)

3. Case Study - The Accounting Transactions of a Lemonade Stand (34)

4. Case Study - The Accounting Transactions of a Lemonade Stand (44)

Accounting - The Importance of Timing

5 attachments • 15.6 mins

1. Timing of Cash Flows and Why It Plays an Important Role in a Business

2. Timing of Income Principles of Revenue Recognition

3. Timing of Expenses Principles of Cost Recognition

4. The Four Type of Accruals Arising in Accounting Transactions

5. Quiz Number 6

Accounting - Preparing a Cash Flow Statement Understanding Cash Flow Analysis

6 attachments • 17.04 mins

1. Calculating Cash Flows - Understand If a Business Makes or Burns Cash

2. The Three Parts of Cash Flow Statements Explained

3. Cash Flow Computations - The Direct Method

4. Cash Flow Computations - The Indirect Method

5. Calculating Cash Flow in Practice A Complete Example

6. FAQ Why D&A Has Been Added in Capex

Advanced Accounting - Trade Receivables

4 attachments • 10.18 mins

1. Why a Company Needs to Pay Attention to Trade Receivables

2. What If Clients Do Not Pay on Time

3. How to Handle Non-paying Customers A Case-study

4. A Technique to Collect Trade Receivables Sooner

Advanced Accounting - Inventory

5 attachments • 10.49 mins

1. The Different Types of Inventory We Can Have

2. The Connection Between Cost of Goods Sold and Inventory

3. Cost Flow Methods

4. Cost Flow Methods - a Practical Exercise

5. FAQ How to Apply the Weighted Average Cost Method

Advanced Accounting - Fixed Assets

7 attachments • 24.63 mins

1. The Different Types of Fixed Assets

2. Capitalizing Interest Expenses

3. Fair Value Accounting

4. Intangible Assets with Finite Life vs. Intangible Assets with Infinite Life

5. The Revaluation Model

6. The Revaluation Model - Practical Exercise

7. Intangible Assets Created Internally

Advanced Accounting - Trade Payables

3 attachments • 7.42 mins

1. How We Account for Trade Payables

2. What Is the Difference Between Accounts Payable and Notes Payable

3. Why Use E-invoicing

Advanced Accounting - Financial Liabilities

4 attachments • 10.69 mins

1. The Difference Between Debt and Equity

2. Amortizing a Loan

3. Debt Covenants

4. Debt Covenants - A Practical Example

Advanced Accounting - Leasing Liabilties

2 attachments • 6.18 mins

1. The Reason Companies Lease Assets

2. Solving a Complete Leasing Exercise

Advanced Accounting - Using Leverage

2 attachments • 7.67 mins

1. What is Leverage and Why Companies Use Financial Leverage

2. The Implications of Using Excessive Leverage

Advanced Accounting - Raising Equity, Types of Equity, and Dividend Payments

6 attachments • 23.13 mins

1. The Different Types of Equity

2. Raising Equity in Different Stages of a Company's Lifecycle

3. The Types of Dividends Companies Pay to Shareholders

4. Dividend Payments - a Timeline

5. What Are Share Repurchases and Why Companies Do Them

6. The Idea Behind Stock Splits

Financial Statement Analysis - An Introduction

5 attachments • 13.68 mins

1. What is a 10-K Report and Why Is It important for Investors

2. Finding, Downloading and Going Through the Annual Report of P&G

3. What Is the Role of Auditing Firms and What Are the Benefits of an Audit

4. Indispensable Tools for Financial Statement Analysis

5. Quiz Number 7

Financial Statement Analysis - Subtleties

6 attachments • 17.62 mins

1. Financial Statement Analysis - A Natural Continuation of Financial Accounting

2. First Steps in Financial Statement Analysis

3. Horizontal vs. Vertical Financial Statement Analysis

4. Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)

5. Using Accounting Ratios to Assess Business Performance

6. Quiz Number 8

Financial Statement Analysis - Practical Case Study Analyzing P&G's Financials

3 attachments • 13.36 mins

1. Case Study - Calculating Ratios and Analyzing P&G's Financials (12)

2. Case Study - Calculating Ratios and Analyzing P&G's Financials (22)

3. COURSE CHALLENGE - Part 2

Financial Statement Analysis - Tesla Exercise

5 attachments • 22.29 mins

1. What You Will See Next In This Section

2. How to Download Tesla's Historical Financials

3. Calculating and Analyzing Growth and Profitability Ratios

4. Calculating and Analyzing Liquidity Ratios

5. Calculating and Analyzing Solvency Ratios

Working Capital Management

11 attachments • 46.99 mins

1. Introduction

2. The Importance of Working Capital Optimization Case Study

3. Overtrading vs. Excessive Investment

4. Trade Receivables Management

5. Re-order Level

6. Economic Order Quantity (EOQ)

7. Inventory Optimization Techniques

8. Trade Payables Management

9. Working Capital Optimization - a Roadmap

10. Symptoms of Inefficient Working Capital - Trade Payables

11. Symptoms of Inefficient Working Capital - Trade Receivables

Fundamentals of Business & Financial Analysis

1 attachment

1. Fundamentals of Business & Financial Analysis

Finance 101 - The Time Value of Money and Interest Rate Components

8 attachments • 18.13 mins

1. Finance 101 Important Financial Principles That You Will Need

2. Understanding the Time Value of Money

3. How Interest Rates Play an Important Role in the Economy

4. The Components Forming Interest Rates in Real Life

5. What Is Libor and What Purpose Does It Serve

6. The Difference Between Fixed and Variable Interest Rates

7. What Is Default Risk and How Does a Bank Account For It

8. Corporate Loan Specifics

Finance 101 - The Value of Cash Flows with Different Timing

2 attachments • 9.19 mins

1. Calculating the Present Value of Future Cash Flows

2. A Tool That Helps Us Decide Whether a Project Is Feasible Net Present Value

Finance 101 - Loan Calculations

3 attachments • 11.14 mins

1. Using Annuities

2. Calculating a Complete Loan Schedule

3. COURSE CHALLENGE - Part 3

Capital Budgeting - Basic Notions

9 attachments • 29.42 mins

1. What is Capital Budgeting

2. When Do We Use Capital Budgeting

3. The Time Value of Money in a Capital Budgeting Setting

4. Calculating Present and Future Value

5. Cost of Equity

6. Project-specific Beta

7. The Weighted Average Cost of Capital (WACC)

8. The Different Cash Flow Types in a Capital Budgeting Exercise

9. Modeling Future Cash Flows

Capital Budgeting - A Complete Case Study

13 attachments • 40.43 mins

1. An Introduction to the Case Study

2. Organizing Inputs In the Drivers Sheet

3. Modeling Expected Savings - Building Cars In Italy vs. Building Cars In Vietnam

4. Preparing a Fixed Asset Rollforward Schedule

5. Calculating the Cash Impact of Extra Working Capital Required

6. Debt Repayment and Interest Expenses Calculation

7. The Project's P&L Sheet

8. The Project's Cash Flow Calculation

9. Calculating WACC (Weighted Average Cost of Capital)

10. Estimating Cost of Equity

11. Discounting Project Cash Flows

12. Performing Sensitivity Analysis and Wrapping Up the Case Study

13. FAQ Data Does Not Change in the DCF Sheet, It Changes From the Drivers Sheet

Tesla Practical Case Study - Building a Financial Planning Model

29 attachments • 1 hrs

1. Organizing External Inputs in a 'Drivers' Sheet

2. The Input Data We Will Work With

3. Forecasting Tesla's Expected Deliveries

4. Comparing Delivery Figures with the Ones of industry Peers

5. Estimating an Average Selling Price of Tesla Vehicles

6. Calculating Automotive Revenue

7. Peer Comparison Gross Profit %

8. Calculating Automotive Gross Profit

9. Calculating Automotive Cost of Sales

10. Forecasting 'Energy' and 'Services' Revenue

11. Calculating 'Energy' and 'Services' Gross Profit and Cost of Sales

12. Forecasting Operating Expenses

13. Building a Fixed Asset Roll Forward Estimating Capex

14. Building a Fixed Asset Roll Forward D&A Schedule

15. Peer Comparison D&A as a Percentage of Revenues

16. FAQ Why Model D&A as a % of Revenues or as a % of Beginning PP&E

17. Calculating DSO, DIO, DPO

18. Producing a Clean P&L Output Sheet

19. Fill in the P&L Output Sheet

20. Calculating Investments in Working Capital

21. Forecasting Unlevered Free Cash Flow

22. Forecasting Other Assets

23. Forecasting Other Liabilities

24. Completing Unlevered Free Cash Flow

25. Modeling Tesla's Financing Needs in the Forecast Period

26. FAQ Doubt Regarding the Formula for Outstanding Debt

27. Calculating Net Income

28. Bridging Unlevered Free Cash Flow to Net Cash Flow

29. Balancing the Balance Sheet

PowerPoint - Introduction to PowerPoint

14 attachments • 49.55 mins

1. Microsoft PowerPoint The Most Popular Presentation Software for the Office

2. The Structure of the PowerPoint Ribbon

3. General Considerations About Slide Structure

4. Learn How to Insert Objects in PowerPoint

5. Shortcuts Allow Us To Be Much Faster When Working in PowerPoint

6. Add Frequently Used Buttons to the Quick Access Toolbar

7. How to Easily Align Objects in PowerPoint

8. How to Edit Shapes in Your Presentation

9. How to Format Text Boxes in a PowerPoint Presentation

10. Practical Learning - Exercise 1

11. Changing an Object's Size and Rotation

12. Using Slide Masters

13. Bring to Front and Send to Back - An Important PowerPoint Technique

14. Learn How to Create, Edit, Resize and Format PowerPoint Tables

PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User

11 attachments • 30.9 mins

1. An Introduction to PowerPoint Animations

2. Modifying the Beginning and Ending of a Line Object

3. Join Shapes Together By Using Connector Lines

4. Edit Points - Learn How to Customize PowerPoint Shapes

5. Group or Ungroup Shapes, Pictures or Other Objects

6. This is How You Can Fit Text When It Is Larger Than a Shape

7. Nudge Objects

8. PowerPoint's Smart Art Feature Offers Great Return for Your Time

9. Creating Eye-Catching Text Effects in PowerPoint

10. Practical Exercise - Creating an Organisational Chart

11. COURSE CHALLENGE - Part 4

Next Steps

1 attachment

1. Next Steps

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About the creator

About the creator

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