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Fundamentals of Financial Analysis
Section 1 - Introduction
Welcome to Fundamentals of Financial Analysis (4:26)
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Section 2 - Financial Analysis Overview
1️⃣ ******* LEVEL 1 ******* 1️⃣
What is Financial Analysis (2:45)
Skills Needed for a Financial Analyst (3:12)
Career Trajectory of a Financial Analyst (3:35)
Section 3 - Accounting: The Core Principles
What is Accounting and Why Do You Need it (6:23)
Debits and Credits - The Secret to Remembering Which to Use (7:57)
T-Accounts (4:36)
Journal Entries (3:01)
Trial Balance (3:04)
Types of Financial Statements (2:57)
💪 Challenge: Debits and Credits
🤔 Quiz: Accounting Basics
📝 Key Takeaways: Core Principles
🧾 Section 4 - Accounting: Case Study - Accounting for a Beach Business
Accounting for a Beach Business - Getting Started (8:59)
Accounting for a Beach Business - Journal Entries (5:05)
Accounting for a Beach Business - Trial Balance (7:38)
Accounting for a Beach Business - Financial Statements (7:08)
Accounting for a Beach Business - What Happens Next Year (10:17)
Section 5 - Accounting: Essential Concepts
2️⃣ ******* LEVEL 2 ******* 2️⃣
Cash VS Accrual Accounting (8:43)
Depreciation - Basics (4:27)
Depreciation - Example (9:10)
Inventory and COGS (6:07)
Inventory Cost Flow Assumptions
🤔 Quiz: Accounting Essentials
📝 Key Takeaways: Essentials
Section 6 - Financial Statements: Income Statement
Main Purpose and Components
Formats of Income Statements
How to Read an Income Statement: Case Study - Microsoft (5:53)
Constructing an Income Statement (7:06)
🤔 Quiz: Income Statement
Section 7 - Financial Statements: Balance Sheet
Assets - Definition (2:45)
Assets - Types
Liabilities
Equity
How to Read a Balance Sheet: Case Study - Microsoft (7:45)
Constructing a Balance Sheet (10:33)
🤔 Quiz: Balance Sheet
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Section 8 - Financial Statements: Cash Flow Statement
How to Read a Cash Flow Statement: Case Study - Microsoft (6:32)
Cash Flow Operating: Direct VS Indirect Method
Constructing a Cash Flow Statement (11:14)
🤔 Quiz: Cash Flow Statement
Section 9 - Financial Statement Analysis
Important Ratios to Analyze Financial Statements (10:55)
Calculating Growth (4:57)
Horizontal vs. Vertical Analysis (4:04)
Compound Annual Growth Rate (CAGR) VS. AAGR (4:34)
🤔 Quiz: Financial Statement Analysis
Section 10 - Time to Test Your Knowledge
🎇 Congratulations - What You've Achieved so Far (2:46)
🤔 Quiz: Test Your Knowledge
💪 Challenge: Financial Statements
Section 11 - Necessary Excel Functions for Financial Analysts
3️⃣ ******* LEVEL 3 ******* 3️⃣
Most Common Excel Functions for Financial Analysis (8:06)
TRIM Function
Median VS Mean Calculation (6:36)
Common Date Functions (5:39)
Calculating Working Days & Future Dates (4:34)
Combine Text & Numbers (5:32)
Excel SUMPRODUCT Function (Skip extra Calculations) (7:32)
💪 Challenge: Excel Functions
📝 Key Takeaways: Necessary Excel Functions
Section 12 - Important Excel Features for Financial Analysts
Goal Seek (4:00)
Showing Numbers in Millions / Thousands (5:34)
Tips for Proper Datasets (Good Functionality, Good Looks) (7:04)
Advantages of Excel Tables (9:37)
Conditional Formatting - Top / Bottom Analysis (9:50)
💪 Challenge: Excel Features
📝 Key Takeaways: Excel Features
Section 13 - Master Pivot Tables for Financial Analysis
Pivot Tables for Quick Data Analysis (11:06)
Calculate Percentages & Change Aggregation in Pivot Tables (7:44)
GetPivotData Function in Excel (6:46)
Slicers in Pivot Tables to Create Dashboards (6:15)
Working with Dates in Pivot Tables (3:01)
💪 Challenge: Pivot Tables
Create a Pivot Table from Multiple Sheets
📝 Key Takeaways: Pivot Tables
Section 14 - Common Charts & Graphs for Financial Analysis
Line Chart in Excel (5:55)
Column Chart & Stacked Column Chart (5:51)
Plotting Multiple Series (Line & Column Chart in One) (2:51)
Charts in Cells - Sparklines in Excel (5:25)
Waterfall / Bridge Chart in Excel (6:10)
Pie Chart & Doughnut Chart in Excel (5:32)
Pareto Chart (3:28)
💪 Challenge: Charts for Financial Analysis
Section 15 - Working Capital Management
4️⃣ ******* LEVEL 4 ******* 4️⃣
Overview (4:45)
Receivables (5:01)
Inventory (6:43)
Payables (2:05)
💪 Challenge: Working Capital
🤔 Quiz: Working Capital
📝 Key Takeaways: Working Capital
Section 16 - The Time Value of Money
5️⃣ ******* LEVEL 5 ******* 5️⃣
The Time Value of Money Explained (4:12)
Understanding Discounted Cash Flows (DCF) (5:04)
Net Present Value (NPV) (5:11)
Internal Rate of Return (IRR) (3:20)
Calculating Payback Period with Varying Cash Flows (6:44)
Weighted Average Cost of Capital (WACC)
🤔 Quiz: Time Value of Money
📝 Key Takeaways: Time Value of Money
Section 17 - Financial Leverage
Why Companies Take on Debt (2:38)
Annuities (PMT) (5:43)
What-If Analysis | Data Table
Calculating Periods to Payback (NPER) (5:22)
Calculating a Complete Loan Schedule (9:47)
Calculate Interest Rate for a Loan (2:56)
💪 Challenge: Debt
🤔 Quiz: Financial Leverage
Section 18 - Financial Forecasting
Simple Moving Average (4:26)
Weighted Moving Average (3:27)
Exponential Triple Smoothing (5:15)
Allocating Yearly Values to Months (3:05)
Variance and Standard Deviation (6:17)
Regression Equation & Relationship between Variables (7:38)
Regression Analysis (5:03)
🤔 Quiz: Forecasting
Section 19 - Final Words
🎇 Wrapping up & What You've Achieved (1:42)
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My Favorite Resources
Access to Bonus Items
🎁 BONUS: Power Query to Organize, Prepare & Combine Data
Will I Need Power Query? (4:39)
Properly Structure Data in Seconds (9:16)
Merge Pivot Table Report with Other Tables (10:27)
Case Study: Import Messy SAP Data Extract into Excel (15:32)
Pivot Table from Messy Data (includes gaps, subtotals etc.) (4:25)
Combine Data from Multiple Sheets into ONE Table (7:27)
Import Data from PDF (Office 365) (3:21)
What Else can Power Query do?
What is Financial Analysis
In this lecture we'll clarify what financial analysis is and which tasks it includes.
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