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Finance & Investment

Financial Analytics

Master the fundamentals and advanced concepts of finance & investment. This comprehensive course will take you from beginner to expert level with hands-on projects and real-world applications.

4.8★
Rating
20-30 hours
Duration
1.2k
Students
13
Chapters
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Financial Analytics

Course Curriculum

1

Introduction to Financial Modeling

Topics & Subtopics

• Purpose of financial modeling • Structure of financial models • Components of financial statements (Income, Balance Sheet, Cash Flow) • Role of Ind AS in reporting • Use of statements by stakeholders

Learning Outcomes

• Explain the purpose of financial modeling • Identify key components of financial statements • Understand Ind AS standards and their importance • Recognize the role of financial statements in decision-making
2

Financial Modeling Essentials and Accounting Standards

Topics & Subtopics

• Objectives of financial reporting • Structure of financial statements • Compliance with Ind AS • Linking data to investment, strategy, and regulation

Learning Outcomes

• Develop structured financial models • Apply Ind AS to ensure consistency • Explain the role of financial reporting in analysis and compliance
3

Financial Ratio Analysis

Topics & Subtopics

• Types of ratios: liquidity, solvency, profitability, turnover, market value • Importance to management, investors, creditors, regulators • Role in decision-making

Learning Outcomes

• Calculate and interpret financial ratios • Assess company performance using ratio categories • Evaluate financial health for different stakeholders
4

Financial Statement Analysis Techniques

Topics & Subtopics

• Horizontal, vertical, trend, and ratio analysis • Evaluating profitability, liquidity, solvency • Applications and limitations of analysis

Learning Outcomes

• Apply multiple techniques to analyze statements • Evaluate business performance from financial data • Understand limitations of analysis methods
5

Income Statement Analysis

Topics & Subtopics

• Structure of income statements • Key components: revenue, COGS, gross profit, operating expenses, net profit • Single-step vs. multi-step formats • Importance and limitations

Learning Outcomes

• Analyze profitability using income statements • Compare single-step and multi-step formats • Identify limitations of income statement analysis
6

Completing a Financial Model and Intro to Ratios

Topics & Subtopics

• Building a comprehensive financial model • Linking statements and schedules • Accuracy, consistency, verification • Introduction to ratio analysis within models

Learning Outcomes

• Complete structured financial models • Link financial data across statements • Introduce ratio analysis into financial models
7

Ratio Interpretation and Graphical Analysis

Topics & Subtopics

• Multi-year ratio interpretation • Excel charts and graphs • Visual communication of trends and insights

Learning Outcomes

• Interpret ratios over multiple years • Use graphs and visuals for decision-making • Communicate insights effectively
8

Sensitivity and Scenario Analysis in Models

Topics & Subtopics

• Testing key assumptions (revenue growth, costs) • Sensitivity analysis tools • Scenario manager and data tables in Excel • Best, base, and worst-case scenarios

Learning Outcomes

• Perform sensitivity and scenario analysis • Assess impact of assumptions on outcomes • Use Excel tools for risk and uncertainty modeling
9

Multiples Valuation and Presentation Design

Topics & Subtopics

• Valuation using P/E, EV/EBITDA, EV/EBIT multiples • Peer comparison techniques • Designing effective financial presentations • Use of visuals and layout for clarity

Learning Outcomes

• Apply multiples-based valuation techniques • Compare firms with peers for valuation • Design clear and impactful presentations
10

Data Analysis and Visualization with Excel

Topics & Subtopics

• Data cleaning and transformation • PivotTables and PivotCharts • Interactive dashboards • Conditional formatting and slicers

Learning Outcomes

• Analyze and clean financial data • Create dashboards with PivotTables • Apply visualization best practices in Excel
11

Comprehensive Financial Modeling and Profitability Analysis

Topics & Subtopics

• Building dynamic models for revenue and costs • Assumptions: traffic, conversion, average order value • Fixed vs. variable cost classification • Metrics: gross profit, EBIT, tax applications • Trend visualization in Excel

Learning Outcomes

• Build dynamic financial models • Classify costs correctly • Compute profitability metrics (GP, EBIT) • Visualize financial performance
12

Advanced Financial Data Visualization Techniques

Topics & Subtopics

• Chart types: column, pie, line, radar, waterfall, thermometer • Customization with labels, legends, trendlines • Best practices in chart selection and design

Learning Outcomes

• Use advanced charting tools in Excel • Customize visuals for clarity • Select charts appropriately for data storytelling
13

Revenue Targeting and Variance Analysis

Topics & Subtopics

• Setting revenue targets • Variance calculation: absolute and percentage • Favorable vs. unfavorable variance • Root cause analysis and visualization • Performance monitoring best practices

Learning Outcomes

• Set and analyze revenue targets • Calculate and interpret variance • Identify causes of gaps and propose solutions • Monitor performance using Excel tools
13
Total Chapters
20-30 hours
Total Duration
13
Modules
Practical
Labs

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Student Reviews

4.8
Based on 1,247 reviews

Rating Distribution

5
892
4
234
3
89
2
22
1
10

Recent Reviews

AJ

Alex Johnson

2 weeks ago

Excellent course! The instructor explains complex concepts in a very clear and engaging way. The hands-on projects really helped me understand the material better.

SC

Sarah Chen

1 month ago

This course exceeded my expectations. The curriculum is well-structured and the instructor is very knowledgeable. I've already applied what I learned in my current job.

MR

Michael Rodriguez

3 weeks ago

Great course overall. The content is comprehensive and the instructor provides good examples. Would recommend to anyone looking to learn this topic.

ED

Emily Davis

1 week ago

Amazing course! The instructor's teaching style is perfect for beginners. The step-by-step approach made everything easy to follow.

Requirements

💻

Basic Computer Skills

Basic understanding of using a computer and internet

🎯

No Prior Experience Required

This course is designed for complete beginners

🌐

Internet Connection

Stable internet connection for video streaming

Dedication & Time

Commitment to complete the course and practice

Target Audience

Students and recent graduates
Working professionals looking to upskill
Career changers
Entrepreneurs and business owners
Anyone interested in learning new skills

Access To This Course

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