What you'll learn:
- Understand the principles of financial ratios and be able to calculate and interpret key ratios, including the current ratio, quick ratio, debt-to-equity ratio,
- Develop a working knowledge of technical analysis and be able to use chart patterns, indicators, and other tools to make informed trading decisions.
- Understand the principles of financial modeling and be able to build a financial model from scratch, incorporating assumptions and inputs.
- Be able to use financial ratios and technical analysis in conjunction with financial modeling to evaluate the financial performance and health of a business.
- Apply the concepts and techniques learned in this course to real-world examples and case studies to make informed investment decisions
Upgrade your finance skill-set with an AI-enabled, practice-driven program that unites three core pillars of modern analysis:
Financial Ratio Analysis – Diagnose liquidity, solvency, efficiency, and profitability with AI dashboards that auto-scrape filings, normalize data, and flag red-flags in seconds.
Financial Modeling – Build dynamic, driver-based models in Excel and Python, then overlay machine-learning forecasts to stress-test scenarios and automate valuation.
Technical Analysis & Trading – Combine classic chart patterns with AI-generated signals, sentiment mining, and back-tested strategies to refine trade timing and risk control.
More than 8,900 analysts, investors, and students have already completed earlier versions of this course; the 2025 refresh layers in cutting-edge generative-AI workflows so you can move from analysis to action faster than ever.
Why This AI-Powered Edition Stands Out
End-to-End Automation: Connect SEC/SEDAR feeds to AI agents that download, clean, and ratio-analyze statements while you focus on interpretation.
No-Code & Low-Code Tools: Leverage ChatGPT, Microsoft Copilot, and AutoML templates—no prior programming required, yet Python notebooks are provided for power users.
Real Market Data: Trade on live feeds using paper-trading APIs, then evaluate performance with AI-generated post-mortems.
Interactive Learning: Instant feedback quizzes, chapter-level AI tutoring, and case-study walk-throughs modeled on Fortune 500 and TSX-listed firms.
Career-Ready Deliverables: Build a polished ratio dashboard, a full three-statement model with Monte Carlo add-on, and a back-tested trading notebook you can showcase in interviews.
What You Will Learn
Calculate & Interpret 30+ Key Ratios: Current, Quick, Cash Conversion Cycle, ROE, ROIC, Net Debt/EBITDA, and more.
Model Like a Pro: Forecast revenue drivers, build integrated financials, perform DCF and comparables, and sanity-check outputs with AI.
Deploy Technical Set-Ups: Trend-following, mean-reversion, momentum breakouts, Fibonacci clusters, Bollinger Band squeezes.
Harness AI for Alpha: Use natural-language prompts to code indicators, mine news sentiment, and auto-generate trade ideas.
Risk Management 2.0: Apply position-sizing algorithms, probabilistic VaR, and scenario analytics to protect capital.
Who Should Enroll
Finance students aiming to outshine peers in internship interviews.
Retail investors seeking data-driven conviction.
Analysts who want to replace manual spreadsheets with AI workflows.
Entrepreneurs and consultants needing rapid due diligence on private or public companies.
