What you'll learn:
- Read and interpret income statements, balance sheets, and cash flow statements using real company data
- Build financial statements from scratch in Excel
- Apply key financial ratios (ROE, EPS, debt-to-equity, current ratio) to assess company performance
- Use essential Excel functions for financial analysis: XLOOKUP, SUMIFS, IFERROR, date functions, and more
- Build Pivot Tables and dashboards to summarize and present financial data
- Forecast revenue and costs using moving averages, exponential smoothing, and regression analysis
- Calculate NPV and apply discounted cash flow concepts to evaluate investments
- Create professional financial charts including waterfall, Pareto, and combo charts in Excel
If you work in finance — or want to — this is the course to bookmark.
45 short, standalone lessons covering everything a working financial analyst actually needs: reading financial statements, applying key ratios, building Excel models, and forecasting with confidence. No fluff. No prerequisites. Watch in any order.
What you'll be able to do after this course:
Read and build an income statement, balance sheet, and cash flow statement from scratch
Apply key financial ratios (ROE, current ratio, debt-to-equity, EPS, and more) to assess company performance
Use Excel formulas every financial analyst needs: XLOOKUP, SUMIFS, IFERROR, date functions, and more
Build Pivot Tables and charts to summarize and present financial data clearly
Understand and apply time value of money concepts: DCF, NPV, and annuities
Forecast using moving averages, exponential smoothing, and regression analysis
Who this is for:
Finance professionals who want sharper Excel and analysis skills
Accounting and finance students preparing for analyst roles
Excel users who want to apply their skills to real financial work
Anyone who needs to understand financial statements for their job
Why this course works differently:
Each lesson is short and self-contained — most run under 10 minutes. You don't need to start at Lecture 1. If you need to understand cash flow statements today, jump straight there. If next week you need to build a regression model, it's waiting for you.
You'll work with real company data (Microsoft financials) and build models using realistic scenarios — not toy examples.
Topics covered across 8 sections:
Financial statements and ratios | Excel formulas and functions | Pivot Tables and dashboards | Charts for financial reporting | Time value of money | Financial forecasting | Regression analysis | Career overview for financial analysts
Enroll now and start with whichever topic matters most to your work today.
