Finance & Accounting 101: Intro to Financial Analysis [2023]

Focused View

Philip Handke, CFA | Analyze Finance

2:56:28

167 View

1. Introduction and Instructor Bio

1. Learning Objectives.mp4

03:11

2. Instructor Bio.mp4

02:33

3. Legal Disclaimer.mp4

02:00

2. Financial Analysis Basics

1. What is Financial Analysis.mp4

02:10

2. Financial Statement Basics.mp4

04:32

3. Debits and Credits.mp4

04:37

4. Using the SEC Website to Pull Financial Data.mp4

05:37

5. How to Use a Financial Calculator.mp4

05:34

3. The Income Statement

1. Introduction to Income Statements.mp4

00:30

2. Income Statement Basics.mp4

03:04

3.1 LBP - Income Statement.pdf

3. Private Company Income Statement.mp4

05:19

4.1 TJX Companies Links (2).pdf

4. Public Company Income Statement.mp4

04:19

5. Cash and Non-Cash Expenses.mp4

03:16

6. P&L Format for Financial Modeling.mp4

01:49

7. EBITDA.mp4

06:11

8.1 Common Size Exercise.xlsx

8. Common-Size Income Statements.mp4

09:26

9.1 Anchoring Exercise.xlsx

9. Anchoring in Excel.mp4

05:41

4. The Balance Sheet

1. Introduction to Balance Sheets.mp4

00:40

2. Balance Sheet Basics.mp4

05:55

3.1 LBP - Balance Sheet.pdf

3. Private Company Balance Sheet.mp4

03:34

4.1 TJX Companies Links (2).pdf

4. Public Company Balance Sheet.mp4

10:42

5.1 LBP - Debt Schedule.pdf

5. Debt Schedule Basics.mp4

03:19

6.1 TJX Companies Links (2).pdf

6. Public Company Debt Schedule.mp4

05:24

7.1 Depreciation Schedule.xlsx

7. Depreciation Schedule.mp4

05:28

8. Net Working Capital.mp4

02:45

5. Financial Ratio Analysis

1. Introduction to Ratio Analysis.mp4

00:28

2. The Operating Cycle.mp4

03:01

3. Cash Conversion Cycle.mp4

04:30

4. CCC Excel Exercise (1 of 2).mp4

08:25

5. CCC Excel Exercise (2 of 2).mp4

06:17

6. Profitability Ratios.mp4

07:33

7. Liquidity Ratios.mp4

05:34

8. Leverage Ratios.mp4

09:14

6. The Cash Flow Statement

1. Introduction to Cash Flow Statements.mp4

00:33

2.1 TJX Companies Links (2).pdf

2. Cash Flow Statement Basics.mp4

03:42

3. Cash Inflows and Outflows.mp4

03:43

4. Operating Cash Flows.mp4

08:51

5. Investing and Financing Cash Flows.mp4

07:01

Description

Learn to read and analyze financial statements! Beginners welcome. Master the basics and advance your career in finance.

What You'll Learn?

Read & analyze income statements, balance sheets and cash flow statements
Use Excel to perform financial analysis
Foundations of accounting and financial statement analysis
Learn to use a financial calculator
Analyze private and public company financial statements to make investment decisions
How financial statements are interconnected
Analyze debt, working capital, depreciation, and other supporting schedules
Debits and Credits
Navigate the SEC website and 10-K’s like a shark
and much more!

Who is this for?

Job seekers seeking a career in finance, accounting, banking, or other related career fields

Anyone looking to advance into a management role in their current industry

Anyone looking to learn more about finance, accounting, or investing in general

More details

Description
Looking to learn how to analyze financial statements and advance your career?Â You're in the right place.
Invest in yourself by learning to read financial statements! Those that can read financial statements are more likely to operate successful businesses, get promoted, and make better decisions with money.Â Whether you're looking to break into corporate finance,Â boost your investment portfolio or better understand your clients' needs, learning financial analysis can have an outsized impact on your personal bottom line.
Finance &Â Accounting 101 is financial analysis crash course where you'll learn:
The foundations of financial accounting and finance
How to analyze an income statement, balance sheet, andÂ cash flow statement
How to perform financial ratio analysis
How to analyze private and public companies' financial statements
Navigate the SECÂ website and perform an in-depth review of a public company
Use a Financial Calculator
Use Excel to analyze financial statements
and more!

This beginner-friendly course is intended for anyone who wants to learn the basics of financial statements and analysis, and is perfect for anyone looking to break into a career in finance or accounting. Analyze Finance differs from the competition in that we teach by real-world example and application. We do our best to keep the theory light and provide examples you'll actually use on the job. After all, accounting &Â finance in the real world can be much different than what you see in textbooks!
Like a T-bill, this class is risk free and comes with a 30-day money back guarantee. It's no secret that finance &Â accounting professionals command some of the highest salaries in the workplace today. Why shouldn't you be one of them?Â Do yourself a favor and invest in your future today!

Why are you qualified to teach me?
My name is Philip Handke and IÂ founded Analyze Finance in 2022 with the goal of providing the best financial education anywhere online. I've been a financial analyst since 2015 and have had the pleasure of analyzing a wide range of businesses including small private companies to public companies.Â I've published reports for companies seeking anywhere from $100,000 and $100,000,000 of financing. I have a Bachelor's in Finance, an MBA, and a CFAÂ charter and the financial models I've built have been used to underwrite hundreds of millions of transaction volume.
As an instructor, I've taught live and on-demand courses to students all over the globe. I take great pride in creating simple, engaging lessons that you can immediately apply to your career. My sister course, "The Financial Analyst's Complete Guide to Excel", achieved Udemy's "Highest Rated" rating two months after launching and has maintained the highest ranking in its category ever since!
Who this course is for:
Job seekers seeking a career in finance, accounting, banking, or other related career fields
Anyone looking to advance into a management role in their current industry
Anyone looking to learn more about finance, accounting, or investing in general

User Reviews

Rating

average 0

Total votes0

Focused display

Financial Analysis

Philip Handke, CFA | Analyze Finance

Instructor's Courses

My name is Philip Handke and I founded Analyze Finance in 2022 to provide data analytics education to financial professionals. I've been a financial analyst since 2015 and the financial models I've built are used in our firm's everyday investment process. Prior to my current role in commercial lending I was a credit underwriter for a public REIT where I underwrote over $1 billion of transaction volume for companies seeking financing for single tenant properties. I'm well versed in reviewing businesses of all types including restaurants, car washes, manufacturers, radio stations, gold miners, and much more.My top areas of expertise include financial modeling in Excel, data analysis in Python, lending, capital markets, and commercial real estate. I hold a Bachelor's in Finance and an MBA. I passed all three levels of the CFA exam consecutively and in 2018 became a CFA charterholder. In my free time I enjoy being out and about with my wife and son, riding my bike, and practicing drone photography & videography. Stay tuned for additional Udemy courses from me in the near future.

Udemy

View courses Udemy

Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.