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It takes years of real-world experience to cover the broad spectrum of skills and know-how needed to succeed as a financial analyst. This course provides a solid starting point for financial analysts wishing to build a strong foundation and for those wishing to know more about corporate financial analysis. This course begins by explaining accounting 101, packing in the best of what you need to know to understand core accounting concepts and perform common accounting transactions in one hour. Next we move on to basic finance principles and then combine all that knowledge to learn how to financially model a business using Excel.
Learning Objectives
- Describe and recognize the accounting underlying financial statements.
- Analyze business transactions to determine which are reportable, and of those, which are on account of income and which are on account of capital.
- Prepare journal entries for common business transactions.
- Post entries to create a general ledger and a trial balance using a spreadsheet.
- Prepare the income statement, the statement of changes in equity, and the balance sheet.
- Discover what financial analysis is and how it used, how to calculate present value of future streams of cash flow with various profiles. and how to calculate future value of future streams of cash flow with various profiles.
- Discover the concept of financial leverage and optimal capital structure.
- Identify where finance theory is applied in the workplace and a disciplined approach for using Excel to develop financial analysis
- Discover how to prepare financial projections of the income statement, balance sheet, and statement of cash flows
Last updated/reviewed: November 28, 2019
16 Reviews (81 ratings)Reviews
Anonymous
()
Great review course for me. Well presented and well structured.
Jay Yen
(Revenue Accountant at Google)
As an accounting professional, I appreciated refreshing myself of the perspective and principles on the corporate finance and finance side. I appreciated the instructor's clear and straightforward explanations.
Anonymous
()
Sometimes financial analysis is a little hard for me, so after taking the course I hava more concepts to calcaulate the ratio and do more efficient financial analysis！Thanks Mr.Blair's great work!
Cindy Callahan
(Controller at Innovance, Inc.)
Accounting 101 was basic knowledge and easily understood. The next two series of classes had the pace at a much higher level. Would have liked to have those two pieces slowed down a bit.
Anonymous
(Managing Director & Consulting C..)
Illumeo... Would be great after completing the course if we could see the correct answers. I missed a few, and want to know which were wrong and what the correct answers were.
Anonymous
(Division Accounting Analyst)
A good combination - some review, some new information, some good tips and a good example for how to set up forecasted financial statements. I enjoyed the class.
James Munson
(Senior Accountant at Google)
Great length based on the amount of detail covered in the course. Helpful summary information. The practice quiz was good preparation.
Doug Slaybaugh
( at The CPA Coach)
Great perspective and principle focus on finance, balanced with accounting. Appreciated the course for its insight into modeling.
Anonymous
(None)
This is a great course to introduce you to basic concepts of financial analysis's along with helpful hints to use with excel.
Jeff Bone
(Financial Advisor at Northwestern Mutual)
Content was fine but the questions in the exam did not correlate very well to the content. Was a good refresher though.
Ricardo De Alba
(Controller at Harvest Church)
Excellent overview of each topic, providing a great refresher on Finance and Financial Modeling for CPAs.
Anonymous
()
I liked the effort it took to pass this course. I hope to see more loike it in the future
Anonymous
(Finance and Accounting Consultant)
Engaging course with well organized sections and excellent content for each topic covered.
Anonymous
()
The excel materials are very useful to help follow the case study.
Anonymous
()
very good course, good mix of technical, accounting, finance
Anonymous
(-)
Good overview and content. Thank you for the reminders.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .