To Access This Course:
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: October 11, 2018
5 Reviews (43 ratings)Reviews
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.
Doug Slaybaugh
( at The CPA Coach)
Great perspective and principle focus on finance, balanced with accounting. Appreciated the course for its insight into modeling.
Jeffrey Bone
(Lead Financial Analyst at CenturyLink)
Content was fine but the questions in the exam did not correlate very well to the content. Was a good refresher though.
Anonymous
()
I liked the effort it took to pass this course. I hope to see more loike it in the future
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 .