Fundamentals of Financial Analysis With Leila Gharani

This new (and highly-awaited) course from XelPlus, called Fundamentals of Financial Analysis, will give you the skills needed to reach the next level in your career.

This no-fluff, easy-to-follow online course will help you:

Develop X-Ray vision into your company’s finances, allowing you to see what’s going on behind the scenes

Spot oncoming financial emergencies before they happen

Predict where your company will be months and even years down the road

Use ratios to quickly gauge the health of your company

Decide whether to say “yes” or “no” to that new investment opportunity

Speak with your higher-ups about finances, impressing them with your fluency (they may even begin asking you questions)

Better manage your household finances, leaving you with more money for savings (and fun vacations)

It doesn’t matter if you’ve never read a book or taken a class on finance.

This new course will make you more fluent and more capable in one of our society’s most important arenas – the area of finance & money.

I can sum up this course in one word: EXCELLENT! I think this course was a great balance of many different aspects of finance. I came into the course thinking it was a focus on accounting, but it covered so many topics.

Which Skill Do You Want To Learn Most?

In the list below, you’ll find some of the most useful finance skills.

If these aren’t yet old habit, you’ll be surprised at how quickly you master them when you follow our course’s over-the-shoulder, step-by-step tutorials.

• How to reconcile the flow of financial transactions from journal entries to a trial balance
• How to create and read the main financial statements and how they link
• How to calculate metrics and ratios to judge financial performance
• How to improve cash flow by managing your working capital
• How to prepare Excel so you spend less time doing setup and more time gathering insights
• How to apply theoretical time value of money concepts to real world projects so you make better decisions
• Proven techniques for preparing sound forecasts and budgets

But that’s only a taste of what’s included. You can see the entire curriculum below

Fundamentals of Financial Analysis With Leila Gharani

Here’s a Glimpse of Your Learning Path

You can view the detailed curriculum below.

See anything that jumps out? Which lesson do you think you’d begin with?

Section 1: Introduction
Welcome to Financial Analysis Course
Download Course Material

Section 2: Financial Analysis Overview
What is Financial Analysis
Skills Needed for a Financial Analyst
Career Trajectory of a Financial Analyst

Section 3: Accounting – The Core Principles
What is Accounting and Why Do You Need it
Challenge: Debits and Credits
T-Accounts
Journal Entries
Trial Balance
Types of Financial Statements
Quiz: Accounting Basics
Key Takeaways: Core Principles

Section 4: Accounting Case Study – Accounting for a Beach Business
Accounting for a Beach Business – Getting Started
Accounting for a Beach Business – Journal Entries
Accounting for a Beach Business – Trial Balance
Accounting for a Beach Business – Financial Statements
Accounting for a Beach Business – What Happens Next Year

Section 5: Accounting – Essential Concepts
Cash VS Accrual Accounting
Depreciation – Basics
Depreciation – Example
Inventory and COGS
Inventory Cost Flow Assumptions
Quiz: Accounting Essentials
Key Takeaways: Essentials

Section 6: Financial Statements – Income Statement
Main Purpose and Components
Format of Income Statements
How to Read an Income Statement: Case Study – Microsoft
Constructing an Income Statement
Quiz: Income Statement

Section 7: Financial Statements – Balance Sheet
Assets – Definition
Assets – Types
Types of Liabilities
Equity
How to Read a Balance Sheet: Case Study – Microsoft
Constructing a Balance Sheet
Quiz: Balance Sheet

Section 8: Financial Statements – Cash Flow Statement
How to Read a Cash Flow Statement: Case Study – Microsoft
Cash Flow Operating: Direct VS Indirect Method
Constructing a Cash Flow Statement
Quiz: Cash Flow Statement

Section 9: Financial Statement Analysis 
Important Ratios to Analyze Financial Statements
Calculating Growth
Horizontal vs. Vertical Analysis
Compound Annual Growth Rate (CAGR) Vs. AAGR
Quiz: Financial Statement Analysis

Section 10: Time to Test Your Knowledge 
Congratulations – What You’ve Achieved so Far
Quiz: Test Your Knowledge
Challenge: Financial Statements

Section 11: Necessary Excel Functions for Financial Analysts
Most Common Excel Functions for Financial Analysis
TRIM Function
Median VS Mean Calculation
Common Date Functions
Calculating Working Days & Future Dates
Combine Text & Numbers
Excel SUMPRODUCT Function (Skip extra Calculations)
Challenge: Excel Functions
Key Takeaways: Necessary Excel Functions

Section 12: Important Excel Features for Financial Analysts
Goal Seek
Showing Numbers in Millions / Thousands
Tips for Proper Datasets (Good Functionality, Good Looks)
Advantages of Excel Tables
Conditional Formatting – Top / Bottom Analysis
Challenge: Excel Features
Key Takeaways – Important Excel Features

Section 13: Master Pivot Tables for Financial Analysis
Pivot Tables for Quick Data Analysis
Calculate Percentages & Change Aggregation in Pivot Tables
GetPivotData Function in Excel
Slicers in Pivot Tables to Create Dashboards
Working with Dates in Pivot Tables
Challenge: Pivot Tables
Create a Pivot Table from Multiple Sheets
Key Takeaways: Pivot Tables

Section 14: Common Charts & Graphs for Financial Analysis
Line Chart in Excel
Column Chart & Stacked Column Chart
Plotting Multiple Series (Line & Column Chart in One)
Charts in Cells – Sparklines in Excel
Waterfall / Bridge Chart in Excel
Pie Chart & Doughnut Chart in Excel
Pareto Chart
Challenge: Excel Charts

Section 15: Working Capital Management 
Overview
Receivables
Inventory
Payables
Challenge: Working Capital
Quiz: Working Capital
Key Takeaways: Working Capital

Section 16: The Time Value of Money
The Time Value of Money Explained
Understanding Discounted Cash Flows (DCF)
Net Present Value (NPV)
Internal Rate of Return (IRR)
Calculating Payback Period with Varying Cash Flows
Weighted Average Cost of Capital (WACC)
Quiz: Time Value of Money
Key Takeaways: Time Value of Money

Section 17: Financial Leverage
Why Companies Take on Debt
Annuities (PMT)
Calculating Periods to Payback (NPER)
Calculating a Complete Loan Schedule
Calculate Interest Rate for a Loan
Challenge: Debt
Quiz: Financial Leverage

Section 18: Financial Forecasting
Simple Moving Average
Weighted Moving Average
Exponential Triple Smoothing
Allocating Yearly Values to Months
Variance and Standard Deviation
Regression Equation & Relationship between Variables
Regression Analysis
Quiz: Forecasting

Next Steps
Wrapping up & What You’ve Achieved

BONUS: Mini Course – Power Query for Financial Analysts
Will I Need Power Query?
Properly Structure Data in Seconds
Merge Pivot Table Report with Other Tables
Case Study: Import Messy SAP Data Extract into Excel
Pivot Table from Messy Data
Combine Data from Multiple Sheets into ONE Pivot Table
Import Data from PDF (Office 365)
The Power of Power Query

Beam Me Up, Scotty!

Is This Course Right For Me? 

Most of our students fall into one of these categories:

Ambitious Beginners
Is your dream to start a career in corporate finance or the financial services industry? Whether you’re a newbie to finance or at the beginning of your career, Fundamentals in Financial Analysis will make sure you get started the right way.

Established Professionals
If you’re ready to deepen your financial knowhow, master new Excel techniques, and advance on the career path, Fundamentals in Financial Analysis will teach you how to fully leverage the language of business.

Can You Afford Not to Have Financial Skills?

Take two people, identical in every way – except one.

They were born in the same place, went to the same school, and even have the same job at the same company.

The difference? One person committed to studying the world finance, while the other constantly put it off. Who do you think will be ahead in their careers ten years down the road?

If you don’t learn financial analysis from me, please, learn these skills somewhere.

But in this message, I think I’ve made a good argument why our new course is THE best place to get the financial education you need and deserve. Especially given the price and the potential ROI you can achieve.

See you inside the course!

– Leila

****Explore irresistible discounts on a variety of courses at Buytorich – a treasure trove awaits you Here!

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.