Financial Analyst

Description

About this course

Want to study for an MBA but are unsure of basic financial concepts? This business and management course prepares you for studying finance in an MBA program and in business generally.

You will learn key financial topics such as present value, Internal Rate of Return (IRR), capital budgeting, equity, bonds, diversification, portfolio choice and the Capital Asset Pricing Model (CAPM), all of which are often discussed and explored in great detail in MBA programs across the globe as well as everyday business operations.

A completely online course, you can work wherever and whenever you choose: at home, in the workplace, at a library, coffee shop or even while travelling (with the appropriate network access).

This course employs a ‘supported learning’ model. To help you achieve the optimum learning outcomes from this module, Imperial College Business School provides access to an expert online tutor who will support you through the learning materials and associated activities.

No previous financial knowledge is needed. Join us as you start your journey into the world of finance for management.

Overview about Financial Analyst course

This course, developed at the Darden School of Business at the University of Virginia and taught by top-ranked faculty, will teach you the tools you'll need to understand the fundamentals of financial accounting. Concise videos, the financial records of a small business, and "your turn" activities guide you through the three most commonly used financial statements: the Balance Sheet, the Income Statement, and the Statement of Cash Flows. Beyond recording transactions, you'll learn how to prepare these financial statements, and read and analyze them to draw basic conclusions about a company's financial health.

By the end of this course, you will be able to: - Use journal entries to record transactions - Prepare and use t-accounts to summarize transactions recorded during an accounting period - Describe the three most commonly used financial statements and how they fit together - Prepare these financial statements based on transactions recorded during an accounting period - Draw basic conclusions about a company's financial health

WHAT YOU WILL LEARN

·       How to use journal entries to record transactions and prepare and use t-accounts to summarize transactions recorded during an accounting period

·       The three most commonly used financial statements and how they fit together

·       How to prepare these financial statements based on transactions recorded during an accounting period

·       How to draw basic conclusions about a company's financial health

KEY TAKEAWAYS

• A financial analyst pores over data to identify business opportunities or make investment recommendations.
• More junior analysts tend to do a lot of data gathering, financial modeling, and spreadsheet maintenance.
• More senior analysts tend to spend time on developing investment theses, speaking with company management teams and other investors, and marketing ideas.
• A bachelor's degree in a math or finance-related major is helpful, but a masters in finance, a math-related field, or an MBA will also help get your foot in the door, as well as industry certifications such as a CFA charter.

When you complete the Financial Management Specialization, you will:

· Have a solid foundation in developing an integrated framework for strategic financial decision-making.

· Have a thorough understanding of financial statements and the financial information they provide, and be able to critically evaluate and analyze cash flows statements.

· Understand the management and evaluation of portfolios and firm valuation techniques.

· Understand how to incorporate risk and uncertainty into investment decisions and understand how companies make financing and investment decisions.

What you'll learn

·       Work comfortably with Microsoft Excel

·       Format spreadsheets in a professional way

·       Be much faster carrying out regular tasks

·       Create professional charts in Microsoft Excel

·       Work with large amounts of data without difficulty

·       Understand Accounting and Bookkeeping principles

·       Build a company’s P&L from scratch

·       Build a company’s Balance sheet from scratch

·       Perform Financial statement analysis

·       Understand the importance of timing in terms of revenue and cost recognition

·       Calculate Liquidity, Solvency, Profitability, and Growth ratios to analyze a company’s performance

·       Understand 10-K reports

·       Assess whether a project is feasible through the Net present value technique

·       Calculate a complete loan schedule

·       Understand the difference between variable and fixed interest rates

·       Perform industry analysis

·       Understand what drives a company’s value

·       Know how to analyze a business

·       Work comfortably with Microsoft PowerPoint

·       Create professional company presentations in PowerPoint

·       Become a successful Financial Analyst in no time – if you follow the course fully!

Requirements

·       Absolutely no experience is required. We will start from the basics and gradually build up your knowledge. Everything is in the course.

·       You will need Microsoft Excel 2010, 2013, 2016, or 2020

·       You will need Microsoft PowerPoint 2010, 2013, 2016, or 2020

This financial analysis course is perfect for any aspiring financial analyst working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting.

• Salary. A Financial Analyst job usually leads to a very well-paid career.
• Promotions. Financial Analysis acquire valuable technical skills, which makes them the leading candidates for senior roles within a corporation.
• Secure Future. There is high demand for Financial Analysis on the job market, and you to be concerned about finding a job.
• Growth. This isn’t a boring job. Every day, you will face different challenges that will test your existing skills.