Leila Gharani – Fundamentals of Financial Analysis

Leila Gharani – Fundamentals of Financial AnalysisWhether you’re a newbie or a seasoned MBA, you’ll FINALLY “get” the big pictureWhen you can speak the language of Finance, you give yourself an unfair advantage in your career.It’s an advantage that can lead to confidence, praise, and promotions.This comprehensive course from Leila Gharani will equip you with these critical skills – even if you’ve never taken a single finance or accounting class. Whether you’re a complete newbie or a seasoned MBA …When you read financial statements AND provide recommendations, you give yourself an unfair advantage in the workplace.It’s an advantage that can lead to confidence, praise, and promotions.It doesn’t matter if you’ve never had formal training and you think you’re unqualified to analyze financial statements.It doesn’t matter whether you’re working for an employer, run your own business, or you’re an investor.It doesn’t matter if you’re a CPA or a finance professional who’s been at this for decades.Upping your game when it comes to analyzing finances is a critical skill. When you not only understand how money is created, how it flows, and how it multiplies, but can also give recommendations… you give yourself one of the most valuable – and lucrative — skills in the world. Imagine Any Goal You Want To AchieveFor example …Getting a job as a financial analystMoving up the corporate ladderDeciding on an investment opportunityNegotiating a loanFinding new opportunities for your clients (and landing betters ones)Starting your own businessIf you can’t look at a financial statement and immediately get the story it’s trying to tell you, the likelihood you’ll achieve any of these goals is far too low.Here at XelPlus, we refuse to let any of our students pursue these goals so ill-equipped.But what if things were different? What if you could read a financial statement with the same ease you read a menu at your local restaurant?What if you could not only see the numbers, but understand the story they’re trying to tell you?Do you think your chances of achieve any these goals will improve?Of course they will.When you speak the language of finance, doors open.Here’s the thing: Anybody can learn to read and analyze financial statements. So then why do so many people struggle in this area?It’s typically because they’re held back by one of these common myths:3 Common Myths about Financial AnalysisMyth #1: “I’m Not Qualified”The nice thing about money is that it doesn’t care about your background. If you hold a paper bill in your hand, it doesn’t care where you were born, where you went to school, or how much training you’ve had.All that matters is the decision you make about where to spend (or not spend) that dollar.If you look at your company’s P&L and discover an urgent problem, do you think your boss will care about your college degree?Do you need a finance degree to warn your friend that their hot new stock tip is a bad idea?You don’t need to have the right qualifications or a special diploma to make better decisions about money. It’s about understanding and interpreting the numbers.Myth #2: “I Don’t Work In The Finance Department”It’s a myth that you must work in finance to study financial analysis.Here at XelPlus, my online training company, we attract students from all different professions.Our ranks are full of:EngineersLawyersAdministratorsResearchersMilitary personnelSoftware developersHR professionalsManagement consultantsThe list goes on and on.And yes, we have the “usual suspects” of accountants, controllers, financial analysts, and CFO’s in our student roster, too.But what does each of these students have in common? For each of them, understanding finances is critical to their career growth.It’s hard to think of a profession where you wouldn’t benefit from being more financially savvy.Myth #3: “There’s Nothing New For Me To Learn”Be careful because this is a dangerous mindset to adopt. Trust me, I’ve been there before.After achieving my master’s degree in economics, there were times when I got comfortable. There were times when I stopped pushing myself to learn more. When I failed to explore the unknown.Each time, I was reminded – often harshly – of how much I have yet to learn. Even though I run an Excel-based YouTube channel with over 2 million subscribers, I still push myself to learn more. Learning never ends.Maybe you’re reading this message as a seasoned financial pro. You’ve put in the years and already understand more about finance than 99% of the population.I’m not going to pretend every module in our new course will be a revelation to you. Much of it will be old material you grasped long ago.But no matter our skillset, isn’t it wise to occasionally go back and review its basics? Isn’t it likely there were one or two things you missed?Plus, the tools are always getting better. I’m willing to bet we’ve found some nifty Excel tricks you haven’t yet discovered.Remember, there is always more to learn. And you never know what even a single new insight will unlock. This Course Is Specifically Designed To Help You Analyze Financial Statements Like a Pro(Even if You’re Not One)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 scenesSpot oncoming financial emergencies before they happenPredict where your company will be months and even years down the roadUse ratios to quickly gauge the health of your companyDecide whether to say “yes” or “no” to that new investment opportunitySpeak 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. 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 balanceHow to create and read the main financial statements and how they linkHow to calculate metrics and ratios to judge financial performanceHow to improve cash flow by managing your working capitalHow to prepare Excel so you spend less time doing setup and more time gathering insightsHow to apply theoretical time value of money concepts to real world projects so you make better decisionsProven techniques for preparing sound forecasts and budgetsBut that’s only a taste of what’s included. You can see the entire curriculum below:Here’s a Glimpse of Your Learning PathYou can view the detailed curriculum below. Select “See a full outline” to see the list of lectures.See anything that jumps out? Which lesson do you think you’d begin with? Section 1: IntroductionWelcome to Financial Analysis Course Download Course MaterialSection 2: Financial Analysis OverviewWhat is Financial Analysis Skills Needed for a Financial AnalystCareer Trajectory of a Financial AnalystSection 3: Accounting – The Core PrinciplesWhat is Accounting and Why Do You Need it Debits and Credits – The Secret to Remembering Which to UseChallenge: Debits and CreditsT-AccountsJournal EntriesTrial BalanceTypes of Financial StatementsQuiz: Accounting BasicsKey Takeaways: Core PrinciplesSection 4: Accounting Case Study – Accounting for a Beach BusinessAccounting for a Beach Business – Getting StartedAccounting for a Beach Business – Journal EntriesAccounting for a Beach Business – Trial BalanceAccounting for a Beach Business – Financial StatementsAccounting for a Beach Business – What Happens Next YearSection 5: Accounting – Essential ConceptsCash VS Accrual AccountingDepreciation – BasicsDepreciation – ExampleInventory and COGSInventory Cost Flow AssumptionsQuiz: Accounting EssentialsKey Takeaways: EssentialsSection 6: Financial Statements – Income StatementMain Purpose and ComponentsFormat of Income StatementsHow to Read an Income Statement: Case Study – MicrosoftConstructing an Income StatementQuiz: Income StatementSection 7: Financial Statements – Balance SheetAssets – DefinitionAssets – TypesTypes of LiabilitiesEquityHow to Read a Balance Sheet: Case Study – MicrosoftConstructing a Balance SheetQuiz: Balance SheetSection 8: Financial Statements – Cash Flow StatementHow to Read a Cash Flow Statement: Case Study – MicrosoftCash Flow Operating: Direct VS Indirect MethodConstructing a Cash Flow StatementQuiz: Cash Flow StatementSection 9: Financial Statement AnalysisImportant Ratios to Analyze Financial StatementsCalculating GrowthHorizontal vs. Vertical AnalysisCompound Annual Growth Rate (CAGR) Vs. AAGRQuiz: Financial Statement AnalysisSection 10: Time to Test Your KnowledgeCongratulations – What You’ve Achieved so FarQuiz: Test Your KnowledgeChallenge: Financial StatementsSection 11: Necessary Excel Functions for Financial AnalystsMost Common Excel Functions for Financial AnalysisTRIM FunctionMedian VS Mean CalculationCommon Date FunctionsCalculating Working Days & Future DatesCombine Text & NumbersExcel SUMPRODUCT Function (Skip extra Calculations)Challenge: Excel FunctionsKey Takeaways: Necessary Excel FunctionsSection 12: Important Excel Features for Financial AnalystsGoal SeekShowing Numbers in Millions / ThousandsTips for Proper Datasets (Good Functionality, Good Looks)Advantages of Excel TablesConditional Formatting – Top / Bottom AnalysisChallenge: Excel FeaturesKey Takeaways – Important Excel FeaturesSection 13: Master Pivot Tables for Financial AnalysisPivot Tables for Quick Data AnalysisCalculate Percentages & Change Aggregation in Pivot TablesGetPivotData Function in ExcelSlicers in Pivot Tables to Create DashboardsWorking with Dates in Pivot TablesChallenge: Pivot TablesCreate a Pivot Table from Multiple SheetsKey Takeaways: Pivot TablesSection 14: Common Charts & Graphs for Financial AnalysisLine Chart in ExcelColumn Chart & Stacked Column ChartPlotting Multiple Series (Line & Column Chart in One)Charts in Cells – Sparklines in ExcelWaterfall / Bridge Chart in ExcelPie Chart & Doughnut Chart in ExcelPareto ChartChallenge: Excel ChartsSection 15: Working Capital ManagementOverviewReceivablesInventoryPayablesChallenge: Working CapitalQuiz: Working CapitalKey Takeaways: Working CapitalSection 16: The Time Value of MoneyThe Time Value of Money ExplainedUnderstanding Discounted Cash Flows (DCF)Net Present Value (NPV)Internal Rate of Return (IRR)Calculating Payback Period with Varying Cash FlowsWeighted Average Cost of Capital (WACC)Quiz: Time Value of MoneyKey Takeaways: Time Value of MoneySection 17: Financial LeverageWhy Companies Take on DebtAnnuities (PMT)Calculating Periods to Payback (NPER)Calculating a Complete Loan ScheduleCalculate Interest Rate for a LoanChallenge: DebtQuiz: Financial LeverageSection 18: Financial ForecastingSimple Moving AverageWeighted Moving AverageExponential Triple SmoothingAllocating Yearly Values to MonthsVariance and Standard DeviationRegression Equation & Relationship between VariablesRegression AnalysisQuiz: ForecastingNext StepsWrapping up & What You’ve AchievedBONUS: Mini Course – Power Query for Financial AnalystsWill I Need Power Query?Properly Structure Data in SecondsMerge Pivot Table Report with Other TablesCase Study: Import Messy SAP Data Extract into ExcelPivot Table from Messy DataCombine Data from Multiple Sheets into ONE Pivot TableImport Data from PDF (Office 365)The Power of Power Query ⏫ Beam Me Up, Scotty!Jump into the Topic You Need – FastAs a Star Trek fan, I was always in awe of the transporter technology.It blew my mind how Captain Kirk could locate a spot on a nearby planet, then instantly transport his team to that exact location.I want your experience inside our new course to be just as instantaneous.Thanks to a new tool we created here in our XelPlus “laboratory,” now, when you want to find a topic, you can do so instantly.We’ve gone through every second of every lesson and pulled out the key words & topics. Then, we created an interactive agenda which allows you to quickly locate exactly what you’re looking for.Once you find your topic, it’s simply a matter of saying “Beam me up!” (not actually required). Click the link and you’ll instantly be transported to the correct lesson and timestamp.No more wasting hours searching. Find what you need, then get back to work. Save Time with These Cheat SheetsYour workday moves fast. Sometimes you don’t even have a minute to spare.That’s why you’ll love these brand new cheat sheets.Keep these right beside you at your desk. They may even get more use than your smartphone. Ask Yourself …What would even a small improvement in your financial skills be worth over your next five, ten, even twenty years?How much would having a financial leg up mean for your career?No, you don’t need to get an MBA and spend $100,000 to learn the most valuable financial analysis skills.You can learn them from the comfort of your own home. Best of all, you can learn them for a one-time investment of only $179 (excl. taxes).You’ll get:The confidence and rewards that come from being financially savvyAccess to our entire 18-module courseLifetime access, so you’re never in a rush to complete a lessonThe “Beam Me Up Scotty” topic transporter to quickly find what you needOur collection of financial analysis cheat sheets to keep at your deskWorkbooks to help you work through the problems in the videosA comment section to get your questions answered by our staff (how awesome is that?)Credits for CPDEnglish Captions so you can easily follow along each videoQuizzes to track how well you understand the conceptsChallenges to test your financial brain (move over, Lumosity)The bonus mini-course on Power Query to combine and clean data with easeYou have everything in that list for just $179 (excluding taxes). And again, you never lose access. You can see what a great deal this is.Ready to take advantage? Click the button below and enroll now.You can be watching the first lesson in less than five minutes. 🤔 Is This Course Right For Me?Most of our students fall into one of these categories:Ambitious BeginnersIs 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 ProfessionalsIf 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 There are no reviews yet.Add a Review Cancel replyYou must be logged in to post a review.