The Financial Planning and Analysis Course Video Course

Curriculum For This Course

• 1. Welcome! Course Introduction 1 Videos 00:03:27
  • Everything We Will Learn Has a Practical Application 03:27
• 2. Microsoft Excel - Quick Introduction 8 Videos 00:24:23
  • Excel Made Easy: A Beginner's Guide to Excel Spreadsheets 03:32
  • Data Entry Techniques in Excel 03:00
  • How to Make Your Spreadsheets Look Professional 05:49
  • Inserting, Deleting, and Modifying Rows & Columns 01:44
  • Excel Formulas for Beginners 02:54
  • A Beginner's Introduction to Excel Functions 03:42
  • Work Efficiently by Using Cut, Copy, and Paste 02:10
  • Pasting Values, Formulas and Formats with Paste Special 01:28
• 3. Microsoft Excel - Useful Tools 8 Videos 00:10:12
  • Inserting a Line Break with Alt + Enter 00:48
  • Do More with Your Sales Data with Excel's Text to Columns Feature 01:52
  • Create Easily Printable Excel Documents 01:12
  • How to Wrap Text in Excel and Adjust a Cell's Size 00:43
  • Insert Hyperlinks in Excel Spreadsheets 01:16
  • Using Excel's Freeze Panes to Handle Large Datasets 01:12
  • Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do 00:46
  • A Quick Introduction to Excel's Pivot Tables 02:12
• 4. Microsoft Excel - Best Practices That Will Make a Difference 11 Videos 00:22:42
  • Initial Formatting Is Key for Creating Professional - Looking Spreadsheets 01:59
  • Macros Are a Great Timesaver! Here's Why. 02:59
  • The Secret to Faster Scrolling in Excel 01:36
  • Using Absolute and Relative Cell References 02:15
  • Find and Select Cells That Meet Specific Conditions 01:30
  • How to Create Dynamic Names in Excel Spreadsheets 01:34
  • Using Named Ranges to Make Formulas More Readable 01:34
  • Custom Number Formatting 01:49
  • How to Add a Drop-down List in Excel 01:20
  • Using Custom-sort to Sort Multiple Columns Within a Table 04:15
  • Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts 01:21
• 5. Microsoft Excel - Beginner, Intermediate & Advanced Functions 12 Videos 00:42:31
  • Key Excel Functions: Sum, Sumif, Sumifs 04:21
  • Key Excel Functions: Count, Counta, Countif, Countifs 04:01
  • Key Excel Functions: Average & Averageif 01:54
  • Key Excel Functions: Left, Right, Mid, Upper, Lower, Proper, Concatenate, & 04:24
  • Find the Highest and the Lowest Values in a Range: Max & Min 00:52
  • Use Round in Your Financial Models 01:01
  • Excel's Lookup Functions: Vlookup & Hlookup Made Easy 07:44
  • Index, Match, and Their Combination - The Perfect Substitute of Vlookup 07:27
  • Using Excel's Iferror Function to Trap Spreadsheet Errors 01:43
  • Create Flexible Financial Models with Choose 02:19
  • Goal Seek Will Help You Find the Result You Are Looking For 02:12
  • Perform Sensitivity Analysis with Excel's Data Tables Functionality 04:04
• 6. Microsoft Excel - Financial functions in Excel 4 Videos 00:22:26
  • Discounting cash flows in Microsoft Excel 07:02
  • Calculating Internal Rate of Return (IRR) in Excel 03:30
  • Using the PMT function in order to create a complete loan schedule 06:16
  • Date functions in Excel 05:38
• 7. Microsoft Excel - Practical Exercise "Build a P&L From Scratch" 13 Videos 00:41:13
  • Understand Your Data Source Before You Start Working on It 02:26
  • Ordering the Source Worksheet 01:57
  • Create a Code: The Best Way to Organize Your Data and Work Efficiently with It 01:49
  • Learn How to Create a Database 01:54
  • Using Lookup Functions (Vlookup) to Fill the Database Sheet 05:20
  • Use Sumif to Complete the Database Sheet 04:05
  • Using Index & Match as a Substitute of Vlookup 03:59
  • Mapping of the Rows in the Database Sheet 02:06
  • Building the Structure of the P&L Sheet 02:08
  • A Practical Example of Professional Formatting in Excel 03:17
  • Populate the P&L Sheet with Sumif 02:43
  • Learn How to Find Mistakes with Countif 02:19
  • Calculating Growth Rates in Excel 03:05
• 8. Microsoft Excel - Building Professional Charts in Excel 7 Videos 00:16:04
  • Introduction to Excel Charts 00:56
  • Beginner's Guide to Inserting Charts in Excel 02:05
  • Modifying Excel Charts - The Easy Way to Do It 02:24
  • Make Your Excel Charts Look Sexier - Proven Tips 03:04
  • Creating a Bridge Chart in Excel 2016 - As Easy as It Gets 01:37
  • New Ways to Visualize Your Data - Treemap Charts 01:26
  • How to Represent Trends with Sparklines 03:47
• 9. Microsoft Excel - Working with Pivot Tables in Excel 6 Videos 00:20:14
  • Pivot Tables - Excel's Dynamic and Interactive Tables 01:29
  • Creating a Pivot Table: Choosing Row and Column Parameters 03:42
  • Design the Layout and Format of Your Pivot Tables 02:09
  • Additional Techniques That Will Ease Your Work with Pivot Tables 04:28
  • One of the Most Useful Excel Functions - GetPivotData 03:39
  • Welcome to the Future - Pivot Table Slicers 04:15
• 10. Pivot Tables & Slicers in Practice - World-Class Financial Reporting Shown Here 11 Videos 00:34:51
  • Introduction to the Case Study 01:55
  • Working with an SAP data extraction 03:17
  • Preliminary mapping of the data extraction 02:05
  • Creating an output structure of the FMCG model 02:24
  • Improving the layout and appearance of the FMCG report 03:54
  • Inserting formulas and automating calculations 02:25
  • Creating a Master Pivot Table: The main data source for the FMCG report 01:50
  • GetPivotData is great! Extracting data from the Master Pivot Table 05:39
  • Combining Slicers and GetPivotData: The key to our success 03:14
  • Getting fancy with Excel slicers - Good-looking Excel slicers 03:06
  • This is how the report can be used in practice by high-level executives 03:54
• 11. Modeling in Excel - Building a complete 3-statement model 8 Videos 00:29:31
  • Introduction to the Exercise 03:00
  • Let's create a mapping of financials 02:50
  • Building an output P&L sheet 04:07
  • Filling in the output P&L sheet with historical financials 02:57
  • Calculating percentage variances and applying conditional formatting 03:14
  • Building an output Balance sheet 03:55
  • Using Index, Match, Match to fill in the output Balance sheet 05:10
  • Adding the forecast period 04:05
• 12. Modeling in Excel - Let's build a flexible model with multiple scenarios 5 Videos 00:18:36
  • Calculating historical percentage ratios and use Index and Match for scenarios 05:06
  • Building a flexible model with Choose & Match 01:44
  • Building a flexible model with Vlookup & Columns 03:22
  • Calculating historical DSO, DPO, DIO, Other assets %, and Other liabilities % 05:08
  • Forecasting DSO, DPO, DIO, Other assets and Other liabilities 03:16
• 13. Modeling in Excel - We are almost there! Completing the 3-statement model 5 Videos 00:25:12
  • Building a Fixed asset roll forward 05:17
  • Building a Financial liabilities schedule 06:24
  • Building an Equity schedule 04:28
  • Preparing a Cash flow structure 02:16
  • Calculating Cash flows and completing the model 06:47
• 14. Accounting - Introduction to Accounting & Bookkeeping 3 Videos 00:10:33
  • What is Accounting and Why Do You Need It 05:11
  • The Importance of Bookkeeping - Good Accounting Records Are Essential 02:34
  • An Introduction to Financial Accounting 02:43
• 15. Accounting - The Three Main Statements in Financial Accounting 3 Videos 00:12:60
  • The Three Core Financial Statements: P&L, Balance Sheet and Cash Flow 02:08
  • The Key Accounts You Will Find in a P&L 06:01
  • The Main Balance Sheet Items 04:34
• 16. Accounting - Understanding the Big Picture: Why, What, When, and How Much 3 Videos 00:06:35
  • The Revenue Recognition Principle - Why Is it so Important? 02:19
  • The Expense Recognition Principle - When to Recognize Expenses 02:02
  • Historical Cost vs. Fair Value Accounting 02:14
• 17. Accounting - The Core Principles of Accounting 6 Videos 00:21:03
  • The Accounting Equation and Its Importance 01:59
  • Elements of the Accounting System: General Ledger 01:42
  • T-Accounts: The Best Way to Understand Debits and Credits 04:18
  • P&L T-Accounts 02:56
  • How to Calculate Depreciation Expense 04:27
  • The Double-Entry Principle - The Core Principle of Bookkeeping 05:19
• 18. Accounting - Practical Exercise: The Accounting Transactions of a Lemonade Stand 4 Videos 00:33:47
  • Case Study - The Accounting Transactions of a Lemonade Stand (1/4) 10:19
  • Case Study - The Accounting Transactions of a Lemonade Stand (2/4) 07:39
  • Case Study - The Accounting Transactions of a Lemonade Stand (3/4) 07:25
  • Case Study - The Accounting Transactions of a Lemonade Stand (4/4) 08:09
• 19. Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis 5 Videos 00:16:36
  • Calculating Cash Flows - Understand if a business makes or burns cash 02:36
  • The three parts of Cash Flow statements explained 02:09
  • Cash Flow computations - The Direct method 01:59
  • Cash Flow computations - The Indirect method 03:35
  • Calculating Cash Flow in practice: A complete example 06:19
• 20. Accounting - The Importance of Timing 4 Videos 00:15:40
  • Timing of Cash Flows and Why It Plays an Important Role for a Business 01:12
  • Timing of Income: Principles of Revenue Recognition 06:11
  • Timing of Expenses: Principles of Cost Recognition 03:46
  • The Four Type of Accruals Arising in Accounting Transactions 04:15
• 21. Accounting - Introduction to Financial Statement Analysis 4 Videos 00:13:40
  • What is a 10-K Report and Why Is It important for Investors? 02:28
  • Finding, Downloading and Going Through the Annual Report of P&G 06:53
  • What is the Role of Auditing Firms and What Are the Benefits of an Audit? 02:28
  • Indispensable Tools for Financial Statement Analysis 01:36
• 22. Accounting - Subtleties of Financial Statement Analysis 5 Videos 00:17:36
  • Financial Statement Analysis - A Natural Continuation of Financial Accounting 01:52
  • First Steps in Financial Statement Analysis 02:57
  • Horizontal vs. Vertical Financial Statement Analysis 03:32
  • Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO) 01:23
  • Using Accounting Ratios to Assess Business Performance 07:31
• 23. Accounting - Practical Case Study "Analyzing P&G's Financials" 2 Videos 00:11:38
  • Case Study - Calculating Ratios and Analyzing P&G's Financials (1/2) 06:49
  • Case Study - Calculating Ratios and Analyzing P&G's Financials (2/2) 04:38
• 24. Finance 101 - The Time Value of Money and Interest Rate Components 7 Videos 00:17:21
  • Understanding the Time Value of Money 01:18
  • Why Interest Rates Play an Important Role in the Economy? 01:23
  • The Components Forming Interest Rates in Real Life 02:38
  • What Is Libor and What Does It Serve For? 01:03
  • The Difference Between Fixed and Variable Interest Rates 01:53
  • What Is Default Risk and How Does a Bank Account For It? 06:18
  • Corporate Loan Specifics 01:38
• 25. Finance 101 - The Value of Cash Flows with Different Timing 2 Videos 00:09:11
  • Calculating the Present Value of Future Cash Flows 04:51
  • A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value 03:56
• 26. Finance 101 - Loan Calculations 2 Videos 00:07:49
  • Calculating a Complete Loan Schedule 03:03
  • COURSE CHALLENGE - Part 3 06:26
• 27. PowerPoint - Introduction to PowerPoint 9 Videos 00:33:41
  • The Structure of the PowerPoint Ribbon 05:08
  • General Considerations About Slide Structure 03:52
  • Shortcuts Allow Us To Be Much Faster When Working in PowerPoint 02:28
  • Add Frequently Used Buttons to the Quick Access Toolbar 03:23
  • How to Easily Align Objects in PowerPoint 03:53
  • Editing Shapes in Your Presentation - The Format Shape Menu 04:41
  • How to Format Text Boxes in a PowerPoint Presentation 03:51
  • Changing an Object's Size and Learning About Rotation Options 01:39
  • Work Efficiently By Using Slide Masters 04:25
• 28. PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User 7 Videos 00:22:54
  • Modifying the Beginning and Ending of a Line Object 01:41
  • Join Shapes Together By Using Connector Lines 03:46
  • Group or Ungroup Shapes, Pircutres or Other Objects 01:45
  • This is How You Can Fit Text When It Is Larger than a Shape 01:58
  • PowerPoint's Smart Art Feature Offers Great Return for Your Time 03:30
  • Creating Eye-Catching Text Effects in PowerPoint 01:59
  • Practical Exercise - Creating an Organizational Chart 07:52