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Financial Analysis and Modeling · LearnSpace
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Financial Analysis and Modeling

Курс от IBM
Начальный≈ 19 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Poor financial decisions cost businesses billions because leaders lack tools to properly evaluate options. Professionals who master financial analysis become trusted advisors. This course provides the financial toolkit essential for business success. Learn to dissect financial statements like forensic accountants, spotting hidden problems and opportunities. Master Excel-based modeling to build dynamic forecasts adapting to changing assumptions. Develop expertise in valuation from DCF to multiples approaches. Through hands-on labs with real company data, practice building models that withstand scrutiny while remaining accessible to operational managers. By completion, you'll confidently lead financial workstreams and translate numbers into narratives that drive decisions.

Навыки, которые вы освоите

Financial ModelingFinancial AnalysisBusiness ValuationRisk AnalysisBenchmarkingFinancial Statement AnalysisMergers & AcquisitionsBusiness ModelingDashboard CreationPrivate EquityRisk ManagementMicrosoft ExcelBusiness AnalysisBusiness ReportingFinancial StatementsDue DiligenceFinancial ForecastingFinancial DataFinancial ReportingCapital Budgeting

Программа курса

4 модулей · 102 учебных материалов

01Financial Analysis Foundations30 материалов

Welcome

Course IntroductionВидеоCourse Welcome and OverviewЧтениеMeet the ExpertsВидеоExpert Viewpoints: Why Financial Skills Matter in ConsultingВидео

Учитесь у экспертов

Starweaver

Global Leaders in Professional & Technology Education

Ahmed Hassan

Projects and Change Management Consultant | Speaker | Coach

Financial Analysis and Modeling
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Обучение на Coursera

≈ 19 ч

4 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Испанский, Японский

Часть программы вашего университета
Course SyllabusЧтение
Helpful Tips for Course CompletionЧтение
Excel Setup and Best PracticesЧтение

Financial Statement Mastery and Ratio Analysis

Financial Analysis in Consulting Context ВидеоDemo Video: The Three Financial Statements: A Foundational RecapВидеоDownloadable Resource: Financial Statements Glossary and Cheat Sheet ЧтениеFinancial Statement Analysis in PracticeВидеоDemo Video: Comprehensive Ratio Analysis - Part 1 ВидеоDemo Video: Comprehensive Ratio Analysis - Part 2ВидеоDetecting Financial Red Flags and IrregularitiesВидеоFinancial Statement Analysis GuideЧтениеDownloadable Resource: Financial Statement Checklist ЧтениеDownloadable Resource: Ratio Calculator Template ЧтениеLab 1a: Ratio Analysis of a Public CompanyPLUGINDownloadable Resource: Exemplar Solution for Lab 1a ЧтениеFinancial Statements and Ratios Задание

Benchmarking, Cash Flow, and Working Capital Analysis

Demo Video: Industry Benchmarking TechniquesВидеоCash Flow Analysis and Free Cash Flow MasteryВидеоWorking Capital Deep DiveВидеоRatio Analysis and Benchmarking FrameworkЧтениеDownloadable Resource: Cash Flow Analysis Toolkit ЧтениеLab 1b: Benchmarking and Cash Flow AnalysisPLUGINDownloadable Resource: Exemplar Solution for Lab 1b ЧтениеCash Flow and Working Capital ЗаданиеSummary and Highlights: Financial Analysis FoundationsЧтениеFinancial Analysis Fundamentals Задание
02Financial Modeling Essentials 31 материалов

Building Dynamic Financial Models

Principles of Effective Financial Model Design ВидеоThree-Statement Model BuildВидеоDemo Video: Case Study Walkthrough: Building a Model from Scratch - Part 1ВидеоDemo Video: Case Study Walkthrough: Building a Model from Scratch - Part 2ВидеоModel Documentation and TestingВидеоModeling Standards GuideЧтениеDownloadable Resource: Model Template Library ЧтениеLab 2a: Model Structure and Setup PLUGINDownloadable Resource: Exemplar Solution for Lab 2a ЧтениеModeling FundamentalsЗадание

Forecasting and Projections

Revenue and Cost Forecasting MethodsВидеоWorking Capital and Balance Sheet Forecasting - Part 1 ВидеоWorking Capital and Balance Sheet Forecasting - Part 2ВидеоDemo Video: Statistical Forecasting in Excel - Part 1 ВидеоDemo Video: Statistical Forecasting in Excel - Part 2ВидеоForecasting Best PracticesЧтение

Sensitivity and Scenario Analysis

Demo Video: Sensitivity and Scenario Analysis with Data Tables - Part 1ВидеоDemo Video: Sensitivity and Scenario Analysis with Data Tables - Part 2ВидеоDemo Video: Model Integration and Testing ВидеоSME Interview: Models That Drive DecisionsВидеоLab 2c: Sensitivity and Scenario AnalysisPLUGINDownloadable Resource: Exemplar Solution for Lab 2c Чтение
03Advanced Modeling and Valuation 29 материалов

Valuation Techniques and Applications

Valuation Foundations: DCF Modeling - Part 1 ВидеоValuation Foundations: DCF Modeling - Part 2ВидеоDemo Video: Comparable Company AnalysisВидеоValuation Reconciliation ВидеоValuation Theory and PracticeЧтениеDownloadable Resource: DCF Model Template ЧтениеLab 3a: DCF Valuation of a Public CompanyPLUGINDownloadable Resource: Exemplar Solution for Lab 3a ЧтениеFAQ: Which Valuation Method When?ЧтениеValuation ConceptsЗадание

Investment Analysis and Business Cases

Demo Video: Investment Evaluation TechniquesВидеоDemo Video: Building Compelling Business CasesВидеоDemo Video: Monte Carlo Simulation BasicsВидеоExpert Viewpoints: Winning Business Cases ВидеоLab 3b: Investment Analysis and Business CasePLUGINDownloadable Resource: Exemplar Solution for Lab 3b Чтение

Financial Dashboards and Reporting

Communicating Insights: Dashboard Design and Financial Storytelling ВидеоDemo Video: Excel Dashboard Creation - Part 1 ВидеоDemo Video: Excel Dashboard Creation - Part 2ВидеоExecutive Reporting Guide ЧтениеDownloadable Resource: Dashboard Template Gallery ЧтениеLab 3c: Executive Financial Dashboard CreationPLUGIN
04Final Project and Course Wrap-Up 12 материалов

Final Project and Final Exam

Final Project OverviewЧтениеDownloadable Resource: Private Equity Analysis GuideЧтениеFinal Project: Financial Due Diligence for GreenPower Renewable Energy AcquisitionPLUGINFinal Project: Submission and EvaluationВзаимная проверкаFinal Exam: Financial Analysis and ModelingЗадание

Course Wrap-Up

Course Wrap-UpВидеоExpert Viewpoints: Financial Skills in Consulting CareersВидеоCongratulations and Next StepsЧтениеContinuing Your Financial EducationЧтениеDownloadable Resource: Financial Analysis Resource Library ЧтениеDownloadable Resource: Finance Certification Guide ЧтениеCourse GlossaryЧтение
FAQ: How Detailed Should Forecasts Be?Чтение
Lab 2b: Building a 5-Year ForecastPLUGIN
Downloadable Resource: Exemplar Solution for Lab 2b Чтение
Forecasting Techniques Задание
Downloadable Resource: Sensitivity Analysis Tools Чтение
Forecasts, Assumptions, and Client ExpectationsОбсуждение
Scenario Analysis Задание
Summary and Highlights: Financial ModelingЧтение
Financial Modeling SkillsЗадание
Downloadable Resource: Business Case Framework Чтение
Investment Analysis Задание
Downloadable Resource: Exemplar Solution for Lab 3c Чтение
FAQ: Automation v/s. Manual UpdatesЧтение
Financial CommunicationЗадание
Summary and Highlights: Advanced Financial AnalysisЧтение
Advanced Modeling and ValuationЗадание