Accounting For Financial Analysts Course

Are you eager to unlock the mysteries behind financial reports? Dive into our comprehensive course designed specifically for financial analysts, where we unravel the complexities of accounting to empower you with the knowledge and skills necessary to excel in your field.

Favourite
4.95 (215 ratings)

What Will You Learn?

  • Introduction to Annual Report of a Company
  • Income Statement
  • Balance Sheet
  • Consolidated Statements of Comprehensive Income
  • Consolidated Statement of Shareholders Equity
  • Cash Flow Statement
  • Earnings Per Share
  • Income Taxes
  • Lease

What Will You Get?

16+ hours of video tutorials

Downloadable excel sheets

Certificate of completion

Course Summary

In our “Accounting for Financial Analysts” course, we provide a comprehensive exploration of financial reporting essentials tailored for aspiring analysts. From dissecting annual reports to deciphering income statements, balance sheets, and cash flow statements, our program equips participants with the necessary tools to navigate the complexities of financial analysis.

CourseOnline Accounting for Financial Analysts
Hours16+ Video Hours
Core CoverageIntroduction to Annual Report of a Company
Income Statement
Balance Sheet
Consolidated Statements of Comprehensive Income
Consolidated Statement of Shareholders Equity
Cash Flow Statement
Earnings Per Share
Income Taxes
Lease
Excel Templates Downloadable?Yes, Excel templates and financial models are downloadable
Online Accounting for Financial Analysts Course Validity1 Year
EligibilityAny one with a basic understanding of finance and accounting concepts
Pre-RequisitesElementary knowledge of Accounting and Finance
What Do You get?Certificate of Completion
Certification TypeOnline Certificate
Verifiable Certificates?Yes
Type of TrainingSelf-Paced Video Course on Accounting for Financial Analysts
Software RequiredExcel

Course Content

1. Introduction

2.1 McDonalds Income Statement – Overview

2.2 Colgate Income Statement – Overview 

2.3 Income statement Standard Format

2.4 Calculating Profitability Margin

2.5.Calculating MCD’s Profitability margin

2.6 Calculating Colgate’s Profitability margin

2.7 Non recurring items

2.8 Types of Non recurring items

2.9 Colgate Non recurring items

2.10 Colgate Non recurring items Adjustment

2.11 Calendar year vs Fiscal Year

2.12 Depreciation

2.13 Depreciation Types- ST line

2.14 Depreciation Types- Declining

2.15 Depreciation Types- SYD Method

2.16 Revenue Recognition

2.17 Revenue Recognition- Colgate and MCD

2.18 Revenue Recognition Types

2.19 Revenue Recognition- Sales Basis

2.20 Revenue Recognition- Percentage completion

2.21 Revenue Recognition- Completed Contract

2.22 Revenue Recognition- Installment Sales

2.23 Revenue Recognition- Cost Recovery

3.1 Introduction to Balance sheet

3.2 Colgate Balance

3.3 McDonalds Balance Sheet

3.4 Cash and Cash Equivalent

3.5 Low Cash and Cash Equivalent

3.6 WeWork Cash and Cash Equivalent

3.7 Colgate and McDonalds Cash and Cash Equivalent

3.8 Microsoft CCE

3.9 Accounts Receivable Introduction

3.10 Accounts Receivable impact on IS & BS

3.11 Accounts Receivable Turnover

3.12 McDonalds Receivable Turnover

3.13 Inventory Introduction

3.14 Inventory Introduction Colgate and McDonalds

3.15 Goods in Transit

3.16 Inventory LCM Method

3.17 Inventory LCNRV Method

3.18 Inventory BASE Equation

3.19 Inventory Valuation

3.20 Inventory Turnover

3.21 Colgate: Inventory Turnover

3.22 McDonald’s Inventory Turnover

3.23 Prepaid Expenses

3.24 Other Current Assets

3.25 Current Liabilities: Introduction

3.26 Accounts Payables

3.27 Accounts Payables Turnover

3.28 Mc Donald’s Payables Turnover

3.29 Colgate Payables Turnover

3.30 Cash Conversion Cycle

3.31 McDonalds and Colgate Cash Conversion Cycle

3.32 Unearned Revenue

3.33 Unearned Revenue Impact

3.34 Current Ratio

3.35 Current Ratio McDonalds

3.36 Current Ratio Colgate

3.37 Quick Ratio

3.38 Quick Ratio McDonalds

3.39 Quick Ratio Colgate

3.40 Cash Ratio

3.41 Cash Ratio McDonalds & Colgate

3.42 PPE

3.43 PPE Net vs Gross

3.44 CapEx Calculation

3.45 PPE Write Offs

3.46 Intangible Assets

3.47 Amortization of Intangible Assets

3.48 Goodwill

3.49 Goodwill Accounting: Pooling method

3.50 Goodwill Accounting: Purchase method

3.51 Goodwill Impairment

3.52 Long Term Investment

3.53 Financial Instruments

3.54 Financial Instruments Accounting

3.55 Financial Instruments Example

3.56 Long Term Liabilities

3.57 Type of Corporate Bonds

3.58 Bond Math

3.59 Bond Accounting- Par Value Bonds

3.60 Bond Accounting- Discount Bonds

3.61 Bond Accounting- Premium Bonds

3.62 Bond Accounting- Zero Coupon Bonds

3.63 Shareholder’s Equity: Introduction

3.64 Common Stock and Additional Paid in Capital

3.65 Common Stock & APIC MCD & Colgate

3.66 Treasury Stock

3.67 Why share Buyback

3.68 Retained Earnings

3.69 Retention Ratio

3.70 Preferred Stock

3.71 Cash Dividend

3.72 Stock Dividend

3.73 Stock Dividends: Impact on Balance Sheet

3.74 Stock Split

3.75 AOCI

3.76 AOCI Colgate & McDonalds

  1. Consolidated Statement of Comprehensive Income
  1. Consolidate Statement of Shareholder’s Equity

6.1 Introduction to Cash Flow Statement

6.2 CFO Direct Method

6.3 CFO Direct Method Calculation

6.4 CFO Direct Method Example

6.5 CFO Indirect Method

6.6 CFO Indirect Method Example

6.7 CFO Colgate & McDonalds

6.8 Cash Flow from Investing Activities

6.9 Cash Flow from Financing Activities

6.10 Effect of Exchange Rate

6.11 Year End Cash and Cash Equivalent

6.12 Consolidated Example- CFO Direct Method

6.13 Consolidated Example- CFO Indirect Method

6.14 Cash flow Example

7.1 Introduction to EPS

7.2 EPS Formula

7.3 Weighted Average Common Share

7.4 Effect of Stock Dividend or stock splits

7.5 Simple vs complex structure

7.6 Effect of Convertible Preferred Shares on EPS

7.7 Preferred Convertible Shares

7.8 Anti Dilutive Pref Convertible Share

7.9 Effect of Convertible Debt

7.10 Effect of Convertible Debt- Example

7.11 Anti Dilutive Convertible Debt

7.12 Effect of Stock Option

7.13 Effect of Stock Option Example

7.14 Consolidate Example of EPS calculation

7.15 Colgate McDonalds EPS

7.16 EPS & Valuation

8.1 Introduction to Income Tax

8.2 Deferred Tax Introduction

8.3 Deferred Tax Reasons

8.4 Deferred Tax Liabilities

8.5 Deferred Tax Assets

8.6 Permanent Differences

8.7 Valuation Allowance

9.1 Introduction to Lease

9.2 Types of Lease

9.3 Lease Classification Testing

9.4 Lease classification Example

9.5 Operating Lease Accounting

9.6 Capital Lease Accounting

9.7 Capital Lease Book Value

9.8 Operating lease vs Capital Lease

Course Description

Our “Accounting for Financial Analysts” course is one of a kind as it is customized to provide a comprehensive introduction to the fundamental principles of financial reporting, tailored specifically for aspiring analysts. Learners will delve into the intricate details of annual reports, income statements, balance sheets, and cash flow statements, gaining invaluable insights into analyzing financial data with precision and clarity. Through a blend of theoretical concepts and practical exercises, students will learn to interpret key metrics such as earnings per share, navigate the complexities of income taxes and lease accounting, and develop the skills necessary to make informed investment decisions. With our expert instruction and interactive learning experiences, this course is designed to equip individuals with the expertise and confidence needed to excel in the dynamic field of financial analysis.

What We Offer:

  • Comprehensive Curriculum: Our curriculum covers all essential aspects of Accounting from a Financial Analysts point of view. You will gain access to a comprehensive curriculum covering all essential aspects of financial analysis, including in-depth modules on topics such as income statements, balance sheets, cash flow statements, and more.
  • Hands-on Approach: Our course offers hands-on experience through examining the real-world examples and practical insights from McDonald and Colgate SEC filings with the aim to enhance your analytical abilities and enable you to tackle real-world financial challenges with confidence.
  • Industry Experts as Instructors: Learn from our lead trainer and instructor- Dheeraj Vaidya who brings in his vast experience in finance, investment analysis, and valuation. He will guide you through complex concepts in a clear and engaging manner, making the learning process enjoyable and effective.
  • Flexible Learning: Study at your own pace and access the course material from anywhere, at any time. Our online learning platform allows you to fit your studies into your busy schedule, ensuring a convenient and flexible learning experience.
  • Career Advancement: By acquiring the knowledge and skills provided in the course, you will enhance your chances of securing highly desirable positions in finance and consulting
  • Certification: After successfully finishing the course, you will be awarded a certificate of accomplishment, showcasing your expertise in Accounting and financial statement analysis. This certificate has the potential to strengthen your professional qualifications and unlock various career prospects.

Accounting For Financial Analysts Course – Certificate Sample

This course is well-suited for all the:

  • Students and Academicians
  • Finance Analysts
  • Investment analysts
  • Equity researchers or related roles
  • Entrepreneurs
  • Aspiring investors and individuals interested in making informed financial decisions

Frequently Asked Questions (FAQs)

Absolutely! Our course is designed to cater to learners of all levels, from beginners to experienced professionals. We start with foundational concepts and gradually progress to more advanced topics, ensuring that everyone can follow along and benefit from the material.

Our course is tailored for individuals aspiring to become proficient financial analysts or seeking to enhance their existing skills in financial analysis. Whether you’re a recent graduate, mid-career professional, or someone looking to transition into the field of finance, this course is designed to meet your needs.

While prior knowledge or experience in accounting or finance is helpful, it is not required. Our course is structured to accommodate learners with varying levels of expertise, from beginners to experienced professionals. Our instructors will guide you through the fundamentals and gradually build upon your knowledge throughout the course.

Our course is self-paced, allowing you to study at your own convenience. You’ll have access to pre-recorded video lessons and downloadable resources. This flexibility enables you to progress through the course materials according to your own schedule.

The course duration may vary depending on your learning pace and time commitment.

Yes, you will have unlimited access to the course materials (for 1 year period) even after you have completed the course. You can revisit the lessons, review the resources, and refresh your knowledge whenever needed.

Yes, upon successful completion of the Valuation course, you will receive a certificate of excellence. This certificate serves as recognition of your newly acquired valuation skills and can be added to your professional portfolio.

You may contact our course support at [email protected]

Don’t miss this opportunity to enhance your financial analysis skills and advance your career in finance. Enroll now and take the first step towards becoming a proficient financial analyst!

Testimonials:

Emily Riley, Career Transitioner

I can’t say enough good things about this course! The content is comprehensive, the instructors are engaging, and the learning platform is user-friendly. What impressed me the most was the level of support provided throughout the course. The instructors were always available to answer questions and provide guidance whenever I needed it. I feel well-prepared to pursue a career in finance after completing this course.

Michael Lewis, Financial Analyst

I’ve been working in the finance industry for several years, but I wanted to deepen my understanding of financial analysis. This course provided exactly what I was looking for. The instructors are industry experts who bring a wealth of knowledge and practical insights to the table. The flexibility of the course allowed me to balance my studies with my busy work schedule. I feel much more confident in my abilities as a financial analyst now, thanks to this course.

Park Son Ming, Finance Graduate

This course exceeded my expectations! As someone with limited background in finance, I was initially intimidated by the subject matter. However, the instructors did an excellent job of breaking down complex concepts into digestible chunks, making them easy to understand. The hands-on approach with real-world case studies was particularly beneficial in reinforcing my learning. I highly recommend this course to anyone looking to enhance their financial analysis skills.

Limited Period Offer ends in:
Only 9 seats are left with this price
$147 $368 60%
Enroll Now One year unlimited access

Created By WallStreetMojo Team

Course Director

Dheeraj Vaidya, CFA, FRM

  • ex-JPMorgan, CLSA Equity Analyst
  • CFA, FRM Chaterholder
  • 18+ years of Training Experience