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UdemyFinance & AccountingPaid courseBeginner levelCertificate

Intro to Financial Analysis and Managerial Accounting! (Udemy.com)

Learn financial analysis fast!

Created by: BrainyMoney and Son Han, CFA, CPA

Last updated July 2019

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What you will learn

  • Learn how to perform Financial Analysis
  • Basics of Cost / Managerial Accounting
  • Learn how to perform variance analysis
  • Learn how to perform scenario analysis
  • Learn how to determine if a business is profitable and why

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Course Description

The purpose of this course is to teach you how to perform detailed financial analysis of a business’ (or your company’s) financial situation. This is Intro to Financial Analysis but covers the main topics of Cost / Managerial Accounting.

This course will show you where to focus your analysis and energy but will require you to dig into the financial--both the actual transactions and budget--to come up with the reason why things are happening.

We will work through this Google Sheet together (see course for link).

What You Will Learn

  • Understanding costs and profit

    • The difference between variable costs and fixed costs

    • Contribution/Unit Margin, Total Margin or Profit

  • Understanding break-even

    • How many units do I need to sell to make sure I’m not losing money?

  • Difference between profit and cash

    • Why is cash king?

  • Basics of budgeting and forecasting for a business

    • Should I start this business?

  • Basics of variance analysis

    • Why didn’t I make as much money as I thought I would have?

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Instructor Details

BrainyMoney and Son Han, CFA, CPA

Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. We build the best personal finance courses,cause no unnecessary harm, use business to inspire and implement solutions to improve financial lives of our peers. Follow us on Instagram to find daily motivational videos. Instagram: @Brainy.Money

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Reviews

4.4

1,614 ratings on Udemy

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By Bontle Mokgaotsi on 7/28/2026

I could not download the spreadsheets because they are deleted. So I had to create them from scratch. It's an inconvenience.

By Joshua Laverty on 9/26/2025

I like the basic set up for the sperad sheet. However I am not able to set up a google sheets account and I had to create an excel from scratch just took a little extra time.

By Samuel Leakemariam on 8/7/2025

Covered Core things within short time, The course was guided with clear conceptual explanation and practical example. For me it was exactly what I was looking for so that I gain a lot of knowledge.

By Fortune Radebe on 1/31/2025

The course has been a good match for me as I am at the cusp of career, transitioning into a role where I will be responsible for financial planning and analysis. This course has served as both a refresher and also provided some new insights into analysing the numbers. It will definitely be of great help in my new role.

By Aston Fabian Henry on 11/13/2023

As a Chartered Accountant (CPA), this course is relatively straightforward for me. Nevertheless, the material is well-presented and easy to comprehend. It is also highly practical, making it an excellent choice for individuals with limited or no prior knowledge of the subject matter.

By Ruzi Mammadov on 10/26/2023

As per my previous experience and qualifications, this course was a good brief to refresh the skills and knowledge in this regard. Thanks to its practicality and conciseness, it could be assessed as a great course.

By Anonymized User on 5/26/2023

It was helpful overall, and enjoyed the examples. The class took longer as I had to create my own excel spreadsheet to mimic the teachers as the google doc link says it no longer exists.

By Ramya Ravikumar on 12/14/2022

Very interesting class with practical work sheets. However the Google work sheets was not available so had to type out everything on excel sheet, was a little fast paced

By Elizabeth Hlanze on 5/19/2022

Yes it was a good match i'm a third year student doing Advanced Diploma Accounting Science, this is a100% match and the course simplified content for me. Thank you

By Jonathan Maas on 12/30/2020

Just a great course - really covers the basics. Note that you have to have moderate skills at Excel, though if you do not - you might learn through this course! In any case, great course - Son Han is great. Running a business might be difficult, but Son Han shows that accounting for that business is not so difficult. In any case, great course!

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Overall Score : 88 / 100