The Complete Financial Statement Analysis Course (Udemy.com)

Financial ratio and financial statement analysis tools for value investors! Includes case studies w/ excel examples.

Created by: Andrew P.C.

Produced in 2017

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What you will learn

  • Understand the mechanics of financial statements (balance sheet, income statement, and statement of cash flow).
  • Understand key earnings ratios including earnings-per-share (EPS).
  • Calculate profitability metrics and how to properly analyze them.
  • Calculate activity and turnover ratios.
  • Understand the components of return on assets and return on equity.
  • Understand the key ratios used to evaluate liquidity, solvency, and leverage.
  • Use key valuation metrics (P/E, EV/EBITDA, P/B, P/S, etc) to determine how cheap or expensive a stock is.
  • Understand the key financial filings US companies file with the Securities and Exchange Commission (SEC).
  • Navigate through financial statements like the back of your hand.
  • Understand how to read 10-K/10-Q filings and what sections to watch out for.
  • Interpret and understand audit opinions.
  • How to read 8-K filings and learn how to search for important info

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Quality Score

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Overall Score : 76 / 100

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Course Description

Ever wonder how the worlds most successful investors (such as Warren Buffett, David Einhorn, or Jim Chanos) are so successful? Its because they employ industry leadingfinancial statement analysisskills to root out opportunities.

A lot of courses simply teach you how to perform a few financial ratios.
Thats important, but it is only a small part of successful financial statement analysis. True financial statement analysis requires in-depth reading, research, and other analytical strategies that will give youa real investing edge.

I will teach you the tricks of the trade that many successful investors use on a daily basis.
By the end of this course you will learn how to read and analyze a companys SEC filings like a pro!

If you want to be a successful Financial Analyst, Investor, Investor Relations Manager, Private Equity Analyst, Investment Banker, Hedge Fund Analyst, or Sell SideResearch Analyst, then this course will is perfect for you!

3 BIG reasons why you should take this course:

Great future: There is always a need for financial analysts to perform research.

Big money: A financial analyst role typically leads to a high paying career ($100,000+).

Manage your own investments: Achieve long-term wealth by managing your own stock portfolio.

What makes this the best financial statement analysis course out there?

Knowledgeable instructor: I have a Bachelors degree in accounting and finance. I have years of equity research experience where I have provided detailed financial statement analysis services to many blue chip hedge funds.

Complete training: This course contains the main topics you will need to be a successful financial analyst and analyze financials. Unlike most courses, our training will include a walk-through of how to read SEC filings and what information to look out for.

Real world examples: The course contains many real world case studies.
Everything you learn will be applicable RIGHT AWAY towards you career or investing goals.

Excellent support: If you dont understand a concept or simply want to ask a question, youll receive an answer as soon as possible.

Industry tricks and tips: You will learn many of the industrys besttricks and tips to be successful. Some of these strategies are not well known to even veterans. You will find strategies to get an informational edge over other investors.

Dont forget, this course comes with Udemys 30-day unconditionalmoney-back full guarantee! If you dont learn anything from the course, return it and get your money back.
Who this course is for:
People who want a successful career (or get ahead) in investing, finance, or accounting. Business professionals who want to enrich their knowledge of finance and financial analysis. Beginning investors who want to manage their own portfolio of stocks. Aspiring students who want to major in finance or enter the field. Aspiring financial analysts, investor relation managers, private equity analysts, investment bankers, traders, hedge fund analysts, and sell side equity research analysts.

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Instructor Details

Andrew P.C.

Hi, my name is Andrew. I received myb.s. in accounting and finance. I currently work as an equity research analyst performing financial statement analysis for some of the world's most well-known hedge funds. Financial statement analysis is one of my passions and I'm lucky to do it on a daily basis. My goal is to teach others about the wonderful world of accounting and finance so they can achieve their business goals.

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Reviews

3.8

46 total reviews

5 star 4 star 3 star 2 star 1 star
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By Aditya Agarwal on 12/20/2020

because instructor is not clear with his voice .

By Parth Tamhankar on 12/13/2020

Well documented and explained.

By Prathamesh Thakre on 7/20/2020

subtitles are very bad

By Nilar Myint on 6/24/2020

Really this course upgrade my current experience &future career development.

By jayashankar m.v on 6/23/2020

The presentation could be more interesting .

By Nyeji Chilembo on 6/19/2020

Course is great,easy to follow, pace is good. Speakers words are a bit muffled so some words are not clear, but the content of the course is great!

By Varun Kumar Saxena on 6/5/2020

Very Nice

By Dr. Dennis Pezzolesi on 6/4/2020

Great info and easy to translate even for a beginner

By Vikram Khanna on 6/2/2020

It can be made more generic to cater to audience from around the world. Some sections were too specific to the US rules and regulations and weren't of much use to me.

By Motwakel on 6/1/2020

This course is more importance because I am working as a senior accountant .
in my duties I have prepare monthly and quarterly reports so this course improve my skills of financial statement analysis.
Also I get some ideas about securities (debt and equity).
in general I go through internal control frameworks and how is very importance in every company.

By Bedoor Alsadiq on 6/1/2020

it was very useful

By RR Gen on 2/17/2020

Does it really have to be pointed out that your microphone SUCKS BIG HAIRY ONES? If that does have to be pointed out to you... there is no help for you in life!