Financial Analysis with AI Program
Build a strong foundation in business finance and analysis using Excel, accounting principles, financial modeling, ChatGPT, and PowerPoint.
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Course details
Lectures
:
55
Video
:
55+ hr
Quizzes
:
1
Level
:
Beginner
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Develop practical skills in Microsoft Excel, accounting, financial analysis, financial modeling, data analysis, and PowerPoint through one comprehensive program.
You’ll begin with Excel fundamentals, useful tools, advanced functions, financial functions, charts, pivot tables, slicers, and practical spreadsheet exercises. The program then progresses into financial modeling, including profit and loss statements, three-statement models, scenario analysis, and financial planning.
You’ll also learn accounting principles, bookkeeping, revenue and cost recognition, cash flow statements, working capital, advanced accounting topics, financial statement analysis, business analysis, finance fundamentals, loan calculations, and capital budgeting.
The program includes practical case studies based on companies such as Tesla, as well as lessons on using ChatGPT to clean, organize, and analyze data. It concludes with Microsoft PowerPoint fundamentals, tips, and techniques for creating more effective presentations.
Is this program suitable for beginners?
Yes. The program starts with Excel and accounting fundamentals before progressing to advanced financial modeling, analysis, and finance topics.
Do I need previous accounting or finance experience?
No. Previous experience is not required. The program introduces accounting and finance concepts step by step.
What version of Excel do I need?
You should use a recent version of Microsoft Excel or Microsoft 365. Some features may vary depending on your Excel version.
Will I learn financial modeling?
Yes. The program covers P&L modeling, three-statement models, scenario analysis, financial planning, and practical financial modeling exercises.
Will I learn how to use pivot tables and charts?
Yes. You’ll learn how to create professional charts, complete charts from scratch, use pivot tables, and apply slicers for financial analysis.
Does the program include practical exercises?
Yes. The program includes exercises involving P&L statements, SUMIFS, accounting transactions, financial statement analysis, capital budgeting, and financial planning.
Will I learn accounting fundamentals?
Yes. The accounting section covers bookkeeping, revenues, costs, assets, liabilities, revenue recognition, cost recognition, cash flow statements, and accounting principles.
How is ChatGPT used in the program?
The program demonstrates how ChatGPT can support data analysis tasks such as organizing messy data, handling inconsistent data, working with functions, cleaning text, and analyzing dates and time data.
Will I learn how to use PowerPoint?
Yes. The final section introduces PowerPoint and covers tips and techniques for improving presentation creation and workflow.
What can I do after completing this program?
You can apply your skills to financial analysis, accounting support, business reporting, spreadsheet modeling, data preparation, budgeting, and business presentations. You can also continue studying advanced finance, accounting, Excel, data analysis, or financial modeling.
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Basic info
Basic Info
- Program title: Financial Analysis and Business Skills with AI
- Category: Finance, Accounting, Business and Productivity
- Level: Beginner to Advanced
- Format: Video-based lessons, practical exercises, case studies, and assessments
- Main tools: Microsoft Excel, ChatGPT, and Microsoft PowerPoint
- Main focus: Financial analysis, accounting, financial modeling, data analysis, and business presentation skills
- Practical topics: P&L creation, SUMIFS, professional charts, pivot tables, three-statement modeling, financial planning, and capital budgeting
- Case studies: Includes practical exercises and company-based examples, including Tesla
- Recommended background: Basic computer skills; no previous finance experience is required
Key Topics Covered
- Microsoft Excel fundamentals
- Excel functions and financial functions
- Excel best practices
- Professional charts
- Pivot tables and slicers
- Financial modeling
- Three-statement models
- Scenario analysis
- Accounting and bookkeeping
- Revenue and cost recognition
- Cash flow statements
- Advanced accounting
- Financial statement analysis
- Working capital management
- Business and financial analysis
- Time value of money
- Loan calculations
- Capital budgeting
- Financial planning models
- Data analysis with ChatGPT
- Microsoft PowerPoint
Course requirements
Learners should have:
- A computer with internet access
- Microsoft Excel installed or access to Microsoft 365
- Access to Microsoft PowerPoint for the presentation lessons
- An internet connection for using ChatGPT
- Basic computer skills
- A willingness to practice using spreadsheets and financial examples
- A calculator or spreadsheet for completing finance exercises
No prior accounting, finance, or advanced Excel experience is required. Familiarity with basic arithmetic and spreadsheet navigation will be helpful.
Intended audience
This program is suitable for:
- Beginners learning Excel, accounting, and finance
- Students studying business, accounting, finance, or economics
- Finance and accounting professionals
- Business analysts and financial analysts
- Entrepreneurs and business owners
- Professionals who want to improve their Excel skills
- Learners interested in financial modeling
- Individuals preparing for finance-related roles
- Professionals who want to use ChatGPT for data analysis
- Anyone who wants to improve business presentation skills with PowerPoint
Program Introduction and Microsoft Excel Fundamentals
Financial Modeling and Excel Applications
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7
Microsoft Excel – Financial Functions in Excel -
8
Microsoft Excel Practical Exercise – Build a P&L from Scratch
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9
Practical Exercise – SUMIFS
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10
Microsoft Excel – Building Professional Charts in Excel
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11
Microsoft Excel – Creating Complete Professional Charts from Scratch
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12
Microsoft Excel – Working with Pivot Tables in Excel
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13
Microsoft Excel – Pivot Tables & Slicers: World-Class Financial Analysis
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14
Modeling in Excel – Building a Complete 3-Statement Model
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15
Modeling in Excel – Building a Flexible Model with Multiple Scenarios
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16
Modeling in Excel – Completing the 3-Statement Model
Accounting Fundamentals
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17
Introduction to Accounting & Bookkeeping
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18
Types of Revenues, Costs, Assets, and Liabilities
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19
Revenue Recognition
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20
Cost Recognition
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21
Understanding the Big Picture: Why, What, When, and How
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22
The Core Principles of Accounting
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23
Accounting Practical Exercise – Accounting Transactions
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24
Accounting – The Importance of Timing
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25
Accounting – Preparing a Cash Flow Statement and Understanding Cash
Advanced Accounting
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26
Advanced Accounting – Trade Receivables
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27
Advanced Accounting – Inventory
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28
Advanced Accounting – Fixed Assets
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29
Advanced Accounting – Trade Payables
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30
Advanced Accounting – Financial Liabilities
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31
Advanced Accounting – Leasing Liabilities
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32
Advanced Accounting – Using Leverage
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33
Advanced Accounting – Raising Equity, Types of Equity, and Dividends
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34
Assessment – Accounting
Financial Statement and Business Analysis
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35
Financial Statement Analysis – An Introduction
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36
Financial Statement Analysis – Subtleties
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37
Financial Statement Analysis Practical Case Study – Analyzing P&G’s
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38
Financial Statement Analysis – Tesla Exercise
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39
Working Capital Management
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40
Fundamentals of Business & Financial Analysis
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41
Business Analysis in Excel
Finance Fundamentals and Capital Budgeting
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42
Finance 101 – The Time Value of Money and Interest Rate Components
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43
Finance 101 – The Value of Cash Flows with Different Timing
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44
Finance 101 – Loan Calculations
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45
Capital Budgeting – Basic Notions
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46
Capital Budgeting – A Complete Case Study
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47
Tesla Practical Case Study – Building a Financial Planning Model
Data Analysis with ChatGPT
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48
Data Analysis with ChatGPT – Introduction
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49
Data Analysis with ChatGPT – Deal with Inconsistent Data
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50
Data Analysis with ChatGPT – Organize Messy Data
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51
Data Analysis with ChatGPT – Working with Functions
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52
Data Analysis with ChatGPT – Clean Text Data
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53
Data Analysis with ChatGPT – Dates and Time Data
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54
Data Analysis with ChatGPT – Complete Practical Example