Finance Essentials For Analysts & Decision Makers

Finance Fundamentals & Modeling – Master the basics of financial modeling, equity valuation, bonds, and capital markets

What you'll learn

Build and balance a complete financial model from scratch.

Analyze companies using equity valuation models like DCF and comparables.

Understand bonds, fixed income, and how to evaluate interest rate risk.

Grasp core financial literacy concepts including credit, budgeting, and investing.

• Gain clarity on capital markets, securities, and structured finance tools.

Requirements

A stable internet connection

A laptop, desktop, or any other device that allows you to access the course videos

MS Excel installed on the device

Description

This Finance Essentials for Analysts & Decision Makers program is designed to help aspiring analysts, decision-makers, and finance professionals build a rock-solid foundation in finance. From financial modeling and valuation to understanding capital markets and fixed income instruments, the course equips you with the skills needed to analyze, interpret, and act on financial data with clarity and confidence.You’ll begin with Financial Modeling 101, where you’ll learn how to forecast revenues, project costs, and build dynamic models that balance and align with real-world business scenarios. Then, you will gain critical investing insights through the Fundamentals of Equity Valuation course, which covers DCF models, ratios, and intrinsic valuation techniques.Financial Literacy Basics ensures you understand key personal finance concepts like budgeting, saving, credit, and investing. Next, dive into Capital Markets, where you'll explore how stocks, bonds, derivatives, and intermediaries work together to form global financial systems.Sharpen your bond market knowledge with two practical courses: Bonds Crash Course and Fixed Income Basics, which break down bond pricing, risk, and portfolio construction. Finally, Structured Finance Basics introduces you to advanced financial products, their benefits, risks, and real-world applications.Each course is packed with real-life examples, practical tools, and simplified explanations—making it ideal for learners from both finance and non-finance backgrounds.Enroll now and start mastering the fundamentals of finance, modeling, and investment analysis for smarter, faster decisions.

Overview

Section 1: Financial Modeling in Excel Course 2025

Lecture 1 Step #1: Creating the Structure of the Financial Model

Lecture 2 Step #2: Analyzing Historical Financial Statements

Lecture 3 Step #3: Projecting Revenues

Lecture 4 Step #4 Projecting Costs

Lecture 5 Step #5: Projecting Depreciation

Lecture 6 Step #6 Projecting Working Capital

Lecture 7 Step #7: Completing the Cash Flow Statement

Lecture 8 Step #8: Projecting Debt

Lecture 9 Step #9: Integrating the 3 Statements and Balancing the Balance Sheet

Section 2: Financial Literacy Basics

Lecture 10 Introduction to Financial Literacy

Lecture 11 Setting Financial Goals

Lecture 12 Budgeting, Saving and Investing

Lecture 13 Financial Instruments

Lecture 14 Understanding Credit

Lecture 15 Tax Filing and Awareness

Lecture 16 Avoid Common Pitfalls

Lecture 17 Education and Career Horizons

Lecture 18 Conclusion

Lecture 19 Key Takeaways

Lecture 20 FAQs

Lecture 21 Glossary

Section 3: Fundamentals of Equity Valuation

Lecture 22 Introduction

Lecture 23 Cost of Capital

Lecture 24 Gordon Growth Model

Lecture 25 Dividend Discount Model - Part 1

Lecture 26 Dividend Discount Model - Part 2

Lecture 27 FCFE

Lecture 28 FCFF

Lecture 29 Multiplier Model

Lecture 30 Asset Based Model

Lecture 31 Conclusion

Section 4: Capital Markets Basics

Lecture 32 Introduction to Capital Markets

Lecture 33 Features & Economic Functions of Capital Markets

Lecture 34 Types of Capital Markets

Lecture 35 Primary and Secondary Markets

Lecture 36 Capital Market Instruments

Lecture 37 Securities Markets and Important Market Participants

Lecture 38 Securities to Derivatives Comparison

Lecture 39 Global Capital Markets

Lecture 40 Roles Of Financial Intermediaries

Lecture 41 Outro

Lecture 42 Key Takeaways

Lecture 43 Glossary

Lecture 44 FAQ

Section 5: Bonds Crash Course

Lecture 45 Bonds Basics - Part 1

Lecture 46 Bonds Basics - Part 2

Lecture 47 Pull To Par Effect

Lecture 48 Convexity Effect

Lecture 49 Maturity & Coupon Effect

Lecture 50 Conclusion

Section 6: Fixed Income Basics

Lecture 51 Fixed Income Introduction

Lecture 52 Fixed Income Instruments

Lecture 53 Fixed Income vs Variable Income

Lecture 54 Calculation Of Fixed Income Instruments

Lecture 55 How To Create A Fixed Income Portfolio?

Lecture 56 Risks In Fixed Income Instruments

Lecture 57 Advantages of Fixed Income

Lecture 58 Real World Examples Of Fixed Income

Lecture 59 Fixed Income Analysis

Lecture 60 Elements of Fixed Income Analysis

Lecture 61 Recap of the Course

Lecture 62 Conclusion

Lecture 63 Key Takeaways

Lecture 64 FAQs

Lecture 65 Glossary

Section 7: Structured Finance Basics

Lecture 66 Introduction and Fundamentals of Structured Finance

Lecture 67 Structured Finance: Origin and Popular Products

Lecture 68 Risks and Challenges

Lecture 69 Benefits and Criticisms

Lecture 70 Structured Finance Conclusion

Lecture 71 Key Takeaways

Lecture 72 FAQs

Lecture 73 Glossary

Aspiring financial analysts and investment professionals,Non-finance professionals looking to understand finance better,Students preparing for careers in banking or consulting,Entrepreneurs and business owners looking to develop financial decision-making skills,Anyone aiming to strengthen their financial literacy and modeling foundation