Financial Analyst Certification (Excel, Power BI and Python)
Course Content
Introduction of Microsoft Excel
Excel for Finance Professionals (Advanced Excel)
Financial Statement and Ratio Analysis Analysis
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Understanding Income Statement, Balance Sheet, and Cash Flow
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Horizontal and Vertical Analysis
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Liquidity, Profitability, and Solvency Ratios
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DuPont Analysis
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Interpreting Financial Performance Through Ratios
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Limitations and Cautions in Ratio Analysis
Introduction of Power BI
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Fundamentals of Power BI
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Basics of Power Query
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Data Modelling
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Calculated Column with DAX
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Data Analysis Expression (DAX) Measures
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Time Intelligence Analysis
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DAX Variables, Functions and Enhanced Visualization
Financial Reporting with Power BI
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What-if & Field Parameters in Business Analysis
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Financial Reporting Automation with Power Query
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Automation of Month-End Closing Activities using Power Query and M Language
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Bifurcation of Annual Budget into Daily Level Budget using Power Query and M language
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Ensure Apple-to-Apple (Similar) Comparison using DAX
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Implement IBCS-Inspired Charts for Advanced Performance Analysis
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Dynamic Customer Ageing Analysis using DAX and Date Modelling
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Financial Liquidity using Daily Cash Flow Management Dashboard
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Dynamic Profitability Ratio Analysis using DAX
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Income Statement Analysis [Actual vs Budget vs Last Year]
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Balance Sheet Analysis
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Cash Flow Statement Analysis
Introduction of Python
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Python Syntax, Variables, and Data Types
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Lists, Tuples, Dictionaries, and Sets
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Loops, Conditions, and Functions
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Introduction to Jupyter Notebooks
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File Handling and Reading/Writing CSV/Excel Files
Python for Finance Professionals
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Time Series Data in Pandas: Introduction
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Financial Data – Essential Workflows (Risk, Return and Correlation)
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Financial Data – Advanced Techniques (Rolling Statistics and Reporting)
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Create and Analyze Financial Indexes
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Create, Analyze and Optimize Financial Portfolios
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Modern Portfolio Theory and Asset Pricing (CAPM, Beta, Alpha, SLM and Risk Divers)
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Forward Looking Mean – Variance Optimization and Asset Allocation
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Interactive Financial Charts with Plotly and Cufflinks
Automating Portfolio Management using Python
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Understanding Price, Risk, and Return Relationships & Calculating Returns
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Estimating Expected Returns
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Understanding and Measuring Risk & Relationships
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Measuring Portfolio Returns and Risk
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Mastery Check
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Exploring The Effects of Diversification & Optimisation
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Decomposing Diversification – Investigating Why It Works
Financial Planning (FP&A) and Budgeting
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Building Dynamic Financial Models in Excel
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Forecasting Revenue and Expenses
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Departmental Budgeting and Cost Centers
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Rolling Budgets and Zero-Based Budgeting
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Linking Assumptions to Financial Projections
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Building a 03 Statement Financial Model
Variance Analysis
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Variance Analysis Introduction
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Variance Analysis – Setup and Format
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Variance Analysis – Formulas
Interactive Dashboard with Advanced Excel and Pivot Tables
Capital Budgeting
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Introduction to Capital Investment Decisions
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Net Present Value (NPV), IRR, and Payback Period
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Risk Analysis and Sensitivity Analysis
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Discounted Cash Flow Modeling in Excel
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Real-World Capital Budgeting Case Studies
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