Financial Statement Analysis with AI and Excel

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3 reviews for Financial Statement Analysis Course with AI and Excel

  1. Rated 5 out of 5

    Site Admin

    We design this course so learners read 10-Ks, test earnings quality, analyze cash conversion, and identify red flags with real analytical discipline.
    It builds the judgment needed before valuation or deal work begins, using Microsoft and Apple as live subjects with real data throughout.

  2. Rated 5 out of 5

    JC Academy

    This course teaches financial statement analysis as an investor and deal analyst would use it.
    It shows how ratios, quality checks, and AI prompting turn raw filings into usable conclusions by putting Microsoft and Apple in the same analytical frame.

  3. Rated 5 out of 5

    Course Planner

    This course trains how to pull real signals from the income statement, balance sheet, and cash flow statement.
    You can see how the analysis supports valuation, credit, and M&A judgment.

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Course Content

🧐 Section I. How Investment Analysts Read Financial Statements
2. What the 3 Financial Statements Actually Tell You
3. Decoding 10-K Reports Faster with AI
📊 Section II. Decoding the Income Statement Like an Analyst
4. Income Statement Structure and Key Insights
5. How Analysts Judge the Quality of Revenue
6. Decoding Cost Structure and Operating Leverage
7. From Gross Profit to EBITDA, What Each Number Tells You
🏦 Section III. What the Balance Sheet Reveals About a Business
8. How to Read a Balance Sheet Like an Analyst
9. Decoding the Asset Side of the Balance Sheet
10. Understanding Liabilities and Net Debt
11. Equity and Capital Structure Decoded
💵 Section IV. Cash Flow Analysis and FCF Construction
12. Reading the Cash Flow Statement Like an Analyst
13. From Net Income to Operating Cash Flow
14. Capital Expenditure, Financing Strategy and Free Cash Flow
🖥️ Section V. Applied Financial Analysis with Excel and AI
15. Microsoft FS Analysis Excel Model
16. How to Pull and Organize Financial Data into Excel
17. Reading Financial Trends and Growth in a Microsoft Model
18. How to Measure Financial Safety, Efficiency and Cash Flow Speed
19. Profitability Analysis and the DuPont Framework
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