Financial Statement Analysis with AI and Excel

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Course Content

👋 Introduction to This Course
🧐 Section I. How Investment Analysts Read Financial Statements
1. How Financial Statements Drive Investment Decisions
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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