A financial analyst evaluates current and historical economic and business data to identify trends that influence business decisions. Gain the skills that make a successful financial analyst, including understanding financial statements, working with economic data, and analytical analysis skills.
Strategic Planning Foundations with Mike Figliuolo
Learn how to conduct an effective strategic planning process that results in a clear, compelling strategic plan for your organization.
1h 22m • COURSE
Financial Accounting Foundations with Jim Stice
Learn the basics of financial accounting. Discover how to prepare, read, and analyze financial statements.
1h 49m • COURSE
Financial Modeling Foundations with Michael McDonald
Learn how to build financial models that can be used in corporate finance, investment banking, and for firm valuation.
3h • COURSE
Excel: Analyzing and Visualizing Cash Flows with Curt Frye
Learn how to evaluate and visualize cash flows using Microsoft Excel.
1h 16m • COURSE
Excel: Tracking Data Easily and Efficiently with Oz du Soleil
Learn how to build a super-charged Excel spreadsheet to easily track any kind of data -from sales activity and inventory levels to household spending.
1h 29m • COURSE
Financial Modeling and Forecasting Financial Statements with Jim Stice
Learn how to create forecasted financial statements for your company, including forecasted income statements, forecasted balance sheets, and forecasted statements of cash flow.
1h 53m • COURSE
Running a Profitable Business: Understanding Financial Ratios with Jim Stice
Explains what financial ratios such as ROA and ROI mean and how they can be used to identify financial trends or assess a company's financial status.
1h 49m • COURSE
Corporate Financial Statement Analysis with Jim Stice
Learn the ins and outs of financial statement analysis—the examination of relationships among financial statement numbers—to gain insights into your company's past and future.
1h 30m • COURSE
Managerial Economics with Stefan Michel
Learn how to use economics to make better business decisions. Explore economic theories to strategize and solve business problems from demand and competition to pricing products.
1h 20m • COURSE
Excel: Economic Analysis and Data Analytics with Michael McDonald
Use big data to forecast economic trends. Find out how to perform regression analysis for economic forecasting using Microsoft Excel.
1h 37m • COURSE
You'll learn financial analysis skills with these experts.
Mike Figliuolo is founder and managing director of thoughtLEADERS, LLC, a professional services training firm.
He is a nationally recognized speaker and blogger on the topics of leadership, communications, decision-making, problem solving, and other critical business skills. An honor graduate from West Point, Mike served in the US Army as a combat arms officer. Before founding his own company, he was an assistant professor at Duke University, a consultant at McKinsey & Company, and an executive at Capital One and Scotts Miracle-Gro. He is the author of One Piece of Paper: The Simple Approach to Powerful, Personal Leadership (www.onepieceofpaper.com), Lead Inside the Box: How Smart Leaders Guide Their Teams to Exceptional Results (www.leadinsidethebox.com), and The Elegant Pitch: Create a Compelling Recommendation, Build Broad Support, and Get it Approved (www.elegantpitch.com). Mike's blog and the programs he teaches can be found at www.thoughtleadersllc.com.
James D. Stice, PhD, is the Distinguished Teaching Professor of Accounting in the School of Accountancy at Brigham Young University (BYU). He teaches business and accounting to university students and to business professionals around the world. Professor Stice has been at BYU since 1988. He has co-authored three accounting textbooks and published numerous professional and academic articles. In addition, Professor Stice has been involved in executive education for Ernst & Young, Bank of America Corporation, International Business Machines Corporation, RSM, and AngloGold Limited and has taught at INSEAD (in both France and Singapore) and CEIBS (in China). He has been recognized for teaching excellence by his department, his college, and the university. Professor Stice currently serves on the audit committee of Deseret Management Corporation and served on the board of directors of a publicly traded company until it was taken private.
Professor Jim Stice received a PhD from the University of Washington as well as master's and bachelor's degrees from BYU, all in accounting.
Michael McDonald is a researcher and professor of finance at Fairfield University.
He has extensive programming skills in SAS, Stata, Python, R, and SQL, among other programming languages. His past work experience includes using these programming languages to analyze big data sets in finance and economics and develop trading strategies based on data mining. He has done extensive work in investment banking, at tech startups, hedge funds, and on a wide variety of consulting projects. He has a track record of authoring creative and practical course materials for a variety of subject areas across business disciplines.
Michael's core knowledge is focused on financial markets and investment decision-making. He has helped advise firms on capital investments, valuation issues, and capital allocation to enhance business strategy. He is the author of multiple research studies addressing complex questions across the finance discipline. Michael's work has been cited by the Wall Street Journal, Bloomberg, the CFA Institute, and many others.
Curt Frye is the president of Technology and Society, Incorporated.He is the author of more than 40 books, including Microsoft Excel 2019 Step by Step for Microsoft Press, and has created and recorded more than 60 courses for Lynda.com and LinkedIn Learning. As a speaker, he has presented talks on topics including "Rhetorical Mathematics" for CLE credit at the Law and Magic conference, "Business Storytelling Using Microsoft Excel" at the ATD-Cascadia annual conference, and his Improspectives® approach to applying the techniques of improv theater to business and life for numerous audiences. As a performer, he has appeared in over 1,300 improv comedy shows with ComedySportz Portland and presents his Magic of the Mind show to theatrical and corporate audiences. Curt earned his BA in political science from Syracuse University and his MBA from the University of Illinois.
Oz du Soleil is an Excel MVP, author, and trainer with a passion for clean data and reliable reporting.
An even greater passion is that of teaching, sharing knowledge, and empowering people to handle their data more efficiently and with greater skill. Over the past 6 years, Oz has been teaching public and private workshops and giving presentations. He has presented at Northwestern University, University of Illinois at Chicago, IgniteChicago, and ExcelTV, and at various Excel and data conferences in Toronto; Amsterdam; San Jose; Portland, Oregon; and Chicago, Illinois.
His book, Guerrilla Data Analysis Version 2, condenses some of that knowledge. Through his popular YouTube channel, Excel on Fire, he trains students to use Excel more effectively and access more of Excel's features. Find out more at http://ozdusoleil.com/.
Stefan Michel is a professor at IMD, a distinguished author, and an international marketing consultant.
At IMD, he is the director of the Executive MBA program, and he teaches in the Strategic Marketing program, the Foundation for Leadership program, the MBA program, and the Orchestrating Winning Performance program, as well as in many partnership programs for world-leading companies.
He has written six books, eight book chapters, and more than twenty newspaper articles on these subjects, as well as many academic articles that have appeared in journals including Harvard Business Review, California Management Review, and the Journal of the Academy of Marketing Science. He won the Emerald Literati Award 2009 by the Journal of Service Management, and the Best Paper Award in Marketing Strategy at the AMA Winter Educators' Conference in 2005. Prior to joining IMD, Professor Michel was an associated professor of marketing at Thunderbird School of Global Management (USA), where he taught in the MBA and EMBA programs, as well as in customized corporate learning programs for European, Korean, and Chinese companies. He introduced various successful teaching innovations and received several awards for excellence in teaching. He is an invited global faculty member at the Center for Service Leadership at Arizona State University (USA). He works internationally with clients such as GE (New York), Visa Europe, Credit Suisse, Maersk, Interbrand Zintzmeyer & Lux, Concordia, Postfinance, and UBS, and he ran his family's hotel business as chairman of the board. He is a nonexecutive board member at Bossard and a board member of GfM Gesellschaft für Marketing (Swiss Marketing Association).
Professor Michel holds an MBA and a DBA from the University of Zurich, both summa cum laude. He received the 1997 Best Dissertation Award, granted by the Swiss Society for Market and Social Research.