BEST SELLER
Accounting For Financial Analysts

Accounting for Financial Analysts Course: Build, Analyze & Forecast Statements

★★★★★4.95,990+ learners trained
Taught by Taught by Dheeraj Vaidya | CFA, FRM | IIT & IIM Alumnus | Ex-JPMorgan & CLSA Analyst | 100K+ students trained

Build and analyze income statements, balance sheets, and cash flow statements in Excel. Apply real McDonald's and Colgate case studies to forecast line items, assess earnings quality, and interpret SEC filings.

Topics Covered:

Income Statement, Balance Sheet, Cash Flow, EPS, Income Taxes, Leases, Consolidated Statements, Forecasting, Financial Ratios, and more.

Relevant Career Paths:

Financial Analyst, Equity Research Analyst, Private Equity Analyst, Credit Analyst, FP&A Analyst, Actuarial Analyst, and more.

What's included with enrollment:
  • 16+ Hours
  • Excel templates
  • Certification
  • 1 Year Access
Learners from finance, consulting, technology, and Fortune 500 teams
Alibaba.comAmazon.comAppleInsider.comBank of AmericaBarclaysBenzingaBitBucketBusinessInsiderCitigroupCLSACNBlogsCoinBaseCornellCrunchBaseGeeksforGeeksGoldman SachsHDFCMorgan StanleyShopifyStackExchangeTechCrunchUniversity of MichiganUniversity of MinnesotaWeirdJP MorganWSPAlibaba.comAmazon.comAppleInsider.comBank of AmericaBarclaysBenzingaBitBucketBusinessInsiderCitigroupCLSACNBlogsCoinBaseCornellCrunchBaseGeeksforGeeksGoldman SachsHDFCMorgan StanleyShopifyStackExchangeTechCrunchUniversity of MichiganUniversity of MinnesotaWeirdJP MorganWSP
Student testimonial avatar
★★★★★

“Good resource for finance and accounting concepts alongside examples to gain a clearer understanding of the material.”

Lincoln
Student testimonial avatar
★★★★★

“The study material is simplified. They make it simple and easy to understand different aspects of accounting. Thank you.”

Jolly Walia Kelly
Program Overview

Statements First. Excel Case Studies Next. Analyst-Ready Always.

The course begins with the core fundamentals every financial analyst needs - the structure of an annual report, the income statement, balance sheet, and cash flow statement. You learn to read line items, calculate profitability margins, work through revenue recognition rules, and analyze key ratios. These foundations then carry into McDonald's and Colgate case studies in Excel.

STATEMENT FUNDAMENTALS
REAL 10-K CASE STUDIES
EXCEL TEMPLATES
Included With Enrollment

Five premium resources to take your accounting skills from theory to real 10-K analysis.

These bonus resources help you practice statement analysis, forecasting, earnings-quality checks, and consolidation on real company data - not textbook examples.

Financial Analysis Using Real Data

Break down financials directly from real annual reports.

Value $

Downloadable Excel Templates

Build statements, reconcile accounts, and break down key ratios in Excel.

Value $

Cash Flow Statement & Earnings Quality

Spot red flags, cash flow risks, and earnings manipulation signals.

Value $79

EPS & Income Tax Adjustments

Perform EPS calculations and understand deferred and current tax impacts.

Value $

Shareholder's Equity & Consolidated

Learn how to analyze ownership structures, retained earnings, and non-controlling interests through practical case studies.

Value $
Curriculum

A step-by-step path from statement fundamentals to advanced forecasting.

The curriculum moves sequentially from reading reports to forecasting them, with every concept reinforced through McDonald's and Colgate case studies.

4 phases 16+ hours 100 modules Real McDonald's & Colgate case studies included
01 Foundations Reading the Annual Report
Introduction to Annual Report of a CompanyUnderstand what an annual report contains and how analysts read it.
8 mins · 1 lesson
02 Core Financial Statements Income Statement & Balance Sheet Deep Dive
Income StatementUProfitability margins, non-recurring items, depreciation methods, and revenue recognition across McDonald's and Colgate.
2:50 hrs · 23 lessons
Key Balance Sheet ConceptsCash and equivalents, receivables, inventory, PPE, intangibles, goodwill, payables, and full ratio analysis on real companies.
7:45 hrs · 76 lessons
03 Consolidated Reporting & Cash Flows From Comprehensive Income to Cash Movements
Consolidated Statement of Comprehensive IncomeRead consolidated comprehensive income figures across reporting periods.
4 mins · 1 lesson
Consolidated Statement of Shareholder's EquityAnalyze ownership, retained earnings, and minority interest movements.
7 mins · 1 lesson
Cash Flow StatementDirect and indirect CFO methods, investing and financing flows, and exchange rate effects applied to McDonald's and Colgate.
1:55 hrs · 14 lessons
04 Advanced Analyst Topics EPS, Taxes, and Leases
Earnings Per ShareBasic and diluted EPS, convertible securities, stock options, and anti-dilution rules.
1:50 hrs · 16 lessons
Income TaxesDeferred tax assets and liabilities, permanent differences, and valuation allowance.
56 mins · 7 lessons
LeaseOperating vs. capital lease classification, accounting treatment, and book-value impact.tes.
52 mins · 8 lessons
Foundations → Core Statements → Consolidated Reporting & Cash Flows → Advanced Topics - a sequence designed so each phase unlocks the next, mirroring how working analysts actually approach a 10-K.
Sample Videos

Preview the learning experience before you enroll.

Sample lessons show how concepts are taught using real McDonald's and Colgate financials and Excel walk-throughs, not generic examples.

Accounting for Financial Analysts - Introduction

McDonalds Income Statement - Overview

Colgate Income Statement - Overview

Accounting for Financial Analysts - Conclusion

Course Director

Learn directly from a former JPMorgan and CLSA equity analyst.

Dheeraj Vaidya, CFA, FRM

Co-Founder, WallStreetMojo · View LinkedIn profile →

EX-JPMORGANEX-CLSA AnalystCFAFRMIIT and IIM Alumnus20+YEARS OF EXPERIENCE100K+ STUDENTS TRAINED

Dheeraj Vaidya brings over 20 years of training experience and deep industry expertise to the Accounting for Financial Analysts Course. An alumnus of IIT and IIM, and a former analyst at JPMorgan and CLSA, he designed this program to bridge accounting concepts with real-world financial analysis and equity research applications. Drawing on his experience in the industry, Dheeraj has created a practical, Excel-driven learning path that mirrors the workflows used by professional analysts. More than 100,000 students have trained with him across financial modeling, valuation, accounting, and finance programs.

Career Outcomes

From statement reader to forecasting-ready financial analyst.

Hiring firms now expect analysts to read SEC filings, build Excel models, and assess earnings quality on day one - this course gets you there.

Career paths our students typically pursue
Financial Analyst26%
Equity Research Analyst24%
Private Equity Analyst18%
Credit Analyst14%
FP&A Analyst18%
Actuarial Analyst
Financial statement analysis across income statement, balance sheet, and cash flow
Forecasting and modeling skills in Excel
Annual report (SEC filings) interpretation
Scenario analysis and risk analysis
Strategic thinking and observation skills
Business communication and presentation skills
Fit Check

Is this course right for you?

A quick self-check so serious learners know exactly what this Accounting for Financial Analysts course covers and what it does not.

This course is built for:

Recent finance graduates
Investment banking professionals
Financial Analysts and FP&A Analysts
Equity Research Analysts and financial planners

This course is NOT for:

×Learners who don't have or can't install MS Excel
×Anyone expecting live 1-on-1 instructor or student interaction
×Learners looking for non-finance accounting (tax, payroll)
LIMITED-TIME OFFER

Ready to read, build, and forecast real financial statements?

Get the complete Accounting For Financial Analysts course for $99 save $100, today only.

Enroll Now →
Offer Ends in11h : 47m : 50s
Why Choose This Course?

A modern, case-study-driven path into financial analyst work.

You learn the fundamentals first, then apply every concept to McDonald's and Colgate 10-Ks in Excel - the same way working analysts approach real companies.

Statement FundamentalsReal 10-K CasesExcel-First Workflow

Foundations Done Right

Master the income statement, balance sheet, and cash flow statement line by line, with insights into margins, ratios, and accounting policies.

Real Company Case Studies

Every concept is applied to McDonald's and Colgate financials, so you practice on real disclosures instead of toy examples.

Excel Templates

Get downloadable Excel templates that replicate real-world models used for forecasting, ratio analysis, and consolidated financial statement analysis.

Course Value vs Piecing

It Together Statement training, case studies, Excel templates, and certification in one path - for less than typical fragmented alternatives cost.

The simple promise

You finish this Accounting for Financial Analysts course able to open a real annual report, build the three statements in Excel, forecast each line item, and explain your view with confidence to a hiring manager or investment team.

Smarter Buy

Why pay more - in time or money - to learn financial statement analysis the unstructured way?

Most learners consider two paths before buying a structured program: free self-study through YouTube and blogs, or buying individual accounting and financial analysis courses separately. Neither gives you the guided sequence, McDonald's and Colgate case studies, Excel templates, and certification this course does.

Alternative A
YouTube + Free Online ResourcesFree self-study path for financial statement analysis: Free but unstructured - no sequence, no real-company Excel templates, no earnings-quality framework, no certificate.
Freebut high time cost with no guided structure
Alternative A
Individual Course PurchasesBuying accounting, ratios, EPS, taxes, leases, and cash flow courses separately: Higher combined cost with no guaranteed sequence, missing real 10-K case studies and Excel templates, and no single learning path
$49Per course - multiple purchases required
WallStreetMojo recommended choice
Accounting For Financial Analysts CourseStructured statement-by-statement path + McDonald's & Colgate case studies + Excel templates + certification in one place
$99complete course
GUIDED SEQUENCE
INCLUDED REAL 10-K CASE STUDIES
BUILT IN BEST VALUE vs BUYING SEPARATELY
Why it wins: One sequenced path, real annual report case studies, downloadable Excel models, and a completion certificate - at half the original price.
Save $100saved

Simple takeaway: Simple takeaway: A structured course beats free videos and à la carte courses because you get the right learning order, real McDonald's and Colgate Excel case studies, earnings-quality training, and a certificate - all at a lower total cost than buying these pieces separately.

Student Feedback

What is the importance of accounting skills for financial analysts?

★★★★★

“Wall Street Mojo offers the clearest and most comprehensive set of video courses on financial analysis that I've found. The way they walk you through the concepts using spreadsheets is incredible.”

Student testimonial photo of Priya
Galen CawleyIndependent Trader and Consultant
★★★★★

“I must admit, knowledge is eroded years after graduation, but thanks to WallStreetMojo I can always be refreshed and remain relevant in my roles as a business manager and tutor.”

Student testimonial photo of Rahul
WizaBusiness Manager
★★★★★

“I'm so excited being a part of this lessons because I was able to get a detailed understanding of corporate finance with practical examples and the various excel functions used to solve Capital budgeting techniques.”

Student testimonial photo of Megha
Adegbayi IyanuoluwaBSC, Banking, Corporate, Finance, and Securities Law
Video Testimonials

Hear directly from learners

Add up to three short student videos here. If a course does not have video testimonials yet, simply turn this section off or remove the video testimonial blocks.

Video Testimonial

From exploring finance careers to gaining a strong understanding of the industry and its day-to-day roles.

Belana BarkleyBusiness Administration Major (Finance Concentration)
Video Testimonial

From CFA concepts to real-world financial modeling and valuation skills.

George StanleyCFA Level II Candidate
Video Testimonial

Making complex concepts simple to understand.

PhilipVerified Learner
Certification

Earn a WallStreetMojo certificate after course completion.

Add your Accounting for Financial Analysts certificate to LinkedIn, your résumé, and analyst applications to show employers you can handle financial statement analysis, forecasting, and Excel-based modeling.

Certificate on course completion
Designed for finance graduates, analysts, and career switchers
Demonstrates financial statement and accounting learning
Supports financial analyst, equity research, and FP&A career positioning
WallStreetMojo Certificate of Completion preview
FAQ

Frequently Asked Questions

Answers cover course content, Excel and case-study access, suitability for beginners, and how the Accounting for Financial Analysts course supports your analyst career.

What is Excel for finance training?

Consider it as a necessity for analysts as they need to have accounting skills for their work. It is a lifeline for analyzing, forecasting, modeling, and interpreting the financial statements of a company. Without these skills, an analyst would fail even to understand the correlation between items. Additionally, they provide further insights into investment and business decisions and potential threats.

Can you provide an overview of the course curriculum for "Accounting for Financial Analysts"?

With our financial analysis training course, you can enhance your accounting skills needed for financial analysts from scratch. The financial analysis course outline explores the core financial statements (income statement, balance sheet, cash flow statement) and their ratios. Also, it allows you to gain insights into each line item (expenses, revenue, assets, liabilities, debt, equity, cash flows) in depth. Furthermore, learn more about income tax calculation, lease, and EPS (earnings per share) with different case studies.

How does this course benefit individuals aspiring to become financial analysts?

We have designed this financial analysis course for financial analysts primarily. It contains all the basic skills and knowledge needed for the role of a financial analyst. You gain a better understanding of each financial statement and how each line item impacts the overall performance as well. As a result, it becomes easy for you to forecast future performance and get a clear picture of growth prospects. And most likely, with these skills, you can bag a financial analysis job easily.

Are there any case studies or practical exercises included in the course curriculum?

Our “Accounting for Financial Analysts” course details a real-world case study on McDonald’s and Colgate. You learn to present the financial statements later on and perform the same with other companies as well. These case studies also provide you with recent industry trends, possible mistakes made by analysts, and how you, as a finance professional, can avoid them.

Is this course suitable for beginners in finance, or is it more advanced?

This course is carefully curated for beginners and finance enthusiasts who aspire to follow a financial analysis career path. With our team of world-class experts, learn the basics of accounting and finance concepts in a simplified manner. Not just that, explore each concept in detail and learn to interpret the statements in different case studies.

What distinguishes this course from other financial analysis training programs?

One of our major USPs, compared to other financial analysis training programs, is our focus on simplicity. Our instructors come with years of experience and ensure the concept feels simplified to the user as well. With the help of real-time case studies, you get familiar with the industry application and your actual responsibilities at the corporate level. Besides that, you will also have access to downloadable Excel templates created to help you develop a comprehensive understanding of key accounting concepts! Additionally, if you have any doubts regarding the concepts covered in the financial analysis certification course, you have online chat support available so that you definitely don’t miss the next big opportunity of becoming a financial analyst.

Can I take this financial analysis course online, or is it only offered in person?

This financial analysis certification course is exclusively curated for you in the online mode only. However, the experience you will gain is not less than in-person training. With our professional experience and knowledge, we have designed this online course to guide you smoothly through each module. Also, our instructor, who has many years of experience in financial analysis, makes the concept more easy to understand. That said, if you have any doubts, you can post in the comments section or contact us directly. Our course support team will try their best to eliminate your confusion or doubt.

How does this course prepare students for real-world financial analysis scenarios?

With our expertise in financial analysis, this course helps students get familiar with the actual accounting techniques used in the finance industry. You, as a student, can relate how the basic accounting principles help in understanding each financial statement and its correlation with others. So, if you take financial analysts training program, basically, you get the added advantage of witnessing the real-world application of the concept with the help of our case studies.

Are there any networking opportunities provided through the course?

Through this financial analysts course, you earn a chance to get mentored by a professional instructor who holds many years of experience in this field. With the knowledge gained from this course, you can connect with people in the same industry (or field) to boost your career development and seize lucrative opportunities in the market. Also, you can add the certification obtained after completing this course to your LinkedIn profile and may find people in your field initiating interactions with you.

Can I interact with instructors and fellow students during the training?

No, you won't be able to get in touch with our instructors. However, you can contact our support team to share your experience and doubts regarding your learning.. Also, you must note that you will not be able to interact with other fellow students since this financial analysis online course is a self-paced learning program.

What are the key components of the financial analysis course outline?

To be precise, this course for financial analysts is a comprehensive guide to the accounting concepts utilized by financial analysts. However, to explain the course outline in fewer words, there are some major components to it. It includes an in-depth explanation of three statements (income statement, balance sheet, and cash flow statement) and their items, consolidated financial statements (equity and comprehensive income), income tax calculations, and lease.

Can you elaborate on the certification process for "Accounting for Financial Analysts"?

Our most preferred course “Accounting for Financial Analysts,” is the best tool for finance enthusiasts and professionals to boost their career in this field. There are multiple tutorial lessons that cover all the relevant concepts popular in the finance industry. One needs to watch all the course videos and pass all MCQ-styled tests, including the final assessment, to obtain the certification for the financial analysts course.

Can I expect to learn practical skills that are directly applicable to financial analysis jobs?

Yes, our approach involves focusing on case studies and examples, which will enable you to apply the concepts in real life and overcome the potential challenges you can face in your job, too. Plus, you get access to some secret tips and Excel hacks, which will definitely be helpful in your corporate life.

Are there any specific accounting principles or techniques covered in the course?

Of course, while developing the financial analysis online course, we made it a priority to include all the major accounting principles and techniques used in the financial industry. It includes a detailed, simplified description of each financial statement, major financial ratios, tax calculations, earnings per share (EPS), shareholder’s equity, depreciation, lease treatment, and more.

Is there an exam at the end of the financial analysis course?

Throughout the financial analysis course, you also need to brace yourself for the financial analysis exam at the end. This final assessment has various questions from different chapters. You will have to answer a certain number of questions accurately to complete the financial analysis certification course.

How is success measured in the financial analysis exam?

In the case of this course, success is measured using the marks obtained in the final assessment at the end of the program. Whether or not you are able to pass that exam determines whether you are successful or not in relation to this course.. If you fail the exam, you can try again to clear the test, as there are multiple attempts available to pass the exam.

Will I receive a certificate upon completion of the financial analysis training?

For sure, you will receive a certificate upon completion of the financial analysis training course. However, to access this certificate, there are some things to note. In short, there are eight sections, and they individually include MCQ-styled tests. Upon successfully passing the tests, watching all videos, and passing the final assessment at the end of the program, you can obtain a certificate.

Can I access course materials after completing the training?

Definitely, for one year, you will have unlimited access to the financial analysis online course content and materials. You can easily watch the modules again and revise what you have learned whenever required. Not only that, you will also have access to the Excel templates for the case studies performed as well. The only requirement is that you must remember your login details to access your dashboard. Additionally, you must have Excel to access the templates.

How does obtaining a financial analysis certification enhance career opportunities?

The financial analysts course is primarily designed to uplift your existing career path. It serves as a base for understanding the core fundamentals of a company and the interpretation of financial statements. You learn about each financial item and decode the intricate details of annual or 10-K reports, quarterly reports, and SEC filings easily. Nonetheless, you could also witness a boost in your financial skills, further making you eligible for multiple financial analysis jobs.

What types of financial analysis jobs can I pursue after completing this course?

Once you complete this “Accounting for Financial Analysts” course, you open the gate for multiple financial analysis jobs. And not just a financial analyst job, you can apply for other analyst roles as well. For instance, the massive knowledge gained with this course also serves as a base for equity research analysts, private equity analysts, FP&A analysts, valuation analysts, credit analysts, and others.

What is the average salary for financial analysts with accounting expertise?

If you are someone who ends up with a financial analyst job or aspires to get one, the salary will be between $60,885 and $73,500, considering it is the average in the US annually per salary.com. However, this range can vary as per the location and your experience. But, technically, as a beginner, this amount is what one would expect to get. Later on, with more acquired experience and knowledge, the financial analyst's salary range may increase as well. Coincidentally, with our financial modeling and valuation course, it is very much possible to achieve that range.

How does the financial analyst's salary compare to other roles in finance?

In comparison to the financial analysis salary, the remuneration earned by financial analysts is above average. It means, it does provide a competitive salary to its employees. However, chances of a high salary range are visible in job roles like investment banker analyst, equity research analyst, and private equity analyst. Due to the additional responsibilities beneath, the compensation received is also slightly higher.

Is this course recognized by industry organizations or associations?

The concept of financial analysis is a popular and renowned concept taught by major organizations globally. Some of them include Chartered Finance Institute (CFA) ), The Institute of Chartered Accountants of India or ICAI, the International Institute of Business Valuers (IIBV), the Academy of Certified Valuators and Analysts (ACVA), and others. Thus, enrolling in this course will ultimately benefit you in your professional aspect of becoming a financial analyst as well. You will increase your chances of getting top financial analyst jobs once you complete this course.

How does this course help me develop a solid foundation for a financial analyst career path?

This Accounting for Financial Analyst course is a perfect kit for those aspiring to excel in the financial analyst career path. It acts as a tool for polishing the basics of accounting skills needed at the corporate level. Once you are familiar with the principles, forecasting and valuing a company is not a big task. The entire work gets reduced to half and saves your time as well.

Can I customize the training to focus on specific areas of financial analysis?

No, you won't be able to customize the curriculum. It is created by us through extensive research and analysis to ensure that we provide you with comprehensive understanding of the concepts. That said, on a personal level, you can definitely utilize the financial analysis training course as per your needs. Also, you can definitely apply the concepts learned to different industries and sectors per your requirements as well. With the case studies provided on McDonald’s and Colgate, you can take any other company and forecast their performance easily. Later on, the knowledge imparted can be customzied with your existing skillset and applied to various jobs too.

What sets this financial analysis course apart from others in the market?

Our best financial analysis course has an infinite set of advantages to offer to course participants. For example, it adopts a practical approach by providing various examples and case studies. Moreover, it is a self-paced course that comes with 1-year unlimited access to all course materials. This makes it possible for one to learn at their own pace. Besides these, all concepts are explained by an industry expert with many years of experience in the finance sector. All these advantages combined make this course a must-buy.

How does this course accommodate different learning styles and backgrounds?

We aim to simplify every concept for every individual taking this financial analysis online course. As a result, we have included around more than 7 downloadable Exmultiple cel templates for easy reference. You can anytime refer to them for your understanding. In addition, with our self-paced modules, you can understand each term in a step-by-step manner and understand complex financials with easily defined different metrics.

Can I apply the skills learned in this course to my current job or future career?

Yes, definitely, you can employ the skills, knowledge, and experience gained from this financial analysis online course in your existing job as well. If you are someone working as an associate or manager, these skills can help you make informed decisions on fund allocations and optimization. You can forecast company models in an optimized way. Likewise, a corporate professional may use them and gain promotion in return. However, it is necessary to apply them in the right manner.

How does this course help me progress along the financial analyst career path and advance in my career?

This financial analysis certification course is designed from the perspective of students, finance enthusiasts, corporate professionals, and those who are planning to become a financial analyst. With the pre-recorded modules provided, you not only learn the concept at your own pace but also practically apply them at your office as well. Not only that, you can enhance your existing skills through this course and improve your chances of getting the best financial analyst jobs.

Will I receive a certificate upon completion of the financial analysis training?

For sure, you will receive a certificate upon completion of the financial analysis training course. However, to access this certificate, there are some things to note. In short, there are eight sections, and they individually include MCQ-styled tests. Upon successfully passing the tests, watching all videos, and passing the final assessment at the end of the program, you can obtain a certificate.

What are the fees associated with enrolling in the "Accounting for Financial Analysts" course?

The financial analyst course fees include only the one-time enrollment fee that one has to pay at the time of purchase. We also provide discounts and offers on our website from time to time. These discounts allow you to get the course at an attractive price. We assure you that the financial analyst course fees do not include any hidden charges.

Still could not find your answer?

Send us your question and our team will help you understand whether this course is right for your goals. Contact Us →

Contact Us →

Statements First. Excel Models Next. Analyst Career Always.

Go from reading an annual report to building forecasts, ratio analyses, and earnings-quality views on real companies - the foundation every financial analyst needs.

Accounting For Financial Analysts Course
Skills Festival
$9950% OFF
$199Save $100 today
Enroll Now →
Offer Ends in11h : 47m : 50s
Secure Checkout + Immediate Access