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⇱ Master Financial Analysis & Modeling Fundamentals | Coursera

Master Financial Analysis & Modeling Fundamentals

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Master Financial Analysis & Modeling Fundamentals

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Design financial workflows integrating analytics, ML, and AI to solve real-world finance problems.

  • Evaluate company performance using financial analysis, forecasting, and valuation frameworks.

  • Build predictive models using regression, time series, clustering, and generative AI.

  • Create automated dashboards and reports to deliver real-time financial insights.

Details to know

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Recently updated!

March 2026

Assessments

17 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Master Financial Analysis: AI-Driven Modeling & Forecasting Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

Build practical financial analysis and modeling skills used by analysts and finance professionals to evaluate business performance and support decisions.

This course walks you through financial statements, ratio analysis, forecasting, and valuation, helping you convert raw numbers into clear insights. You’ll learn how income statements, balance sheets, and cash flow statements connect, and how to assess profitability, liquidity, efficiency, and leverage. Next, you’ll apply ratio analysis and DuPont decomposition to identify performance drivers and working capital efficiency. You’ll build integrated financial models in Excel or Google Sheets, run scenario and sensitivity analysis, and apply valuation methods like DCF and comparables. Finally, you’ll explore forecasting and budgeting techniques (SMA, EMA) and use Excel, Sheets, and Python to automate analysis. This course emphasizes hands-on modeling and business interpretation, so you understand what the numbers mean. By the end of this course, you will be able to: • Analyze financial statements to evaluate business performance • Apply ratios, DuPont analysis, and CCC for financial diagnostics • Build integrated models with scenarios and valuation techniques • Forecast outcomes and interpret results for strategic decisions This course is ideal for: • Aspiring financial analysts and FP&A professionals • Commerce, finance, and MBA students • Professionals transitioning into finance roles • Early-career analysts strengthening modeling skills Start building the financial modeling skills used to drive confident, data-backed business decisions. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.

Learn how to analyze income statements, balance sheets, and cash flow statements to assess a company’s financial health. Explore financial linkages, trends, and red flags using real-world examples. Build the foundation required for advanced financial analysis.

What's included

13 videos6 readings5 assignments1 discussion prompt2 plugins

13 videos•Total 120 minutes
  • Course Welcome Video!•4 minutes
  • Careers in Financial Analysis•9 minutes
  • Industry Trends in Financial Analytics•11 minutes
  • Skills in Demand for Modern Analysts•8 minutes
  • Income Statement Structure & Key Components•10 minutes
  • Revenue Drivers & Cost Structures•13 minutes
  • Profitability Trends & Margins Interpretation•9 minutes
  • Assets, Liabilities & Equity Breakdown•9 minutes
  • Liquidity, Solvency & Capital Structure Basics•9 minutes
  • Interpreting Balance Sheet Trends•9 minutes
  • Operating, Investing, Financing Flows Explained•9 minutes
  • Cash Flow Trends & Ratios•10 minutes
  • Cash Flow Red Flags in Real Companies•10 minutes
6 readings•Total 85 minutes
  • Syllabus•15 minutes
  • Glossary•10 minutes
  • Read More: The Future of FP&A — Trends, AI Adoption, and Evolving Career Opportunities•15 minutes
  • Read more about Income Statement Analysis, Profitability Drivers & Industry-Specific Insights•15 minutes
  • Read more about Balance Sheet Analysis & Working Capital Dynamics•15 minutes
  • Read more about Cash Flow Statement Analysis & Free Cash Flow Insights•15 minutes
5 assignments•Total 180 minutes
  • Graded Quiz : — Financial Statement Analysis Foundations•60 minutes
  • Practice Quiz : — Career Scope in Financial Analysis•30 minutes
  • Practice Quiz : — Income Statement Analysis•30 minutes
  • Practice Quiz : — Balance Sheet Analysis•30 minutes
  • Practice Quiz : — Cash Flow Statement Analysis•30 minutes
1 discussion prompt•Total 5 minutes
  • From Learner to Analyst: Where Do You See Yourself?•5 minutes
2 plugins•Total 15 minutes
  • FinLearn Studio•10 minutes
  • Quick Course Check-in•5 minutes

Explore profitability, liquidity, leverage, and efficiency ratios used by professional analysts. Apply DuPont decomposition and working capital analysis to diagnose performance and explain results clearly to decision-makers.

What's included

9 videos3 readings4 assignments

9 videos•Total 92 minutes
  • Profitability Ratios: Margin, ROA, ROE•10 minutes
  • Liquidity & Solvency Ratios•9 minutes
  • Leverage & Coverage Ratios•10 minutes
  • DuPont Framework: Margin, Turnover & Leverage•10 minutes
  • Identifying ROE Drivers Using Real Data•11 minutes
  • Cross-Company ROE Comparison•11 minutes
  • DIO, DSO & DPO Calculations•10 minutes
  • Cash Conversion Cycle Interpretation•10 minutes
  • CCC Optimization Strategies•8 minutes
3 readings•Total 45 minutes
  • Read more about Financial Ratio Analysis: Profitability, Liquidity & Leverage•15 minutes
  • Read more about DuPont Analysis & Return on Equity Drivers•15 minutes
  • Read more about Cash Conversion Cycle & Working Capital Efficiency•15 minutes
4 assignments•Total 150 minutes
  • Graded Quiz : — Ratio Analysis & Performance Diagnostics•60 minutes
  • Practice Quiz : — Profitability, Liquidity & Leverage Ratios•30 minutes
  • Practice Quiz : — DuPont Decomposition•30 minutes
  • Practice Quiz : — Working Capital & Cash Conversion Cycle•30 minutes

Build structured financial models by linking income statements, balance sheets, and cash flows. Conduct scenario and sensitivity analysis and apply valuation techniques like DCF and comparables.

What's included

9 videos3 readings4 assignments1 discussion prompt1 plugin

9 videos•Total 98 minutes
  • Model Architecture & Core Assumptions•12 minutes
  • Linking Income Statement, Balance Sheet & Cash Flow•10 minutes
  • Revenue & Cost Driver Modeling•12 minutes
  • Base, Bull & Bear Case Design•12 minutes
  • Sensitivity Tables & Tornado Analysis•11 minutes
  • Scenario Interpretation for Business Decisions•11 minutes
  • Discount Rate, WACC & Free Cash Flow Basics•11 minutes
  • Multi-Stage Discounted Cash Flow Modeling•9 minutes
  • Comparable Company Valuation Metrics•9 minutes
3 readings•Total 45 minutes
  • Read more about Financial Modeling Fundamentals & Best Practices•15 minutes
  • Read more about Scenario & Sensitivity Analysis for Financial Decision-Making•15 minutes
  • Read more about DCF Valuation, WACC & Intrinsic Value Analysis•15 minutes
4 assignments•Total 150 minutes
  • Graded Quiz : — Financial Modeling Foundations•60 minutes
  • Practice Quiz : — Building Integrated Financial Models•30 minutes
  • Practice Quiz : — Scenario & Sensitivity Analysis•30 minutes
  • Practice Quiz : — Valuation Fundamentals•30 minutes
1 discussion prompt•Total 5 minutes
  • You’re the Analyst—Which Scenario Drives the Call?•5 minutes
1 plugin•Total 5 minutes
  • FinSkill Labs•5 minutes

Learn how to create budgets and forecasts using modern analytical techniques. Apply SMA and EMA methods, evaluate forecast accuracy, and automate workflows using Excel, Google Sheets, and Python.

What's included

10 videos3 readings4 assignments

10 videos•Total 92 minutes
  • Forecasting Approaches•11 minutes
  • Building Baseline Budgets•10 minutes
  • Rolling Forecast Models•10 minutes
  • Simple Moving Average & Exponential Moving Average•10 minutes
  • Forecast Accuracy Metrics: MAPE & RMSE•10 minutes
  • Improving Forecast Accuracy Using Variance Analysis•10 minutes
  • Excel & Google Sheets Automation•9 minutes
  • Python (pandas) for Financial Analysis•10 minutes
  • Automating Repetitive Financial Tasks•9 minutes
  • Course Closure•3 minutes
3 readings•Total 40 minutes
  • Read more about Budgeting, Forecasting & FP&A Planning Practices•15 minutes
  • Read more about Forecasting Techniques, Accuracy Metrics & Variance Analysis•15 minutes
  • Case Study: Financial Analysis & Modeling in Action — Real Companies, Real Financial Decisions•10 minutes
4 assignments•Total 150 minutes
  • Graded Quiz : — Forecasting, Budgeting & Tools for Analysts•60 minutes
  • Practice Quiz : — Budgeting & Forecasting Fundamentals•30 minutes
  • Practice Quiz : — Forecasting Techniques & Accuracy•30 minutes
  • Practice Quiz : — Tools for Modern Financial Analysts•30 minutes

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Instructor

Board Infinity
261 Courses•428,186 learners

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Frequently asked questions

This course is designed for aspiring financial analysts, business professionals, founders, and students who want to build strong financial modeling skills. No prior modeling experience is required, but basic spreadsheet familiarity is helpful.

No. The course starts with fundamentals and gradually builds toward modeling and valuation. Key accounting concepts are explained clearly with practical examples.

You’ll primarily use Excel or Google Sheets for modeling and forecasting, with optional Python exercises for learners interested in automation and data analysis.

Most learners finish in 4-6 weeks with 4-6 hours per week. You can move faster or slower depending on your schedule, as the course is fully self-paced.

Yes. You’ll create integrated financial models, scenario analyses, forecasts, and valuation frameworks that mirror real analyst workflows.

Absolutely. The course focuses on practical understanding and interpretation, making it accessible to product managers, entrepreneurs, and operations professionals.

You’ll have access to structured exercises, guided assignments, and discussion prompts to reinforce learning. You’ll also receive feedback through quizzes and applied modeling tasks.

Yes. You’ll learn the fundamentals of discounted cash flow (DCF) and comparable company analysis, along with guidance on interpreting valuation results in business contexts.

Yes. Exercises and models are based on practical business scenarios to help you connect theory with how financial analysis is used in real companies.

No. Python is introduced as an optional tool for automation and data analysis. All core modeling can be completed using Excel or Google Sheets.

Yes. Upon successful completion of all graded assessments, you’ll earn a certificate that you can share on LinkedIn or include in your resume.

Yes. The course builds core skills used in financial analyst, business analyst, consulting, and strategy roles, making it a strong foundation for career transitions.

Yes. You’ll receive structured templates and modeling frameworks that you can reuse for future projects, budgeting, and forecasting work.

Very practical. Each module includes hands-on modeling tasks, scenario analysis, and real-world interpretation exercises to reinforce concepts.

Absolutely. The tools and frameworks taught are equally useful for startups, growing businesses, and corporate environments.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,