Financial Analysis Seminar
Master the core frameworks and analytical tools that drive real financial decisions. Built for serious learners who want to read numbers the way professionals do.
What you'll learn
What you'll be able to do
- Interpret and critically compare income statements, balance sheets, and cash flow statements across industries
- Build and stress-test a three-statement financial model from a blank spreadsheet
- Calculate and contextualise key ratios — liquidity, leverage, profitability, and efficiency — to benchmark a company's health
- Identify red flags in financial disclosures that signal earnings manipulation or hidden risk
- Construct a discounted cash flow (DCF) valuation and defend its assumptions under scrutiny
- Communicate a structured financial analysis in a concise, board-ready written memo
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
6 modules · 29 lessons
Reading Financial Statements Like a Professional
Builds fluency in the three core financial statements and how they interconnect across different industries.
- 1.1The Architecture of an Annual ReportIncluded
- 1.2Decoding the Income StatementIncluded
- 1.3Unpacking the Balance SheetIncluded
- 1.4Following the Cash Flow StatementIncluded
- 1.5Cross-Statement Linkages and Industry ComparisonsIncluded
Ratio Analysis and Benchmarking
Equips learners to calculate, interpret, and benchmark the key financial ratios used in professional analysis.
- 2.1Liquidity Ratios: Can the Company Meet Its Obligations?Included
- 2.2Leverage and Solvency Ratios: How Much Debt Is Too Much?Included
- 2.3Profitability Ratios: Is the Business Earning Its Keep?Included
- 2.4Efficiency Ratios: How Well Are Assets Being Used?Included
- 2.5Benchmarking and Contextualizing RatiosIncluded
Building a Three-Statement Financial Model
Guides learners step-by-step through constructing a fully integrated income statement, balance sheet, and cash flow model in Excel from a blank spreadsheet.
- 3.1Spreadsheet Best Practices for Financial ModelingIncluded
- 3.2Modeling the Income StatementIncluded
- 3.3Modeling the Balance SheetIncluded
- 3.4Completing the Cash Flow StatementIncluded
- 3.5Stress-Testing with Scenario and Sensitivity AnalysisIncluded
Detecting Red Flags and Earnings Quality
Trains learners to spot accounting choices, disclosure patterns, and structural signals that indicate manipulation or hidden risk.
- 4.1The Mechanics of Earnings ManipulationIncluded
- 4.2Revenue Recognition Red FlagsIncluded
- 4.3Off-Balance-Sheet Risk and Hidden LiabilitiesIncluded
- 4.4Cash Flow vs. Earnings DivergenceIncluded
- 4.5Forensic Ratio Screening: Beneish M-Score and BeyondIncluded
Discounted Cash Flow Valuation
Walks learners through building and defending a rigorous DCF model, from projecting free cash flows to deriving and challenging a terminal value.
- 5.1Valuation Frameworks OverviewIncluded
- 5.2Projecting Free Cash FlowIncluded
- 5.3Estimating the Discount Rate (WACC)Included
- 5.4Terminal Value and Deriving Enterprise ValueIncluded
- 5.5Sensitivity Analysis and Defending Your AssumptionsIncluded
Communicating Financial Analysis
Develops the skill of translating complex quantitative findings into a concise, decision-ready memo a board or executive team will act on.
- 6.1The Anatomy of a Board-Ready Financial MemoIncluded
- 6.2Translating Numbers into NarrativeIncluded
- 6.3Visualizing Data for Executive AudiencesIncluded
- 6.4Capstone: Full-Company Analysis MemoIncluded
Your teacher
A note from your teacher
Val (Valdas) Samonis
I studied Financial Analysis at The Chartered Financial Analysts Institute at Charlottesville, Virginia. That was long ago but my experiential learning compounded my practical knowledge since.
— Val (Valdas) Samonis
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- 6 modules, 29 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed