9.3
(228 ratings)
2 Weeks
·Cohort-based Course
From Rookie to Pro in 6 Lessons.
9.3
(228 ratings)
2 Weeks
·Cohort-based Course
From Rookie to Pro in 6 Lessons.
Hosted by
Brian Feroldi and Brian Stoffel
Demystifying finance for 600,000+ people each week.
Course overview
Yet, the vast majority of professionals can't read financial statements.
This 2-week course will teach you how to find, read, and interpret financial statements like a pro.
These skills will make you a better investor and accelerate your career.
01
Investors who want to learn how to analyze a business and manage their own portfolio.
02
Ambitious leaders and professionals who want to advance their careers by gaining fluency in financial statements.
03
Entrepreneurs who want to learn how to see their business through the eyes of an investor.
You'll discover where to look for trusted data that leads to stellar financial decisions.
You'll know what each item represents on an income statement, balance sheet, and cash flow statement — and how they work together.
Learn how to identify warning signs in financial statements that can reveal trouble on the horizon.
Learn the key numbers & metrics that the best investors focus on when they analyze a business.
You'll be able to quickly identify the key variables that truly matter in the long-run.
Learn how a few simple calculations will empower you to analyze financial statements in minutes.
Financial Statements Explained Simply
9.3
(228 ratings)
Mo Gazipura
Brent Groh
Harlan Havig
Helena Wu
Sunny Sharma
Igli Laci
Oz Miro
Alberto Aguilera
01
Balance Sheet - Foundations
We start with an overview of the three financial statements. We then look at the balance sheet in detail. We review every line item and then analyze the balance sheets of several public companies.
FREE BONUS: A downloadable cheat sheet + full transcript of the live session with Q&A
02
Income Statement - Foundations
On day 2, we study the income statement. We walk through the statement line by line. We then examine the income statements of several public companies.
FREE BONUS: A downloadable cheat sheet + full transcript
03
Cash Flow Statement - Foundations
Day 3 starts with an overview of the statement of cash flows. We study each line in detail and then analyze the cash flow statements of several well-known businesses.
FREE BONUS: A downloadable cheat sheet + full transcript
04
Balance Sheet - Advanced Analysis
On day 4, we return to the balance sheet for a more rigorous analysis. We calculate several helpful ratios, learn how to spot yellow + red flags, and analyze several complex balance sheets.
FREE BONUS: A downloadable cheat sheet + full transcript
05
Income Statement - Advanced Analysis
On day 5, we return to the income statement for a more detailed discussion. We learn how to calculate margins, spot warning signs, and analyze several tricky income statements.
FREE BONUS: A downloadable cheat sheet + full transcript
06
Cash Flow Statement - Advanced Analysis
On day 6, we cover the cash flow statement again, this time with a much more rigorous analysis. We calculate ratios, learn how to spot yellow flags, and analyze several complex cash flow statements.
FREE BONUS: A downloadable cheat sheet + full transcript
07
BONUS Session - Student Practice
It's time to put your new skills to the test! Each student will analyze the financials of a company of their choosing. We will review the submissions together and discuss the strengths and weaknesses of several businesses.
The two-week course kicks off!
Mon, May 15 - Balance Sheet 1
Wed, May 17 - Income Statement 1
Fri, May 19 - Cash Flow Statement 1
Mon, May 22 - Balance Sheet 2
Wed, May 24 - Income Statement 2
Fri, May 26 - Cash Flow Statement 2
Wed, May 31 - Student Practice
12:00pm - 1:15 pm EDT
9:00 AM - 10:15 AM PST
5:00 PM - 6:15 PM GMT
10:30 PM - 11:45 PM IST
Every class starts with 30 minutes of instruction followed by 45 minutes of case studies, Q&A, and homework review.
Each class is followed by an optional 30 minutes of small group discussion.
Money Back Guarantee
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your payment in full. Simply let us know before the end of the 4th class, and we will issue you a speedy refund.
Brian Feroldi is a financial educator, author, speaker, and YouTuber. He has an MBA in finance and has been investing since 2004. Brian is the author of the best-selling book, Why Does the Stock Market Go Up?
Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool.
Brian Stoffel is a teacher at heart. Brian has been investing for more than a decade and he has written more than 4,000 articles for The Motley Fool.
Brian worked as a middle school teacher in Washington DC for more than 5 years. He and his wife had a "mini-retirement" in Costa Rica and now spent a portion of their year there in a containership home. Brian plans his life and his investments around "antifragile" principles.
Accounting is the language of business, but it's FILLED with jargon.
This ebook explains 8 of the most confusing accounting terms -- like Amortization, Goodwill, and Retained Earnings -- in plain English.
9.3
(228 ratings)
Annie Duke
10-k Diver
Codie Sanchez
Blake Burge
Brad Freeman
Jermaine McDonald
Enter your email for a FREE copy of our eBook 8 Accounting Terms Explained Simply
9.3
(228 ratings)
Wish Pandya
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Jim O.
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Active, not passive
This course focuses on live workshops and hands-on projects
Learn with a cohort of peers
You’ll be learning in public through breakout rooms and an engaged community
Practice the skills
Ensure that lessons have sunk in by practicing the necessary skills and checking for understanding
9.3
(228 ratings)
Sharon Tseung
Austin Lieberman
Rajeev Aggarwal
Paul Essen
Dhaval Kotecha
Matt Cochrane
Advait Arora
Mike Mcmahon
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