Excel is the financial analyst's primary tool. Master formulas, pivot tables, charts, scenario analysis, and financial functions.
By the end, you'll be able to
Mini-project
Build a personal finance dashboard in Excel: income tracking, expense categorization, investment returns, and net worth over time.
You don't need to be a CA, but you must read financial statements. Learn the balance sheet, income statement, cash flow, and key ratios.
By the end, you'll be able to
Mini-project
Analyze the annual reports of TCS, Infosys, and Wipro. Compare their financial health using 15 ratios. Present findings.
Build Excel models that forecast business performance. Learn 3-statement models, sensitivity analysis, and scenario planning.
By the end, you'll be able to
Mini-project
Build a complete 3-statement financial model for Reliance Industries: historical analysis, projections, and sensitivity tables.
Learn how to value companies: DCF analysis, comparable company analysis, precedent transactions, and sum-of-the-parts.
By the end, you'll be able to
Mini-project
Value a publicly listed Indian company using 3 methods: DCF, trading comps, and transaction comps. Present your target price.
Modern financial analysts use Python/Power BI alongside Excel. Learn to analyze large datasets and build interactive dashboards.
By the end, you'll be able to
Mini-project
Build a Power BI dashboard that tracks Nifty 50 stock performance: sector analysis, returns comparison, and risk metrics.
Learn equity research, portfolio management, and how to analyze investment opportunities. Understand Indian markets: NSE, BSE, SEBI regulations.
By the end, you'll be able to
Mini-project
Write a professional equity research report on an Indian company: business overview, industry analysis, financial analysis, valuation, and investment recommendation.
CFA is the gold standard for financial analysts. Start preparation for CFA Level 1 or other certifications like FRM or CPA.
By the end, you'll be able to
Mini-project
Complete 3 full-length CFA Level 1 practice exams. Score 70%+ consistently. Register for the real exam.
Not sure if this is the right roadmap? Browse all our career paths and find the one that matches your goals.