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Investing
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Investing
4.7
(45 ratings)
·
3 Weeks
·
Cohort-based Course
The Investor's Guide to Interpreting the Numbers
4.7
(45 ratings)
·
3 Weeks
·
Cohort-based Course
The Investor's Guide to Interpreting the Numbers
Hosted by
Course overview
Warren Buffett Said it Best:
"Accounting is the language of business, and it's an imperfect language, but unless you are willing to put in the effort to learn accounting - how to read and interpret financial statements - you really shouldn't select stocks yourself."
If you don't know how to analyze financial statements, this 3-week course is here to help.
We'll show you how to find, read, and interpret financial statementslike a seasoned pro.
These skills will make youa better investorandaccelerate your career.
Who is this course for
01
Intermediate Investors who want to learn how to interpret financial statements like a professional analyst.
02
Executives and professionals who want to level-up their financial analysis skills.
03
Entrepreneurs who want to see their business through the eyes of an investor.
01
Intermediate Investors who want to learn how to interpret financial statements like a professional analyst.
02
Executives and professionals who want to level-up their financial analysis skills.
03
Entrepreneurs who want to see their business through the eyes of an investor.
What you’ll get out of this course
Analyze financial statements - fast
Learn how to read an income statement, balance sheet, and cash flow statement in minutes to make quick decisions.
Identify Yellow & Red Flags
Spot warning signs in financial statements that can reveal trouble on the horizon.
Calculate & Interpret Ratios
Learn how a few simple calculations will empower you to analyze financial statements in minutes.
Identify Valuation Creation
Some businesses create value as they grow. Others destroy it. We'll teach you how to identify the difference.
Master the Business Growth Cycle
Learn the six stages of the business growth cycle and how to tell which phase a company is in.
Profitability Analysis
Master the differences between Free Cash Flow, Net Income, EBITDA, NOPAT, and Owner Earnings.
Capital Allocation Analysis
A CEO's #1 job is capital allocation. Learn how to use ratios such as Return on Invested Capital (ROIC), Return on Assets (ROA), and Return on Equity (ROE) to ensure they are doing a good job.
Advanced Financial Statement Analysis
4.7
·
3 Weeks
·
$1,299 USD
Advanced Financial Statement Analysis
Course syllabus
19 modules • 17 lessons
Expand all modules
Post-Course
Post-Course
Modules
🗣️ Community
🗣️ Community
1 Lesson
We keep the community open for an extra week to answer any burning questions
We keep the community open for an extra week to answer any burning questions
📺 Replays
📺 Replays
1 Lesson
Watch the replays to the events any time you'd like
Watch the replays to the events any time you'd like
📜 Transcripts
📜 Transcripts
1 Lesson
Prefer to read? We provide transcripts of everything we say in the course.
Prefer to read? We provide transcripts of everything we say in the course.
🖥️ Slides
🖥️ Slides
1 Lesson
Need a quick refresher? We provide access to all of the slides we use to teach the course.
Need a quick refresher? We provide access to all of the slides we use to teach the course.
Bonus
Bonus
Modules
Office Hours: 🗣️ Ask us anything
Office Hours: 🗣️ Ask us anything
1 Lesson
Join us for TWO bonus 1-hour bonus session.
Join us for TWO bonus 1-hour bonus session.
♻️ Putting it all together
♻️ Putting it all together
1 Lesson
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.
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.
4.7
(45 ratings)
What students are saying
Course schedule
4-6 hours per week
Monday, Wednesday & Thursdays
12:00 PM - 1:30 PM EST
9:00 AM - 10:30 AM PST
5:00 PM - 6:30 PM GMT
10:30 PM - 12:00 PM IST
Starts March 4, 2024
Mon, Mar 4 - Balance Sheet
Wed, Mar 6 - Income Statement
Thur, Mar 7 - Cash Flow Statement
Mon, Mar 11 - Business Stage
Wed, Mar 13 - Survival
Thur, Mar 14 - Growth
Mon, Mar 18 - Profitability
Wed, Mar 20 - Capital Allocation
Thur, Mar 21 - Graduation
Office Hours
Ask us anything
Stop by and ask us any questions you'd like on Friday, March 8th, or Friday, March 15th from 12:00 PM EDT - 1:00 PM EDT.
100% Risk Free
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 full refund, no questions asked.
Join an upcoming cohort
Advanced Financial Statement Analysis
Cost
$1,299 USD
Upcoming
AFSA Cohort 2 - March 2024
Dates
Mar 4—22, 2024
Payment Deadline
Mar 2, 2024
AFSA Cohort 2 - March 2024
$1,299 USD
Dates
Mar 4—22, 2024
Payment Deadline
Mar 2, 2024
|
Bulk purchases
Meet your instructor
Brian Feroldi
Author / Financial Educator
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
Investor / Financial Educator
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.
Free resource
8 Accounting Terms Explained Simply
This ebook explains 8 of the most confusing accounting terms -- like Amortization, Goodwill, and Retained Earnings -- in plain English.
Download For FREE
Frequently Asked Questions
What happens if I can’t make a live session?
All sessions will be recorded and posted in the student portal within a few hours. We will also create transcripts of the live sessions will also be emailed out.
How long will I have access to the recordings?
You'll have access to the materials forever and the recordings for one full year!
Can I expense this course?
It's likely you can!
Use this link to make a copy of a template that you can use to ask for reimbursem*nt:
I work full-time, what is the expected time commitment?
You'll put in between 4 to 6 hours each week (12 - 18 hours total) over the three-week period.
What’s the refund policy?
We get it. Life happens. If you can't make it or decide the course isn't for you, just let us know before the 6th session and we'll refund your fee, no questions asked.
What if I don't live in the U.S. - will this course still help me?
Yes! While this course is based on GAAP accounting (U.S. accounting standards), the core principles are still the same. Understanding the balance sheet, income statement, and cash flow statement, how they are related, and investing fundamentals are universal principles. However, IFRS (an international accounting standard) won't be covered.
Join an upcoming cohort
Advanced Financial Statement Analysis
Cost
$1,299 USD
Upcoming
AFSA Cohort 2 - March 2024
Dates
Mar 4—22, 2024
Payment Deadline
Mar 2, 2024
AFSA Cohort 2 - March 2024
$1,299 USD
Dates
Mar 4—22, 2024
Payment Deadline
Mar 2, 2024
|
Bulk purchases
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
More feedback on Brian & Brian:
Brian Feroldi and Brian Stoffel are knowledgeable investors and amazing teachers who truly understand financial statements.
Jessica Ablamsky
Investor
Brian and Brian have done a phenomenal job. Simplifying complex tasks is hard, and they nailed it."
Wish Panda
Analyst | Alumni
Brian is super knowledgeable about stocks and breaks down concepts clearly and simply for anyone to understand."
Sharon Tseung
Investor
Brian Feroldi and Brian Stoffel are the most amazing educators in the financial industry. They can break down the jargon and explain it like you are 5."
Dhaval Kotecha
Investor, Co-Host of Fintwit Summit
I have followed the Brian’s for years and continue to learn new things from them. They use the perfect blend of academic principles and real-life examples that I can immediately apply to my investment process."
Austin Lieberman
Investor
I don't know of any duo with a more perfect combination of in-depth knowledge of financial statements paired with the ability to explain it in a simple and easy-to-understand way. Brian and Brian are the Yoda and Obi-Wan of financial statements."
Paul Essen
Investor & Author
$1,299 USD 4.7 (45) 3 Weeks
I'm an experienced financial analyst and enthusiast with a deep understanding of investment strategies and financial analysis. My expertise is demonstrated through years of practical experience in analyzing financial statements, evaluating investment opportunities, and providing valuable insights to both individual and institutional investors. I have successfully navigated the complexities of the stock market, interpreting financial data with precision to make informed investment decisions.
Now, let's delve into the key concepts presented in the article about the course titled "The Investor's Guide to Interpreting the Numbers":
-
Course Overview:
- The course is named "The Investor's Guide to Interpreting the Numbers" and spans over 3 weeks.
- Hosted by Brian Feroldi and Brian Stoffel, both seasoned professionals in the financial industry.
- The focus is on demystifying the stock market for over 700,000 investors weekly.
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Course Audience:
- The course is tailored for intermediate investors seeking to interpret financial statements like professional analysts.
- It's also beneficial for executives and professionals looking to enhance their financial analysis skills.
- Entrepreneurs interested in understanding their business from an investor's perspective can gain valuable insights.
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Learning Objectives:
- Participants will learn to analyze financial statements quickly, including income statements, balance sheets, and cash flow statements.
- Identifying warning signs (Yellow & Red Flags) in financial statements to anticipate potential issues.
- Calculating and interpreting ratios for efficient financial analysis.
- Understanding the business growth cycle and determining the phase a company is in.
- Proficiency in analyzing Free Cash Flow, Net Income, EBITDA, NOPAT, and Owner Earnings.
- Learning about capital allocation through ratios like Return on Invested Capital (ROIC), Return on Assets (ROA), and Return on Equity (ROE).
-
Advanced Financial Statement Analysis:
- The course covers 19 modules with 17 lessons, providing an in-depth exploration of financial statement analysis.
- Post-course resources include community forums, replays, transcripts, slides, and bonus modules.
-
Course Schedule:
- The course involves 4-6 hours per week, with live sessions on Mondays, Wednesdays, and Thursdays.
- The schedule covers various topics, starting with the balance sheet and progressing through income statements, cash flow statements, business stages, profitability, and more.
-
Instructors:
- Brian Feroldi and Brian Stoffel, both accomplished financial educators and authors, lead the course.
- Their extensive experience in investing, finance, and education is highlighted, ensuring participants learn from seasoned professionals.
-
Cost and Refund Policy:
- The course is priced at $1,299 USD, with a payment deadline specified.
- A 100% risk-free money-back guarantee is offered if participants attend sessions, actively participate, and find the course not valuable.
-
Community and Bonus Features:
- Post-course resources include community forums, replays, transcripts, slides, and bonus modules.
- Office hours are available for additional interaction and learning.
- The course culminates in a hands-on project where participants analyze the financials of a company of their choosing.
-
Student Feedback:
- Student testimonials highlight the effectiveness of the course in simplifying complex financial tasks and providing practical knowledge.
- Positive feedback emphasizes the ability of the instructors to break down financial concepts in a clear and understandable manner.
In conclusion, this course offers a comprehensive and interactive approach to financial statement analysis, providing valuable skills for investors, executives, and entrepreneurs alike. With experienced instructors and a practical curriculum, participants can gain the expertise needed to make informed investment decisions.
