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Finance & Quantitative Modeling for Analysts

The role of an Analyst is dynamic, complex, and driven by a variety of skills. These skills range from a basic understanding of financial statement data and non-financial metrics that can be linked to financial performance, to a deeper dive into business and financial modeling. Analysts also utilize spreadsheet models, modeling techniques, and common investment analysis application as part of their toolkit to make informed financial decisions and investments. This multifaceted specialization will equip a learner who might be interested in entering the dynamic world of data and business analysis, and/or is interested gaining deeper technical knowledge in Finance and Quantitative Modeling. Starting from the fundamentals of quantitative modeling, you will learn how to put data to work by using spreadsheets and leverage spreadsheets as a powerful, accessible data analysis tool. You will also be introduced to the world of corporate finance, and gain a better understanding of finance fundamentals, including a variety of real-world situations spanning personal finance, corporate decision-making and financial intermediation.

Status: Spreadsheet Software
Status: Financial Data
BeginnerSpecialization

Top reviews across Finance & Quantitative Modeling for Analysts

DP

Reviewed Nov 8, 2021

e​xcellent course teaches you basics in an easy to learn manner. Lots of good information for someone looking to transition into the world of financial analytics or as a refresher of basic concepts.

JD

Reviewed Oct 19, 2017

Good review of what tools are available to you in spreadsheets. Not recommended if you are already a heavy user of spreadsheets, as this is a pretty rudimentary course.

CH

Reviewed Jul 18, 2019

Would be helpful if more case examples were provided from the health industry, such as health service organizations, pharmaceutical companies, or private health insurance companies.

LI

Reviewed Apr 6, 2020

It is a decent course with a great introduction to Corporate Finance. However, it would have been even better if it had a Final Exam in the end where it would recapitulate everything learned thus far.

AS

Reviewed Mar 20, 2020

A great introductory course to quantitative modelling. Videos are very concise and clear with great examples. Course is well balanced between theory and applications. Overall a great experience.

AS

Reviewed Jun 3, 2018

Thank you Sir, not only for this course but the splendid work you have done as MD of Wharton online in making the in-house expertise available to millions like me through Courera.

BP

Reviewed Jul 31, 2021

Great course!, It gives so much insights about how to understand the business performance and to make strategic decision with much better foundations. Thank you!

AA

Reviewed Aug 26, 2017

Great course lectures and pacing! I'd just really like to know the right solutions for the questions i got wrong. That will help sharpen concepts. Great if there's a way to share that. Thanks,Archana

AK

Reviewed May 18, 2021

I found this course a great value add to my skillset. Not only did it help me understand the basics of Quantitative Modeling but it also helped me to revise my statistical concepts very well.

RS

Reviewed Jul 29, 2021

This course is a must for all the learners who want to go ahead and achieve big because this course not just teaches you about financial scenarios etc. but the knowledge can be used in real life

EA

Reviewed May 17, 2020

Wish week 4 was one long example so that we could go into more detail into making the business model. Overall learned a lot and enjoyed the course.

CC

Reviewed Jul 20, 2019

excellent course. just wish the answers of the tests could be provided at some point and some new questions included with other figures as I found it difficult to understand my mistakes at first.

Learner reviews across Finance & Quantitative Modeling for Analysts

Showing: 20 of 1,752

Aarij
Course: Fundamentals of Quantitative Modeling
2.0
Reviewed Jul 6, 2019Course: Fundamentals of Quantitative Modeling
S
Course: Fundamentals of Quantitative Modeling
1.0
Reviewed Sep 26, 2020Course: Fundamentals of Quantitative Modeling
Nathan
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 31, 2019Course: Fundamentals of Quantitative Modeling
Greg
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Oct 27, 2018Course: Fundamentals of Quantitative Modeling
Jay
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Aug 8, 2019Course: Fundamentals of Quantitative Modeling
Nash
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 23, 2017Course: Fundamentals of Quantitative Modeling
Omar
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 3, 2019Course: Fundamentals of Quantitative Modeling
Maria
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 24, 2019Course: Fundamentals of Quantitative Modeling
Shweta
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Dec 1, 2020Course: Fundamentals of Quantitative Modeling
Alex
Course: Fundamentals of Quantitative Modeling
1.0
Reviewed Mar 6, 2016Course: Fundamentals of Quantitative Modeling
Arona
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jun 16, 2019Course: Fundamentals of Quantitative Modeling
rohan
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 1, 2023Course: Fundamentals of Quantitative Modeling
Abhinav
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 21, 2019Course: Fundamentals of Quantitative Modeling
Daudi
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Nov 9, 2021Course: Fundamentals of Quantitative Modeling
Aramis
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed May 3, 2020Course: Fundamentals of Quantitative Modeling
Shivam
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jun 4, 2018Course: Fundamentals of Quantitative Modeling
jaydeep
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Feb 28, 2018Course: Fundamentals of Quantitative Modeling
Varun
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 17, 2019Course: Fundamentals of Quantitative Modeling
Shubham
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jun 30, 2019Course: Fundamentals of Quantitative Modeling
Armin
Course: Fundamentals of Quantitative Modeling
5.0
Reviewed Jul 27, 2019Course: Fundamentals of Quantitative Modeling