Curriculum
Accounting & Financial Analytics with ZOHO Books
Module 1: Introduction & Setting up Organization
Module 6: Case Studies of Zoho Books
- Introduction to Zoho Finance and Zoho Books
- Setting up organization and user management
- General settings, tax settings, and importing data in bulk
- Handling purchase and sales transactions
- Managing payments, refunds, and recurring transactions
- Integration with Zoho Projects for project and timesheet management
- Importing bank feeds and reconciliation
- Transaction rules, pricelists, and reporting tags
- Budgeting, manual journals, and templates
- Generating business overview and customizing reports
- Tax and activity reports
- Customization options such as custom fields, buttons, views, and validation rules
- Utilizing reminders, workflow rules, and custom functions
- Integration with Zoho CRM, Zoho Analytics, and Zoho Mail
- Advanced inventory control and document autoscan
Module 6: Case Studies of Zoho Books
- Real-world case studies demonstrating practical applications of Zoho Books knowledge
Module 7: Introduction to Financial Analytics
- Understanding the history of financial analytics
- Explanation of terminologies in financial analytics
- Importance of financial analytics in decision-making
- Features of financial analytics tools
- Various uses of financial analytics in business
Module 8: Financial Functions Using Excel
- Exploring financial functions available in Excel Annuity calculations and types
- Different types of interest rates
- Functions like FV, PV, NPV, IRR, XNPV, XIRR
- Payment functions: PMT, PPMT, IPMT
- Understanding EMI, CAGR, EFFECT, NOMINAL, SLN
Module 9: Financial Analysis Theories & Methodologies
- Modern Portfolio Theory (MPT) overview
- Efficient Market Hypothesis (EMH) explanation
- Discounted Cash Flow (DCF) Valuation principles
- Capital Asset Pricing Model (CAPM) basics
- Fama-French Three-Factor Model explanation
Module 10: Ratio Analysis using Excel
- Introduction to ratio analysis
- Liquidity ratios and their calculation in Excel
- Profitability ratios analysis using Excel functions
- Efficiency ratios computation and interpretation
- Solvency ratios calculation and analysis
Module 11: Introduction to Investment Management
- Basics of investment understanding
- Different types of investments
- Overview of asset classes
- Sources of investment information
- Understanding financial markets
Module 12: Types of Analysis
- Fundamental analysis overview
- Economic analysis and its significance
- Industry analysis techniques
- Company analysis methods
- Introduction to technical analysis
- Types of charts and indicators in technical analysis