Online Finance Courses for CFA, CSC & CFP Test Preparation

August 31, 2025

📢 Blue Label Learning | Monthly Video Release Update

August was a light month in terms of production, but it was nevertheless busy. A new course is in process – Financial Accounting and Financial Statement Analysis. A larger project has been consuming more time – A Comprehensive Discounted Cash Flow Model and Valuation video. It will eventually be found under the Financial Modelling & Valuation Course. I’ve also reconceptualized and proven the concept of how video production will operate going forward. It is much more efficient and consistent. I’m very excited about this. In September I’ll look to complete the Financial Accounting course and make new and exciting additions.

🎓 New Video Modules Released in August:

• The Role of Financial Accounting – This lesson introduces financial accounting as the language of business, showing how it informs investors, creditors, regulators, and management decisions.
• Setting Up A Clean, Auditable Excel Workspace for Accounting – This lesson shows how to design a professional Excel workbook for the accounting cycle, with clean structure, error checks, and linked statements.
• Input, Processing, and Output Cells in Financial Models​ – This lesson explains input, processing, and output cells in financial models, showing how separation improves clarity,
• Creating a Structured Chart of Accounts Template in Excel​ – This lesson teaches you to create a structured Chart of Accounts in Excel, providing the backbone for journal entries, ledgers, and financial statements.
• Double-Entry Rules and the Accounting Equation​ – This lesson teaches double-entry bookkeeping and the accounting equation, showing how debits and credits in Excel maintain balanced financial records.
• Recording Common Business Transactions in Excel – This lesson teaches journal entries in Excel, showing how to record investments, purchases, sales, and expenses while ensuring debits equal credits.
• How Transactions Affect Assets, Liabilities, and Equity​ – This lesson shows how transactions impact assets, liabilities, and equity, with an Excel tracker that ensures the accounting equation always balances.
• Posting Journal Entries to the General Ledger​ – This lesson shows how to post journal entries to the general ledger in Excel, using T-accounts, running balances, and formulas for automation.
• Constructing an Unadjusted Trial Balance – This lesson shows how to build an unadjusted trial balance in Excel, ensuring debits equal credits and preparing for financial statements.
• Identifying Errors and Imbalances in the Trial Balance​ – This lesson shows how to detect errors and imbalances in the trial balance using Excel, with error checks, scenarios, and professional tips.
• Cash vs Accrual Accounting​ – This lesson explains cash vs accrual accounting, showing how to record transactions under both methods in Excel and why accrual is preferred.
• Recording Adjusting Entries – This lesson covers adjusting entries for prepaids, accruals, and depreciation in Excel, showing how they ensure accuracy under accrual accounting.
• Preparing an Adjusted Trial Balance – This lesson teaches how to prepare an adjusted trial balance in Excel, combining unadjusted balances with adjustments for prepaids, accruals, and depreciation.
• Preparing an Income Statement – This lesson shows how to prepare an Income Statement in Excel, pulling from the adjusted trial balance to calculate revenues, expenses, and net income.
• Preparing a Balance Sheet – This lesson shows how to prepare a Balance Sheet in Excel, linking from the adjusted trial balance to calculate assets, liabilities, and equity.
• Preparing a Cash Flow Statement in Excel​ – This lesson teaches how to prepare a Cash Flow Statement in Excel using the indirect method, linking income, balance sheet, and cash movements.
• Linking the Three Financial Statements​ – This lesson teaches how to link all three financial statements in Excel so that Net Income flows into equity and ending cash reconciles correctly.
• Accounting Cycle and Ratios Full Demo – Two-part mini-course that builds a fully linked accounting model in Excel. Part 1 walks from COA → JEs → Ledger (SUMIFS) → TB/AJEs → IS/BS → Indirect CFS. Part 2 adds a Ratios dashboard (profitability, liquidity, efficiency, solvency) that updates automatically with every new journal entry—perfect for traceability from transaction to KPI.

🎯 Browse all courses here: https://bluelabellearning.com/all-courses/