Lesson series

Financial Due Diligence - Part 1

Explore the fundamentals of Financial Due Diligence (FDD) in Part 1 of this course, covering FDD purpose, key processes, major project types, and the step-by-step approach used by professionals to structure and execute an FDD engagement.
Format

Online
Videos

Length

12 videos
+1.5 hours

Price

Free

What is Financial Due Diligence? | Free Online Training

Created by

Pierre-Alexandre Heurtebize

Pierre is an ESSEC alumnus, one of the top business schools worldwide, with a specialization in finance and over 8 years of diverse experience in financial analysis. He has excelled as a Private Equity Associate, a PwC consultant in Transaction Services, and most recently, as the Investment & M&A Director at HoriZen Capital and Mast.


Recognized as one of the top financial model authors on Eloquens, his templates empower hundreds of finance professionals worldwide.


A prolific thought leader, Pierre regularly shares his expertise on finance, due diligence training, and investment strategies through articles featured on TechCrunch, Toptal, and his personal Medium page.

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Access Part 1 of the Financial Due Diligence Course

Unlock the foundations of Financial Due Diligence with this structured course, designed to help you master the key principles, processes, and methodologies used by top financial professionals and Big 4 firms.

What You’ll Learn:


✅ When & Why Due Diligence is Needed – Understand the critical role of FDD in financial transactions.

✅ Core Objectives & Purpose of FDD – Learn the goals, scope, and impact of financial due diligence.

✅ Types of FDD Projects – Explore the different engagement types and how FDD fits into financial analysis.

✅ Who Uses FDD Reports – Gain insight into how investors, consultants, and analysts rely on due diligence findings.

✅ Step-by-Step Due Diligence Process – Follow a structured approach from pre-assignment planning to report writing and partner review.


💼 Real-World Application: This course includes a full FDD Excel template, guiding you through each step with detailed video and written explanations.


Whether you're an aspiring consultant, financial analyst, or investor, this course provides the essential tools to succeed in M&A, private equity, and corporate finance.

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Full Financial Due Diligence Course Presentation

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Course Curriculum

Course reviews

Pierre’s Financial Due Diligence Course is a Game-Changer!
A few months ago, I had no clue how to conduct proper due diligence or financial analysis. I used to gather revenue figures, put them in a chart, and call it a day—without really understanding the details. This beginner-friendly course broke everything down, from analyzing P&L statements to understanding COGS, expenses, and key financial metrics. Now, I’m faster and more confident in financial analysis. Thanks to this course, I landed an internship at a boutique investment bank—where my first week of training mirrored what I learned here. Plus, discussing financial due diligence in interviews was much easier with the hands-on experience I gained. Highly recommend this course to anyone looking to break into finance. The value is incredible. 
Pavan B

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Frequently asked questions

What is financial due diligence, and why is it important?

Financial due diligence (FDD) involves thoroughly assessing a company's financial records, performance, and risks prior to acquisitions or investments, essential for informed decision-making in M&A deals.

How does financial due diligence differ from legal and tax due diligence?

Financial due diligence examines financial statements and economic health, while legal and tax due diligence focus respectively on legal compliance and tax liabilities.

What key items are included in a financial due diligence report?

Typical items include financial statement analysis, profitability assessment, debt structure, working capital evaluation, and identification of financial risks.
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