Financial and Economic Modeling and Investments

Name: Financial and Economic Modeling and Investments
Rating: 4.4 (172 reviews)

Financial Statement Analysis, Business Analysis, Investments, Finance, Financial modeling, Financial Ratio Analysis,MBA

Created byFinancial Education Studio

Last updated 11/2021

English

What you'll learn

You'll master the principles of financial and economic modeling as the main tool for modeling forecasts of future business development
You'll learn how to create scenario models of the most likely business situations, identify the most vulnerable spots and find the best potential opportunities
You'll learn what investments are and what kind of investments exist
You'll learn the key indicators that allow you to make a real assessment of the investment attractiveness of completely different projects and companies
You'll learn the key principles on which to make the best investment decisions
You'll learn the concept of the value (market capitalization) of a business
You'll learn how, by combining tools of financial and economic modeling and assessment of investment attractiveness, you can systematically increase the mark
You'll learn how to assess the financial and economic condition and investment attractiveness of any company in the world
You'll learn to understand the real role of the Financial Analyst in management of business

Course content

4 sections • 18 lectures • 5h 0m total length

What is financial and economic modeling in practice?10:52
Explore how financial and economic modeling guides management decisions through forecasting, scenario analysis, and the what-if approach, considering external and internal factors for continuous strategic planning.
How does financial and economic modeling work in real business? Collecting data.19:07
Collect baseline data from last year's financial statements to build a financial model and simulate management decisions using break-even, operating leverage, and margin level and profitability indicators.
How does financial and economic modeling work in real business? Scenario # 1.40:32
Learn to model real business finance with scenario 1: forecast balance sheet, income statement, and cash flow, and assess a $15 million production line investment.
How does financial and economic modeling work in real business? Scenario # 219:13
Analyze how external risks shape financial and economic outcomes using forecasted statements and cash flows, including break-even and ROA, to optimize working capital and mitigate crises.
How does financial and economic modeling work in real business? Scenario # 321:18
Develop a realistic financial model for scenario 3 focusing on working capital decisions. Identify risks, optimize accounts receivable, accounts payable, and inventory turnover for budgeting and relations with investors.
What results can a company achieve using financial and economic modeling?10:18
Model ongoing financial and economic activities to forecast outcomes, growth opportunities, and risks. Reveal bottlenecks, guide optimal decisions, and build value, liquidity, and capitalization.
What is the role of a Financial Analyst in building an optimal business model?5:01
Identify the role of a financial analyst in building an optimal business development model by analyzing financial data, assessing risks, and guiding capital, supplier and buyer terms for top management.

What is Investments carried out by a business?14:19
Analyze how businesses invest surplus funds across non-core assets, fixed and intangible assets, and investment projects, guided by central bank rates, LIBOR benchmarks, and capital markets.
What are the indicators that assess the degree of investment attractiveness?29:29
Explore how time value of money and inflation influence discounting, and how NPV, IRR, and discounted payback period assess investment attractiveness.
How to make the right decision regarding the real attractiveness investments?16:24
Explore how to form initial data and assess the real attractiveness of investments through an universal algorithm, focusing on cash flows, risk, and key metrics like NPV, IRR, and DPBP.
What is the role of a financial analyst in making investment decisions?6:41
Financial analysts guide investment decisions for non-core activities by creating cash flow-based models, offering profitable options, and preparing data for CFOs and boards to assess risk and return.

Why it is so important to build a business that is attractive to investors?23:56
Explore how to build a business that attracts investors by evaluating internal projects using financial and economic modelling, cash flow analysis, and key metrics like NPV, IRR, and DPBP.
How to increase business capitalization?12:06
Increase a company's capitalization by demonstrating development potential and strong economic indicators through financial and economic modeling, boosting investment attractiveness and market value.
What is the role of a financial analyst in the growth of capitalization?5:36
A financial analyst drives the digitized strategic plan by assessing a business's efficiency and growth potential, translating forecasts into financial reporting, and guiding investors and stakeholders toward capitalization growth.

How to read financial statements correctly on the example of Apple inc.?23:24
Analyze Apple's financial statements with financial and economic modelling to assess investment attractiveness, examining balance sheets, cash flows, and shareholders' equity, and illustrating hedging against currency and interest rate risks.
Financial analysis of Apple inc..25:34
Analyze Apple Inc.'s financial condition using key indicators such as return on equity, return on assets, economic value added, money cycle, and break-even point across 2018–2020 to assess investment attractiveness.
Investment potential of Apple inc..14:02
Build a five-year financial model to evaluate Apple Inc.'s investment potential, stress-test risk scenarios, and analyze NPV, IRR, and DPBP driven by product and service revenues.
What is the role of a financial analyst in external investment?3:00
A financial analyst analyzes financial statements and transcripts to assess a company's investment potential for external investment, using financial models and indicators to guide decisions.

Requirements

Desire to build a successful career as a financier and investment manager

Description

The course "Financial and Economic Modeling and Investments" that we created will teach you to understand in a very simple and qualitative manner all the intricacies of such complex issues as financial and economic modeling and a real assessment of the investment attractiveness of completely different projects and companies. Namely, how to build financial and economic models correctly and efficiently, by creating the most probable business development scenarios and how to make the best investment decisions, both within the business in which you work or will work, as well as when engaging in investment activities using various platforms of the Stock Markets.

You will learn how to apply all the knowledge and skills related to the indicators of assessing the investment attractiveness, financial and economic activities of a company, as well as in the preparation and reading of financial statements, in order to create the most effective models (or scenarios) of business development, building a quality policy for managing obvious vulnerabilities and effectively responding to unforeseen circumstances such as pandemics, natural disasters, and so on.

Any financial analyst should have a very high level of knowledge of such a matter as Investments. Because the vast majority of decisions in financial management begin with this concept, regardless of whether it is a start-up, an operating business a financial analyst works in, or an activity related to perpetual investments. All of them require financial investments of one scope or another in a given period of time. With the help of this course, you will study in detail the matter of investment, and you will also understand all the key indicators any investment decision is based on.

Having mastered the issues of Financial and Economic Modeling and Investment Attractiveness at a very high level, you will professionally learn how to combine them, which will allow you to model the adoption of the best decisions that contribute to the constant growth of the market capitalization of a business, regardless of its size.

We will also teach you to work very competently with financial statements, which are provided by both public and non-public companies, with the purpose of possible investment in them by buying stocks or bonds. And we will do this using the example of such an incredibly successful company in the modern world like Apple inc..

Who this course is for:

For students who want to become top-notch financial analysts and then CFOs
For programmers who want to understand the essence of the work of a financier / economist in order to create all kinds of tools for the financial industry
For students who want to become top-notch investment managers

Financial and Economic Modeling and Investments

What you'll learn

Explore related topics

Course content

Financial and economic modeling7 lectures • 2hr 6min

Investments4 lectures • 1hr 7min