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Financial Modeling Course
Rating: 4.1 out of 5(621 ratings)
17,029 students

Financial Modeling Course

Build Dynamic Models for Valuation, Forecasting, and Strategic Decision-Making
Created byLearntoupgrade Course, Makeintern Course, Learntoupgrade Online
Last updated 10/2024
English
English [Auto],

What you'll learn

  • Comprehensive Curriculum: Covers all types of financial models including valuation models, LBO models, M&A models, and more.
  • Excel-Based Training: Learn advanced Excel techniques like dynamic charts, macros, and data visualization.
  • A basic understanding of financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
  • Financial Analyst: Perform detailed financial analysis and create predictive models for investment and corporate strategy.

Course content

1 section • 11 lectures • 2h 25m total length

  • 1.1. What is Financial Modelling3:22
  • 1.2. Who uses Financial Modelling18:28

    Financial modeling enables individuals and businesses to make financial decisions, from personal planning to startup funding, growth projects, expansions, and acquisitions, by evaluating best and worst case scenarios.

  • 1.3. Overview and Application of Financial Modelling9:29

    Financial modeling equips decision makers with structured analysis and risk management through Excel. The course covers from basic to advanced Excel tools, debt amortization, capital budgeting, and financial statement analysis.

  • 1.4. Excel Uses in Financial Modelling17:41

    Master excel from basics to finance-specific data analysis, using worksheets and workbooks, with tools like filters, pivot tables, and charts to organize, present, and interpret data.

  • 1.5. Work on Excel in Financial Modelling22:18

    Explore Excel basics by working with workbooks, worksheets, and cells, mastering the formula bar, name box, and essential shortcuts like Alt, Ctrl+Z, Ctrl+C, and Ctrl+V.

  • 1.6. Call Referencing Vs Call Freezing11:10

    Learn how Excel updates row or column references when dragging formulas downward or rightward, and how to freeze specific rows or columns to preserve cell references in financial modeling.

  • 1.7. Call Referencing Vs Call Freezing10:31

    Learn how to use dollar signs to freeze rows and columns in Excel, toggle with F4 or Fn+F4, and drag formulas across directions while preserving or changing cell references.

  • 1.8. Cases13:39

    Apply cell referencing and freezing to build a five-year mini income statement in the Case sheet, calculating 20% sales growth, 25% COGS, and 30% tax to profit after tax.

  • 1.9. Cases226:52

    Use strict cell referencing and freezing to build a multi-year income statement in Excel, linking sales, costs, and taxes through dynamic cell-based formulas for easy scenario updates.

  • 1.10. Cases34:52

    Name the cell growth to reuse its value across sheets. Use the name box and tab to select it, then convert to percentage with ctrl+shift+5 and reference across sheets.

  • 1.11. DataBase in Excel7:30

    Learn to manage named ranges in Excel with name manager, editing, adding, or deleting names, and shortcuts to insert or delete rows and columns, focusing on cell referencing and freezing.

Requirements

  • A basic understanding of financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
  • Proficiency in Microsoft Excel (intermediate to advanced level)
  • Background in finance, accounting, or business (preferable but not mandatory)
  • Willingness to learn data analysis and visualization skills
  • Familiarity with financial terms and ratios is beneficial

Description

Overview

In the fast-paced world of finance and business, the ability to develop and utilize financial models is an essential skill for making informed decisions. The Financial Modeling online course offers learners a comprehensive understanding of how to build and apply financial models to analyze performance, predict future trends, and support strategic decision-making. This course provides practical, hands-on experience for anyone looking to strengthen their financial analysis skills.

The course covers a wide range of financial models that are commonly used in various business contexts. These include models for valuation, budgeting, forecasting, and mergers and acquisitions. The focus is on Excel-based modeling, a widely-used tool in the financial industry. Learners will follow a structured, step-by-step approach to building models from scratch, working with real-world data to simulate business scenarios. By mastering these techniques, learners will be better equipped to evaluate financial data, identify patterns, and forecast outcomes, all of which are critical for making sound financial decisions.

What sets this course apart is its emphasis on practical application. Throughout the lessons, participants will gain hands-on experience in building and refining financial models, ensuring they can confidently apply these skills in real-life business settings. The course guides learners through key concepts such as analyzing historical financial data, developing dynamic financial models, and preparing detailed reports that aid in business decision-making. By using Excel, learners will gain proficiency in one of the most important tools in the financial industry.

By the end of the course, participants will have the knowledge and skills to create robust financial models tailored to the needs of various businesses and industries. These models can help evaluate past performance, assess risks, and forecast future outcomes, providing a clear picture of a company’s financial health and guiding critical business decisions.

The skills gained from this course are applicable across a range of sectors, from finance and banking to corporate management and entrepreneurship. Whether you're aiming to deepen your understanding of financial modeling or seeking practical tools to apply in your professional role, this course will help you build a strong foundation in financial modeling that can be used in numerous business contexts.

This course focuses on delivering practical insights and tools to help learners understand and implement financial models that are widely used in businesses worldwide.

Who this course is for:

  • Business and Finance Students
  • Aspiring Financial Analysts
  • Entrepreneurs and Business Owners
  • Finance Professionals looking to upskill
  • Investment Bankers and Equity Analysts
  • Chartered Accountants and CPAs
  • Management Consultants
  • Engineers with interest in finance and business strategy
  • Any professional involved in financial decision-making

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