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Financial Modeling Starter Pack
Highest Rated
Rating: 4.9 out of 5(13 ratings)
577 students

Financial Modeling Starter Pack

Learn Excel, financial modeling, valuation, fixed income, and capital markets for finance and financial analyst careers
Created byExcel Mojo
Last updated 5/2026
English

What you'll learn

  • Build complete financial models in Excel from scratch step-by-step
  • Learn financial modeling workflows and integrated financial statement analysis
  • Forecast revenues, costs, depreciation, working capital, and debt
  • Understand valuation concepts, including DDM, FCFE, FCFF, and WACC
  • Learn fixed income concepts, pricing, and portfolio basics
  • Build strong foundations in capital markets and financial systems
  • Develop practical Excel skills used in finance and analytical workflows
  • Understand financial analyst workflows and equity valuation fundamentals
  • Learn financial modeling in Excel using a beginner-friendly approach
  • Strengthen finance, valuation, and analytical thinking capabilities

Course content

5 sections61 lectures7h 53m total length
  • Basic Excel Fundamentals8:11

    This video shows how to launch Excel and introduces learners to the Excel interface.

  • Microsoft Excel Fundamentals17:42

    This video provides a clear understanding of the structure of an Excel workbook, how to open and save Excel documents, and common Excel shortcuts.

  • Formatting Cells - Part 116:42

    This video explains how to format cells with the help of examples.

  • Formatting Cells - Part 213:54

    This video helps develop a practical understanding of number and date formatting.

  • Working with Basic Excel Functions - Part 110:17

    This video explains how to use basic Excel functions, like SUM, COUNT, and AVERAGE

  • Working with Basic Excel Functions - Part 24:00

    This video provides a clear understanding of how to work with named ranges.

  • Sorting10:19
  • Auto Filter8:46

    This video provides practical knowledge of AutoFilter in Excel.

  • Share Your Learning Experience0:53
  • Working with Charts - Part 110:00

    This video explains how one can work with column charts.

  • Working with Charts - Part 28:08

    This video shows how to format charts in Excel.

  • Working with Charts - Part 35:44

    This video provides a practical understanding of how to use a pie chart.

  • Inserting Images & Shapes13:02

    This video explains how to insert images and shapes in a worksheet.

  • Printing Worksheets19:13

    This video explains the process of printing worksheets.

Requirements

  • No prior financial modeling experience required
  • Microsoft Excel installed on your system

Description

Are you looking to build strong foundations in financial modeling, valuation, Excel, and finance concepts for analyst and finance careers?

This beginner-friendly Financial Modeling Starter Pack is designed to help you learn practical financial modeling in Excel, valuation techniques, fixed income concepts, and capital markets fundamentals through a structured and easy-to-follow learning approach.

Whether you are a finance student, aspiring financial analyst, MBA student, Excel beginner entering finance, or someone interested in valuation and business analysis, this course is designed to help you build practical finance and analytical skills step-by-step.

Unlike many advanced financial modeling programs that assume prior finance knowledge, this course begins with Excel fundamentals. Gradually, it progresses into financial modeling, valuation, fixed income, and capital markets concepts.

The course starts with practical Microsoft Excel fundamentals commonly used in finance and analytical workflows.

You’ll learn the Excel interface, workbook structure, and essential worksheet formatting techniques. The course covers basic Excel functions, named ranges, sorting, and filtering tools. You’ll also create charts, visualizations, and professional Excel reports with confidence.
Additionally, you’ll understand printing workflows and formatting practices for organized and presentation-ready worksheets.

As the course progresses, you’ll move into one of the core sections of the program: financial modeling in Excel.

You’ll learn a practical 9-step financial modeling process, including:

  • Structuring the financial model

  • Analyzing historical financial statements

  • Projecting revenues

  • Estimating costs

  • Forecasting depreciation

  • Working capital projections

  • Cash flow statement preparation

  • Debt projections

  • Balancing the balance sheet

The course focuses on helping you understand how integrated financial statements work together in practical financial modeling workflows.

You’ll also build strong foundations in valuation concepts and financial analysis techniques.

The course covers:

  • Intrinsic valuation concepts

  • Cost of capital

  • Cost of debt

  • Cost of equity

  • Weighted average cost of capital or WACC

  • Gordon Growth Model

  • Dividend Discount Model or DDM

  • Free Cash Flow to Equity (FCFE)

  • Free Cash Flow to Firm (FCFF)

  • Multiplier valuation models

  • Asset-based valuation approaches

In addition to financial modeling and valuation, the course introduces fixed income investing concepts, like fixed income instruments, risks associated with such financial instruments, and how to construct a fixed income portfolio.

The program also helps develop a practical understanding of capital markets and financial systems. It includes lectures on capital market fundamentals, primary and secondary markets, securities markets, derivatives overview, and more.

Throughout the course, the learning approach remains highly structured and beginner-friendly. You’ll work through practical Excel exercises, financial modeling workflows, valuation examples, finance concepts, and analytical finance topics designed to help you build stronger finance and financial analyst foundations.

Whether you are a finance student, an MBA student, or an aspiring financial analyst, this course is designed for you. It is also suitable for beginners learning financial modeling and Excel users entering the finance industry. Working professionals can strengthen practical finance, valuation, and financial modeling skills through structured industry-relevant workflows.

By the End of This Course, You Will Be Able To

  • Build structured financial models confidently in Excel

  • Understand integrated financial statement workflows

  • Apply practical valuation concepts and financial analysis techniques

  • Analyze revenues, costs, cash flows, and debt projections

  • Understand fixed income and capital market fundamentals

  • Work more confidently with Excel in finance environments

  • Build stronger finance and analytical foundations for professional growth

  • Understand key concepts used in financial analysis and valuation workflows

What Makes This Course Different

  • Combines Excel, financial modeling, valuation, fixed income, and capital markets in one structured program

  • Ensures beginner-friendly progression, from Excel basics to finance concepts

  • Covers practical 9-step financial modeling workflows in Excel

  • Includes valuation methods commonly used in finance and equity analysis

  • Helps learners build stronger finance and analytical foundations

  • Includes a structured learning approach, which is suitable for beginners and aspiring analysts

  • Covers both practical Excel workflows and finance concepts together

About the Course Director

The course structure and learning experience have been designed under the guidance of Dheeraj Vaidya — CFA, FRM charterholder, Co-Founder of WallStreetMojo and ExcelMojo, and alumnus of IIT and IIM.

As the course director, he oversaw the course structure, curriculum design, and overall learning flow of the program. His focus was to ensure the course remains practical, structured, and industry-oriented with strong reporting and analytical relevance.

Who this course is for:

  • Beginners learning financial modeling in Excel
  • Aspiring financial analysts and finance professionals
  • MBA, commerce, and finance students
  • Professionals switching to finance or valuation roles
  • Excel users entering finance and valuation roles
  • Professionals looking to strengthen finance and analytical skills
  • Learners interested in valuation, fixed income, and capital markets
  • Anyone interested in practical financial modeling and finance foundations