Financial Modelling Basics - Mini Course

Name: Financial Modelling Basics - Mini Course
Rating: 3.9 (698 reviews)

The Ultimate Financial Modelling Mini Course

Created byPiyush Arora

Last updated 2/2025

English

What you'll learn

Students will be able to get introduced to basic concepts of financial modelling
Students will be able to understand Revenue streams and how to create direct cost assumptions
Students will be able to understand Direct Costs and how to create direct cost assumptions
Students will be able to understand Indirect Costs and how to create indirect cost assumptions

Course content

1 section • 7 lectures • 38m total length

Introduction to the Financial Modelling Basics Mini Course0:55
A warm welcome to the students who are attending this course on Financial Modelling Basics. We are going to cover the basics on how to think about creating the assumptions of a financial model. This is not a full financial modelling course but will give you a great start!
Input assumptions of a financial model- Part 1 - Ground Rules6:34
In this lecture, we define some ground rules of modelling including
1. Identifying inputs and coloring them with a color scheme
2. Coloring derived output cells with a different color scheme
Input assumptions of a financial model- Part 2 - Revenue Assumptions3:50
In this lecture, we build the revenue assumptions of the Company including the following:
1. Defining the products/ services of the Company
2. Projecting the units to be manufactured over the next 3-5 years using monthly growth rates
3. Projecting the price of the product over the next 3-5 years using monthly growth rates
Input assumptions of a financial model- Part 3 - Direct Cost Assumptions14:35
In this lecture, we build the cost assumptions of various variables that are used directly to manufacture our product. We use different methods of projecting the Direct Costs including the following:
1. Based on no. of units of product manufactured
2. As a % of revenue
Input assumptions of a financial model- Part 4- Indirect Cost Introduction1:03
In this lecture, we introduce the concept of indirect costs and discuss their significance.
Input assumptions of a financial model- Part 5- Indirect Cost Assumptions11:08
In this lecture, we create assumptions for each of the indirect costs including the following using different modelling techniques:

1. Rental
2. Manpower Costs
3. Travel Costs
4. Miscellaneous Costs
Thanks for taking this course!0:40
Hope you enjoyed creating the assumptions of a financial model and I hope this made you think about how to create the financial statements using these assumptions. In case you want to take a full course on Financial Modelling, please enroll in 'Financial Modelling from scratch using Microsoft Excel' course. Till then, signing off!

Requirements

Basic MS Excel Knowledge

Description

This FREE mini course helps the student understand the basics of financial modelling including:

1. The ground rules (setting formatting rules)

2. How to start building financial models

3. How to make assumptions for revenue

4. How to make assumptions for direct costs

5. How to make assumptions for indirect costs

This course will also prepare the students for any advanced level courses in Financial Modelling.

Who this course is for:

Students aspiring to learn financial modelling
Aspiring Investment Bankers and Investors
Start-up founders
Company executives making business plans