Financial Modeling for Beginners: Get to Pro in Just 30 days

Name: Financial Modeling for Beginners: Get to Pro in Just 30 days
Rating: 4.6 (198 reviews)

Learn 3-statement Financial Modeling & DCF Valuation in Excel Step by Step— No prior modeling experience needed

Created byAmey K

Last updated 1/2026

English

What you'll learn

Learn to build dynamic financial models in Excel from scratch; even though you have no experience
Forecast business performance by projecting income statement, balance sheet and cash flows
Develop fully linked models with schedules for projecting revenue, costs, fixed assets, investments, debt, taxes and so on
Master Excel Modelling by incorporating formulas, functions & best practices
Calculate cost of equity and weighted average cost of capital (WACC) for computing DCF valuation
Compute Discounted Cash Flow (DCF) valuation to accurately assess business value like a finance pro
Develop Real-World financial models for business planning, forecasting, scenario analysis and investment decisions
Calculate Internal Rate of Return (IRR) that an investor makes if he acquires a company (M&A analysis)
Develop input and output sheets like professionals do and depict margins and return ratios for various scenarios
Master an industry-relevant skill for a career in investment banking, equity research, private equity, corporate finance, etc

Course content

4 sections • 42 lectures • 9h 6m total length

What will you get in this course?1:40
How is this course structured?2:29
How you can go about taking this course ?1:21
Download the Blank Template and Completed Model here before you start0:07
What are the steps involved in developing a financial model ?4:46
Important message about Udemy Reviews1:56

Let's have a look at the financials excel sheet2:28
P&L projections24:58
Cash flow projections13:25
Balance sheet projections17:45
Fine Tuning the Linkages - the 3 financial statements6:20
Free Cash Flows to Equity holders (FCFE DCF valuation)17:15
Cost of Equity23:04
Free Cash Flows to Firm (FCFF DCF valuation)14:26
Weighted Average Cost of Capital (WACC)5:54
Correlating FCFE and FCFF Valuation5:48
Computing investor IRR; using NPV and IRR functions;14:06
Financial analysis Output Sheet21:22
Moving from basic to advanced modelling0:59

Download the Blank Template and the completed Advanced model before you proceed0:07
Getting data into excel from a pdf file containing financials4:30
Projecting Order Inflow and Sales29:22
Projecting Operating Costs and EBITDA32:25
Developing a Profit and Loss Statement Projection17:43
Developing a Fixed Asset Schedule33:18
Projecting Working Capital required for the business19:52
Developing Balance Sheet Projections12:23
Creating a Dividend Schedule10:47
Developing Cash flow projections14:47
Creating a Debt Schedule21:43
Preparing a Cash and Investments Schedule14:20
Linking it all up together23:21
Tax books and depreciation19:25
Preparing a Tax Schedule22:47
Preparing an Input Sheet to provide model inputs27:27
Computing Free Cash flow to Equity and Investor's IRR27:36
Sensitivity Analysis using data tables6:24
Preparing an Output Sheet to Review all Outputs at one place25:08
Concluding Remarks and next steps1:13

New Hands-on Exercise: Build a 5 year P&L Forecast0:36
Long-Term Growth Assumptions by Country0:34
New Hands-on Exercise: Build a 5 year Balance Sheet Forecast0:38
Dear Students,
One of the most powerful skills in finance is the ability to look ahead — to take historical data and project how a company’s balance sheet will evolve in the coming years.
I’ve added a new assignment to the course where you’ll:
Work with 3 years of historical balance sheet data
Project the next 5 years using assumptions for PAT, investments, capex, depreciation, and changes in working capital
Apply formulas to ensure Assets = Liabilities each year
Strengthen your understanding of how financial statements connect and balance
This exercise is designed to give you hands-on practice with real-world financial modeling techniques. By completing it, you’ll gain confidence in building forward-looking statements — a skill that’s essential for roles in investment banking, corporate finance, and equity research.
? Download the Excel template here and get started.
Post your responses in the Q&A section with the same subject line! Looking forward to seeing your projections!
Best,
Amey

Requirements

Preliminary understanding of Finance and Excel is required
If you’re completely new to Finance or Excel, I'd recommend taking up my course titled Excel & Finance for Beginners: Learn with Practical Examples, to build a solid foundation before diving in!

Description

Master Financial Modeling & Fast-Track Your Finance Career

Want to break into investment banking, corporate finance, private equity, or equity research — but don’t know where to start?

This hands-on course gives you the exact modeling skills top finance professionals use daily. You’ll go from beginner to confident modeler, learning how to build structured, real-world financial models from scratch — even if you’ve never done it before.

What You’ll Learn

Build a complete 3-statement financial model — from blank sheet to polished output
Forecast and value businesses using DCF and practical projection techniques
Apply every concept through real case studies — one beginner-friendly, one advanced

Why This Course Works for you

No fluff — just the modeling skills employers actually look for
Step-by-step structure that helps you learn, apply, and retain
Ideal for students, career switchers, and professionals looking to upskill fast

Who This Is For

Aspiring finance professionals targeting IB, PE, valuation, equity research, M&A, or FP&A
Career switchers who want to understand how financial models drive decisions
Entrepreneurs who need to model their company’s performance and projections

What students say

" This is an amazing course on financial modeling. The concepts have been explained in simple way which makes it easy to learn financial modeling."

" Course aligns very well with my expectation of how I'd like to learn modelling. Step by step, no jargon, made easy to understand."

New to Finance or Excel? Start with my beginner-friendly course: “Finance & Excel for Beginners: Learn with Real Examples” — then come back to this one.

Join the learners mastering financial modeling with us— and start building the skills that will set you apart.

Who this course is for:

(1) Finance Professionals – Those looking to Advance your Career or Break Into Corporate Finance, Investment Banking, Equity Research, or Financial Planning
(2) Entrepreneurs & Business Owners – Those who want to create financial projections, assess business value, and make data-driven decisions.
(3) Students & Graduates – Business, finance, or accounting students who want practical financial modelling skills to stand out in job applications.
(4) Self-Learners & Career Changers – Anyone looking to transition into finance or improve their ability to analyze financial data and build models.

Financial Modeling for Beginners: Get to Pro in Just 30 days

What you'll learn

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Course content

Introduction6 lectures • 12min

Section 2: Financial Modelling Blueprint13 lectures • 2hr 48min

Section 3: Business Modelling Challenge20 lectures • 6hr 5min

Bonus Practise Resources3 lectures • 2min

Requirements

Description

Who this course is for: