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Financial Modeling - Build Your Own 3 Statement Projection
Rating: 3.9 out of 5(98 ratings)
1,384 students

Financial Modeling - Build Your Own 3 Statement Projection

A-Z guide to creating your first financial model
Created byThomas White
Last updated 11/2019
English
English [Auto],

What you'll learn

  • Create accurate and well designed financial models
  • Understand important excel formulas for financial models
  • Appreciate the importance of structure, style and formatting in building a model
  • Build a 3 statement model with ease, and forecast as many years as you would like
  • Be able to do an equity valuation

Course content

2 sections • 13 lectures • 58m total length

  • Introduction to Course1:22

    Learn to extract raw data, set up assumptions for a three-statement projection, and perform a valuation using projected cash flows.

  • Download This First0:07
  • Extracting Raw Data2:46

    Extract raw data from income statements, balance sheets, and cash flow statements to build a financial projection, using Bloomberg terminal, company filings, or Monster.com, and paste into Excel.

  • Presenting the Data8:27

    Build and customize a financial model template for a 3-statement projection, import historical data, align units and currency, then populate with data using formulas to ensure accuracy.

  • Building Assumptions9:17

    Derive forecast parameters by building and adjusting assumptions from historical data, using sales-driven ratios for assets, liabilities, and expenses to project a coherent 3-statement model.

  • Forecasting the Income Statement8:24

    Learn to forecast the income statement by applying calculated assumptions and ratios, copy formulas across five years, and lock cell references to build Excel projections.

  • Forecasting the Balancing5:56

    Forecast the balance sheet using cash and marketable securities as the balancing item. Apply the cash formula: liabilities and equity minus current assets minus net fixed assets.

  • Forecasting the Free Cash Flow4:30

    Forecast free cash flow by linking the balance sheet and income statement, starting with profit after tax and adjusting for depreciation, working capital, capital expenditures, and after-tax interest.

  • Valuation of the Company5:49

    Estimate the average cost of capital and long-term cash flow growth from analyst reports or GDP, then project free cash flow and discount with WACC to value enterprise and equity.

Requirements

  • Need to have microsoft Excel
  • Have an understanding of the 3 financial statements
  • Basic Excel Knowledge

Description

Hi I'm Thomas, forex trader, banker and forex instructor at fxmasterclass. 

Have you ever been interested or needed to build a financial model. If you have any interest in finance, whether it be personal interest or work, it is likely that at some point you will have to build your own financial model. 

Although it is one of the most sought after skills by financial institutions and consultancy firms, many finance graduates are still unable to build their own financial models. To many being able to model is the hallmark of their skills in the finance profession.

Here you have the opportunity to learn from scratch on how to build your own models. 

With the skills and techniques that I teach you in the course you should be well equipped to handle any scenario thrown at you. 

Nothing will be kept secret as I share all that I have learnt with you. Avoid all the mistakes that new modellers make them give up too quickly. 

  • the initial free price will increase shortly, and i'll slowly be increasing the price
  • you have unlimited lifetime access at no extra costs, ever
  • all future additional lectures, bonuses, etc in this course are always free
  • there's an unconditional, never any questions asked full 30 day money-back-in-full guarantee
  • my help is always available to you if you get stuck or have a question - my support is legendary in Udemy

Who this course is for:

  • Business Students
  • Investors
  • Business Managers, Business owners, Finance professionals
  • Basically anyone who is interested in picking up this new skill!

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