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Financial Modelling from Scratch
Rating: 4.5 out of 5(1 rating)
10 students

Financial Modelling from Scratch

Learn to build an integrated 3-statement model in Excel with best-practice techniques. With fully downloadable models.
Created byCapital City Training Ltd
Last updated 11/2024
English

What you'll learn

  • Understand the essentials of financial model construction and design principles
  • Use real company data to build flexible time frameworks, forecast operations, and integrate historical data
  • Forecast working capital from an analyst perspective, with full integration to the financial statements
  • Learn and apply modelling of depreciation, debt structuring, interest expenses, and tax
  • Learn and apply key analysis techniques like DuPont Analysis and Discounted Cash Flow
  • Apply Excel tools, functions and tricks to enable building of a robust, flexible and scaleable fully integrated 3-statement financial model
  • Use Excel tools and structure to perform quick sensitivity analysis, scenario modelling with switches, credit, and liquidity analysis

Course content

10 sections • 38 lectures • 8h 41m total length

  • Introduction to building a model from scratch12:25
  • Intro to Modular Design12:32
  • Modelling Golden Rules14:12

Requirements

  • Some fundamental experience of using Excel - such as using $, Named Ranges, IF and SUM - but even these aspects will be illustrated and explained by the tutor during the course.
  • You will want some understanding of the construction of financial statements and how they are interlinked (eg earnings linked to Equity, EBIT reconciled to Operating Cash Flows.
  • If you need some pre-learning to cover the above, look for our Excel Skills for Modelling course and our Accounting and Analysis course, all on Udemy.

Description

Our comprehensive Best Practice Financial Modelling certification program teaches the essential skills needed to build robust forecast models for companies, and prepare you for careers in investment banking, private equity, corporate finance, and business valuation.


  • Essentials of financial model construction and design principles

  • Flexible time frameworks, forecasting operations, and linking historical data

  • Working capital modelling from an analyst perspective

  • Depreciation, debt structuring, interest expenses, and tax modelling

  • Key analysis techniques like DuPont Analysis and Discounted Cash Flow

  • Sensitivity analysis, scenario modelling, credit, and liquidity analysis

  • Certificate Upon Successful Completion

This course is designed for delegates familiar with the basic functionality of Excel. We will help them develop higher level Excel, design and modelling skills sufficient to allow them to build and sensitise integrated, company forecasting models suitable for credit analysis, debt sustainability analysis, capital budgeting and company valuation. As well as the techniques and challenges involved in this particular modelling application, delegates will also learn solid best practice in the construction of any time series forecasting in Excel.

Delegates will progressively build an integrated balance sheet, profit and loss, and cash flow forecasting model, suitable for financial analysis, company valuation, debt structuring and capital structure optimisation.

The training will develop Excel skills to allow delegates to develop rigorous financial models and be in a position to get the most out of the peer/third party models. A number of key skills will be addressed such as scenario management techniques; switches and text strings to make models clear and flexible; and data validation to control inputs.

Specifically, delegates will:

  • Improve their speed and fluency in Excel when modelling

  • Understand design principles, time series best practices and how to “build in balance”

  • Understand and be able to use Excel’s basic logical formulae and also a range of lookup and referencing formulae for scenario management;

  • be able to use a range of basic cash flow valuation techniques and functions in Excel and know their shortcomings Have a clear method for building reliable, robust and flexible models

  • Be able to build and troubleshoot their own and third-party models

  • Be efficient in spotting inconsistencies when auditing other people’s financial models

  • Have a set of tools for analysing and sensitising financial models.

Who this course is for:

  • Any finance professional involved in using or building financial models. Even if you don't have to build models, working through this course will give you the ability to review with more insight and understanding of models you see, and how to spot inconsistencies and errors.

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