Financial Model Fundamentals-Learn the Essential Skills

Learn to create full financial models including cash flow, working capital, debt and equity calculations.
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28 students enrolled
Instructed by Andrew de Bruyn Business / Finance
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  • Lectures 27
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 6/2015 English

Course Description

This course is for business owners, managers, finance professionals or business students who want to learn to build financial models.

If you have basic Excel skills and a basic understanding of financial concepts, you will be able to follow the course.

I teach step-by-step, from simple steps like creating our input sheet to advanced calculations like cost of capital and share buy backs.

Only essential skills are taught; I don't waste time on skills you don't need.

The course is great value for money and it's far easier to learn to build financial models with my video course than trying to learn from a book.

What are the requirements?

  • Basic Excel skills
  • Understand basic financial concepts like gross profit, assets and liabilities

What am I going to get from this course?

  • Create full financial models
  • Understand debt and equity calculations
  • Understand the Excel formulas essential for models
  • Use best practice for user-friendly and robust models

Who is the target audience?

  • Finance and investment professionals
  • Business managers and owners
  • Finance and business students

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: How to Use This Course
Section 2: Debt Equity Model

An introduction to Victoria Additives and the model we need to build.


We start to create the first sheet in the financial model, the Input Sheet.


An introduction to Name Ranges-the advantages of using them in financial models and how to add them to cells.


We add Name Ranges to the Input Sheet for the Victoria Additives model.


We start to build the Calculation Sheet for Victoria Additives.

Section 3: Debt and Equity Calculations
Debt Calculations

An introduction to capital expenditure and depreciation calculations, and adding them into the calculation sheet of the model.


An introduction to how equity calculations are included in financial models.


We build the equity calculations into the calculation sheet.

Section 4: Balance Sheet, Working Capital and Cash Flows
Balance Sheets Introduction

An introduction to working capital and an explanation of the calculations we include in a financial model.


We build the balance sheet in our financial model.


An introduction to cash flows and the main calculations around working capital.


We build the cash flow for the Victoria Additives model.

Section 5: Fixing a Model and the Output Sheet

We look at how to audit formulas, the most common spreadsheet errors and how to detect and fix errors.


I give you the challenge of balancing the balance sheet, and then go through the calculations and steps to do so.


We create the Output Sheet for the Financial Model.


I challenge you to create a summary balance sheet and cash flow statement and then go through the steps.

Section 6: Ratio Analysis

An introduction to financial ratio analysis typically used in financial models. We also go over debt covenant ratios.


We go through adding the financial ratios to our financial model.

Section 7: Dividends, Cost of Capital and Share Buy Backs

Dividend calculations overview and adding dividend calculations to the Victoria Additives model.


Weighted average cost of capital calculations are explained, and we then add WACC calculations to the Victoria Additives financial model.


An explanation of share buy backs and how they can be included in a financial model.


We add share buy back calculations to the financial model.


I challenge you to create a WACC table and then I go through the steps with you.

Section 8: Conclusion

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Instructor Biography

Andrew de Bruyn, Management Consultant & CFO | 6000+ Udemy Students

My name is Andrew and I'm originally from South Africa. I have a two degrees in Accounting and Business Management and I qualified as a Chartered Accountant. I gained extensive experience as a CFO and Financial Manager in several industries from manufacturing to diamond mining to fashion clothing. I have always enjoyed Excel and financial modelling, and honed my skills at companies listed in New York and London. I have several courses on Udemy and enjoy sharing my skills with others..

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