Financial Modeling and Valuation: Complete Beginner to Pro
3.7 (49 ratings)
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Financial Modeling and Valuation: Complete Beginner to Pro

The Most Comprehensive Step-by-Step Guide to Creating Financial Models from Scratch - From Complete Beginner to Pro
3.7 (49 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
263 students enrolled
Created by iBanking Training
Last updated 6/2016
English
Curiosity Sale
Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 5 hours on-demand video
  • 14 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create an integrated financial model from scratch
  • Apply leading strategies for model building
  • Analyse financial statements
  • Confidently use advanced Excel functions for financial modeling
  • Translate financial data into Excel
  • Understand and be able to apply DCF, Trading Multiples and Precedent Transactions
  • Know when to use the different valuation methods
  • Understand the difference between Book Value and Market Value
  • Tailor financial models for end users
  • Reduce modeling errors
  • Apply a disciplined and structured model building approach
  • Become a valuation expert
View Curriculum
Requirements
  • While no prior knowledge of finance is required some familiarity with Microsoft Excel would be beneficial
Description

Learn to Excel at Financial Modeling & Take Your Career to the Next Level!

  • Step-by-step courses
  • Expert instructors
  • Interactive classes keep you engaged
  • Downloadable exercises improve your skills
  • Course guide puts info at your fingertips

 

  • Attend class when it’s convenient
  • Learn at your own pace
  • Gain skills that set you apart
  • Make yourself more valuable to your company

 

  • Get recognized as a valuation expert
  • Open door to new career possibilities
  • Ace that investment banking interview
  • Move into private equity & hedge funds


Here’s What You Get in This Course:

Module 1 – Introduction to Financial Modeling

Covers the fundamental principles you need to know to successfully build financial models.

  • What Financial Models Do
  • Leading Approaches to Model Building
  • Using Accounting Strategies & Ratios
  • Financial Statement Analysis
  • How to Excel at Excel (functions)
  • Translating Financial Data into Excel

Module 2 – Valuation Methods

Reveals why we value companies in the first place and the differences between the various types of values and valuation methods.

  • The 3 Top Valuation Methods
  • When to Use Different Valuation Methods
  • Difference Between Book & Market Value
  • Equity Value Versus Total Enterprise Value
  • How to Use Trading Multiples
  • How to Become a Valuation Expert

Module 3 – Financial Modeling

Brings everything together and shows you step by step how to build a highly accurate integrated financial model.

  • Build a Model from Start to Finish
  • How to Tailor Results to End Users
  • How to Interpret the Results
  • How to Reduce Modeling Errors
  • Disciplined, Structured Model Building
  • Telling Good Models from Bad

 

Get Real World Financial Modeling Training

In a Fun, Highly Effective Interactive Learning Environment

Professionally-produced video lectures featuring engaging expert instructors, a comprehensive course guide & more ensure you become highly proficient at financial modeling and valuation.

Who is the target audience?
  • Whether you are a student or a working professional seeking to change careers, investment banking offers a highly rewarding and lucrative six-figure career. Learn the essential financial modeling skills and ace those technical interviews. Open doors to a career in investment banking, corporate finance, private equity and hedge funds. Not from a finance background? No problem. The course takes you through the basics of accounting and financial statement analysis along with Excel formulas. So there is no prior knowledge of finance required. Our online financial modeling course is packed full of tips and tricks to help you become an expert in company valuations and earn the respect and confidence of your employer. Practice the skills you learn with downloadable exercises and financial modeling templates.
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Curriculum For This Course
28 Lectures
04:53:05
+
Introduction to Financial Modeling
4 Lectures 49:26

What is financial modeling and what are its advantages? How can financial models aid decision making? What are the essential Excel functions to quickly and easily create accurate financial models?

Preview 10:25

Accounting is a structured way to present the financial position of a business. Learn about the different financial statements and how they can help paint a picture of an organisation’s financial health. 

Overview of Accounting and Financial Statements
14:47

A cashflow statement shows the flow of money into and out of a business. A balance sheet shows the balances of assets, liabilities and capital of a business at a specific date.

Cash Flow Statement and Balance Sheet
09:28

Evaluate the financial health of a company by carrying out financial statement analysis. Learn ratio analysis to interpret financial statements and assess the strengths and weaknesses of businesses.

Financial Analysis and Ratios
14:46
+
Valuation Methods
7 Lectures 59:18

What is the purpose of a business valuation and in what circumstances might one be useful? What type of assets of a business need to be valued? The factors that can affect a valuation.

Preview 04:03

Learn the key differences between book value and market value and how each can be useful for different purposes. What is the relationship between book value and market value?

Difference Between book Value and Market Value
09:24

What is Discounted Cashflow Analysis (DCF) and how can it be used to assess the intrinsic value of a business?

Valuation Methods: DCF
13:07

Comparable company analysis is a market-based valuation analysis for publicly traded companies. It is based on the idea that companies with similar characteristics should have similar valuation multiples. Learn the steps for conducting a comparable company analysis. Learn the comps method of Trading Multiples.

Valuation Methods: Trading Multiples
15:00

Learn the comps method of Precedent Transactions.

Valuation Methods: Precedent Transactions
12:15

Spreading Comps is the task of collecting and calculating relevant multiples from a number of different comparable companies.

Spreading Comps
03:32

What are the different valuation methods and their advantages and disadvantages?

Summary of Valuation Methods
01:57
+
Financial Modeling
17 Lectures 03:04:21

What are the uses of financial models? How can they aid decision making? Tips for finding company financials and setting up financial models.

Uses for Financial Modeling
08:30

The debt schedule is designed to track every major type of debt a company has and the associated interest and payment schedules. It also helps track the cash available that could be used to pay down those debts and any interest income that could be generated from cash or cash equivalents available.

Debt and Interest Schedule
05:44

A firm's revolver is a line of short-term credit which the firm can access when it needs short-term funding to pay operating expenses. The revolver is always used for short-term financing, and is almost always paid off very quickly.

Revolver Modeling
01:44

Sensitivity analysis is a way to ascertain the impact of a change in outcome for changes in inputs. It is a very important tool in financial modeling. Most of the sensitivity analyses use one or two variable inputs.

Sensitivity Analysis
05:56

We will now set the scene and start creating a financial model. Download the financial model and follow along.

Creating 5 Year Projections: Case Study
05:28

Data backed assumptions are those that are supported by data from a proper source. Qualitative assumptions are those for which any authentic data cannot be found. Therefore, these assumptions can be made using some kind of logical rationale.

Data Backed and Qualitative Assumptions
06:23

In this tab the size of the target market is calculated. The data is linked form the data backed and qualitative assumptions tab.

Market Sizing
14:37

This tab will show how customer traffic will flow over 5 years. We will project the demand for our products by the different market segments.

Traffic and Demand
07:12

We will project how many customers will demand our product and service each year. We will work out the demand for 5 years.

Share of Market Matrix
17:12

This tab will show a table of start-up expenses and the amount of capital invested.

Start-Up Expenses
09:38

This is a depreciation schedule for 5 years for the company. The data is linked to the P & L statement and balance sheet.

Capex Schedule
11:05

This tab will show the P & L projection for 5 years. The data is taken from various tabs and the net profit or loss figure is then linked to the balance sheet and cash flow statement.

Preview 14:55

Profit and Loss Statement part 2
15:03

Profit and Loss Statement part 3
12:52

Cash flow for 5 years is projected. The data is linked from the start-up expenses tab and the P & L statement.

Cash Flow Statement
14:38

This is the last and most important statement of any financial model.

Balance Sheet
18:41

Bringing everything together we will calculate the business valuation.

Business Valuation, ROI and Conclusion
14:43
About the Instructor
iBanking Training
3.4 Average rating
90 Reviews
1,395 Students
2 Courses
Provider of Online Financial Modeling Courses

iBanking Training Limited is the provider of online financial modeling courses to students and professionals that want to develop expertise in company valuation and seek lucrative careers in investment banking and corporate finance.

Whether you are a student or a working professional seeking to change careers, investment banking offers a highly rewarding and lucrative six-figure career. Learn the essential financial modeling skills and ace those technical interviews. Open doors to a career in investment banking, corporate finance, private equity and hedge funds.

Not from a finance background? No problem. The course takes you through the basics of accounting and financial statement analysis along with Excel formulas. So there is no prior knowledge of finance required. Our online financial modeling course is packed full of tips and tricks to help you become an expert in company valuations and earn the respect and confidence of your employer.