Financial Modelling in Excel Step by Step

Learn Financial Modelling from Scratch to fast track your career in Finance
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4 students enrolled
Instructed by Manoj Kumar Business / Finance
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  • Lectures 17
  • Length 1.5 hours
  • Skill Level Intermediate Level
  • 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 5/2016 English

Course Description

In simple words, financial modelling is the process to forecast the financial statements including IS, BS, CFS. The output of financial modelling is called a financial model.  

A standard financial model will include Historical & projected financial statements along with various schedules and assumptions.

Financial Modelling is perceived that only some highly experienced people with high level of practical knowledge in Finance & Excel can work on a financial model.

But very soon, you will find that financial modelling is not that tough but it is a highly demanded skill in Investment banking, equity research, credit research or any other main stream finance.

It is unfortunate that most of the Finance students don’t even know what is Financial modelling & valuations and just because of lack of skills like this, finance students end up getting some marketing or accounting profiles.

An integrated financial model is a powerful tool that not only helps us to understand and analyze a company's historical financial performance but also helps to build realistic projection for future.

In this short training, the objective is to understand where the model will start and where the model will end. What are the various schedules that we have to prepare and what are the assumptions we have to take and what are key elements we have to consider before we take the assumptions?

In this training, we will start from scratch and gradually build on the complete Financial model for a sample case study.

1.     We will understand how to calculate historical IS & BS

2.     How to analyze historical based on projection arameters

3.     How to prepare various schedules for Dep, WC, Debt, Equity and others.

What are the requirements?

  • You need to a basic understanding of Excel & Financial Statement
  • This course is good for CA, CFA, MBA Finance and other Finance students

What am I going to get from this course?

  • What is a Financial Model
  • General steps to create a Financial Model
  • Perform historical analysis
  • Understand projection parameters
  • How to forecase Revenue, Exp, Dep, WC, Debt, Share & Equity, CapEx
  • Understand the flow of Financial Model

What is the target audience?

  • Any one who wants to get into main stream Finance Profile
  • Advised specificlly to all MBA Finance, CA, Mcom, CFAs

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.

Curriculum

Section 1: Financial Modelling for Beginners
Introduction to FInancial Modelling Course
Preview
04:21
Gather Historical Financial Statement and Perform Historical Calculations
Preview
04:53
Perform Historical analysis as per projection parameters
Preview
06:52
Assumptions for Future Performance
03:56
Make the forecast of Income statement based on assumptions
07:16
Forecast Dep
07:11
Depreciation continued
03:03
Project share issue & Buyback
06:41
Equity projection including Share Buyback and Option proceeds
05:27
Project Balance Sheet items
05:41
Working Capital Projection
06:12
Forecast Cash Flow Statement
07:38
Prepare Debt Schedule
06:02
Debt Schedule continued
05:17
Match the Balance Sheet and Finishing the Financial Model
03:46
Interest Calculations and Circular References
04:56
Create Scenario Analysis
05:14

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Instructor Biography

Manoj Kumar, Expert Level Training for Finance Professionals

I am Manoj Kumar. I am an MBA (Finance) from ICFAI and CFA level 3 candidate from CFA Institute, USA. I am running Investment Banking Institute, New Delhi. I teach Adv Excel, VBA, Dashboards, Financial Modeling, Valuations & M&A. I have been into consulting in Project Finance before moving to training.

Areas of Training: Excel, VBA,Dashboard Designing,Financial Modeling, Valuation & M&A —Have trained in WNS, Global Energy, Intec Capital, Creative Web Mobi, ICOFP, GNIM etc —Conducted more than 150 open workshops and trained more than 2500 participants —Developed Video based Training courses on Various SubectsMy passion for training led me to start the IB Institute in New Delhi, India. I have two years of rich experience in the fields of Investment Banking, Corporate Valuation, Equity Research and Consulting for Project appraisal.

I have conducted more then 150 workshops for various colleges and corporate houses. I am Certified Excel Specialist and Trainer from Microsoft.

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