How to make an integrated financial model-template attached

A short course to help you understand how to make a model to project the financial position of a company for the future.
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2,278 students enrolled
Instructed by Skillfin Learning Business / Finance
$20
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  • Lectures 15
  • Contents Video: 40 mins
    Other: 0 mins
  • 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 5/2015 English

Course Description

What this course is about?

This course is a practical one where we teach you how to make a financial model for projecting the financial position of a company in the future. In particular we look at estimating the income statement, balance sheet and cash flows statement and establish the linkage between them

What kind of materials that you will find?

There is a video that consists of a recorded exercise that we go through to understand the course. In the video, we are working through an excel spreadsheet which will be also be available to you for your practice.

How long will the course take to complete?

The course will take around 1 hour to finish. But we strongly recommend that you practice the exercises on your own to understand the model and be able to do it on your own.


How is the course structured?

The course is structured in a series of lectures. In each lecture, we look at one critical aspect of financial modeling before we move to the next one. Hence, it is recommended that you watch the videos in a sequence and not jump from one to another.

Why take this course?

This course is meant for both entrepreneurs who are looking to make their financial statements to secure funding from bank or investors. The course is also useful for current and prospective analysts with consulting, private equity, investment banking, equity research, corporate planning profiles.


What are the requirements?

  • The students are expected to learn basic excel usage and functionality e.g. dragging, sum function etc.
  • The students also require some basic accounting understanding of income statement, balance sheet and cash flows to understand the flow of the course.

What am I going to get from this course?

  • Prepare an integrated financial model projecting the future financial position of any company. There will be a lot to learn on the linkages that exist between the income statement, balance sheet and cash flows.
  • Adapt the model to any business situation (80% cases) and use this to forecast.

What is the target audience?

  • The course is useful to small scale entrepreneurs who are looking to make financial statements either for the purpose of a loan from bank or raising equity from investors. The course is also useful for prospective analysts in consulting, private equity, investment banking and research jobs who want to specialize in financial modeling.

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: How to make an integrated financial model?
02:00

A short introduction to business elements and linkages to financial modeling.

00:46

You will find the context of the exercise and the excel file to be downloaded.

07:33

In this lecture, we will project the income statement elements of a financial model.

05:21

In this lecture, we will project the asset side elements of the balance sheet of a financial model.

03:56

In this lecture, we will project the liability and equity side elements of the balance sheet of a financial model.

05:39

In this lecture, we will project the cash flow from operations of a financial model.

01:09

In this lecture, we will project the cash flow from investments of a financial model.

02:30

In this lecture, we will project the cash flow financing of a financial model.

03:18

In this lecture, we will finish projecting the cash flow financing of a financial model depending upon whether there is a need for additional debt.

03:58

In this lecture, we will finish all the linkages between financial statements and integrate to make a complete financial model.

03:18

This is the most important part of the lecture. We understand how to make the model dynamic and sensitive to the assumptions we take.

00:30

Brief conclusion

Practice exercise
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00:12

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Instructor Biography

Skillfin Learning, Experts in financial modeling and business analytics

Hey there, welcome to our online courses.

Skillfin Learning is a group of corporate finance and business analytics professionals who have extensive experience and world class expertise in practical financial modeling applications in real world. We have been associated with large consulting and financial services organizations and understand the content requirement from analysts/professionals who can excel in this field. Our aim is to spread the learning in financial modeling and business analysis skills to whoever is keen to learn.

Our courses are comprehensive to impart skills around financial modeling and analytics i.e. excel, financial analysis and valuation. All our courses are practical and illustrations based that gives an on the job like training to our students. 

We remain committed to help you in your professional learning experience and development. You have access to our expertise 24 x 7 on all the courses you subscribe to.

Our courses are listed below. Look forward to seeing you inside.

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