There are THREE things you need to do in order to learn financial modeling.
You're reading this because you have an interest in learning Financial Modeling.
We did too many years ago.
But when we were learning, we wasted a lot of time and effort learning useless and unnecessary things.
It didn't have to be as painful and time consuming as it was.
And that's why we created this course. So you can avoid making the mistakes that we made and learn financial modeling fast with no wasted effort.
You don't have to learn everything about Finance or EXCEL to become proficient at financial modeling.
You just need to know the RIGHT concepts and the RIGHT tools in each to get started.
Who are you learning from?
Two experienced financial analysts with a collective two decades of finance experience across multiple industries.
We've gone through it. We know what is actually useful and needed in the work environment.
We'll go over the concepts but we'll show you how to actually do real financial modeling.
You won't be learning a bunch of random financial concepts or a collection of random Excel features and then be expected to put them together on your own.
We'll only go over what you need and then show you how to put them all together in practice.
What if I don't have any finance or Excel background?
No worries! This is an introductory course and it assumes ZERO prior knowledge or experience. It is condensed because we've curated only the most relevant and useful topics to get you going fast.
What will I be able to do after I take your course?
After taking our course, you will be:
Why lemonade stand example?
Because learning Excel or Finance on its own is tough enough but learning them at the same time is challenging. To muddle that with requiring you to learn an arbitrary business model will just distract from your learning.
But, even with a simple business model such as a lemonade stand, you'll be surprised by how complex and sophisticated the analysis could become.
Tell me again why I should take your course?
Plus, you have absolutely ZERO risk.
Udemy gives you a 30-day money back guarantee and they're really really good on that.
So if you've read this far, you have no excuse. You have no risk at all.
Welcome to the course, this section introduces you to financial modeling. Learn about the financial modeling process, financial model design, and complete a short case study!
Learn about the financial modeling process and how to identify the different types of financial models.
Learn about financial model design and best practices for building financial models.
Learn how to create a mortgage calculation model in Excel. You'll also learn how to create an amortization schedule that shows how the mortgage loan amortizes over time.
This is part 2 of the introduction case study on building a mortgage calculation model.
Find out where the financial modeling files are located.
Taking this section is like eating veggies--it might not always taste the best, but it'll be good for you. Promise!
This lecture discusses the balance sheet, accounting equation, and capital structure.
Learn how to read and interpret the information contained on the income statement.
This lecture covers the primary elements of the statement of cash flows.
This lecture covers the financial forecasting process and the important items you should take into consideration when developing a financial projection.
Here we cover the time value of money and how to calculate the value of a payment or series of payments at different points in time.
Learn about the cost of debt and equity and how those two items are combined to calculate the weighted average cost of capital (WACC).
Learn about the various investment return metrics like internal rate of return (IRR), net present value (NVP), return on equity (ROE), equity multiple, and peak capital.
This section summarizes what you learned in the finance and accounting section. Congratulations, you're now ready for Excel!
Don't skip this section! All the case studies assume you have a solid understanding of these Excel features & techniques.
Learn how to anchor or lock in cells, rows, and columns in order to create more efficient formulas. This is important, we'll use these techniques a lot in the case studies!
Learn how to create drop-down lists in Excel using data validation. This is a neat trick that will enable to expand the functionality of your financial models.
Learn to use conditional functions in Excel like SUMIF, COUNTIF, and AVERAGEIF.
This lecture covers how to create and utilize named ranges. Named ranges are a big help when you're using lookup and reference functions.
Learn to create conditional statements using the IF, AND, and OR functions.
Learn how to use the most important financial functions like IRR, PV, and NPV. You'll also learn how to calculate various payments using the PMT, IPMT, and PPMT functions.
In this section we cover how to use the VLOOKUP, HLOOKUP, and MATCH functions. This is a really important lecture that will take your skills to the next level!
Tired of getting formula errors? I'll show you how to manage those errors and track down the root cause.
Here we cover how to import data from external sources like databases, websites, and text files.
PivotTables and PivotCharts are very powerful Excel tools and I'll show you how to use both.
Use solver to quickly manipulate decision variables to reach your desired outcome. We'll cover how to set solver up within Excel and teach you how to use it.
In this lecture you'll learn about data tables and how to set up a sensitivity analysis. Both one and two variable data tables are covered.
Tired of doing the same thing over and over? Learn how to record a macro and automate your work tasks.
Security is important! Learn how to secure your workbooks, worksheets, and manage the user input process.
This section summarizes what you learned in the finance and accounting section. Congratulations, you're now ready for the first case study!
Meet Lucy, teen entrepreneur looking to build her lemonade empire. And now she needs your help.
This case study teaches you how to create a financial forecasting model. You'll learn how to develop a proforma income statement, balance sheet, and statement of cash flows for Lucy and her lemonade stand.
Part 2 of the financial forecasting case study.
Part 3 of the financial forecasting case study.
Part 4 of the financial forecasting case study.
Part 5 of the financial forecasting case study. Last section!
This section summarizes what you learned in the financial forecasting case study. Congratulations, you're now ready for the second case study on financial reporting!
Overview of Financial Reporting case study exercise.
This case study teaches you how to create a financial reporting model. You've master the art of financial forecasting, now learn how to create a model that compares Lucy's actual 2016 results to what you projected.
Part 2 of the financial reporting case study.
Part 3 of the financial reporting case study.
Part 4 of the financial reporting case study. Last section!
This section summarizes what you learned in the financial reporting case study. Congratulations, you're now ready for the third case study on financial decision-making!
Quick overview of our third and final case study on Lucy's lemonade business.
This case study teaches you how to create a financial decision-making model. You'll learn how to develop an acquisition/valuation model that Lucy can use to start buying out her competitors in the neighborhood!
Part 2 of the financial decision-making case study.
Part 3 of the financial decision-making case study.
Part 4 of the financial decision-making case study.
Part 5 of the financial decision-making case study. Last section!
Well done! You've finished this course!
Hey, thanks for checking out my courses.
I am a real estate consultant and startup advisor based out of Los Angeles CA.
I currently help startup founders and small business entrepreneurs build financial models and projections for their businesses and private real estate investors with their acquisitions analysis and deal structuring. Please message me directly for consulting inquiries.
Previously, I was Head of Marketing Analytics at the Panda Restaurant Group after first serving as a senior financial analyst leading real estate and new store underwriting efforts.
Prior to that, I worked on over $400M in commercial real estate investments at a private equity real estate fund. Before that, I worked as a manager in the global M&A unit for a Fortune 80 company.
I am also a cofounder of LearnAirbnb, a consultancy and research group specializing in the home-sharing economy.
I graduated Magna Cum Laude in Computer Engineering and Economics from UC Irvine and hold an MBA from Stanford University.
Brandon Young is an experienced data science, finance, and real estate professional in Charlotte, NC. He teaches courses in financial modeling and real estate analysis. Brandon is a Marine Corps veteran and served in the United States, Asia, and the Middle East.
Master’s degree in Real Estate Finance and Development from UNC Charlotte.
Master’s degree in Finance from Tulane University.
Bachelor’s degree in Management from Park University.