Intro to Financial Modeling
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Intro to Financial Modeling

Learn how to build financial models in Excel from scratch.
4.4 (147 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.
5,020 students enrolled
Last updated 12/2016
English
English [Auto-generated]
Current price: $10 Original price: $105 Discount: 90% off
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Includes:
  • 6 hours on-demand video
  • 1 Article
  • 18 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand key concepts in Finance & Accounting
  • Become proficient in key Excel features & techniques
  • Confidently build a financial forecast model in Excel
  • Confidently build a financial reporting model in Excel
  • Confidently build a financial decision making model in Excel
  • Understand the financial modeling process
  • Be proficient in financial model design
  • Know the business of lemonade stands inside out!
View Curriculum
Requirements
  • Microsoft Excel 2010 or newer
Description

There are THREE things you need to do in order to learn financial modeling.

  1. You need to understand the key concepts in Finance
  2. You need to understand the relevant features & techniques in EXCEL
  3. You need to be able to put those together in practice.

Hi there.

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:

  • Able to confidently speak to key finance, accounting, and modeling concepts
  • Able to use over a dozen of the most useful Excel features & techniques
  • Able to construct THREE distinct financial models from SCRATCH

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.

Who is the target audience?
  • Meant for students who want to become proficient in financial model but have little to no experience in Finance and/or EXCEL.
  • Want to learn financial modeling without worrying about whether they're learning unnecessary stuff
  • Want to learn from instructors who have relevant industry experience who understands the concepts AND knows what is relevant in practice
  • People who want to learn Financial Modeling from fun and accessible instructors (and ninjas,...we're ninjas.)
Compare to Other Financial Modeling Courses
Curriculum For This Course
55 Lectures
05:54:34
+
Intro to the Course
1 Lecture 02:52

A little background each of the instructors and our personal journey with learning financial modeling.

Preview 02:52
+
Jumpstart
5 Lectures 22:38

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!

Preview 00:45

Learn about the financial modeling process and how to identify the different types of financial models.

Preview 02:20

Learn about financial model design and best practices for building financial models. 

Jumpstart - Financial Model Design
03:24

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.

Jumpstart - Introduction Case Study - Part 1
07:55

This is part 2 of the introduction case study on building a mortgage calculation model.

Jumpstart - Introduction Case Study - Part 2
08:14
+
Housekeeping
1 Lecture 00:09

Find out where the financial modeling files are located.

Where Are the Financial Modeling Files?
00:09
+
Important Finance & Accounting Principles
9 Lectures 34:52

Taking this section is like eating veggies--it might not always taste the best, but it'll be good for you.  Promise!

Preview 01:37

This lecture discusses the balance sheet, accounting equation, and capital structure.

Preview 02:40

Learn how to read and interpret the information contained on the income statement. 

Income Statement
02:05

This lecture covers the primary elements of the statement of cash flows.

Statement of Cash Flows
02:11

This lecture covers the financial forecasting process and the important items you should take into consideration when developing a financial projection.

Financial Forecasting Process
01:42

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. 

Time Value of Money
06:15

Learn about the cost of debt and equity and how those two items are combined to calculate the weighted average cost of capital (WACC).

Weighted Average Cost of Capital
09:59

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. 

Investment Return Metrics
07:43

This section summarizes what you learned in the finance and accounting section. Congratulations, you're now ready for Excel!

SUMMARY: Finance & Accounting Priciples
00:40

Finance & Accounting Concepts
5 questions
+
Important Excel Features & Techniques
16 Lectures 01:31:50

Don't skip this section!  All the case studies assume you have a solid understanding of these Excel features & techniques.

Preview 01:53

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!

Preview 05:04

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.

Preview 06:16

Learn to use conditional functions in Excel like SUMIF, COUNTIF, and AVERAGEIF.

Conditional Functions
03:18

This lecture covers how to create and utilize named ranges. Named ranges are a big help when you're using lookup and reference functions.

Named Ranges
03:23

Learn to create conditional statements using the IF, AND, and OR functions.

Conditional Statements
09:20

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.

Financial Functions
08:45

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!

Reference and Lookup Functions
15:09

Tired of getting formula errors? I'll show you how to manage those errors and track down the root cause. 

Dealing with Formula Errors
04:44

Here we cover how to import data from external sources like databases, websites, and text files. 

Importing External Data
05:42

PivotTables and PivotCharts are very powerful Excel tools and I'll show you how to use both. 

Leveraging PivotTables & PivotCharts
08:26

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. 

Using Solver
02:45

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.

Data Tables
05:18

Tired of doing the same thing over and over? Learn how to record a macro and automate your work tasks. 

Recording Macros
06:38

Security is important! Learn how to secure your workbooks, worksheets, and manage the user input process. 

Workbook and Worksheet Security
04:35

This section summarizes what you learned in the finance and accounting section. Congratulations, you're now ready for the first case study!

SUMMARY: EXCEL Features & Techniques
00:34

Excel Features & Techniques
5 questions
+
Building a Financial Forecast Model
7 Lectures 01:02:01

Meet Lucy, teen entrepreneur looking to build her lemonade empire.  And now she needs your help.

Preview 01:24

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.

Financial Forecasting Example Part 1
09:39

Part 2 of the financial forecasting case study. 

Financial Forecasting Example Part 2
13:39

Part 3 of the financial forecasting case study. 

Financial Forecasting Example Part 3
11:54

Part 4 of the financial forecasting case study. 

Financial Forecasting Example Part 4
12:55

Part 5 of the financial forecasting case study. Last section!

Financial Forecasting Example Part 5
11:57

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!

SUMMARY: Financial Forecasting Model
00:33
+
Building a Financial Reporting Model
6 Lectures 41:45

Overview of Financial Reporting case study exercise.

Preview 00:38

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. 

Financial Reporting Example Part 1
12:58

Part 2 of the financial reporting case study. 

Financial Reporting Example Part 2
08:04

Part 3 of the financial reporting case study. 

Financial Reporting Example Part 3
07:57

Part 4 of the financial reporting case study. Last section!

Financial Reporting Example Part 4
11:33

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!

SUMMARY: Financial Reporting Model
00:35
+
Building a Financial Decision-Making Model
7 Lectures 01:00:17

Quick overview of our third and final case study on Lucy's lemonade business.

Preview 00:51

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!

Financial Decision-Making Example Part 1
12:33

Part 2 of the financial decision-making case study.

Financial Decision-Making Example Part 2
09:11

Part 3 of the financial decision-making case study.

Financial Decision-Making Example Part 3
13:41

Part 4 of the financial decision-making case study.

Financial Decision-Making Example Part 4
14:26

Part 5 of the financial decision-making case study. Last section!

Financial Decision-Making Example Part 5
09:11

SUMMARY: Financial Decision-Making Model
00:24
+
Congrats
1 Lecture 01:42

Well done!  You've finished this course!

Congrats!
01:42
+
Bonus Discussion
2 Lectures 36:28

Building a Back of the Envelope Rental Income Property Model Part 2 of 2
18:51
About the Instructor
Symon He
4.5 Average rating
2,273 Reviews
43,712 Students
10 Courses
Stanford MBA | Real Estate & Startup Guy | LearnAirbnb.com

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
4.4 Average rating
234 Reviews
8,224 Students
3 Courses
Data Scientist

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.

Education

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.