Financial Modeling in MS Excel - Beginners to Advance

Course Overview

Financial modelling is an essential skill for accounting and finance professionals. Employers place a high value on it and it is in high demand in the job market. Our financial modelling training takes you from the basics to the professional level.

This twenty-hour training is based on practical exercises. The course focuses 30% on honing the participants MS Excel skills and 70% on the application of MS Excel in Accounting and Finance

Financial Modelling Fundamentals
For those who are new to financial modelling, they will find videos starting right from the beginning and gradually progress forward.

Discounted Cash Flow
Discounted Cash Flow (DCF) is an important area covered here. Starting from the concept of DCF we will learn its application.

Capital Budgeting
We will build an investment appraisal project from scratch, build up relevant cash flows and use the NPV and IRR method using scenario analysis.

Profit and Loss Case Study
In this section we will have extracted data from accounting software and we will learn how to quickly organize the data and automate our first Profit and Loss Statement.

SOFP & Cash Flow - Case Study
Continuing with the example of Profit and Loss, we will construct our Statement of Financial Position and then produce a Statement of Cash Flow based on P&L and SOFP.

Business Valuation
Starting with the theoretical concept of Business Valuation, we will value a business using different valuation techniques including FCF and FCFE and terminal value concept.

Course Curriculum

Free Preview
5 Lessons
- Introduction to Financial Modelling Training (14:17)
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- Formating Basics Using Macros (10:46)
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- Forecast Revenue and COS (32:35)
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- Cash Flow Based Enterprise Value (29:11)
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- 49. Mapping the Account Codes to the P&L Account (15:17)
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Getting to Grips With Excel
8 Lessons
- 1. Introduction to Financial Modelling Training (14:17)
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- 2. Introduction to MS Excel - Menus and Ribbon (23:06)
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- 3. Copy Paste, Cut Paste and Linking the Sheets (15:16)
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- 4. Locking Cell References in Formulas (08:50)
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- 5. Fast Scrolling with F5 Key (05:17)
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- 6. Dynamic Naming (06:34)
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- 7. IF and AND Function (15:49)
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- 8. Lock Cell References with $ sign (05:18)
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Formatting and Data Sorting in Excel
7 Lessons
- 9. Data Sorting and Sub Totals (10:27)
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- 10. Formatting Basics Using Macros (10:46)
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- 11. Data Filters in Tables (06:45)
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- 12. Pivot Tables Basics (11:56)
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- 13. Format Table Function (07:46)
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- 14. DSum and DAverage (09:46)
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- 15. Removing Errors (03:19)
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Basic Concepts of Discounted Cash Flow - DCF
4 Lessons
- 16. Compounding and Discounting (18:31)
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- 17. Discounting Cash Flow - DCF (28:51)
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- 18. What is Net Present Value - NPV (07:55)
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- 19. Internal Rate of Return - IRR (09:33)
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Financial Model For Forecast Profit and Loss Statement
5 Lessons
- 20. Forecast Financial Statements - Introduction (09:33)
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- 21. Forecast Financial Statements - Forecast Revenue and COS (32:35)
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- 22. Forecast Profit and Loss - Fixed and Variable Costs (08:43)
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- 23. Forecast Profit and Loss (25:53)
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- 24. Completing Profit and Loss (27:24)
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Financial Model For Forecast Balance Sheet
2 Lessons
- 25. Understanding the Statement of Financial Position (07:02)
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- 26. Assumption for Statement of Financial Position (40:38)
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Financial Model For Forecast Cash Flow
5 Lessons
- 27. Introduction to Cash Flow Statement (17:19)
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- 28. Forecast Cash Flow Statement (18:53)
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- 29. Completing the SOFP (16:32)
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- 30. Completing the Cash Flow Forecast (15:27)
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- 31. Cash Flow Based Enterprise Value (29:11)
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Capital Budgeting Theory
4 Lessons
- 32. Introduction to Capital Budgeting (17:17)
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- 33. Introduction to Risk (25:13)
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- 34. Beta Values and CAPM (16:36)
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- 35. Geared and Ungeared Betas (25:42)
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Your First DCF Financial Model
11 Lessons
- 36. Introduction and Assumptions in DCF Model (27:45)
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- 37. Fixed Assets and Depreciation Schedule (20:33)
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- 38. Depreciation and Tax Benefits (15:05)
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- 39. Calculating the Operating Cash Flow (27:37)
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- 40. Common Issue in DCF Assumptions (17:44)
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- 41. Introduction to WACC and Beta Value (46:48)
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- 42. Calculating Project Beta, Cost of Equity and WACC (18:17)
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- 43. Getting the Final DCF Model Output (23:29)
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- 44. Calculating the Internal Rate of Return - IRR (13:35)
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- 45. - Sensitivity Analysis of the Project (24:00)
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- 46. Vlookup (14:20)
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Creating a Profit and Loss from Scratch from Historical Data
4 Lessons
- 47. Analyzing the Data and Creating Unique Codes (11:09)
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- 48. Using Vlookup to Extract Data (18:04)
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- 49. Mapping the Account Codes to the P&L Account (15:17)
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- 50. Creating the Final Profit and Loss Output Sheet (12:00)
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Business Valuation Case Study
3 Lessons
- 51. Intro to Business Valuation (13:38)
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- 52. Understanding a Case Study and Intro (29:28)
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- 53. Business Valuation Final (33:51)
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Course Pricing

Financial Modeling in MS Excel

$25 USD

Beginners to Advance
- Use code "FM30" to get 30% discount
- One Year Access to Course Content
- MS Excel Tips and Tricks
- Financial Modelling Fundamentals
- Discounted Cash Flow
- Capital Budgeting
- Profit and Loss Case Study
- SOFP & Cash Flow - Case Study
- Business Valuation Theory
- Business Valuation Case Study
- Downloadable MS Excel Files

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