This CFA Approved training covers core areas of Investment Banking including Excel, Financial Modelling and Valuations
Master Financial Modeling, Corporate Valuation and Accounting in Excel.
- Mastering Microsoft Excel
- How Investment Bankers do Financial Modeling
- How Investment Bankers do Corporate Valuations
Interpreting the Finance Industry
Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. This is usually built as a complex Microsoft Excel document. Banks and financial institutions use them to evaluate deals and compare companies or markets. Using a financial model, one can build a corporate valuation, or estimate the economic value of a business.
Using a number of provided Excel templates, you will learn the steps necessary to build a formal corporate valuation from scratch using the same strategies that investment bankers use. The course is ideal for students to bridge the gap between academics and the real world. You will be equipped with the practical financial skill set that will be needed your first day on the job.
If you aren’t new to the financial accounting or banking industry, adding these skills to the power of Excel could dramatically increase your efficiency and enable you to process and evaluate much more information at a faster pace.
This course is most suited for investment bankers, equity research professionals, or those pursuing a CA, CFA, FRM or MBA.
Professionals working in business planning and strategy, private management or commercial banking would also benefit. There are no prerequisites for this course, though some familiarity with corporate finances or a desire to have a career in finance would be beneficial.
Content and Overview
Over 159 lectures and over 13 hours of content, you will start with Excel basics by reviewing important functions, Excel “best practices,” scenario analysis, and advanced charts before moving on to full-scale Financial Modeling.
In the financial modeling sections, you will learn assumptions, historical ratio analysis, projecting income statements, projecting working capital, depreciation schedules, amortization schedules, shareholders equity schedule and shareholders outstanding schedule. Students will cover cash flow statements, setting up debt schedules, and circular reference.
After finishing the financial modeling sections with an in depth case study and detailed template, students move on to corporate valuation, including the dividend discount model, DCF, DCF-FCFF, and understanding capital structure. In the final section students learn WACC CAPM Terminal Value TV.
Upon completion of this course you will know how to use excel for investment banking and finance applications. You will also know the fundamental skills of accounting and valuation, financial modeling, and using excel templates and worksheets.
What are the requirements?
- The course starts from the basics. No requirements
What am I going to get from this course?
- Over 159 lectures and 13 hours of content!
- This Online Course on “Financial and Valuation Modeling” will take you from novice to expert in MS Excel, Accounting, Valuation and Financial Modeling.
What is the target audience?
- Most suitable for people in investment banking, Equity research, Business planning & strategy, Private management, or commercial banking Also a good plus for people pursuing CA, CFA Program , FRM, MBA Finance Ideal for candidates with Degree, Diploma, B .TECH in engineering and Commerce who want a career in finance
EXCEL: Excel Basics for Financial Modeling
Please DOWNLOAD working Excel Files HereXYZ Company Basic Excel Case StudyExcel Case StudyQuiz - Excel Case StudyData Entry in ExcelQuiz - Data Entry In ExcelPopulating the Case Study in ExcelPopulating The Case Study In ExcelCalculations Addition Subtract Multiply DivisionQuiz - Calculations Addition Subtract Multiply DivisionFormulas SUM MAX MIN AVERAGEQuiz - Formulas SUM MAX MIN AVERAGEFormatting Number FormatsQuiz - Formatting Number FormatsFormatting Table FormatsQuiz - Formatting Table FormatsUpdating a CalculationQuiz - Updating A CalculationPercentages and Absolute ReferencesQuiz - Percentages And Absolute ReferencesIF FunctionQuiz - IF FunctionCOUNT IF FunctionQuiz - COUNTIF And SUMIF 13 Part 1SUM IF FunctionQuiz - Quiz - COUNTIF And SUMIF 13 Part 2Freeze and Split
EXCEL: Important Excel Functions for Financial Modeling
EXCEL Important Excel Functions for Financial ModelingLogical functions AND OR IFQuiz - Logical functions AND OR IFArithmetic functions MAX MIN ABS etcArithmetic functions MAX MIN ABS etcQuiz - ABS LARGE MAX MIN SMALLCOUNT COUNTIF COUNTA COUNTBLANKCOUNT COUNTIF COUNTA COUNTBLANKQuiz - Count Countif Count A CountblankCell Information ISERROR ISBLANK etcQuiz - Cell InformationPROPER UPPER LOWER LEFT RIGHT MIDQuiz - PROPER UPPER LOWER LEFT RIGHT MIDFIND CLEAN REPT CONCATENATEQuz - FIND CLEAN REPT CONCATENATEArray Function IntroductionQuiz - Array Function IntroductionArray Function Row and ColumnsQuiz - Array Function Row And ColumnsArray Function TRANSPOSEQuiz - Array Function TRANSPOSEArray Function FREQUENCYQuiz - Array Function FREQUENCY
EXCEL: Useful Excel Tools for Financial Modeling
EXCEL: Useful Excel Tools for Financial ModelingPaste SpecialQuiz - Paste SpecialGrouping TabsQuiz - Grouping TabsHyperlinksQuiz - HyperlinksData ValidationQuiz - Data ValidationProtecting Worksheet and WorkbookQuiz - Protecting Worksheet And WorkbookGroup Boxes and Options ButtonQuiz - Group Boxes And Options ButtonCheck BoxesQuiz - Check BoxesList Boxes and Combo BoxesQuiz - List Boxes And Combo BoxesScroll Bar and SpinnersQuiz - Scroll Bar And SpinnersAuditing ToolbarQuiz - Auditing ToolbarWatch WindowQuiz - Watch WindowNaming Dynamic RangesQuiz - Naming Dynamic RangesNaming a Cell and a RangeQuiz - Naming A Cell And A Range
EXCEL: Scenario Analysis in Financial Modeling
EXCEL Scenario Analysis in Financial ModelingOne Dimensional Data TablesOne Dimensional Data TablesQuiz - One Dimensional Data TablesTwo dimensional Data TablesQuiz - Two dimensional Data TablesSolverQuiz - SolverGoal SeekGoal SeekQuiz - Goal Seek
EXCEL: Advanced Charts
EXCEL Advanced ChartsExcel 2010 SparklinesQuiz - Excel 2010 SparklinesRange Charts Type 1 Part aQuiz - Range Charts Type 1 Part aRange Charts Type 1 Part bQuiz - Range Charts Type 1 Part bRange Charts Area Type 2 Part aQuiz - Range Charts Area Type 2 Part aRange Charts Area Type 2 Part bQuiz - Range Charts Area Type 2 Part bFunding GraphFunding GraphQuiz - Funding GraphTwo Axis GraphsTwo Axis GraphsQuiz - Two Axis Graphs
FM: Financial Modeling Introduction
Excel Template section 7 To 19What is Financial ModelingWhat is Financial ModelingSnapshot of Financial ModelSnapshot of Financial Model
FM: Assumptions in Financial Modeling
Looking at the AssumptionsLooking at the AssumptionsFormatting a Financial ModelFormatting a Financial Model
FM: Historical Ratio Analysis
Calculating the Historical RatiosCalculating the Historical Ratios
FM: Projecting the Income Statement
Projecting Income Statement RevenueProjecting Income Statement - RevenuesProjecting Income Statement CostsProjecting Income Statement - Costs
FM: Projecting Working Capital
Calculating the Turnover RatiosCalculating the Turnover RatiosForecasting the Working CapitalForecasting the Working CapitalWorking Capital Flow DiagramWorking Capital Flow Diagram
FM: Depreciation Schedule
BASE Equation & Projecting Capital ExpenditureBASE Equation & Projecting Capital ExpenditureProjecting Depreciation - Part 1Projecting Depreciation - Part 1Projecting Depreciation - Part 2Projecting Depreciation - Part 2Depreciation Schedule Flow DiagramDepreciation Schedule Flow Diagram
FM: Amortization Schedule
BASE Equation & Projecting IntangiblesBASE Equation & Projecting IntangiblesProjecting AmortizationProjecting AmortizationAmortization Schedule Flow DiagramAmortization Schedule Flow Diagram
FM: Other Long Term Schedule
Projecting Other Long Term ItemsProjecting Other Long Term ItemsOther Long Term Schedule Flow Diagram
FM: Shareholders Equity Schedule
BASE Equation & Shareholders Equity IBASE Equation & Shareholders Equity IBASE Equation & Shareholders Equity IIBASE Equation & Shareholders Equity IIProjecting Share-Repurchase/Buy Back and effect of Stock OptionsProjecting Share-Repurchase/Buy Back and effect of Stock OptionsShareholders Equity Schedule Flow DiagramShareholders Equity Schedule Flow Diagram
FM: Shareholders Outstanding Schedule
Projecting Outstanding SharesProjecting Outstanding Shares
FM: Cash Flow Statements
Completing the Cash Flow StatementsCompleting the Cash Flow Statements
FM: Setting up the Debt Schedule
Projecting Debt - Short term and LongProjecting Debt - Short term and LongConcept of Cash Sweep Revolver EndingConcept of Cash Sweep Revolver & EndingConcept of Cash Sweep Revolver & Ending
FM: Important - Circular Reference
Debt Schedule Flow DiagramDebt Schedule Flow DiagramImportant - Understanding the Circular Reference in DetailImportant - Understanding the Circular Reference in Detail
FM CASE STUDY: Asian Paints - Gearing for the Financial Model
Excel Template section 20 to 24Preparing the Infrastructure of Asian PaintsPreparing the Infrastructure of Asian PaintsPopulating FY2010 Income StatementPopulating FY2010 Income StatementPopulating EPS and Unit ConversionsPopulating EPS and Unit ConversionsPopulating FY2010 Balance SheetPopulating FY2010 Balance Sheet - ContdFY 2010 BS Change of Units & Error RectificationPopulating FY 2010 Cash FlowPopulating FY 2010 Cash FlowPopulating FY 2010 Cash Flow - ContdPopulating FY 2010 Cash Flow - Contd
FM CASE STUDY: Asian Paints - Ratio Analysis
Income Statement - Ratio Analysis
FM CASE STUDY: Asian Paints - Projections - Income Statement FY2011E-2015E
IS Projections - Sales & Material CostsIS Projections - Employee CostIS Projections - PATIS Projections - EBITDA & PBTMinority Interest Calculation
FM CASE STUDY: Asian Paints - Projections - Balance Sheet - FY2011E-2015E
FM CASE STUDY: Asian Paints - Projections - Cash Flow - FY2011E-2015E
Cash Flow Projections - Operating ActivitiesCash Flow Projections - Financing Activities and Reconciliation
CORPORATE VALUATION: Dividend Discount Model (DDM)
Dividend discount model (DDM) - Example 1Dividend discount model (DDM) - Example 2Dividend discount model (DDM) - Example 3Dividend discount model (DDM) - Example 4
CORPORATE VALUATION: DCF
Introduction to DCF
CORPORATE VALUATION: DCF - FCFF
Forecasting Income Statement - EBITDAUnderstanding the Working CapitalCompleting the Working Capital CalculationsLinking the Free Cash Flow to Firm (FCFF)Discounting the Explicit Period Cash FlowsCalculation of Terminal ValuesDCF Valuation SummaryDCF Sensitivity Analysis
CORPORATE VALUATION: DCF - Understanding Capital Structure
Options - Treasury Stock MethodOptions - Explained Part 2Calculation of in-the-money ConvertiblesCalculation of in-the-money Stock OptionsCalculation of Debt & Equity Ratio
CORPORATE VALUATION: DCF: WACC CAPM Terminal Value TV
Cost of Debt CalculationsCost of Equity Calculation