Financial Modeling Training Course

edu CBA, Udemy

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

SECTION 1: Introduction
  • Introduction
  • SECTION 2: EXCEL: Excel Basics for Financial Modeling
  • Please DOWNLOAD working Excel Files Here
  • XYZ Company Basic Excel Case Study
  • Excel Case Study
  • Quiz - Excel Case Study
  • Data Entry in Excel
  • Quiz - Data Entry In Excel
  • Populating the Case Study in Excel
  • Populating The Case Study In Excel
  • Calculations Addition Subtract Multiply Division
  • Quiz - Calculations Addition Subtract Multiply Division
  • Formulas SUM MAX MIN AVERAGE
  • Quiz - Formulas SUM MAX MIN AVERAGE
  • Formatting Number Formats
  • Quiz - Formatting Number Formats
  • Formatting Table Formats
  • Quiz - Formatting Table Formats
  • Updating a Calculation
  • Quiz - Updating A Calculation
  • Percentages and Absolute References
  • Quiz - Percentages And Absolute References
  • IF Function
  • Quiz - IF Function
  • COUNT IF Function
  • Quiz - COUNTIF And SUMIF 13 Part 1
  • SUM IF Function
  • Quiz - Quiz - COUNTIF And SUMIF 13 Part 2
  • Freeze and Split
  • SECTION 3: EXCEL: Important Excel Functions for Financial Modeling
  • EXCEL Important Excel Functions for Financial Modeling
  • Logical functions AND OR IF
  • Quiz - Logical functions AND OR IF
  • Arithmetic functions MAX MIN ABS etc
  • Arithmetic functions MAX MIN ABS etc
  • Quiz - ABS LARGE MAX MIN SMALL
  • COUNT COUNTIF COUNTA COUNTBLANK
  • COUNT COUNTIF COUNTA COUNTBLANK
  • Quiz - Count Countif Count A Countblank
  • Cell Information ISERROR ISBLANK etc
  • Quiz - Cell Information
  • PROPER UPPER LOWER LEFT RIGHT MID
  • Quiz - PROPER UPPER LOWER LEFT RIGHT MID
  • FIND CLEAN REPT CONCATENATE
  • Quz - FIND CLEAN REPT CONCATENATE
  • Array Function Introduction
  • Quiz - Array Function Introduction
  • Array Function Row and Columns
  • Quiz - Array Function Row And Columns
  • Array Function TRANSPOSE
  • Quiz - Array Function TRANSPOSE
  • Array Function FREQUENCY
  • Quiz - Array Function FREQUENCY
  • SECTION 4: EXCEL: Useful Excel Tools for Financial Modeling
  • EXCEL: Useful Excel Tools for Financial Modeling
  • Paste Special
  • Quiz - Paste Special
  • Grouping Tabs
  • Quiz - Grouping Tabs
  • Hyperlinks
  • Quiz - Hyperlinks
  • Data Validation
  • Quiz - Data Validation
  • Protecting Worksheet and Workbook
  • Quiz - Protecting Worksheet And Workbook
  • Group Boxes and Options Button
  • Quiz - Group Boxes And Options Button
  • Check Boxes
  • Quiz - Check Boxes
  • List Boxes and Combo Boxes
  • Quiz - List Boxes And Combo Boxes
  • Scroll Bar and Spinners
  • Quiz - Scroll Bar And Spinners
  • Auditing Toolbar
  • Quiz - Auditing Toolbar
  • Watch Window
  • Quiz - Watch Window
  • Naming Dynamic Ranges
  • Quiz - Naming Dynamic Ranges
  • Naming a Cell and a Range
  • Quiz - Naming A Cell And A Range
  • SECTION 5: EXCEL: Scenario Analysis in Financial Modeling
  • EXCEL Scenario Analysis in Financial Modeling
  • One Dimensional Data Tables
  • One Dimensional Data Tables
  • Quiz - One Dimensional Data Tables
  • Two dimensional Data Tables
  • Quiz - Two dimensional Data Tables
  • Solver
  • Quiz - Solver
  • Goal Seek
  • Goal Seek
  • Quiz - Goal Seek
  • SECTION 6: EXCEL: Advanced Charts
  • EXCEL Advanced Charts
  • Excel 2010 Sparklines
  • Quiz - Excel 2010 Sparklines
  • Range Charts Type 1 Part a
  • Quiz - Range Charts Type 1 Part a
  • Range Charts Type 1 Part b
  • Quiz - Range Charts Type 1 Part b
  • Range Charts Area Type 2 Part a
  • Quiz - Range Charts Area Type 2 Part a
  • Range Charts Area Type 2 Part b
  • Quiz - Range Charts Area Type 2 Part b
  • Funding Graph
  • Funding Graph
  • Quiz - Funding Graph
  • Two Axis Graphs
  • Two Axis Graphs
  • Quiz - Two Axis Graphs
  • SECTION 7: FM: Financial Modeling Introduction
  • Excel Template section 7 To 19
  • What is Financial Modeling
  • What is Financial Modeling
  • Snapshot of Financial Model
  • Snapshot of Financial Model
  • SECTION 8: FM: Assumptions in Financial Modeling
  • Looking at the Assumptions
  • Looking at the Assumptions
  • Formatting a Financial Model
  • Formatting a Financial Model
  • SECTION 9: FM: Historical Ratio Analysis
  • Calculating the Historical Ratios
  • Calculating the Historical Ratios
  • SECTION 10: FM: Projecting the Income Statement
  • Projecting Income Statement Revenue
  • Projecting Income Statement - Revenues
  • Projecting Income Statement Costs
  • Projecting Income Statement - Costs
  • SECTION 11: FM: Projecting Working Capital
  • Calculating the Turnover Ratios
  • Calculating the Turnover Ratios
  • Forecasting the Working Capital
  • Forecasting the Working Capital
  • Working Capital Flow Diagram
  • Working Capital Flow Diagram
  • SECTION 12: FM: Depreciation Schedule
  • BASE Equation & Projecting Capital Expenditure
  • BASE Equation & Projecting Capital Expenditure
  • Projecting Depreciation - Part 1
  • Projecting Depreciation - Part 1
  • Projecting Depreciation - Part 2
  • Projecting Depreciation - Part 2
  • Depreciation Schedule Flow Diagram
  • Depreciation Schedule Flow Diagram
  • SECTION 13: FM: Amortization Schedule
  • BASE Equation & Projecting Intangibles
  • BASE Equation & Projecting Intangibles
  • Projecting Amortization
  • Projecting Amortization
  • Amortization Schedule Flow Diagram
  • Amortization Schedule Flow Diagram
  • SECTION 14: FM: Other Long Term Schedule
  • Projecting Other Long Term Items
  • Projecting Other Long Term Items
  • Other Long Term Schedule Flow Diagram
  • SECTION 15: FM: Shareholders Equity Schedule
  • BASE Equation & Shareholders Equity I
  • BASE Equation & Shareholders Equity I
  • BASE Equation & Shareholders Equity II
  • BASE Equation & Shareholders Equity II
  • Projecting Share-Repurchase/Buy Back and effect of Stock Options
  • Projecting Share-Repurchase/Buy Back and effect of Stock Options
  • Shareholders Equity Schedule Flow Diagram
  • Shareholders Equity Schedule Flow Diagram
  • SECTION 16: FM: Shareholders Outstanding Schedule
  • Projecting Outstanding Shares
  • Projecting Outstanding Shares
  • SECTION 17: FM: Cash Flow Statements
  • Completing the Cash Flow Statements
  • Completing the Cash Flow Statements
  • SECTION 18: FM: Setting up the Debt Schedule
  • Projecting Debt - Short term and Long
  • Projecting Debt - Short term and Long
  • Concept of Cash Sweep Revolver Ending
  • Concept of Cash Sweep Revolver & Ending
  • Concept of Cash Sweep Revolver & Ending
  • SECTION 19: FM: Important - Circular Reference
  • Debt Schedule Flow Diagram
  • Debt Schedule Flow Diagram
  • Important - Understanding the Circular Reference in Detail
  • Important - Understanding the Circular Reference in Detail
  • SECTION 20: FM CASE STUDY: Asian Paints - Gearing for the Financial Model
  • Excel Template section 20 to 24
  • Preparing the Infrastructure of Asian Paints
  • Preparing the Infrastructure of Asian Paints
  • Populating FY2010 Income Statement
  • Populating FY2010 Income Statement
  • Populating EPS and Unit Conversions
  • Populating EPS and Unit Conversions
  • Populating FY2010 Balance Sheet
  • Populating FY2010 Balance Sheet - Contd
  • FY 2010 BS Change of Units & Error Rectification
  • Populating FY 2010 Cash Flow
  • Populating FY 2010 Cash Flow
  • Populating FY 2010 Cash Flow - Contd
  • Populating FY 2010 Cash Flow - Contd
  • SECTION 21: FM CASE STUDY: Asian Paints - Ratio Analysis
  • Income Statement - Ratio Analysis
  • SECTION 22: FM CASE STUDY: Asian Paints - Projections - Income Statement FY2011E-2015E
  • IS Projections - Sales & Material Costs
  • IS Projections - Employee Cost
  • IS Projections - PAT
  • IS Projections - EBITDA & PBT
  • Minority Interest Calculation
  • SECTION 23: FM CASE STUDY: Asian Paints - Projections - Balance Sheet - FY2011E-2015E
    SECTION 24: FM CASE STUDY: Asian Paints - Projections - Cash Flow - FY2011E-2015E
  • Cash Flow Projections - Operating Activities
  • Cash Flow Projections - Financing Activities and Reconciliation
  • SECTION 25: CORPORATE VALUATION: Dividend Discount Model (DDM)
  • Dividend discount model (DDM) - Example 1
  • Dividend discount model (DDM) - Example 2
  • Dividend discount model (DDM) - Example 3
  • Dividend discount model (DDM) - Example 4
  • SECTION 26: CORPORATE VALUATION: DCF
  • Introduction to DCF
  • SECTION 27: CORPORATE VALUATION: DCF - FCFF
  • Forecasting Income Statement - EBITDA
  • Understanding the Working Capital
  • Completing the Working Capital Calculations
  • Linking the Free Cash Flow to Firm (FCFF)
  • Discounting the Explicit Period Cash Flows
  • Calculation of Terminal Values
  • DCF Valuation Summary
  • DCF Sensitivity Analysis
  • SECTION 28: CORPORATE VALUATION: DCF - Understanding Capital Structure
  • Options - Treasury Stock Method
  • Options - Explained Part 2
  • Calculation of in-the-money Convertibles
  • Calculation of in-the-money Stock Options
  • Calculation of Debt & Equity Ratio
  • SECTION 29: CORPORATE VALUATION: DCF: WACC CAPM Terminal Value TV
  • Cost of Debt Calculations
  • Cost of Equity Calculation
  • Dates:
    • Free schedule
    Course properties:
    • Free:
    • Paid:
    • Certificate:
    • MOOC:
    • Video:
    • Audio:
    • Email-course:
    • Language: English Gb

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