Financial Modeling & Valuation in Excel - Complete Course
Description
This comprehensive course offers a deep dive into financial modeling, equipping learners with essential skills in Excel, accounting, and valuation strategies. Beginning with a meticulous exploration of MS Excel basics, the course progresses to advanced features and functions, ensuring a robust foundation for financial modeling.
The Excel training covers everything from cell formatting to complex formulas, conditional formatting, and data analysis techniques.
The Accounting Foundation section demystifies financial statements, business cycles, and various accounting principles, preparing students for the intricacies of financial modeling.
Moving forward, the course delves into the specifics of Income Statements, offering insights into formats, profit margins, and revenue recognition methods. The Balance Sheet section provides a comprehensive understanding of assets, liabilities, equity, and valuation methods.
The Cash Flows Analysis segment clarifies the nuances of cash flow statements, utilizing both direct and indirect methods, and includes a detailed walkthrough of a comprehensive example.
The Valuation section demystifies concepts like DCF (Discounted Cash Flow) and Relative Valuation, exploring dividend discount models, cash flow forecasting, and sensitivity analysis.
The course reaches its pinnacle with a hands-on Financial Modeling of Apple Inc., guiding learners through revenue forecasting, cost sheet calculations, balance sheet components, and a step-by-step walkthrough of the DCF mechanics. The section concludes with sensitivity analysis, growth rate considerations, and exit options, providing a holistic view of financial modeling in a real-world context.
Whether you're a finance professional, aspiring analyst, or anyone seeking mastery in financial modeling, this course offers a structured and comprehensive journey from fundamentals to advanced techniques. With its practical approach and real-world examples, it's an invaluable resource for building expertise in the realm of financial modeling.
What you'll learn
- Master Excel Skills: From basic functions to advanced features like PivotTables, learners will gain proficiency in using MS Excel for financial modeling.
- Build a Strong Accounting Foundation: Understand financial statements, income statements, and balance sheets. Learn to read annual reports and analyze
- Comprehend Income Statements: Explore revenue recognition methods, profit margins, and conduct a detailed analysis using a case study on Colgate
- Navigate Balance Sheets: Gain practical insights into current assets, long-term assets, liabilities, and equity. Value inventory, handle prepaid expenses
- Comprehensive Cash Flow Analysis: Learn about direct and indirect methods, CFO, CFI and CFF. Engage in practical exercises to calculate various cash flow items
- Corporate Valuations: Delve into dividend discount models, income statement forecasting, and enterprise value calculation.
Who this course is for:
- This course is particularly useful for those creating financial models as a part of their profession.
- From Investment Bankers to Equity Research Analysts to Financial Analysts, most of the finance professionals would find tremendous value in this course.
- Students who have been studying finance and want a career in financial modeling should go for this course.
- Graduate students who aspire to become investment bankers, financial advisory professionals, consultants
- Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills
- The target market for this course includes individuals seeking comprehensive knowledge and practical skills in financial modeling, accounting, and valuation. Professionals in finance, accounting, business analysis, or those aspiring to enter these fields will find this course beneficial. Students, entrepreneurs, and anyone interested in mastering financial modeling for decision-making and valuation purposes will also benefit from the content covered in this course.
Requirements
- To get the best from this financial modeling certification course, you need to practice what you learn. Since it’s a comprehensive course, you need to look at each module again and again and apply what you learn.
- Microsoft Excel 2010, 2013, 2016, 2020, or Microsoft Excel 365
- While prerequisites may depend on the course structure and the level of detail covered, a foundational understanding of basic accounting principles, proficiency in Microsoft Excel, and familiarity with financial concepts can be beneficial for this course. Additionally, a basic knowledge of business operations and financial statements would enhance the learning experience.