Financial Analysis and Financial Modeling using MS Excel

Post published:30 September, 2025
Post category:StudyBullet-22
Reading time:5 mins read

Perform financial analysis & financial modeling using MS excel. For people who want to become a Financial Analyst.
⏱️ Length: 10.9 total hours
⭐ 4.47/5 rating
👥 156,067 students
🔄 September 2025 update

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Course Overview
- This comprehensive course is designed to transform aspiring finance professionals into adept financial analysts, equipping them with the practical skills to drive strategic business decisions. It emphasizes the critical link between theoretical finance concepts and their real-world application through robust Excel models.
- Delve into the core methodologies of financial analysis, learning to dissect company performance, evaluate investment opportunities, and forecast future financial health. The curriculum bridges the gap between raw financial data and actionable insights, crucial for any modern enterprise.
- Master the art of constructing dynamic financial models that can withstand scrutiny and adapt to changing economic landscapes. This involves moving beyond basic calculations to building integrated, flexible tools for valuation, scenario planning, and capital budgeting.
- Targeted specifically for individuals aiming to excel as Financial Analysts, Investment Bankers, Equity Researchers, or Corporate Finance specialists, this program provides a foundational yet advanced skill set highly valued across the global financial industry.
- Leveraging the pervasive power of Microsoft Excel, you will learn to build, interpret, and present sophisticated financial insights. The course structure ensures a hands-on learning experience, reflecting the demands of professional financial roles.
Requirements / Prerequisites
- A fundamental understanding of core financial statements, including the Income Statement, Balance Sheet, and Cash Flow Statement, is highly recommended to fully grasp the modeling concepts.
- Basic familiarity with Microsoft Excel is beneficial, though the course will elevate your proficiency significantly. This includes knowing how to navigate spreadsheets, enter data, and use simple arithmetic functions.
- Possession of a personal computer with a recent version of Microsoft Excel installed (Excel 2016 or newer, or Office 365) is essential for completing the practical exercises and building your own models.
- An eagerness to learn quantitative analysis techniques and a dedication to applying these skills in real-world financial contexts will greatly enhance your learning journey and outcomes.
Skills Covered / Tools Used
- Integrated Financial Statement Modeling: Develop skills in building linked 3-statement financial models, ensuring consistency and accuracy across the Income Statement, Balance Sheet, and Cash Flow Statement, which form the bedrock of all financial analysis.
- Advanced Forecasting Techniques: Explore various methods for projecting revenue, expenses, and working capital, moving beyond simple trend analysis to incorporate growth drivers, economic indicators, and management assumptions for more realistic predictions.
- Valuation Methodologies: Gain expertise in Discounted Cash Flow (DCF) analysis, comparative company analysis (Multiples Valuation), and precedent transactions, learning to apply these crucial techniques for valuing businesses and investment opportunities.
- Scenario and Sensitivity Analysis: Master the creation of dynamic models that allow for instant recalculation based on different assumptions, enabling effective “what-if” planning and identification of key value drivers and risks.
- Capital Budgeting & Investment Appraisal: Understand how to evaluate long-term investment projects using metrics such as Net Present Value (NPV), Internal Rate of Return (IRR), and Payback Period, making informed capital allocation decisions.
- Data Visualization & Dashboarding: Learn to transform complex financial data into clear, compelling charts and interactive dashboards. This skill is vital for communicating insights effectively to stakeholders and supporting data-driven presentations.
- Model Auditing & Error Checking: Develop robust practices for reviewing, debugging, and maintaining the integrity of financial models, ensuring accuracy, transparency, and reliability in your analytical work.
- Advanced Excel Functions for Finance: Beyond basic formulas, learn to strategically combine functions like INDEX-MATCH, OFFSET, CHOOSE, and array formulas to create highly efficient, scalable, and dynamic financial models.
Benefits / Outcomes
- Career Advancement: Position yourself for roles such as Financial Analyst, Investment Banking Analyst, Private Equity Associate, Equity Research Analyst, or Corporate Finance professional by acquiring in-demand, tangible skills.
- Enhanced Decision-Making: Develop the analytical framework to critically evaluate investment proposals, assess company performance, and make data-backed strategic recommendations with confidence.
- Professional Model Building: Gain the ability to construct professional-grade, robust, and flexible financial models from scratch, which are essential tools in virtually all finance-related industries.
- Practical Industry Skills: Acquire a hands-on understanding of how finance theory is applied in real business scenarios, preparing you for the immediate demands of a challenging financial career.
- Improved Quantitative Acumen: Strengthen your analytical mindset and numerical proficiency, enabling you to dissect complex financial information and present it in a clear, concise manner.
- Portfolio of Models: Conclude the course with a collection of fully functional financial models you have built yourself, serving as tangible evidence of your capabilities for potential employers.
PROS
- Highly Rated & Popular: With a 4.47/5 rating from over 156,000 students, the course boasts proven effectiveness and widespread student satisfaction.
- Career-Focused Content: Directly targets the skills required for aspiring Financial Analysts, providing immediate applicability to professional roles.
- Concise & Efficient Learning: A focused 10.9 total hours delivers significant value and expertise without an extended time commitment.
- Up-to-Date Curriculum: Benefits from a September 2025 update, ensuring relevance with current industry practices and Excel functionalities.
- Practical Excel Mastery: Elevates your Excel proficiency from a general user to a specialized financial modeling and analysis expert.
CONS
- Self-Paced Learning Requires Discipline: While flexible, success in this online format heavily relies on individual commitment and self-motivation to complete modules consistently.