Financial Modeling & Valuation in Excel – Complete Course

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Complete package of excel, accounting, ratio analysis, financial modeling, forecasting and business valuation techniques

What you will learn

Excel shortcuts, formulas, formatting, number formatting and many financial functions & features in excel

Financial Modeling from scratch

You will understand valuation techniques right from scratch on a Financial Model.

Be able to build a cash flow statement

Be able to build a valuation model from scratch

This training is dedicated to learning about this most commonly used DCF valuation techniques.

Fundamental Analysis, Company Valuations, All Type Ratio Analysis, Forecasting Financial Statement, Industry Analysis

Description

Financial modeling is a technique used by companies for financial analysis in which the income statement, balance sheet, and cash flow statement of a company are forecasted for the next five to ten years. It includes preparing detailed company-specific excel models which are then used for the purpose of decision-making and performing financial analysis. It is nothing but constructing a financial representation of some, or all, aspects of the firm or given security. In other words, It is preparing the expected financial statements predicting the company’s financial performance in a future period using the assumptions and historical performance information. One may use such financial models in DCF valuations, mergers and acquisitions, private equity, project finance, etc.


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This course is a comprehensive bundle of MS Excel, Valuation, Accounting, Financial Analysis and Financial Modeling. Any one interested in a career in Finance and Financial Analyst Industry. This course is a must. Many students and professionals assume that their chances of making an Analyst career in Finance Industry are bleak if they are not from the top tier colleges. However, we have seen industry trends where skilled students and professionals from lesser known universities and companies making into big financial firms and organizations. Universities are very limited in their curriculum as they are mostly restricted to focus on theoretical aspects than actual practical know-how. Financial Analyst Training involves analyzing companies’ financials in detailed manner. Analysis is conducted through a composite of financial records, news and interviews with company insiders. It is also known as securities research or Fundamental Analysis. It consist of the sell side research i.e. when research done by analyst are provided to their clients and also buy side research i.e. when analyst do research and use it to invest their firm’s money. The work within Financial Analysis mainly revolves around Financial Modeling Techniques, forecasting, valuations like DCF and Relative Valuations (estimate growth rate and valuations for companies in future). In this you will learn the following:

  1. Excel Tips and Tricks for Finance
  2. Valuations in details
  3. Financial Modeling where in we will study in details the balance sheet, income statements, cash flow, projections etc along with the financial model in practical.
English
language

Content

Basic Excel Training for Financial Modeling

Accessing MS Excel
MS Excel Startup Screen
Understanding the Ribbon
Cells in Excel
Worksheet Essentials
Saving the File
Formatting Cells
Custom Cell Styles
Custom Number Formatting in Excel
More on Custom Number Formatting
Custom Formats of Data
The BEDMAS Order of Mathematical Operations
Mathematical Operations without Functions
Mathematical Operations without Functions Continued
IF Function
More on IF Function
Importing Data and Calculations
Working with the Count Function
Conditional Counts – Count IF Function
Working with the Sum Function
Finding the Average
Conditional Average – Average IFS Function
Finding the Maximum Value Using the MAX Function
Finding the Minimum Value Using the MINFS Function
Determining Proportions and Updating a Calculation
Conditional Formatting
More on Conditional Formatting
Working with Tables
Formatting Table
Filtering and Sorting of Data
Freeze and Split
Printing and Layouts in Excel
Pivot Tables
Creating Custom Tables
Organizing Pivot Tables
Column Chart
Bar Chart
Line Chart
Pie Chart
Map Chart
Common Errors in Excel
More on Common Errors

Advanced Excel Features & Functions for Financial Modeling

Logical Function – IF
AND OR and XOR Functions
IFS Function – Example 1
IFS Function – Example 2
SWITCH Function
Other Logical Functions
Information Functions – ISBLANK ISERR ISERROR ISEVEN ISODD ISTEXT
Date Functions – TODAY DAY
MONTH YEAR WEEKDAY WEEKNUM Functions
EDATE and EOMONTH Functions
YEARFRAC Function
Joining Data using CONCAT and TEXTJOIN
LEN FIND LEFT RIGHT TRIM
Using UNIQUE and TRANSPOSE
TEXT Function
CHOOSE Function
More on CHOOSE Function
VLOOKUP Function
HLOOKUP Function
Index Function
Match Function
XLOOKUP and XMATCH Functions
Using the OFFSET Function
OFFSET Function – Total and Average Score
OFFSET Function – Highest and Lowest Score
OFFSET Function – Year to Month Sales
OFFSET Function – Quarterly and Half-Month Sales
Naming of Cell
Naming a Range
Text to Columns
Grouping Tabs and Subtotal Function
Working with Hyperlinks
Data Validation
Data Validation Continued
Custom Data Validation
Generating Random Numbers
Custom Views
Protecting Worksheet and Workbook
PivotTable – Advanced Features
More on Advanced Features
Slicers and Timelines
Solver
Data Tables
More on Data Tables
Goal Seek
Combo Charts
More on Combo Charts
Sparklines
Waterfall Chart
Box Chart
Whisker Chart
TreeMap and Sun Burst Charts
Radar Chart
Scroll Bar
Spin Button and Radio Button
Form Control Application
Form Control Application Continued
Data Entry Form

Accounting Foundation

An Introduction To Financial Accounting
Purpose Of Financial Statements
Explaining A Business Cycle
Accounting For Income Statement
Accounting For Balance Sheet -1
Accounting For Balance Sheet -2
Accounting For Balance Sheet – 3
Accounting For Cash Flows
Conclusion

Understanding Income Statement for Financial Modeling

Financial Statements – Fiscal Year Vs Calendar Year
Income Statement Format
Calculating Profit Margins
Non Recurring Items
Changes In Accounting Estimates
Final Remarks
Revenue Recognition – Percentage Completion & Completed Contract
Revenue Recognition – Installment Method & Cost Recovery
Depreciation Expense
Downloading Colgates Income Statement
Analyst Format Of Colgate’S Income Statement
Formatting The Income Statement
Investigating The Non-Recurring Charges
Seperating Non-Recurring Items
Comparision Of Margins – Before And After Adjustments

Understanding Balance Sheet

Introduction To Balance Sheet
Introduction To Current Assets
Cash And Cash Equivalents
Cash And Cash Equivalents – Colgate’ and Microsoft
Accounts Receivables
Accounts Receivables Case Study
Inventory
Inventory – Case Study
Inventory – Lcm
Inventory – Colgate
Inventory Valuations
Inventory Valuation – Recap
Prepaid Expenses
Other Current Assets – Colgate
Financial Reporting Standards
Current Liabilities
Current Liabilities – Colgate
Long Term Assets
Introduction To Goodwill
Pooling Method Of Accounting
Purchase Method Of Accounting
Goodwill Impairment
Long Term Investments Part 1
Long Term Investments Continued
Long Term Investments – Example
Long Term Liabilities
Long Term Liabilities – Risk Profile
Introduction To Shareholder’S Equity
Common Stock – Par Value And Apic
Treasury Stock Or Shares
Retained Earnings and Dividends
Additional Other Comprehensive Income
Introduction To Preference Shares
Macdonald’S Shareholder’S Equity
Dividends – Types
Cash And Property Dividend – Example
Stock Dividends
Small & Large Stock Dividends – Example
Stock Split

Cash Flows Analysis

Introduction To Cash Flows
Cfo – Direct Method
Cfo – Direct Method – Continued
Cfo – Direct Method – Example
Cfo – Indirect Method
Cfo – Indirect Method – Example
Cfi
Cff
Comprehensive Example – Cfo – Direct Method – 1
Comprehensive Example – Cfo – Direct Method – 2
Comprehensive Example – Cfo – Indirect Method
Comprehensive Example – Cfi
Comprehensive Example – Cff
Comprehensive Example – Ending Cash Balance

Valuation, DCF & Relative Valuation

Corporate Valuations – Overview
Ddm – Dividend Discount Model- Intrinsic Value
Ddm – Dividend Discount Model- Required Rate Of Return
Ddm – Dividend Discount Model- Compare Intrinsic And Market Price
Ddm – Intrinsic Value Of Growth Companies
Ddm – Dividend Discount Model- Present Value
Introduction To Dcf
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
Understanding The Capital Structure
Options Treasury Stock Method
Options Explained
Calculation Of In The Money Convertibles
Calculation Of In The Money Stock Options
Calculation Of Debt Equity Ratio
Cost Of Debt Calculations
Cost Of Equity Calculation
Enterprise Value Calculation Completing The Missing Links
Introduction To Relative Valuation
Relative Valuations Enterprise Value And Equity Value
Relative Valuations Comparable Comp Sheet
Understanding Pe Ratio
Forward And Trailing Pe
Advantages And Limitations Of Pe
Understanding Pbv Ratio
Why Pbv Is Used In Banks
Pbv And Roe Used For Energy Sector
Understanding Pcf Ratio
Why Pcf Used In Oil Gas Gold Real Estate

Financial Modeling of Apple Inc.

Financial Modeling Overview
Reading the Annual Report
Revenue Forecasting
Cost Sheet Calculations
Linking Cost Sheet Data to Income Statement
Earning Per Share Calculations
Computing Weighted Average Shares
Introduction to Balance Sheet and its Components
Calculating Net Working Capital
Cash Conversion Cycle
Calculating Account Receivable
Building Assumptions
Linking Working Capital Values to Balance Sheet
Forecasting Capital Expenditures
Forecasting Depreciation Using a Waterfall
Calculating Ending Net PP and E
Common Stock and Retained Earnings
Forecasting Dividend
Other Current and Non Current Liabilities
Forecasting Long Term Debt
Interest Expense Calculation
Linking Debt
Circular Reference in Financial Models
DCF Mechanics
Modeling Cost of Debt
Modeling WACC
Understanding Weighted Average Interest Rates
WACC Concept
Time Value of Money
Opportunity Cost
Calculating Risk Free Rate
Calculating Beta and Equity Risk Premium
Market Value of Equity and Book Value of Debt
WACC Calculations
FCFF Concept
FCFE Concept
FCFF of Apple Inc
FCFF Growth Rate Considerations
NPV of Explicit Period
Target Share Price Calculations
Sensitivity Analysis
Growth Rate and Valuation Relation
Exit Option
More on Valuation
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