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Learn the Fundamentals of Financial Modeling and Learn Important Skills Financial Modeling

What you will learn

Learn the Fundamentals of Financial Modeling

Using Microsoft Excel for Financial Modeling

Identify the best methods for gathering data.

Distinguish the type of financial model that utilizes three statements to forecast future financials.

Recognize why long formulas are not a best practice in financial modeling.

Name the model technique best suited to test assumptions and their impact on outcomes.

Description

Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. It is an abstract numerical scenario of a real-world financial situation used to ascertain the future financial performance by making projections. The user can manipulate the inputs to maintain the quality of a financial model, which will result in accuracy and dependency one can have on the outputs.

In this course, you will learn financial modeling of different sectors that can be used in corporate finance, investment banking, commercial banking, and portfolio management.


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Using Microsoft Excel, we’ll cover financial statement models, investment banking models, M&A models, buyout models, and DCF models.

This financial modeling course is designed for students and professionals who want to master excel modeling skills.

English
language

Content

Introduction

Introduction

Basics of Financial Modeling

Understanding Financial Modeling
Business questions and financial models
Data for a model and sources of data
Getting started with the project

Corporate Financial Modeling

Foundations of the model
Linking financial statements
Three-statement financial model
Source parameters
Assumptions and Forecasting financial statements
Creating the model
Evaluating Corporate Financial Models

Investment Models

Financial valuation models
Cash flows in valuation models
Terminal value in a valuation model
Interpreting a DCF model

Banking Models

Beyond the basics in financial models
Corkscrews and Waterfalls
Adding toggles to a financial model
Model outputs
Hiding tabs and making models readable
Stress testing models

Buyout Models

Interest rate assumptions in models
Discount rates in models
Top-down and Bottom-up financial models
IRR and NPV decisions in financial models
Limits of financial models

Financial models across Industries

Characteristics of financial models
Modeling in banking
Modeling in corporate finance
Modeling in investments

Creating and Maintaining Models

Applications of financial models
Bitcoin and cryptocurrency valuation modeling
Updating and maintaining financial models

Conclusion

Conclusion