Financial Modeling Techniques

(36 Reviews)

169 Students

Course Overview:

This course offers a comprehensive introduction to building robust financial models used for decision-making in investment banking, corporate finance, and business analysis. You’ll learn to design models from scratch using Excel and forecast financial statements, conduct valuation, scenario analysis, and sensitivity testing. Real-world case studies ensure practical, hands-on experience.

Key Features:

  • 100% Online, Self-paced or Instructor-led
  • Real-life case studies from industries like tech, retail, and energy
  • Downloadable Excel templates & tools
  • Lifetime access to materials
  • Certification upon completion
  • Access to discussion forums & mentor Q&A sessions

Learning Outcomes:

By the end of this course, you will be able to:

  • Understand the fundamentals of financial modelling.
  • Build integrated 3-statement financial models (Income Statement, Balance Sheet, Cash Flow)
  • Perform Discounted Cash Flow (DCF), Comparable Company, and Sensitivity Analysis
  • Analyse mergers, LBOs, and other complex structures
  • Visualise financial outputs through dynamic dashboards

Who Should Take This Course:

  • Finance students and graduates
  • Aspiring investment bankers and financial analysts
  • Business owners & entrepreneurs
  • Accountants and consultants wanting to upgrade their modeling skills
  • Anyone preparing for interviews in finance-related roles

Assessment:

  • Quizzes after each module
  • Final Capstone Project: Build a full-scale financial model for a real or hypothetical company
  • Excel-based model review and peer feedback

Requirements:

  • Basic understanding of accounting and Excel
  • No prior modeling experience required
  • Microsoft Excel (2016 or later) installed

FAQs:

Q: Do I need prior finance experience?
A: No, basic accounting and Excel knowledge is sufficient.

Q: Is the course suitable for MBA students?
A: Yes, it complements MBA coursework and improves job readiness.

Q: Will I get a certificate?
A: Yes, a verifiable certificate will be issued upon completion.

Q: Can I access materials after the course ends?
A: Yes, you get lifetime access to all content and updates.

Additional Benefits:

  • Resume-ready certification for LinkedIn & CV
  • Interview preparation resources
  • Bonus module on startup financial modeling

Course Curriculum

Module 1: Introduction to Financial Modeling

What Is Financial Modelling?

Industry Use-Cases and Tools

Why Financial Modeling Matters in Decision-Making

Excel Functions & Shortcuts

Data Validation and Formatting

Financial Templates and Time-Saving Hacks

Key Financial Statements

Linking Income Statement, Balance Sheet & Cash Flow

Accruals, Depreciation, and Amortisation

Forecasting Techniques

Model Drivers and Assumptions

Integrating the Three Financial Statements

DCF, NPV, IRR Fundamentals

Comparable Company Analysis

Precedent Transactions & Valuation Multiples

Stress-Testing Your Model

Best-Case, Base-Case, Worst-Case Scenarios

Tornado Charts and Data Tables

LBO and M&A Modeling Basics

Circular References & Error Tracing

Model Auditing and Optimisation

Charts, KPIs, and Dynamic Visuals

Presentation-Ready Formatting

Interactive Dashboards with Excel

Financial Modeling Techniques

£25

Certificate

Yes

Unit

20

Quiz

2