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
Module 2: Excel for Finance
Excel Functions & Shortcuts
Data Validation and Formatting
Financial Templates and Time-Saving Hacks
Module 3: Accounting Refresher
Key Financial Statements
Linking Income Statement, Balance Sheet & Cash Flow
Accruals, Depreciation, and Amortisation
Module 4: Building 3-Statement Models
Forecasting Techniques
Model Drivers and Assumptions
Integrating the Three Financial Statements
Module 5: Valuation Techniques
DCF, NPV, IRR Fundamentals
Comparable Company Analysis
Precedent Transactions & Valuation Multiples
Module 6: Sensitivity & Scenario Analysis
Stress-Testing Your Model
Best-Case, Base-Case, Worst-Case Scenarios
Tornado Charts and Data Tables
Module 7: Advanced Modeling
LBO and M&A Modeling Basics
Circular References & Error Tracing
Model Auditing and Optimisation
Module 8: Visualizsation & Dashboards
Charts, KPIs, and Dynamic Visuals
Presentation-Ready Formatting
Interactive Dashboards with Excel
