Beginner to Pro in Excel: Financial Modeling and Valuation
Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!
4.60 (51412 reviews)
217,572
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20.5 hours
content
Mar 2024
last update
$174.99
regular price
What you will learn
Master Microsoft Excel and its advanced features
Become a top Excel users on your team
Execute regular tasks quicker
Build P&L statements from a raw data extraction
Acquire financial modeling skills
Learn how to value a company
Build valuation models from scratch
Create models with multiple scenarios
Design professional advanced charts
Become a proficient user with Excel functions, pivot tables, visualizations, and advanced features
Why take this course?
*Updated for March 2024*
Do you want to learn how to use Excel in a real working environment?
Are you about to graduate from a university and look for your first job?
Are you a young professional looking to establish yourself in your new position?
Would you like to become your team's go-to person for financial modeling in Excel?
Join over 200,000+ successful students taking this course.
Your instructor possesses the following extensive experience in financial modeling:
Financial advisory unit of a top-tier consulting firm
Experience in M&A transactions executed in the UK, Italy, Germany, Switzerland, and Poland
Employed in the in-house Mergers & Acquisitions department of a large multinational corporation
A financial advisor in multiple M&A deals ranging from €2 million to €5 billion
Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.
Learn the subtleties of financial modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues with this course today.
A comprehensive guide to financial modeling in Excel:
Become an Excel expert
Build sound financial models in Excel
Gain an in-depth understanding of the mechanics of company valuation
Create professionally formatted files
Demonstrate superior Excel skills at work
Prepare before employment in investment banking, financial advisory, corporate finance, or consulting
What We Offer:
Well-designed and easy-to-understand materials
Detailed explanations with comprehensible case studies based on real situations
Downloadable course materials
Regular course updates
Professional chart examples used by major banks and consulting firms.
Real-life, step-by-step examples
Upon completing this course, you'll be able to do the following:
Work comfortably with Microsoft Excel and many of its advanced features
Become a the top Excel users on your team
Perform regular tasks quicker
Develop a P&L statement from a raw data extraction
Build a cash flow statement
Value a company
Produce a valuation model from scratch
Create a model with multiple scenarios
Design professional and advanced charts
Acquire Excel proficiency by learning advanced functions, pivot tables, visualizations, and Excel features
About the course:
Unconditional 30-day money-back guarantee
No significant previous experience necessary to understand the course and benefit
Unlimited lifetime access to all course materials
Emphasis on learning by doing
Take your Microsoft Excel and financial modeling skills to the next level
Make an investment that is rewarded in career prospects, positive feedback, and personal growth.
This course is suitable for graduates aspiring to become investment bankers as it includes a well-structured DCF model with its theoretical concepts. Moreover, it motivates you to be more confident with daily tasks and gives you the edge over other candidates vying for a full-time position.
People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills.
Take advantage of this opportunity to acquire the skills that will advance your career and get an edge over other candidates. Don't risk your future success.
Content
Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome!
What does the course cover?
Bonus! Welcome gift
Welcome gift number 2
The best way to take this course
Download all course materials and Frequently asked questions (FAQ)
Introduction to Excel
Introduction to Excel
Overview of Excel
Overview of Excel
The Excel ribbon
Basic operations with rows and columns
Data entry in Excel
Introduction to formatting
Rows and columns
Introduction to Excel formulas
Introduction to Excel formulas
Introduction to Excel functions
Cut, copy, & paste
Cut, copy, & paste
Paste special
Basic operations in Excel - 38 pages
Useful tips and tools for your work in Excel
Excel best practices - Welcome lecture
Initial formatting of Excel sheets for a professional layout
Fast scrolling through Excel sheets
Fast scrolling through Excel sheets
Be even quicker: F5 + Enter
Fixing cell references
Introduction to fixing of cell references
Alt + Enter
Organize your data with Text to columns
Learn how to organize your data with Text to Columns
The Wrap text button
Set print area
Custom sort helps you sort multiple columns in Excel tables
Create drop-down lists with Data validation
Find and select special types of cells with Select special (F5)
Select Special
Assign dynamic names in a financial model
Assigning dynamic names
Define a named range in Excel
Create a great Index page at the beginning of your models - Hyperlinks
Apply custom formatti in a financial model
Macros are a great timesaver! Here's why!
How to save macros and use them across several workbooks
Excel Macros - quiz
Fix the top row of your table with Freeze panes
How to search functionalities in Excel
Filter by color - an excellent tool
Working with conditional formatting
Useful tips and tools for your work in Excel - quiz
A neat trick - Multiply by 1
Find and replace - references
Find and replace - formatting
Removing (automatic) green arrows
Beauty saving - The professional way of saving files
Formula auditing with F2
Keyboard shortcuts in Excel
Keyboard shortcuts Save LOTS of time in Excel
Keyboard shortcuts in Excel
Excel's key functions and functionalities made easy
Excel's key functions - Welcome lecture
A helpful consideration
Key functions in Excel: IF
Key Excel functions: SUM, SUMIF and SUMIFS
= and + are interchangeable when you start typing a formula
Key Excel functions: COUNT, COUNTA, COUNTIF, COUNTIFS
Key Excel functions: AVERAGE and AVERAGEIF
Key Excel functions: AVERAGE and AVERAGEIF
Elaborate text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
Elaborate text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
Working with text in Excel
Find the minimum or maximum value in a range of cells in Excel
Include ROUND in your financial models
Learn how to transfer data efficiently in Excel: VLOOKUP and HLOOKUP
How to enlarge the formula bar
INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
A great Excel technique: INDEX, MATCH, MATCH
INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
Using Excel's IFERROR function to trap spreadsheet errors
RANK is a valuable tool when using Excel for Financial and Business analysis
Learn how to render your models flexible with CHOOSE
Use Goal Seek to find the result that you are looking for
Use Goal Seek in order to find the result that you are looking for
Include sensitivity analysis in your models through Data Tables
Include sensitivity analysis in your models through Data Tables
Excel's dynamic and interactive tables: Pivot tables
Excel's key functions and functionalities made easy
Update! SUMIFS - Exercise
Exercise - Excel's SUMIFS function - unsolved
Exercise - Excel's SUMIFS function - solved & explained
Financial functions in Excel
Future and present values in Excel
Calculating the rate of return of an investment with the IRR function
Calculating a complete loan schedule in Excel
Date functions in Excel
Microsoft Excel's Pivot Tables in Depth
Introduction to Pivot Tables and the way they are applied
Creating Pivot Tables easily!
Give your Excel Pivot Tables a makeover
Modifying and pivoting fields to obtain the Pivot Table you need
Learn more about GETPIVOTDATA - A very important Excel function
An introduction to slicers - The modern-day Pivot Table filters
Case study - Building a complete P&L from scratch in Excel
Case study - Build a P&L from scratch - Welcome lecture
Introduction to the case study
Understand your data source before you start working on it
Order the source worksheets
Create a code: the best way to organize your data and work efficiently with it
Learn how to create a database
Use VLOOKUP to fill the Database sheet
50% Completed!
Use SUMIF to complete the Database sheet
Use INDEX & MATCH as a substitute for VLOOKUP
Mapping the rows in the Database sheet
In case you have any doubts about the Mapping exercise
Building the structure of the P&L sheet
Formatting sets You apart from the competition in Excel - A Practical Example
Populate the P&L sheet with SUMIF
Learn how to find mistakes with COUNTIF
Calculating year-on-year percentage variations the proper way
Introduction to Excel charts
How to insert a chart in Excel
Editing Excel charts
Excel chart formatting
How to create a bridge chart in Excel
New ways to visualize your data - Treemap charts
Sparklines
P&L Case Study continued - Let's create some great-looking professional charts
Create professional and good-looking charts - Introduction
Build a column stacked chart with a secondary line axis in Excel
Learn how to build effective doughnut charts in Excel
Learn how to build an area chart in Excel
Learn how to create bridge charts
Learn how to create bridge charts in Excel 2007, 2010, and 2013
Case Study - Building a Complete P&L from scratch in Excel
Course Challenge - Apply your skills in practice!
Case Study - Building an FMCG Model from Scratch
Introduction to the Case Study
Preliminary mapping of the data extraction
Working with an SAP data extraction
Creating an output structure of the FMCG model
Improving the layout and appearance of the FMCG report
Inserting formulas and automating calculations
Creating a Master Pivot Table: The main data source for the FMCG report
GETPIVOTDATA is great! Extracting data from the Master Pivot Table
A potential error with GETPIVOTDATA you might encounter and its fix
Combining Slicers and GETPIVOTDATA: The key to our success
Getting fancy with Excel slicers - Good-looking Excel slicers
This is how the report can be used in practice by high-level executives
Financial Modeling Fundamentals
Financial Modeling basics - Welcome lecture
What is a financial model?
Why use financial models?
Financial modeling - worst practices - things you should avoid
Financial modeling - best practices
Financial modeling - The types of models that are built in practice
Financial modeling - Quiz
Financial modeling: The right level of detail in a model
Financial modeling: Forecasting guidelines
Forecasting financials - Quiz
Building a complete model - Important considerations
Modeling the Income statement
Modeling the Balance sheet - Part 1
Modeling the Balance sheet - Part 2
Building a financial model - Quiz
Introduction to Company Valuation
The core theory behind Company Valuation
Introduction to Mergers & Acquisitions
Introduction to Mergers & Acquisitions
Learn how to build a Discounted Cash Flow model in Excel
Valuation Case study - Welcome lecture
Introduction to the DCF exercise
The stages of a complete DCF Valuation
Description of the structure of the DCF model
A glimpse at the company we are valuing - Cheeseco
Modeling the top line
Introducing scenarios to the model with Choose
Modeling other items: Other revenues and Cogs
Modeling other items: Operating expenses and D&A
Modeling other items: Interest expenses, Extraordinary items and Taxes
Forecasting Balance sheet items
An introduction to the "Days" methodology
Calculation of DSO, DPO and DOI for the historical period
Forecasting DSO, DPO and DOI
Forecasting Property, Plant & Equipment, Other assets and Other liabilities
Creating an output P&L sheet
Populating the output P&L sheet
Populating the output BS sheet
Completing the output BS sheet for the historical period
Creating a structure for the calculation of Unlevered Free Cash Flows
Bridging Unlevered free cash flow to Net cash flow
Calculating Unlevered free cash flow
Calculating Net cash flow
Obtaining the rest of the cash flows through Find and Replace
Introducing Weighted average cost of capital and Perpetuity growth
Discounting Unlevered free cash flows to obtain their Present value
Calculating Continuing value and Enterprise value of the business
Calculating Equity value
Sensitivity analysis for WACC and perpetuity growth
A possible application of Goal seek
Using charts to summarize the results of the DCF model
You made it!
Tesla valuation - Complete practical exercise
Organizing external inputs in a 'Drivers' sheet
The input data we will work with
Forecasting Tesla's expected deliveries
Comparing delivery figures with the ones of industry peers
Estimating an average selling price of Tesla vehicles
Calculating automotive revenue
Peer comparison: Gross profit %
Calculating automotive gross profit
Calculating automotive cost of sales
Forecasting 'energy' and 'services' revenue
Calculating 'energy' and 'services' gross profit and cost of sales
Forecasting operating expenses
Building a fixed asset roll forward: estimating Capex
Building a fixed asset roll forward: D&A schedule
Peer comparison: D&A as a percentage of revenues
Calculating DSO, DIO, DPO
Producing a clean P&L output sheet
Fill in the P&L output sheet
Calculating investments in working capital
Forecasting Unlevered free cash flow
Forecasting other assets
Forecasting other liabilities
Completing Unlevered free cash flow
Modeling Tesla's financing needs in the forecast period
Calculating Net income
Bridging Unlevered free cash flow to Net cash flow
Balancing the Balance sheet
Estimating Weighted average cost of capital (WACC)
Performing discounted cash flow valuation (DCF)
Calculating enterprise value, equity value, and price per share
Final comments
Capital budgeting - The theory
Introduction to Capital budgeting
Why we need Capital budgeting?
The time value of money
Calculating future and present Value
Calculating cost of equity
Coming up with project-specific beta
Weighted average cost of capital (WACC)
The type of cash flows we will have in a project
Estimating the project's cash flows
Capital Budgeting - A Complete Case Study
Introduction to the Capital budgeting exercise
Organizing an "Inputs" sheet
Forecasting savings: Building a plant in Vietnam vs. producing cars in Italy
Fixed asset rollforward
The impact of working capital
Modeling debt financing
Adding a P&L sheet
Calculating project cash flows
Estimating the weighted average cost of capital (WACC)
Finding cost of equity
Discounting the project's cash flows and residual value
Performing sensitivity analysis and completing the exercise
Congratulations!!
Next steps
Next steps
APPENDIX - Microsoft Excel 2010 - Introduction to Excel
Overview of Excel
Basic manipulations with rows and columns
The Excel ribbon
Data entry in Excel
Introduction to formatting
Introduction to Excel formulas
Introduction to Excel functions
Cut, copy, & paste
Paste special
APPENDIX - Microsoft Excel 2010 - Useful tips and tricks
Initial formatting of an Excel sheet to render it professional
Fast scrolling through Excel sheets
Introduction to fixing of cell references
Learn how to use the Wrap Text button
Create a drop-down list by using Data Validation
Using Custom-sort in order to sort multiple columns within a table
Create a great Index page at the beginning of your models - Hyperlinks
Fix the top row of your table with Freeze Panes
Macros are a great timesaver! Here's why!
Find and select special types of cells with Select Special (F5)
Assign custom formats to specific cells within a financial model (e.g Multiples)
Define a named range in Excel
Learn how to organize your data with Text to Columns
Learn how to assign dynamic names within a financial model
Create easily printable documents in Excel by using Set Print Area
Using the 'Alt + Enter' combination
APPENDIX - Microsoft Excel 2010 - Keyboard shortcuts
Keyboard shortcuts Save LOTS of time in Excel 2010
Screenshots
Our review
🌟 **Course Overview & Rating** 🌟
The course has garnered an impressive global rating of 4.60 from recent reviews. The consensus among students is that it is a valuable and comprehensive learning experience, particularly for those looking to enhance their Excel skills within the context of finance. The course content is praised for its precise explanation of concepts, use of relevant examples, and engaging presentations. It is considered simple yet effective, making complex financial modeling accessible to learners of various skill levels.
**Pros:**
- **Precisely Explained Concepts:** The course breaks down complex financial and Excel concepts into clear, understandable segments.
- **Relevant Examples:** Students find the examples used throughout the course to be practical and highly relevant to real-world finance scenarios.
- **Absorbing Presentations:** The presentations are not only informative but also engaging, keeping students interested and attentive.
- **Effective Learning Material:** The course materials are designed to be simple yet cover all essential topics effectively.
- **Comprehensive Coverage:** The curriculum is comprehensive, covering every aspect of finance as it relates to Excel, including a wide array of downloadable resources for practice.
- **Additional Resources:** Students have access to extensive resources that facilitate practical application of the concepts learned.
- **Clear and Sincere Communication:** The instructor's clear and upbeat communication style is highlighted as a key factor in making the course enjoyable and easy to follow.
- **Progressive Structure:** The course structure is applauded for its progressive approach, starting from basics and moving towards more advanced topics.
- **Practical Learning Experience:** Assignments within the sessions aid in practical learning and improve understanding of the material.
- **Post-Completion Rewards:** Completing the course grants access to two additional courses, adding even more value to the initial investment.
**Cons:**
- **Pace of Delivery:** Some students find the pace at which the course is delivered to be fast, making it difficult to keep up and fully digest the information.
- **Resource Availability:** There are reports of discrepancies between the listed resources in the course and the actual resources available, specifically within the dropbox link provided in Section 1.
- **Advanced Topic Navigation:** A few reviews suggest that the course could improve its explanation of advanced functions or commands, particularly for those looking to master Excel for SAP usage.
- **Resource Consistency:** There is a note about inconsistency in the use of days (360 vs. 365) in certain financial calculations, which should be standardized for clarity and accuracy.
**Additional Feedback:**
- **Market Risk Premium & Beta Calculation:** Some students suggest adding content on calculating Market Risk Premium and Beta, which are crucial concepts in financial modeling.
- **Course Navigation & Resource Access:** There is a recommendation to improve the navigation within the course and ensure that resources can be easily accessed at the end of each video.
- **Overall Learning Experience:** For those with anxiety or focus-related challenges, the course's structure and resources provide a positive learning experience that mitigates stress and pressure.
In conclusion, this course is highly recommended for individuals looking to enhance their Excel skills for financial modeling purposes. While there are some areas for improvement, the overall feedback indicates that the course is a significant asset for students aiming to master Excel within the finance domain.
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udemy ID
10/17/2014
course created date
6/6/2019
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