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Financial Modeling & Ana

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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!

4.57 (34469 reviews)

Students

14.5 hours

Content

Feb 2021

Last Update
Regular Price

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What you will learn

Master Microsoft Excel and many of its advanced features

Become one of the top Excel users in your team

Carry out regular tasks faster than ever before

Build P&L statements from a raw data extraction

Build Cash Flow statements

Discover how to value a company

Build Valuation models from scratch

Create models with multiple scenarios

Design professional and good-looking advanced charts


Description

**Updated for February 2021!**

Do you want to learn how to use Excel in a real working environment?

Are you about to graduate from university and start looking 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 when it comes to Financial Modeling in Excel? 

If you answered yes to any of these, then this is the right course for you!

Join over 119,002 successful students taking this course!

The instructor of this course has extensive experience in Financial Modeling: 

  • Worked in the Financial advisory unit of a top-tier consulting firm

  • Experience in transactions carried out in Italy, Germany, Switzerland and Poland

  • Worked in the in-house Mergers & Acquisitions department of a large multinational corporation

  • Been a financial advisor in multiple M&A deals with sizes 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. 

 A comprehensive guide to Financial Modeling in Excel: 

  • Become an Excel expert

  • Learn how to build sound Financial Models and stand out among your colleagues

  • Gain an in-depth understanding of the mechanics of Company Valuation

  • Build your files professionally

  • Demonstrate superior Excel skills at work

  • Be prepared from day one for your Investment Banking, Financial Advisory or Consulting career

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

  • NEW! Includes professional chart examples that are 1:1 with those used by major banks and consulting firms.

By completing this course, you will:

  • Be able to work comfortably with Microsoft Excel and many of its advanced features

  • Become one of the top Excel users in your team

  • Be much quicker at carrying out regular tasks

  • Be able to build a P&L statement from a raw data extraction

  • Be able to build a cash flow statement

  • Know how to value a company

  • Be able to build a valuation model from scratch

  • Know how to create a model with multiple scenarios

  • Know how to create professional and good-looking advanced charts

About the course:

  • An unconditional Udemy 30-day money-back guarantee – because we believe in the quality of our content

  • No significant previous experience is needed to understand the course properly and benefit from its content

  • Unlimited access to all course materials

  • Emphasis on learning by doing

  • You can always contact us for any clarification free of charge

  • Our goal is to take your Microsoft Excel and Financial Modeling skills to the next level

Make an investment that will be highly rewarded in career prospects, positive feedback, and personal growth. 

This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position. 

People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills. 

Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now! 


Screenshots

Beginner to Pro in Excel: Financial Modeling and Valuation
Beginner to Pro in Excel: Financial Modeling and Valuation
Beginner to Pro in Excel: Financial Modeling and Valuation
Beginner to Pro in Excel: Financial Modeling and Valuation

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


Reviews

A
Alan8 October 2020

Too often, a choice is made by the lecturer without explaining why. This makes it difficult to understand some concepts. In practical exercises, a specific solution is offered, whilst possible alternatives are not explored. (eg use sumif to populate a table, where a pivot table works at least as well).

T
Tiauna3 October 2020

The information is presented in bite size lessons which helps to stay focus and retain the information.

E
Evelina24 September 2020

Por ahora muy buena y he podido aplicar ya los conocimientos y me ha servido mucho ya me urge terminarlo.

B
Brady24 September 2020

The course has been incredible at not only helping me learn new functions and abilities in Excel but also for when I need a quick refresher.

P
Prince24 September 2020

Till now its an awesome course one should do where you will taught by scratch of Excel. Great experience.

J
Joanna23 February 2020

I expect the course to include more sophisticated cases, such as including minority interest while calculating equity value from enterprise value

C
Caelo21 February 2020

So far, so good. It's a good introduction for beginners to Excel. I would recommend the course so far.

C
Christopher19 February 2020

I'm training to be a commercial appraiser. I know excel well enough to get the job done but this has a lot of tips and tricks that have helped me do a quality job, faster. Most importantly, the material is all in one place and available to reference at a later time. That saves a lot of time compared to searching for tasks one at a time. This was a very useful class in refining my excel skills. I wish I had taken the course earlier; it would have saved a lot of time.

N
Nikedimos18 February 2020

Informative and engaging course! The instructor is knowledgeable, articulate and highly informative. I gained a lot from the course

J
Jaafer17 February 2020

I like how he explains the course in a good tone it really makes want to complete the whole course in a day. you just don't get bored.

K
Krystian16 February 2020

Absolutely amazing stuff! English is my second language and I can enjoy this study easily. Thank you, guys.

M
Megha16 February 2020

Right now, the course is covering the basics, which I know already. But it good that we are starting with them, which means that all the topics will (hopefully) start from the basics, building a strong foundation.

K
Kamille15 February 2020

In-depth and highly valuable information. Great as a refresher as well for the introductory bits, even if you use excel already, you can always skim past the basic parts. I think there's something in it for everyone

R
Ramandeep15 February 2020

The course is very good. The videos are very detailed and the resources provided helps in practicing the lectures at the same time.

A
Achchhelal14 February 2020

It's an excellent course for startup knowledge for beginner about financial modeling. Trainer is very specify and clear about the topic area.


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Udemy ID

10/17/2014

Course created date

6/6/2019

Course Indexed date
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