Financial Model Basics: Build a model from start to finish

Learn all of the vital skills you need : understand key ratios,formulas and formatting, structure and analysis.

4.15 (183 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
instructor
5,152
students
1 hour
content
Apr 2015
last update
$24.99
regular price

What you will learn

Create accurate and well designed financial models

Understand important Excel formulas for financial models

Appreciate the importance of structure and style in building a model

Description

Over 5000 students enrolled!

Aims and audience:

Financial Model Basics teaches you how to create a basic financial model, from start to finish. The course is targeted at business managers, finance professionals or business students who need to forecast the finances of a business.

Outline:

We start with the benefits of modelling and the structure to be followed. I then take you through analysing historical data, defining key ratios and building the first sheet - the input sheet. Then we move on to calculations and the output sheets. Finally we look at analysis and sensitivity tables. By the end of the course, you will be able to build a basic financial model.

Format and materials:

All of the lessons are videos in which I talk you through each step of building the financial model. In addition, I give you Excel files in each lesson, so you can download the files and work on the spreadsheets yourself. I also give you PDF or PowerPoint files that contain lesson notes.

Requirements:

-Microsoft Excel

-Basic Excel skills

-Basic understanding of financial concepts (eg gross profit, variable costs)

Content

How to Use this Course

How to Use this Course

Financial Model Basics

Introduction to Financial Modelling
Guidelines for Financial Modelling
Analysing Historical Data - Summarising Data Using SUMIF
Analysing Historical Data 2 - Summarising Data with SUMIFS
Deciding on Key Ratios
Building the Input Sheet
Calculation Sheet
Output Sheet-Profit and Loss Statement
Analysing the Outputs
Sensitivity Table
Challenge - Build Your Own Model
Conclusion

Screenshots

Financial Model Basics: Build a model from start to finish - Screenshot_01Financial Model Basics: Build a model from start to finish - Screenshot_02Financial Model Basics: Build a model from start to finish - Screenshot_03Financial Model Basics: Build a model from start to finish - Screenshot_04

Reviews

Murray
October 31, 2016
The principles were broken down into bite size pieces. The downloadable examples filled in any gaps and could be used as a reference for concepts which required deeper understanding. All in all, a great course.
Solomon
August 29, 2016
This course have satisfied one of my long time desires-to learn Financial Models. I look forward to learn the use of revolver and circular reference in subsequent courses. Thanks so much. Fada
Johan
June 1, 2016
he is very clear at explaining, I'm an economist though, so for more "unacquainted" people, it could be hard to understand the reasons of what he is doing. But overall, 4.
Michael
May 27, 2016
Solid course for the beginner level. Felt there was too much focus on excel basics, which made the course longer than it needed to be.
SudeepG
April 22, 2016
Fast paced, but informative. Gives a start into the world of building financial models from a strategic business analysis perspective.
Mark
March 17, 2016
This was and excellent course. Very easy to understand and follow! I am excited about taking the advanced course.
Mir
February 17, 2016
It is a very good video set for beginners. It gives a clear understanding of what a financial modelling is.
Shrunkala
February 8, 2016
Practice material and instructor's delivery is excellent. Only thing to master the course is practice practice and practice.
Shashwat
December 18, 2015
The course is good enough to understand how modeling can be established. It reduces the complexities to a few simple concepts, but does not not drill deeper into building models that are highly sophisticated.
Кристина
November 12, 2015
Truly the most interesting and therefore easy way of learning the financial modelling. Thank you very much.
Dan
June 21, 2015
Provided clear, hands-on training in building a set of inter-related financial models. Clear and easy to follow, with many great Excel tips and tricks. Highly recommended!
Jan
March 28, 2015
Hi, I did really enjoy this course. I did not know what to expect. It was EASY to FOLLOW for me as a bigginer to financial modeling. I am also a beginner in excel so I had a lot of use of this course. I know I can use the principles and system in my professional life as well as in private. Just to be able to make a model for household expenses and income could help a lot of people in many ways. As an investor in different areas one can use the principle to make more not emotional decisions instead of making informed and predictable outcome of the investments. In my professional life this short but most informative course will be a great help when proposing new ideas to the management as well on why our company should raise the commission for the sales force. I got so many ideas where this kind of knowledge will be useful, for a very littel input of efforts. THANKS FOR A GREAT COURSE! Regards, Jan in Sweden
John
March 28, 2015
The course is well thought out and packs a lot of useful data. I have to work out two real life models right now and while doing the course my models were coming together quickly. So, it sorted me out, but more importantly I have a confident foundation to build on. Very well worth it.
Bob
March 28, 2015
This course was really useful introduction in helping me gain a better understanding of the structure behind financial models. Having the files in the video available for download was very useful. Thanks Andrew!
Mohammad
March 10, 2015
This is a superb start to financial modeling. The course will take you through from the very basics of compiling and organizing data that is used to create the final model. Its always better to understand the logic behind the modeling data and i got a better understanding of that by doing this course. Thanks for this

Charts

Price

Financial Model Basics: Build a model from start to finish - Price chart

Rating

Financial Model Basics: Build a model from start to finish - Ratings chart

Enrollment distribution

Financial Model Basics: Build a model from start to finish - Distribution chart
407984
udemy ID
1/29/2015
course created date
6/12/2020
course indexed date
Bot
course submited by