Introduction to Financial Modeling

Learn to build a simple integrated financial statement model.

4.27 (10031 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
instructor
Introduction to Financial Modeling
145,047
students
1.5 hours
content
Mar 2024
last update
FREE
regular price

What you will learn

Learn to build a simple financial model.

Understand how the three primary financial statements relate to each other.

Why take this course?

🎉 **Course Title:** Introduction to Financial Modeling 🚀 **Headline:** Master the Art of Building a Simple Integrated Financial Statement Model 💼💰 --- ### Course Description: Embark on a comprehensive journey into the world of financial modeling with our "Introduction to Financial Modeling" course. **This course is tailor-made for beginners**, providing you with the foundational skills to leverage two years of historical income statement data and balance sheet data to construct a fully integrated financial model. --- ### What You'll Learn: **Section 1:** The Building Blocks of Financial Modeling - **Understanding the Accounting Equation**: Dive deep into the fundamental concept that is central to all accounting processes. - **Introduction to Financial Statements**: Get acquainted with the income statement, balance sheet, and cash flow statement through video-driven instruction complemented by detailed pdf notes for easy reference. - **Important Relationships**: Explore the key relationships within financial statements as you build your model, ensuring a cohesive and accurate financial representation. 📊 **Section 2:** Integrating Financial Statements & Projections - **Overview of the Integration Process**: Gain a high-level understanding of how to link the three primary financial statements in a five-year projection. - **Detailed Walkthrough**: Follow a step-by-step guide in an extensive 35-minute video to construct your model from scratch, enhancing your learning through hands-on practice. - **Building the Model**: Download the provided Excel template and build alongside the video instruction for a more immersive experience. 🛠️ **Troubleshooting Circular References**: Learn to identify and fix errors that can lead to a broken model, avoiding the common pitfall of a non-balancing financial model. --- ### Course Features: - **Video-Driven Instruction**: Engage with high-quality videos tailored to each lesson. - **Comprehensive PDF Notes**: Accompanying each video for clear and concise reference material. - **Excel Templates**: Practical tools to help you build your financial model as you learn. - **Email Support**: Direct access to the course instructor (peter@ASimpleModel.com) for feedback and questions. --- ### Why This Course? In Peter Lynch's words: "To truly excel in financial modeling, understanding how an integrated financial statement model operates is essential. This course will provide you with the knowledge and skills to not only create a model but to understand it deeply." --- ### Additional Notes: Please note that there is some white noise in the background of the longer video, which we are actively working to eliminate. We appreciate your understanding as we strive to provide you with the best learning experience possible. Join us on this financial modeling adventure and take your first step towards mastering the language of business! 🌟

Our review

📊 **Course Overview:** The course is designed to introduce or reinforce knowledge in financial modeling and the understanding of financial statements, with an average global rating of 4.23. Recent reviews suggest that it is effective for beginners and those looking to refresh their understanding of financial models and statements. The course content is well-structured and the presentation is commended for its clarity and pace. **Pros:** - **Comprehensive Content:** The course covers financial models, financial statements, and how they interlink, which is highly appreciated by learners. - **Clear Explanations:** Many users report that concepts are explained simply and effectively, making complex ideas accessible. - **Interactive and Engaging:** The course materials are engaging, and the step-by-step approach in the videos is praised for its educational value. - **Theoretical Foundation:** It is ideal for those looking for a strong theoretical understanding of accounting and finance. - **Supportive Learning Environment:** Some users found the course to be an excellent refresher, especially after completing introductory courses in financial accounting. 🔍 **Areas for Improvement:** - **Instruction Pace:** A few users have noted that the instructor speaks too quickly, which can make understanding more challenging, especially for those new to the subject. - **Clarity of Explanation:** Some learners have pointed out that explanations could be clearer, particularly when it comes to explaining terms and financial concepts. - **Supplementary Materials:** There is a common request for additional resources such as sample Excel sheets, templates, and real-world financial models to aid practical learning. - **Resource Accessibility:** Some users have had difficulties accessing or downloading the course materials, which they find essential for a more hands-on approach to learning. - **Excel Model Availability:** The absence of an integrated spreadsheet model within the course has been noted as a drawback, with learners suggesting that providing such resources would greatly enhance the practical application of theoretical knowledge. **Additional Feedback:** - **Voice Clarity:** A few users have mentioned that the voice of the instructor is not always clear, which can affect the learning experience. - **Resource Packaging:** The course materials are zipped in a manner that some users find difficult to navigate, and there is a need for more practical resources. - **Tutor Interaction:** Some learners enjoy the interactive nature of the course, indicating a positive impact on their understanding of financial concepts. - **Practical Application:** For those new to finance and accounting, having downloadable resources would be beneficial for applying what they've learned in real-world scenarios. - **Request for Excel Sheets:** Many users have expressed a desire for sample Excel sheets to practice alongside the course content, emphasizing the importance of practical examples. **Conclusion:** Overall, the course is highly regarded for its comprehensive coverage of financial modeling and statements, with particular praise for its clarity and educational approach. However, there are key areas where improvement can be made, namely in the delivery of instruction (pace and clarity), and the provision of supplementary materials such as Excel templates. Addressing these concerns could significantly enhance the user experience and practical application of the course content.

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151668
udemy ID
1/23/2014
course created date
6/6/2019
course indexed date
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