Financial Modelling in MS Excel

Prepare How to Prepare Financial Models in MS Excel - Beginners to Advanced

4.40 (22 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
94
students
14 hours
content
Feb 2021
last update
$19.99
regular price

What you will learn

This course is designed for accounting and finance professionals who are keen to learn Financial Modelling in MS Excel.

Learn how to automate your Profit and Loss Statement

Learn how to automate your Statement of Financial Position

Prepare Discounted Cash Flow Models (DCF) using MS Excel

Case stidies on prepraing financial models for Profit and Loss Account, Balance Sheet and DCF

Business Valuation and Finacial Models

Description

OVERVIEW

Financial Modeling is an essential skill for accounting and finance professional. It is very much in demand in the job market and is highly valued by employers.

Our Financial Modeling training takes you from basics to professional level. This sixteen hours training is based on practical exercises

The course focuses 40% on honing the participants MS Excel skills and 60% focus on application of MS Excel in Accounting and Finance

WHAT YOU WILL LEARN

1. Learn many of MS Excel advanced features

2. Become proficient user of Excel within your team

3. Carry out regular tasks faster than ever before

4. Build Profit and Loss, Statement of Financial Position and Cash Flow statements

5. Build valuation models from scratch

6. Build Net Present Value model from scratch

7. Learn how to make neat and professional looking charts and graphs


DETAILED CONTENT

1. Introduction to Excel

2. Useful tips and tools for your work in Excel

3. Keyboard shortcuts in Excel

4. Excel's key functions and functionalities made easy

5. Update! SUMIFS – Exercise

6. Financial functions in Excel

7. Microsoft Excel's Pivot Tables

8. Case study - Building a complete P&L in Excel

9. Introduction to Excel charts

10. Profit and Loss Case Study continued – with great-looking professional charts

11. Financial modeling fundamentals

12. Introduction to Company Valuation and Introduction to Mergers & Acquisitions

13. Learn how to build a Discounted Cash Flow model in Excel

14. Business Valuation - Complete practical exercise

15. Capital Budgeting - The theory

16. Capital Budgeting - A Complete Case study

17. Impact of interest rates and exchange rates on NPV

18. Sensitivity Analysis in Capital Budgeting

PREREQUISITES

1. Participants are expected to have basic knowledge of MS Excel. This could be measured as an MS Excel user for more than one year.

2. Basic knowledge of financial accounting.

3. Microsoft Office 2013 or later installed on your computer.

Content

Introduction

Introduction
Introduction to Excel Ribbon and Menu
Revision of Basics - Copy Paste, Cut Paste and Linking the Sheets
Data Sorting and Sub Total Function in Excel
Locking Cell References in Formulas
Fast scrolling and use of F5 function key
Using Macros for formatting your work sheet
Tables and Data Filters
Dynamic Naming in Excel
IF and AND Function
Cell References
Pivot Tables and Excel
Formatting tables professionally
D Sum and D Average Function
Finding and removing errors in your sheet
VLook up Function in Excel

Capital Budgeting Introduction

Compounding and Discounting
Discounted Cash Flow - DCF
What is Net Present Value (NPV) ?
Internal Rate of Return - IRR

Preparing forecast Profit and Loss, Balance Sheet and Statement of Cash Flow

Introduction to Forecast Profit and Loss Statement
Forecasting Revenue and Cost of Sales
Forecasting Fixed and Variable Costs
Structuring the Profit and Loss Statement
Completing the Profit and Loss Statement
Structure of Statement of Financial Position - The Balance Sheet
Assumptions for Statement of Financial Position
Introduction to Cash Flow Statement
Forecast Cash Flow Statement
Completing the Statement of Financial Position
Completing the Statement of Cash Flow
Cash Flow Based Valuation

Capital Budgeting Introduction - Theory

Introduction to Capital Budgeting
Introduction to Risk
Beta Values and CAPM - Capital Asset Pricing Model
Geared and Ungeared Betas

Your first DCF based Financial Model

Introduction to DCF based Financial Model
Fixed Assets and Depreciation Schedule
Depreciation and Tax Benefit
Calculating the Operational Cash Flows
Common Issues with Operational Assumptions
Weighted Average Cost of Capital and Beta
Calculating Project Beta, Cost of Equity and WACC
Getting the Final Output of DCF Model
Calculating the Internal Rate of Return - IRR
Sensitivity Analysis of the Project

Screenshots

Financial Modelling in MS Excel - Screenshot_01Financial Modelling in MS Excel - Screenshot_02Financial Modelling in MS Excel - Screenshot_03Financial Modelling in MS Excel - Screenshot_04

Reviews

Sumit
November 2, 2022
The teachings are right from the basics which is good for beginners. Also, some things which are often missed are covered
Igor
January 6, 2021
Clearly explained basic modeling concepts, I'll need more to become more sophisticated but so far I'm satisfied.
Copaci
October 6, 2020
Hello This is not the first and for sure not the last course about financial moddeling which i buy from udemy but until now this is the best i bought because the trainer explain every aspect in deepth. Thank you

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Related Topics

3149924
udemy ID
5/20/2020
course created date
7/24/2020
course indexed date
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