Financial Modeling & Valuation In Excel - Complete Course

Complete package of excel, accounting, ratio analysis, financial modeling, forecasting and business valuation techniques

What you'll learn

Excel shortcuts, formulas, formatting, number formatting and many financial functions & features in excel

Financial Modeling from scratch

You will understand valuation techniques right from scratch on a Financial Model.

Be able to build a cash flow statement

Be able to build a valuation model from scratch

This training is dedicated to learning about this most commonly used DCF valuation techniques.

Fundamental Analysis, Company Valuations, All Type Ratio Analysis, Forecasting Financial Statement, Industry Analysis

Requirements

To get the best from this financial modeling certification course, you need to practice what you learn. Since it’s a comprehensive course, you need to look at each module again and again and apply what you learn.

Microsoft Excel 2010, 2013, 2016, 2020, or Microsoft Excel 365

Description

Financial modeling is a technique used by companies for financial analysis in which the income statement, balance sheet, and cash flow statement of a company are forecasted for the next five to ten years. It includes preparing detailed company-specific excel models which are then used for the purpose of decision-making and performing financial analysis. It is nothing but constructing a financial representation of some, or all, aspects of the firm or given security. In other words, It is preparing the expected financial statements predicting the company’s financial performance in a future period using the assumptions and historical performance information. One may use such financial models in DCF valuations, mergers and acquisitions, private equity, project finance, etc.This course is a comprehensive bundle of MS Excel, Valuation, Accounting, Financial Analysis and Financial Modeling. Any one interested in a career in Finance and Financial Analyst Industry. This course is a must. Many students and professionals assume that their chances of making an Analyst career in Finance Industry are bleak if they are not from the top tier colleges. However, we have seen industry trends where skilled students and professionals from lesser known universities and companies making into big financial firms and organizations. Universities are very limited in their curriculum as they are mostly restricted to focus on theoretical aspects than actual practical know-how. Financial Analyst Training involves analyzing companies’ financials in detailed manner. Analysis is conducted through a composite of financial records, news and interviews with company insiders. It is also known as securities research or Fundamental Analysis. It consist of the sell side research i.e. when research done by analyst are provided to their clients and also buy side research i.e. when analyst do research and use it to invest their firm’s money. The work within Financial Analysis mainly revolves around Financial Modeling Techniques, forecasting, valuations like DCF and Relative Valuations (estimate growth rate and valuations for companies in future). In this you will learn the following:Excel Tips and Tricks for FinanceValuations in detailsFinancial Modeling where in we will study in details the balance sheet, income statements, cash flow, projections etc along with the financial model in practical.

Overview

Section 1: Basic Excel Training for Financial Modeling

Lecture 1 Accessing MS Excel

Lecture 2 MS Excel Startup Screen

Lecture 3 Understanding the Ribbon

Lecture 4 Cells in Excel

Lecture 5 Worksheet Essentials

Lecture 6 Saving the File

Lecture 7 Formatting Cells

Lecture 8 Custom Cell Styles

Lecture 9 Custom Number Formatting in Excel

Lecture 10 More on Custom Number Formatting

Lecture 11 Custom Formats of Data

Lecture 12 The BEDMAS Order of Mathematical Operations

Lecture 13 Mathematical Operations without Functions

Lecture 14 Mathematical Operations without Functions Continued

Lecture 15 IF Function

Lecture 16 More on IF Function

Lecture 17 Importing Data and Calculations

Lecture 18 Working with the Count Function

Lecture 19 Conditional Counts - Count IF Function

Lecture 20 Working with the Sum Function

Lecture 21 Finding the Average

Lecture 22 Conditional Average - Average IFS Function

Lecture 23 Finding the Maximum Value Using the MAX Function

Lecture 24 Finding the Minimum Value Using the MINFS Function

Lecture 25 Determining Proportions and Updating a Calculation

Lecture 26 Conditional Formatting

Lecture 27 More on Conditional Formatting

Lecture 28 Working with Tables

Lecture 29 Formatting Table

Lecture 30 Filtering and Sorting of Data

Lecture 31 Freeze and Split

Lecture 32 Printing and Layouts in Excel

Lecture 33 Pivot Tables

Lecture 34 Creating Custom Tables

Lecture 35 Organizing Pivot Tables

Lecture 36 Column Chart

Lecture 37 Bar Chart

Lecture 38 Line Chart

Lecture 39 Pie Chart

Lecture 40 Map Chart

Lecture 41 Common Errors in Excel

Lecture 42 More on Common Errors

Section 2: Advanced Excel Features & Functions for Financial Modeling

Lecture 43 Logical Function - IF

Lecture 44 AND OR and XOR Functions

Lecture 45 IFS Function - Example 1

Lecture 46 IFS Function - Example 2

Lecture 47 SWITCH Function

Lecture 48 Other Logical Functions

Lecture 49 Information Functions - ISBLANK ISERR ISERROR ISEVEN ISODD ISTEXT

Lecture 50 Date Functions - TODAY DAY

Lecture 51 MONTH YEAR WEEKDAY WEEKNUM Functions

Lecture 52 EDATE and EOMONTH Functions

Lecture 53 YEARFRAC Function

Lecture 54 Joining Data using CONCAT and TEXTJOIN

Lecture 55 LEN FIND LEFT RIGHT TRIM

Lecture 56 Using UNIQUE and TRANSPOSE

Lecture 57 TEXT Function

Lecture 58 CHOOSE Function

Lecture 59 More on CHOOSE Function

Lecture 60 VLOOKUP Function

Lecture 61 HLOOKUP Function

Lecture 62 Index Function

Lecture 63 Match Function

Lecture 64 XLOOKUP and XMATCH Functions

Lecture 65 Using the OFFSET Function

Lecture 66 OFFSET Function - Total and Average Score

Lecture 67 OFFSET Function - Highest and Lowest Score

Lecture 68 OFFSET Function - Year to Month Sales

Lecture 69 OFFSET Function - Quarterly and Half-Month Sales

Lecture 70 Naming of Cell

Lecture 71 Naming a Range

Lecture 72 Text to Columns

Lecture 73 Grouping Tabs and Subtotal Function

Lecture 74 Working with Hyperlinks

Lecture 75 Data Validation

Lecture 76 Data Validation Continued

Lecture 77 Custom Data Validation

Lecture 78 Generating Random Numbers

Lecture 79 Custom Views

Lecture 80 Protecting Worksheet and Workbook

Lecture 81 PivotTable - Advanced Features

Lecture 82 More on Advanced Features

Lecture 83 Slicers and Timelines

Lecture 84 Solver

Lecture 85 Data Tables

Lecture 86 More on Data Tables

Lecture 87 Goal Seek

Lecture 88 Combo Charts

Lecture 89 More on Combo Charts

Lecture 90 Sparklines

Lecture 91 Waterfall Chart

Lecture 92 Box Chart

Lecture 93 Whisker Chart

Lecture 94 TreeMap and Sun Burst Charts

Lecture 95 Radar Chart

Lecture 96 Scroll Bar

Lecture 97 Spin Button and Radio Button

Lecture 98 Form Control Application

Lecture 99 Form Control Application Continued

Lecture 100 Data Entry Form

Section 3: Accounting Foundation

Lecture 101 An Introduction To Financial Accounting

Lecture 102 Purpose Of Financial Statements

Lecture 103 Explaining A Business Cycle

Lecture 104 Accounting For Income Statement

Lecture 105 Accounting For Balance Sheet -1

Lecture 106 Accounting For Balance Sheet -2

Lecture 107 Accounting For Balance Sheet - 3

Lecture 108 Accounting For Cash Flows

Lecture 109 Conclusion

Section 4: Understanding Income Statement for Financial Modeling

Lecture 110 Financial Statements - Fiscal Year Vs Calendar Year

Lecture 111 Income Statement Format

Lecture 112 Calculating Profit Margins

Lecture 113 Non Recurring Items

Lecture 114 Changes In Accounting Estimates

Lecture 115 Final Remarks

Lecture 116 Revenue Recognition - Percentage Completion & Completed Contract

Lecture 117 Revenue Recognition - Installment Method & Cost Recovery

Lecture 118 Depreciation Expense

Lecture 119 Downloading Colgates Income Statement

Lecture 120 Analyst Format Of Colgate’S Income Statement

Lecture 121 Formatting The Income Statement

Lecture 122 Investigating The Non-Recurring Charges

Lecture 123 Seperating Non-Recurring Items

Lecture 124 Comparision Of Margins - Before And After Adjustments

Section 5: Understanding Balance Sheet

Lecture 125 Introduction To Balance Sheet

Lecture 126 Introduction To Current Assets

Lecture 127 Cash And Cash Equivalents

Lecture 128 Cash And Cash Equivalents - Colgate' and Microsoft

Lecture 129 Accounts Receivables

Lecture 130 Accounts Receivables Case Study

Lecture 131 Inventory

Lecture 132 Inventory - Case Study

Lecture 133 Inventory - Lcm

Lecture 134 Inventory - Colgate

Lecture 135 Inventory Valuations

Lecture 136 Inventory Valuation - Recap

Lecture 137 Prepaid Expenses

Lecture 138 Other Current Assets - Colgate

Lecture 139 Financial Reporting Standards

Lecture 140 Current Liabilities

Lecture 141 Current Liabilities - Colgate

Lecture 142 Long Term Assets

Lecture 143 Introduction To Goodwill

Lecture 144 Pooling Method Of Accounting

Lecture 145 Purchase Method Of Accounting

Lecture 146 Goodwill Impairment

Lecture 147 Long Term Investments Part 1

Lecture 148 Long Term Investments Continued

Lecture 149 Long Term Investments - Example

Lecture 150 Long Term Liabilities

Lecture 151 Long Term Liabilities - Risk Profile

Lecture 152 Introduction To Shareholder'S Equity

Lecture 153 Common Stock - Par Value And Apic

Lecture 154 Treasury Stock Or Shares

Lecture 155 Retained Earnings and Dividends

Lecture 156 Additional Other Comprehensive Income

Lecture 157 Introduction To Preference Shares

Lecture 158 Macdonald'S Shareholder'S Equity

Lecture 159 Dividends - Types

Lecture 160 Cash And Property Dividend - Example

Lecture 161 Stock Dividends

Lecture 162 Small & Large Stock Dividends - Example

Lecture 163 Stock Split

Section 6: Cash Flows Analysis

Lecture 164 Introduction To Cash Flows

Lecture 165 Cfo - Direct Method

Lecture 166 Cfo - Direct Method - Continued

Lecture 167 Cfo - Direct Method - Example

Lecture 168 Cfo - Indirect Method

Lecture 169 Cfo - Indirect Method - Example

Lecture 170 Cfi

Lecture 171 Cff

Lecture 172 Comprehensive Example - Cfo - Direct Method - 1

Lecture 173 Comprehensive Example - Cfo - Direct Method - 2

Lecture 174 Comprehensive Example - Cfo - Indirect Method

Lecture 175 Comprehensive Example - Cfi

Lecture 176 Comprehensive Example - Cff

Lecture 177 Comprehensive Example - Ending Cash Balance

Section 7: Valuation, DCF & Relative Valuation

Lecture 178 Corporate Valuations - Overview

Lecture 179 Ddm - Dividend Discount Model- Intrinsic Value

Lecture 180 Ddm - Dividend Discount Model- Required Rate Of Return

Lecture 181 Ddm - Dividend Discount Model- Compare Intrinsic And Market Price

Lecture 182 Ddm - Intrinsic Value Of Growth Companies

Lecture 183 Ddm - Dividend Discount Model- Present Value

Lecture 184 Introduction To Dcf

Lecture 185 Forecasting Income Statement Ebitda

Lecture 186 Understanding The Working Capital

Lecture 187 Completing The Working Capital Calculations

Lecture 188 Linking The Free Cash Flow To Firm Fcff

Lecture 189 Discounting The Explicit Period Cash Flows

Lecture 190 Calculation Of Terminal Values

Lecture 191 Dcf Valuation Summary

Lecture 192 Dcf Sensitivity Analysis

Lecture 193 Understanding The Capital Structure

Lecture 194 Options Treasury Stock Method

Lecture 195 Options Explained

Lecture 196 Calculation Of In The Money Convertibles

Lecture 197 Calculation Of In The Money Stock Options

Lecture 198 Calculation Of Debt Equity Ratio

Lecture 199 Cost Of Debt Calculations

Lecture 200 Cost Of Equity Calculation

Lecture 201 Enterprise Value Calculation Completing The Missing Links

Lecture 202 Introduction To Relative Valuation

Lecture 203 Relative Valuations Enterprise Value And Equity Value

Lecture 204 Relative Valuations Comparable Comp Sheet

Lecture 205 Understanding Pe Ratio

Lecture 206 Forward And Trailing Pe

Lecture 207 Advantages And Limitations Of Pe

Lecture 208 Understanding Pbv Ratio

Lecture 209 Why Pbv Is Used In Banks

Lecture 210 Pbv And Roe Used For Energy Sector

Lecture 211 Understanding Pcf Ratio

Lecture 212 Why Pcf Used In Oil Gas Gold Real Estate

Section 8: Financial Modeling of Apple Inc.

Lecture 213 Financial Modeling Overview

Lecture 214 Reading the Annual Report

Lecture 215 Revenue Forecasting

Lecture 216 Cost Sheet Calculations

Lecture 217 Linking Cost Sheet Data to Income Statement

Lecture 218 Earning Per Share Calculations

Lecture 219 Computing Weighted Average Shares

Lecture 220 Introduction to Balance Sheet and its Components

Lecture 221 Calculating Net Working Capital

Lecture 222 Cash Conversion Cycle

Lecture 223 Calculating Account Receivable

Lecture 224 Building Assumptions

Lecture 225 Linking Working Capital Values to Balance Sheet

Lecture 226 Forecasting Capital Expenditures

Lecture 227 Forecasting Depreciation Using a Waterfall

Lecture 228 Calculating Ending Net PP and E

Lecture 229 Common Stock and Retained Earnings

Lecture 230 Forecasting Dividend

Lecture 231 Other Current and Non Current Liabilities

Lecture 232 Forecasting Long Term Debt

Lecture 233 Interest Expense Calculation

Lecture 234 Linking Debt

Lecture 235 Circular Reference in Financial Models

Lecture 236 DCF Mechanics

Lecture 237 Modeling Cost of Debt

Lecture 238 Modeling WACC

Lecture 239 Understanding Weighted Average Interest Rates

Lecture 240 WACC Concept

Lecture 241 Time Value of Money

Lecture 242 Opportunity Cost

Lecture 243 Calculating Risk Free Rate

Lecture 244 Calculating Beta and Equity Risk Premium

Lecture 245 Market Value of Equity and Book Value of Debt

Lecture 246 WACC Calculations

Lecture 247 FCFF Concept

Lecture 248 FCFE Concept

Lecture 249 FCFF of Apple Inc

Lecture 250 FCFF Growth Rate Considerations

Lecture 251 NPV of Explicit Period

Lecture 252 Target Share Price Calculations

Lecture 253 Sensitivity Analysis

Lecture 254 Growth Rate and Valuation Relation

Lecture 255 Exit Option

Lecture 256 More on Valuation

This course is particularly useful for those creating financial models as a part of their profession.,From Investment Bankers to Equity Research Analysts to Financial Analysts, most of the finance professionals would find tremendous value in this course.,Students who have been studying finance and want a career in financial modeling should go for this course.,Graduate students who aspire to become investment bankers, financial advisory professionals, consultants,Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills