Building a financial model is essential for investment banking, private equity, or hedge fund professionals. It’s also becoming increasingly important for corporate finance or FP&A roles.
This course is an excellent option for students learning advanced modeling techniques. It covers everything from the basics of financial modeling to creating a 3-statement model.
Basics of Financial Modeling
A financial model is essential for business professionals to analyze a company’s strategic direction. It combines accounting, finance, and data analysis skills to analyze a business strategy critically over the short- and long-term. It also helps business professionals understand and interpret volatile economic information.
This online course is a comprehensive training program that provides students with a well-rounded foundation in the basics of quantitative modeling. Through lectures, demonstrations, and assignments, the course teaches students how to create quantitative models using spreadsheet tools. The program also teaches students financial modeling concepts and practices such as the three-statement model, debt sizing automation, and cash flow modeling.
The financial modeling courses are designed for professionals who wish to advance their careers in the investment banking, private equity, or hedge fund industry. It is ideal for individuals who want to stand out in interviewing and networking sessions with other top investment banks.
Creating a Financial Model
When a financial model is made, more than just the numbers must be accurate. It’s how the data is presented, how you manage the risk, and what backup plans you have in case of a change. That is why it’s essential to understand how your model works and how to change it.
A finance and accounting department relies on these models to help them understand the bigger picture of a company, its market position, and prospects. Those with skills in financial modeling are sought after by banks, equity firms, and business organizations.
This course is perfect for those looking to get desk-ready and start their career in financial modeling. It begins with a gentle learning slope and takes you through the fundamental financial modeling concepts before diving into more advanced topics such as the equity first funding method, debt sizing automation, and scenario analysis.
Scenario Analysis
Financial modeling involves predicting the future based on current and projected data. Accurately predicting these changes can help businesses make decisions and take action before a crisis hits. Models can sometimes be intricate and complex to comprehend. This course is designed to help you simplify financial modeling and make it easier for anyone to understand.
The course begins with a review of the fundamentals of accounting and the structure of different types of financial statements before diving into actual financial modeling in Excel. It includes learning to use more than a dozen Excel features and techniques. Students will also learn to create three distinct financial models using these skills.
The course also covers scenario analysis, sensitivity analysis, debt and equity modeling, and dynamic charting. It is aimed at associates and analysts with significant experience in financial modeling who recognize problems adapting their models and want to take their mastery to the next level.
Forecasting
A strong understanding of financial modeling is a critical skill for professionals in finance. Financial analysts can make informed decisions about investments, mergers, business planning, and more by creating, building, and utilizing models.
The course comprehensively introduces quantitative modeling with Microsoft Excel, covering key concepts and processes. The curriculum consists of 8 modules that provide learners with theoretical concepts and practical knowledge.
This program focuses on the best practices in structuring and presenting fully flexible and auditable models. It covers sensitivity analysis, debt modeling, scenario management, and more. It is an excellent fit for individuals who want to boost their careers in financial modeling, valuation, and investment banking. It requires prior knowledge of the fundamentals of corporate finance and accounting. It is also necessary to have a strong command of Microsoft Excel.
