The course work involves the following:

• Reading Material
• Video Tutorials
• Reusable, modifiable Valuation Modeling Excel templates
• Live Chat Support to resolve queries and clear the doubts on a real time basis
• Interactive Check Your Understanding (CYU) questions
• Home Work (comprising of assignments and submission of projects which will be evaluated by experts through an e-mail correspondence)
• Final Assessment
• Test and Certification (are optional depending on individual need of the learner)

Course Sections

• Overview of Financial Modeling
• Getting Familiar with Excel Basics
• Working with Advanced Excel
• Preparing a Financial Model
• Discounted Cash Flow (DCF) Analysis

Course Goals and Objectives

This course will help you in understanding the Financial Modeling. By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance.

Here you will get a thorough understanding of how to work with Advanced Excel tools and gain relevant skills to build good, integrated financial models. This course builds upon, and implements in Excel, the fundamental financial analysis topics. It will help you understand the performance of business, ongoing projects, and investments.

Knowledge of Advanced Excel will further help you in evaluating business options and risks in a cost effective manner against a range of assumptions. It helps in identifying optimal solutions and evaluating financial returns. Not only this, it will also help you explore the practical usage of advanced excel functions in a financial model.

It focuses on how to build a Full DCF model and will help you gain an expertise in doing valuation analysis in investment industry. You will be able to improve your efficiency and will be able to do valuation much quicker after undergoing the module on Discounted Cash Flow (DCF).

During this course, you will create your own financial model which you can take away and use for future reference. You will learn how to design and create a user-friendly model, which can be used by anyone with limited knowledge of Excel.

Topics covered include

• Learn Excel Basics – Menu Commands, Data Manipulation, and Formatting
• Gain Excel Proficiency – Calculations, Functions, Formulas, and Excel best practices
• Gain Excel Expertise – Data Tables and Macros
• Incorporate Excel Functions – Graphs; Charts; Direct/Indirect linking; Pivot table; Auto filter & Advance Filter; Conditional Formatting
• Excel and Financial Modeling – Introduction to modeling techniques; Excel and its role in Financial Modeling
• What do you understand by Financial Modeling?
• What are the steps involved in preparing a financial model?
• How to go ahead with modeling preparation?
• What do you understand by projections?
• What are the key assumptions that determine important performance measures?
• How do you determine quality of assumptions?
• What are the drivers that derive projections?
• What is the importance of projecting financial statements?
• What are the components required for projecting model?
• What are the different methods used to prepare financial statements?
• What are the historical ratios used to derive projections?
• How to build an Earnings Projection Model?
• How to prepare Depreciation Schedule?
• How to prepare Amortization Schedule?
• What do you understand by DCF Analysis?
• How to calculate Terminal Value (Exit Value, perpetuity Growth Method)?
• How to work on Discount Rate (cost of debit, cost of Equity, CAPM)?
• How to calculate Sensitivity Analysis (TABLE Function)?
• How to calculate Equity value multiples: P/E, P/CF, P/BV, PEG, and Dividend Yield?
• How to build a Full DCF Model?

Hands on experience

Interactive CYUs, home assignments, project submission, project evaluation done by industry experts and feedback shared accordingly.