Financial modeling and valuation are at the heart of corporate finance, investment banking, and equity research. This course is designed to help you master Excel as a professional tool for analyzing businesses, forecasting performance, and determining value.
Whether you’re preparing for a finance career, running your own business, or simply looking to strengthen your financial skills, this complete guide will take you step by step through the techniques used by top financial analysts worldwide.
What You Will Learn:
What is Financial Modeling? Why It Matters
Types of Financial Models
Overview of Valuation Methods (DCF, Multiples, LBO, etc.)
Excel Interface, Shortcuts, and Best Practices
Formatting and Layout for Financial Models
Key Excel Functions for Finance (IF, INDEX, MATCH, VLOOKUP, etc.)
Dynamic Named Ranges and Data Validation
Auditing and Error Checking Techniques
Introduction to the 3-Statement Model
Building the Income Statement
Constructing the Balance Sheet
Linking the Cash Flow Statement
Adding Assumptions and Scenarios
Profitability Ratios
Liquidity and Solvency Ratios
Efficiency Ratios
ROIC, ROE, and EVA
Creating Dashboards and Summary Sheets
Introduction to Valuation
Discounted Cash Flow (DCF) Valuation – Theory
Building a DCF Model in Excel (Step-by-Step)
Relative Valuation: Comparable Company Analysis
Precedent Transactions Analysis
Sensitivity Analysis and Data Tables
Scenario Analysis and Monte Carlo Simulations
Circular References and Iterative Calculations
Forecasting Revenue and Expenses
Leveraged Buyout (LBO) Model Basics
Why This Course?
Covers techniques used in investment banking, private equity, and consulting
Suitable for learners with basic Excel knowledge through to professionals refining their skills
By the end of this course, you will have the skills to confidently build financial models, analyze company performance, and perform accurate valuations—all within Microsoft Excel. This knowledge will empower you to make better financial decisions, support investment recommendations, and stand out in the competitive finance industry.
