Financial Modeling Fundamentals

О курсе

This financial modeling course introduces the principles and practice of building structured, assumption-driven financial models in Microsoft Excel. You will apply Excel modeling best practices to design clear input, calculation, and output sections; write robust formulas; and document assumptions for transparency and auditability that are the core skills in any financial modeling and valuation workflow. Starting with model layout and dynamic functions such as INDEX/MATCH and IFERROR, you will develop driver-based forecasts for revenue, expenses, capital expenditures, and working capital. It is the foundation of sound financial analysis and modeling. You will then integrate these projections into a fully linked three-statement financial model, connecting the income statement, balance sheet, and cash flow statement with automated logic and validation checks. The course also covers scenario analysis, sensitivity testing using data tables, and model error-checking to support sound financial decision-making. By the end of this financial modeling fundamentals course, you will be able to build dynamic, assumption-driven Excel models suitable for business planning, financial modeling and valuation, and performance analysis.

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Учитесь у экспертов

Michael McDonald

Partner, Morning Investments

Starweaver

Global Leaders in Professional & Technology Education