Financial Modeling Fundamentals

[Level 1] Learn best practices to build a financial model in Excel with tips and tricks, better formulas, and scenarios planning.
  • 66 Videos
  • 4 Quizzes
  • 1 Survey
  • 8 Downloads
  • 1 Exam
  • 4.0 hrs

Course Curriculum

Qualified Assessment
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$347.00
Full Access Bundle: 22 courses & certificates at $2,000+ value

Course description

Financial modeling fundamentals course overview

Learn the fundamentals of financial modeling online from professional Wall Street trainers. This four-part financial modeling fundamentals course provides tips and tricks for Excel model builders, gives advice on how to audit your financial models, demonstrates how to use better formulas, and shows you how to monitor and handle uncertainty using scenarios planning.


Financial modeling fundamentals course excel


Excel tips and tricks

1 - Learn how to speed up your Excel modeling skills by using keystroke navigation
2 - Significantly improve how you can edit your worksheet by learning how to use editing shortcuts in Excel 2003, 2007 and 2010
3 - Develop the skill every model builder needs in editing and modeling your spreadsheet in mere minutes


financial modeling for beginners


Better formulas for financial modeling

1 - Build flexibility into financial forecasts
2 - Break down complex calculations
3 - Minimize errors in Excel models
4 - Understand Excel function syntax


Excel modeling course


Catering for uncertainty in the model

1 - Learn how to perform sensitivity analysis
2 - Understand how data tables and goal seek can facilitate your model building process
3 - Learn how to measure the impact of future uncertainty on cash flows and profit with scenario planning
4 - Learn how to use scenario and solver tools to see how certain inputs can impact your model


basics of how to build a model


Auditing a financial model

1 - Learn how to quickly and easily find errors and audit a spreadsheet
2 - Understand how the auditing toolbar can help make your spreadsheet error-free
3 - Learn how to use test data to uncover errors


Excel skills course for financial modeling


Included in this module is a PDF – Excel Shortcuts Reference Guide for both PC and MAC - that can be used while taking the course and downloaded to your computer for future reference.


More about the financial modeling fundamentals course

This financial modeling fundamentals course is designed for professionals working in equity research, investment banking, corporate development, financial planning and analysis (FP&A) and other areas of finance and accounting.

For further CPE information, please read before purchasing:

https://corporatefinanceinstitute.com/about/cpe-information/

Note: This course does not offer a certificate. It is an optional prerequisite for the Building a Financial Model in Excel course which will allow you to earn our Financial Modeling Certificate.

Reviews (22)

Very practical course

by Myrian Cristina Fabra Leyton
This is a very practical course for people who want to understand the art of FP&A. Good tips are explained here.

Linked the Puzzles

by Ziad Qasqas
It is the easiest way to link all the related issues in well structured way

A review of Financial Modeling Fundamentals

by Bienvenido Jesus B. Castro Jr., CPA
Highly recommended for those who are just new to financial modeling, clear-cut guidelines from A to Z, thanks CFI team !!
Read more

by ARTURO SOSA CUERVO

Very practical course

by Myrian Cristina Fabra Leyton
This is a very practical course for people who want to understand the art of FP&A. Good tips are explained here.

Linked the Puzzles

by Ziad Qasqas
It is the easiest way to link all the related issues in well structured way

Great course!

by Mohd Choudhry

by Rakan Alsharif

Superb

by Thomas Bråtner

A review of Financial Modeling Fundamentals

by Bienvenido Jesus B. Castro Jr., CPA
Highly recommended for those who are just new to financial modeling, clear-cut guidelines from A to Z, thanks CFI team !!

by brian millen

An excellent course!

by Mustafa Mustansir
It's a must for anybody engaged in building financial models on an ongoing basis. Very well designed and taught. I learned a lot!

by Jean Louisman raboude

Very good overview course

by Miempie De Lange

by Aarav Singh

by Barbara Alvarez

Thanks

by Yembondame Dahmtaré LARE
I learned a lot from this course. Thanks

by barbara arnold

by Cara Nowen

by Rustom Rupand
Good for beginners and great to review all the "best practices"

Awesome Basic Concepts Everyone Needs

by Yasser Alshahrani
I loved how simple and easy to follow instruction. Totally worth every penny! Many thanks Scott

by Jared Blum

by Tim Vipond

Advice for others

by Ron T
If you want to get into investment banking, equity research, of a good finance position you definitely have to take courses like this. Unfortunately university doesn't teach you most of this stuff so you have to take it from professional training companies, and I can say, having taken several of them that this is one of the best. Highly recommend.

Great modeling course

by Chris Wang
The material i've learned exceeded my expectations going into the course. This course is very valuable for my career