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
  • 7 Downloads
  • 4.0 hrs

Course Curriculum

$347.00
Full Access Bundle: 20 courses & certificates at $2,000+ value

Course description

Learn the fundamentals of financial modeling online from professional Wall Street trainers. This four part series 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.

Part 1 - Excel tips and tricks

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

Part 2 - Better formulas

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

Part 3 - Catering for uncertainty

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 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

Part 4 - Auditing a 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


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.


Learn financial modelling online course


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Financial modeling course


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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)

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 !!

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!
Read more

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

Tips and tricks really helpful

by Stacy Rustom
I really liked all the best practices and tips for setting up a model. The downloaded template is helpful for me to use in the future.

Easy to follow

by JJ Walker
I've taken several online financial modeling courses and this one is one of the best - very easy to follow with great step-by-step instructions.

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