Building a Financial Model in Excel

[Level 2] Step-by-step course to learn to build a financial statement model in Excel online | taught by Scott Powell
  • 60 Videos
  • 14 Quizzes
  • 2 Surveys
  • 13 Downloads
  • 4.0 hrs

Course Curriculum

$347.00
FULL ACCESS Bundle - 18 courses and certificates worth over $1,800+ value. Financial modeling, valuation, analysis and more.

Course description

This step-by-step financial modeling course has been taught to thousands of finance professionals at top financial institutions around the world by Scott Powell. In this course you will learn to build a financial model from scratch by working in Excel and following along with the video. Upon successfully completing the course and all quizzes you will obtain your Financial Modeling Certificate from the Corporate Finance Institute and be on your way to break into wall street.

Part 1 - A structured approach to financial modeling:

  • Apply a structured approach to financial modeling in Excel
  • Outline the hallmarks of good financial models
  • Explain the importance of planning, and prep your model structure
  • Building from operating revenues down to operating profit

Part 2 - Forecasting the income statement and balance sheet:

  • Forecast property, plant and equipment and other operating assets
  • Forecast the various components of working capital:
    • Accounts receivable
    • Inventories
    • Accounts payable

Part 3 - Debt and financing schedules:

  • Forecast debt financing and related interest costs
  • Forecast equity financing and dividends
  • Use an iterative analytic approach to managing circular references

Part 4 - Building a free cash flow statement:

  • Understand the importance of error checking
  • Derive a forecast cash flow statement based on a forecast income statement and balance sheet
  • Derive a free cash flow statement that can be used for equity valuation

The course provides essential prep for wall street careers in investment banking, FP&A, corporate development, and other areas of corporate finance. Earn our certification and set yourself apart.






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Instructor

Scott Powell
Scott Powell
Head Instructor, Managing Director, MDA Training

Scott has over 15 years experience designing and delivering Wall Street training programs for bulge bracket investment banks.

As Managing Director, MDA Training North America, he works with clients to design and deliver customized learning solutions. His areas of focus are:

    • Commercial banking
    • Investment banking
    • Capital markets
    • Asset management

Scott's clients include Allied Irish Bank, ATB Financial, Bank of America Merrill Lynch, Brandes Investment Partners, Credit Suisse, Coast Capital Savings, Deutsche Bank, Glenview Capital, HSBC, ING, Intact Insurance, JP Morgan, Royal Bank of Scotland, TD and many others.

Prior to joining MDA Training, Scott worked at Ernst & Young and is both a Canadian and UK Chartered Accountant with an honours degree in politics/economics from Trent University, Canada and a master’s degree in international relations/economics from Cambridge University.

Scott sits on the advisory board of the student-run National Investment Banking Competition and Conference which in 2014 attracted over 150 competing teams from universities across North America.

Reviews (17)

Extremely clear

by Laura Piccinato
Step-by-step guided course on how to build a balance sheet and cash flow statement forecast model using Excel. Would have appreciated a final exercise to recap all the concepts. All the rest was simply perfect.

Intense stuff for a rookie!

by Yves Seybel
Again, great presentation and pace. Downloads easy to follow. I love the segmentation between the short videos; the examples are well done and relevant. The quizzes really help. The math takes a little to get used to (that's the learning!)

Excellent

by Abdulbariy Karimov
So far I found it quite easy to follow, I want to try all courses as soon as possible

brilliant, makes so much more sense now

by Richard Hastings
logical, concise, and interesting
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by brian millen

by Robert Jackson

by efsi hayati

Extremely clear

by Laura Piccinato
Step-by-step guided course on how to build a balance sheet and cash flow statement forecast model using Excel. Would have appreciated a final exercise to recap all the concepts. All the rest was simply perfect.

Intense stuff for a rookie!

by Yves Seybel
Again, great presentation and pace. Downloads easy to follow. I love the segmentation between the short videos; the examples are well done and relevant. The quizzes really help. The math takes a little to get used to (that's the learning!)

Excellent

by Abdulbariy Karimov
So far I found it quite easy to follow, I want to try all courses as soon as possible

brilliant, makes so much more sense now

by Richard Hastings
logical, concise, and interesting

by saiqa saeed

by Aarav Singh

by barbara arnold

by Cara Nowen

Step by step

by Rustom Rupand
I like how this course goes step-by-step through how to build a financial model from the bottom up. Really helpful

A go-to guide to best practices in building a financial model

by Sophie Ngo
James Valentine mentioned in his book "Best practices for Equity Research Analysts" that simplicity trumps complexity in the investment process. The more complicated the model, the greater the likelihood that something will go wrong. This course provides a powerful tool to build a simplified and robust model. It is well-structured with step-by-step and high-quality video instructions that are easy to follow. What I like the most are the downloadable files accompanied with the video instruction. The files are organized based on each exercise and allow me to practice the concept immediately. The quiz at the end is a perfect recap for the concept learned throughout in the course.

by Julian (Jay) Rhind

Step-by-step instructions really helpful

by Rajat Kumar
The topics of financial modelling are well explained and easy to follow. Alternation between video lectures and step-by-step instructions is really helpful to complete the model on your own.

Worth it!

by JJ Walker
I've never taken such a complete step-by-step course for building a financial model before. I like have you alternate between lecturing and working directly in Excel. I had to pause a few times and go back but now I am excited to try building one on my own.

Great ability to go at your own pace

by Sarah Lawson
I've taken several finance courses in undergrad but never one that gave such a complete picture of how to build a financial model. This course really helped me connect the dots from many of my B-Comm courses. It's great to go at your own pace, pause, and re-watch chapters.