Building a Financial Model in Excel

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.