Course Highlights
  • Understand the essentials of financial modeling using Excel
  • Understand the financial modeling process
  • Be able to build their first financial forecast model in Excel
  • Be able to build their first financial reporting model in Excel
  • Be able to build their first financial decision making model in Excel
  • Be proficient in financial model design
  • Understand core concepts in finance
  • Know the business of lemonade stands inside out!
Curriculum

2 Topics
Welcome
A few reminders before we begin

6 Topics
How to Take this Course
Jumpstart Intro
Jumpstart - The Financial Modeling Process
Jumpstart - Financial Model Design
Jumpstart - Introduction Case Study - Part 1
Jumpstart - Introduction Case Study - Part 2

11 Topics
Finance & Accounting Principles Overview
Balance Sheet & Capital Structure
Income Statement
Statement of Cash Flows
Financial Forecasting Process
Time Value of Money
Capital Asset Pricing Model
Weighted Average Cost of Capital
Investment Return Metrics
SUMMARY: Finance & Accounting Priciples
Finance & Accounting Concepts

17 Topics
Important Excel Features & Techniques Overview
Anchoring Cells
Data Validation
Conditional Functions
Named Ranges
Conditional Statements
Financial Functions
Reference and Lookup Functions
Dealing with Formula Errors
Importing External Data
Leveraging PivotTables & PivotCharts
Using Solver
Data Tables
Recording Macros
Workbook and Worksheet Security
SUMMARY: EXCEL Features & Techniques
Excel Features & Techniques

7 Topics
Financial Forecasting Model Overview
Financial Forecasting Example Part 1
Financial Forecasting Example Part 2
Financial Forecasting Example Part 3
Financial Forecasting Example Part 4
Financial Forecasting Example Part 5
SUMMARY: Financial Forecasting Model

6 Topics
Financial Reporting Model Overview
Financial Reporting Example Part 1
Financial Reporting Example Part 2
Financial Reporting Example Part 3
Financial Reporting Example Part 4
SUMMARY: Financial Reporting Model

8 Topics
Financial Decision-Making Model Overview
Financial Decision-Making Example Part 1
Financial Decision-Making Example Part 2
Financial Decision-Making Example Part 3
Peak Capital
Financial Decision-Making Example Part 4
Financial Decision-Making Example Part 5
SUMMARY: Financial Decision-Making Model

2 Topics
Building a Back of the Envelope Rental Income Property Model Part 1 of 2
Building a Back of the Envelope Rental Income Property Model Part 2 of 2

1 Topic
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1 Topic
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Introduction to Financial Modeling for Beginners

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