Build Financial Models Like A PRO Online Course
1.0 Introduction
Tips to maximise your learning outcomes
Assessment Form
Instructor Welcome Video
Financial modeling overview
2 Topics
Introduction to Financial Modeling Part 1
Introduction to Financial Modeling Part 2
2.0 Microsoft Excel Recap
2.1 Microsoft Quick Tour/Overview
2 Topics
|
1 Quiz
Microsoft Overview Part 1
Microsoft Overview Part 2
Test your knowledge – Excel Overview
2.2 Customize your Excel Interface
2.3 Design your Excel Workbook
2.4 Entering Data In Excel
2 Topics
2.4.1.1. Basic data entry
2.4.1.2. Auto fill & Flash fill
2.4.2. Formatting Data In Excel
3 Topics
|
1 Quiz
2.4.2.1. Basic formatting
2.4.2.2. Custom formatting
2.4.2.3. Cell styles
Check your knowledge – Entering and Formating Data in Excel
2.5 Formulae and Functions Fundamentals
2 Topics
|
1 Quiz
2.5.1. Microsoft Excel Functions part 1
2.5.2. Microsoft Excel Functions part 2
Test your knowledge – Formulae and Functions in Excel
2.6 Boolean Logic
1 Quiz
Check your knowledge – Boolean Logic
2.7 Functions
6 Topics
|
1 Quiz
2.7.1 Logical Functions part 1
2.7.2 Logical Functions part 2
2.7.3 Logical functions part 3
2.7.4 Look Up functions part 1
2.7.5 Look up functions part 2
2.7.6 Date functions
Test your knowledge – Functions
MODULE 2 CASE FILES SOLUTION
BONUS
Microsoft Excel shortcuts and cheat sheet
3.0 Financial Statement Analysis
3.1 Financial statements overview
2 Topics
|
1 Quiz
3.1.1 Financial Statements Overview
3.1.2 Financial Statements Overview Part 2
Check your knowledge – Financial Statements Overview
3.2 Income Statement
1 Quiz
Test your knowledge – Income statement
3.3 Statement of Financial Position/Balance Sheet
1 Quiz
Check your knowledge – Statement of Financial position/Balance sheet
3.4 Cash flow statement
1 Quiz
Test your knowledge – Cash Flow Statement
3.5 Financial Statement Analysis
8 Topics
|
1 Quiz
3.5.0 Financial statement analysis intro
3.5.1 Trend Analysis
3.5.2 Common-size analysis
3.5.3 Profitability ratios
3.5.4 Efficiency ratios
3.5.5 Liquidity ratios
3.5.6 Solvency ratios
3.5.6 Dupont Analysis
Check your knowledge – Financial Statement Analysis
3.6 Limitations of financial statement analysis
MODULE 3 CASE FILE SOLUTION
4.0 Model build
4.1 Financial Model Template
7 Topics
|
1 Quiz
4.1.1 Workbook Framework, Design and Layout
4.1.2 – Model Template Sheet Design
4.1.3 – Constants Used in Modeling
4.1.4 – Model Timeline
4.1.5 – Formatting and Replicating Sheets
4.1.6 – Hyperlinking Model Contents
4.1.7 Prepare your Model cover
Test your Knowledge – Financial Model Template
4.2 Model Sprint
3 Topics
|
1 Quiz
4.2.1.1 Model sprint I
4.2.1.2 Model sprint II
4.2.2 Model Sprint (Practice )
Check your knowledge – Model Sprint
4.3 DANGCEM Model – Business Drivers and assumptions
3 Topics
4.3.1 Review Financial Statements, and layout output sheets
4.3.1.2 Review Financial Statements, and layout output sheets part 2
4.3.1.3 Review Financial Statements, and layout output sheets part 3
4.3.2 Layout assumptions
7 Topics
4.3.2.1 General Assumptions
4.3.2.2 Revenue Assumptions
4.3.2.3 Expenses Assumptions
4.3.2.4 Assets (Capex) Assumptions
4.3.2.5 Financing Assumptions, Equity
4.3.2.6 Financing Assumptions, Debt
4.3.2.7 Working capital and other assumptions
4.4 Model calculations
6 Topics
|
1 Quiz
4.4.1 General & revenue calculations
4.4.2 Expenses calculations
4.4.3 Fixed assets schedule
4.4.4 Debt schedule
4.4.5 Working capital calculations
4.4.6 Other calculations
Test your knowledge – Model Calculations
4.5 Link Output sheets
4 Topics
|
1 Quiz
4.5.1 Income Statement (Yr1 only)
4.5.2 Balance Sheet
4.5.3 Cash flow statement
4.5.4 Complete all output sheets
Check your knowledge – Link output sheets.
4.6 Financial ratio analysis
1 Quiz
Check your knowledge – Financial ratio analysis
MODULE 4 CASE FILE SOLUTIONS
5.0 Model updates/Changes
5.1 Assumption update
5.2 Model driver changes
1 Quiz
Test your knowledge – Model updates/changes
6.0 Scenarios and sensitivity analysis
6.1 Data Validation
6.2 Developer tools
1 Quiz
Check your knowledge – Scenarios and sensitivity analysis
7.0 Executive dashboard
7.1 Dashboard Plan
7.2.1 Chart controls
7.2.2 Charts
7.2.3 Tiles and others
1 Topic
|
1 Quiz
Upload your DangChem Model (Optional)
Test your knowledge – Executive dashboard
8.0 Protect model
8.1 Protect your model
1 Quiz
Check your knowledge – Protect your model
COURSE FEEDBACK
Please share your feedback with us. Thank you!
1 Quiz
FINAL QUIZ
POST COURSE PRACTICE CASE STUDY
Seplat Case study
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Introduction to Financial Modeling Part 1
Build Financial Models Like A PRO Online Course
Financial modeling overview
Introduction to Financial Modeling Part 1
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