In this course we learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes.
We concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We use an approach that keeps model integrity and credibility top of mind throughout development.
Prerequisites
Prerequisite: Basic proficiency with accounting and Excel
Advanced Preparation: None
Learning Objective
- Identify a disciplined approach for using Excel to develop financial analysis
- Discover how to prepare financial projections of the income statement, balance sheet, and statement of cash flows
Last updated/reviewed: March 5, 2024
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Blair Cook
Partner
INTRODUCTION AND OVERVIEW
- Course Overview 4:07
Financial Modeling Using Excel
- Planning your Financial Model 9:19
- Building a Model Template 12:29
- Projecting the Income Statement 13:13
- Projecting the Balance Sheet 16:37
- Projecting Cash Flows 14:22
- Advanced Financial Modeling 13:58
Conclusion/Bonus Lesson
Continuous Play
- Financial Modeling Using Excel 1:31:50
Lesson and Solutions
- Start and Solution 2 XLSX
- Start and Solution 3 XLSX
- Start and Solution 4 XLSX
- Start and Solution 5 XLSX
- Start and Solution 6 XLSX
SUPPORTING MATERIALS
REVIEW & TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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