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360° Financial Modeling and Valuation

A Non-Textbook approach to learn Industry Best Practices and Common Pitfalls

Don’t just learn how to develop financial statements and theory behind valuation. Learn the techniques that WoW industry leaders and become HOT in the job market

  • Video Lessons = 50+ (5 Hrs)
  • Lifetime Access
  • Lifetime Support

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360 Financial Modeling & Valuation

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Introduction

Learn and become Master at Financial Modeling with a project-based online course taught by our industry expert who has served both MNCs and start-ups. This Financial Modeling Course will help you become a successful finance professional and help you in building fully linked and dynamic financial models from scratch for different industry types.

 

Only for People who are serious to launch a career in Investment Banking, Private Equity, Hedge

What you’ll learn in Financial Modeling Course?

Here you’ll learn to:

What you will learn

✓ Apply performance ratios: Perform robust vertical and horizontal income statement analysis by applying various performance ratios

✓ Approach income statement performance: How to approach the benchmarking income statement performance against an appropriate peer group

✓ Business Forecast: Build Formulas and the key business assumptions that will help you derive the forecast

✓ Build Powerful Presentation: Prepare Presentations, build Dynamic Charts and graphs that will help to illustrate financial trends regarding inflation, interest rate, etc

✓ Create Revenue Models: Building the format of the income statement and Creating Revenue Models

✓ Calculate the free cash flow: Calculate the free cash flow to the firm, create the balance sheet and work on the cash flow and income statement for the entire forecast period

✓ Data Visualization: Work on interactive Dashboards and Various Data Visualization Techniques

✓ Determine the Performance: Make budgeting plan, work on Projects and determine the Performance and suitability of your entity

✓ Make business decisions: Examine the financial information in order to make business decisions

✓ Make investment decisions: Analyze financial information to estimate forecasts for the industry, business, & economic environment in order to make investment decisions

✓ New regulations and policies: Maintain knowledge and stay abreast of new regulations and policies in ✓ business law, taxation, financial reporting regulations that may affect investment policy

✓ Present Financial Statement: Do Fixed Asset schedule calculation, Debt Schedule Calculation and Interest Calculation

✓ Profitability analysis: Do Accurate Calculation needed for the Rates of return and profitability analysis

✓ Scenario Analysis: Work on the Structuring the Financial Model. Do the Scenario Analysis necessary for the Business and the Investment Opportunity

✓ Valuation: Find out the Weighted Average Cost of Capital and the Terminal Value and do Absolute Performance Analysis and Absolute and Relative Valuation

Why choose this Financial Modeling Course?

Why Choose US?

Conceptual explanations: Get an overview of the financial concepts that are required to be understood by the Finance Aspirants. You’ll learn from the conceptual explanations that command proficiency over financial statements and its various and theory behind the valuation

Case Studies: The Case Studies are specific and most commonly explain about Investment Banking, Private Equity and Hedge. The concepts are well explained through practical scenarios that support specific client requirements

Common pitfalls: Financial models are really critical. If you need to do effective financial planning or build a model, our video tutorials will make sure you avoid the common pitfalls and help you get into the top 1% bracket smoothly. Also, it will help you learn how to effectively use the shortcuts and tools that help in forecasting and to perform accurate calculations

Best practices: We teach our tried and tested techniques. We do not over-think or over-complicate the assumptions. All our Video Tutorials are made using the simple techniques and Industry secrets which we have followed for many years in the field. We have tried turning the quantitative cases into qualitative ones using Best industry-based practices in order to provide a healthy understanding to our Learners

Smart-paced: Making advancement in the way people learn. A Smart and self-paced course giving slow-learners the opportunity to practice while fast learners can quickly skim through. Every minute spent watching the video tutorial promises High ROI

Industry Updates: Our team of Experts are constantly hunting for updates in the industry. We revise and update our course materials if required. This is mainly to respond to the ever-changing needs of our clients and the markets where we operate

Who’s this course for?

Who is this for

Anyone who’s serious for a career in Investment Banking, Private Equity, Hedge Funds, Equity Research, Corporate Finance and related fields

Business and finance practitioners who are eager to improve Excel and Financial modeling skills

Learners who wish to be Accountants, Business planners, Commercial Bankers, Executives, Managers working with Banks, Project Managers, Portfolio Managers, Risk Managers, Research Analysts, Strategy Decision Makers and all those who belong to the finance department in all types of the different firms

Anybody who wants to study the world of finance and who wishes to and jump in the money related decision making

Any individual who is interested to gain knowledge in this field out of passion or curiosity.

If you’re somebody who is into numbers and absolutely enjoys the calculation part in spreadsheets

Any individual who is really committed to being a financial modeler and thinks he/she could go through this comprehensive course seamlessly

LEARNER TESTIMONIAL

I would like to tell you that I am very impressed with your courses so far – I particularly like the short videos that allow me to get to a topic quickly and then move on (your competitors mostly offer 20-30 min videos which is a bit much to keep one’s attention span). The other gem in your training are the shortcuts, I found no other course with the same insights.

peter-kuluberg-excel
Peter Klugsberger
ex-McKinsey & Co. served various senior roles (CEO, COO) in various companies

Because I use spreadsheets daily, I’m often using the Shift+down arrow to highlight and then manipulate data. Of course, this takes FOREVER! As I am advancing in my role at work, it is very important for me to learn more advanced Excel skills. I chose this video b/c it was short and condensed. I could literally watch it on my breaks at work and then use it right away. I really like that. Well done!

barbara
Barbara Jones
Finance Professional

I’ve been using Pivot Tables for a couple of years, so was expecting most of this to be familiar. But this course proved me wrong. From simple tips and keyboard shortcuts, to whole features I never knew existed, I constantly found myself muttering things like “oh wow, I had no clue about that”. Things that I can actually put into practice in my job. It’s a great feeling. Kudos to the team on a great course

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Peter Thomas
Accounting Professional

We have helped this company

with Exact Strategy applied in this course

Compnmaies without BG

About the Instructor

The instructor of this course has extensive experience in Financial Modeling:

Peter Thomas

✪ Passed all three levels for CFA Program
✪ Worked in the Financial advisory unit of a top-tier consulting firm
✪ Experience in transactions carried out in the US, UK, GCC, Singapore, India, Hong Kong
✪ Experience in Banking, Retail, Real Estate, Telecommunication, Infrastructure,
Agriculture
✪ Part of fund diligence in multiple investment/M&A deals with sizes ranging from $2mn
to $100mn
✪ Worked on company valuations, due diligence analysis, impairment tests, bankruptcy
proceedings, cash flow analysis, and more.

COURSE CURRICULUM

Overview of Financial Modeling

  • What is Financial Modeling? A process used to aid investment decisions
  • Uses: Valuation/Business Plan/Project Evaluations
  • What is Financial Statement Analysis (FSA)? Overview of Financial Statements
  • Users of FSA and where to find the financial statements
  • Key Concepts: Time Value of Money, Double Entry Accounting, Accrual Accounting
  • Three Phases: 1. Populating Historical 2. Forecasting Financial Performance 3.

Building a Financial Model

  • Determining the color palette, historical & forecast time frame, formatting (column, width, font type, font size, color coding – Historical, Forecast, Drivers, etc.)
  • Grouping sheets while building similar structures
  • Building IS and BS with Vertical and Horizontal Analysis and CAGR
  • Creating Assumptions/Schedules Sheet to modify drivers of forecasted line items
  • Linking the items across the financial statements and other sheets
  • Deciding Key Driving Rates: Historical, Company Guidance, Analyst’s Judgement

Income Statement

  • Building the format of the income statement and appropriation account
  • Creating revenue model with relevant drivers that are regularly disclosed by the company
  • Income (Core & Ancillary) and Expenses (Operating, non-operating, interest, tax)
  • Margin Base: Gross Profit, EBITDA, EBIT, Net Profit

Balance Sheet

  • Items to include from current assets & current liabilities in working capital calculation
  • Waterfall method of depreciation and CapEx with reinvestment ratio
  • Fixed Asset schedule calculation
  • Debt Schedule Calculation
  • Interest Calculation
  • Calculate Age, useful life, remaining useful life of assets using Gross Block, Accumulated Depreciation, Net Block and Annual Depreciation

Cash Flow Statement

  • Cash Flow from Financing Activities
  • Net Change in Cash
  • Opening and Closing Balance
  • Balancing Figure
  • Direct vs Indirect format of the Cash Flow Statement

DCF

  • Free Cash Flow to the Firm (FCFF) vs Free Cash Flow to Equity (FCFE)
  • WACC, BETA, CAPM Calculation
  • Sensitivity Analysis on target price comparing growth and WACC in GGM

Relative Valuation

Equity Value Multiples vs Enterprise Value Multiples

Summary Sheet/Output/Dashboard

Smartly linking key financial line items to easily update periodic data

Graphical Representation

Combining more than one relevant line item in a single chart

Ratio Analysis

Liquidity Ratios
Leverage Ratios
Efficiency Ratios
Coverage Ratios
Profitability Ratios

Price Chart

Rebasing the price and the index with beta calculation

Quarterly Sheets

Strengthen first year forecast by annualizing the quarterly data

START LEARNING

Office Training Bundle Package

Lifetime Access

Financial Modeling Course
$149
  • 177+ Course Lessons
  • Downloadable Sample Files & Ebook
  • LinkedIn-verifiable Certificate
  • Exclusive Webinars
  • Lifetime Support
  • Lifetime Video
  • Lifetime Free Updates
Get Instant Access

What Student Say?

The Course instructors at Yoda Learning are at Par. My only Weakness till date was Excel which is long gone now. Not only I’ve learned about Excel but I can confidently do VBA Coding and automate my Regular Excel Tasks. A colleague of mine made me watch a Couple of your Videos where you have taught Excel Tricks. And since it had a Lifetime Support it really motivated me to take your Course. Thank you so much for delivering your Best knowledge.

Peter Thomas
Peter Thomas
Sr. Consultant

I have all the courses from Yoda Learning. I consider it as one of the best platforms in making Learning easier for its Learners. The Courses here are comprehensive and one of the easiest Courses on the Online Platform in recent times. Professionally explained. I love the takeaways from the Course. It’s amazing especially the Money back Guarantee which gives you the Confidence to take the course.

Barbara_Kern
Barbara Pern
Data Analysis

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How does it work?

The process is really smooth. After enrolling for the Course, you’ll get a link. With the given link you can register for the course. Enjoy lifetime access and support with the course. Watch the video courses 24×7 as per your interest.

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Frequently Asked Question

FAQ

How can newbies join Financial Modeling Course?

The learners who are completely new to the world of finance and Excel, may find it a bit difficult to follow the pace of this program. In order to learn Financial Modeling, you need to learn various financial concepts (like balance sheet, profit-loss accounts, PowerPoint skills and cash flow statements) after knowing these skills you can easily be a part of Financial Modeling program Excel beginners are good to go. . You need to be an excel novice to join this Online Course. Learners even watch Excel Tutorials for Beginners series if they don’t have any Excel knowledge.

What version of Excel do we use in this program?

Excel 2007 or above is highly recommended if you want to learn Financial Modeling properly. So, if you’re still using Excel 2003, it’s time to upgrade. In order to view all the demos and videos tutorials easily, you can use Excel 2007. Whenever we discuss about an incompatible feature, we provide some alternatives for Excel 2003. This is not always possible. Few of the examples and scenarios can be well implemented and executed in Excel 2003 as well but in order to avoid any kind of issues 2007 and above would be best

What should I do to learn the lessons easily?

• You should know the basic Accounting Fundamentals
• Be aware of the basic Excel tips and tricks
• A computer with a modern browser
• Excel 2007+
• Speakers or ear phones that can give you a good quality output while understanding the Course lessons
• Time and zeal to learn Financial Modeling

What to do if I’ve got questions or doubts?

Once you take any Course from Yoda Learning, you get Lifetime Support. You can go through the Video Tutorials as many times as you wish and shoot us your questions and doubts whenever you want. We have the best instructors with us who expertise in Financial Modeling and will answer your questions whenever they get time. The instructors solve questions and doubts related to Course Material.

What happens when I’m done viewing all the lessons?

Once you’re done viewing the Financial Modeling Course from Yoda Learning, you can watch it again. Once you enroll in any Online Course from Yoda Learning, you can view it at your leisure hours and feel free to repeat the lessons and ask questions and doubts if you have got any.

Does Financial Modeling Course offer Price Value?

Financial Modeling Course from Yoda Learning will offer you greater value than any other online Course. It is perfectly priced and is the best to boost your career skills. Financial Modeling is a highly sought after Program and an area of work in order to learn how to develop proper financial models which can be used to add tremendous value to your career. Here, all our courses are priced at a very reasonable rate and the price conveys value. However if you find it an expensive option, I can totally understand you.

Student

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