Overview
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Learn how to build financial models that can be used in corporate finance, investment banking, and for firm valuation.
Syllabus
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Introduction
- Using Excel for financial modeling
- What you should know before watching this course
- What is financial modeling?
- Why is financial modeling important?
- Business questions and financial models
- Data for a model
- Sources of data
- Gathering data from FRED for Excel
- Getting started with the project
- Excel tips for financial modeling
- Foundations of the model
- Linking financial statements
- Three-statement financial model
- Setting source parameters
- Assumptions in financial statements
- Forecasting in financial statements
- Putting it all together
- Improving model quality
- Financial modeling strategies
- Sensitivity analysis and financial models
- Adding visuals to a financial model
- Financial valuation models
- Cash flows in the valuation model
- Terminal value in a valuation model
- Interpreting a DCF model
- Beyond the basics in financial models
- Corkscrews and models
- Waterfalls and models
- Adding toggles to a financial model
- Model outputs
- Hiding tabs and making models readable
- Stress testing models
- Interest rate assumptions in models
- Discount rates in models
- Top-down financial models
- Bottom-up financial models
- IRR decisions in financial models
- NPV decisions in financial models
- Limits of financial models
- Characteristics of financial models
- Modeling in banking
- Modeling in corporate finance
- Modeling in investments
- Applications of financial models
- Bitcoin and cryptocurrency valuation modeling
- Updating financial models
- Maintaining ongoing financial models
- Next steps
