Overview
What is Financial Modeling? Why It Matters, Types of Financial Models, Overview of Valuation Methods (DCF, Multiples, LBO, etc.), Excel Interface, Shortcuts, and Best Practices, Formatting and Layout for Financial Models, Key Excel Functions for Finance, Building the Income Statement, Constructing the Balance Sheet, Linking the Cash Flow Statement, Profitability Ratios, Introduction to Valuation, Discounted Cash Flow (DCF) Valuation, Relative Valuation: Comparable Company Analysis, Precedent Transactions Analysis and more
Anyone who wants to transform Excel skills into practical financial expertise, Students pursuing careers in finance, accounting, or investment banking, Entrepreneurs and business owners who want to understand company valuation, Professionals working in corporate finance, equity research, or consulting
No prior excel experience required
Financial modeling and valuation are at the heart of corporate finance, investment banking, and equity research. This course is designed to help you master Excel as a professional tool for analyzing businesses, forecasting performance, and determining value.
Whether you’re preparing for a finance career, running your own business, or simply looking to strengthen your financial skills, this complete guide will take you step by step through the techniques used by top financial analysts worldwide.
What You Will Learn:
What is Financial Modeling? Why It Matters
Types of Financial Models
Overview of Valuation Methods (DCF, Multiples, LBO, etc.)
Excel Interface, Shortcuts, and Best Practices
Formatting and Layout for Financial Models
Key Excel Functions for Finance (IF, INDEX, MATCH, VLOOKUP, etc.)
Dynamic Named Ranges and Data Validation
Auditing and Error Checking Techniques
Introduction to the 3-Statement Model
Building the Income Statement
Constructing the Balance Sheet
Linking the Cash Flow Statement
Adding Assumptions and Scenarios
Profitability Ratios
Liquidity and Solvency Ratios
Efficiency Ratios
ROIC, ROE, and EVA
Creating Dashboards and Summary Sheets
Introduction to Valuation
Discounted Cash Flow (DCF) Valuation – Theory
Building a DCF Model in Excel (Step-by-Step)
Relative Valuation: Comparable Company Analysis
Precedent Transactions Analysis
Sensitivity Analysis and Data Tables
Scenario Analysis and Monte Carlo Simulations
Circular References and Iterative Calculations
Forecasting Revenue and Expenses
Leveraged Buyout (LBO) Model Basics
Why This Course?
Covers techniques used in investment banking, private equity, and consulting
Suitable for learners with basic Excel knowledge through to professionals refining their skills
By the end of this course, you will have the skills to confidently build financial models, analyze company performance, and perform accurate valuations—all within Microsoft Excel. This knowledge will empower you to make better financial decisions, support investment recommendations, and stand out in the competitive finance industry.
Brighter Futures Hub
I will share my knowledge with students through the Brighter Futures Hub on Udemy. Over 17 years of experience in the IT field and a strong passion for digital education, I specialize in creating engaging, practical, and easy to follow online learning experiences. my mission is to empower learners from all backgrounds to build real world skills and unlock new opportunities through quality eLearning.
Throughout my career, I’ve helped thousands of students gain confidence in IT, software tools, and professional development topics. My teaching style is clear, structured, and hands-on—designed to make even the most technical concepts approachable and applicable. Whether you're just starting out or looking to enhance your career, I’m here to guide you every step of the way.
Join Brighter Futures Hub—and take the next step toward your brighter future.