Beginner to Pro in Excel: Financial Modeling and Valuation
- Master Microsoft Excel and many of its advanced features
- Become one of the top Excel users in your team
- Carry out regular tasks faster than ever before
- Build P&L statements from a raw data extraction
- Build Cash Flow statements
- Discover how to value a company
- Build Valuation models from scratch
- Create models with multiple scenarios
- Design professional and good-looking advanced charts
- Microsoft Excel 2010, Microsoft Excel 2013, Microsoft Excel 2016, or Microsoft Excel 2020
**Updated for June 2020!**
Do you want to learn how to use Excel in a real working environment?
Are you about to graduate from university and start looking for your first job?
Are you a young professional looking to establish yourself in your new position?
Would you like to become your team's go-to person when it comes to Financial Modeling in Excel?
If you answered yes to any of these, then this is the right course for you!
Join over 119,002 successful students taking this course!
The instructor of this course has extensive experience in Financial Modeling:
Worked in the Financial advisory unit of a top-tier consulting firm
Experience in transactions carried out in Italy, Germany, Switzerland and Poland
Worked in the in-house Mergers & Acquisitions department of a large multinational corporation
Been a financial advisor in multiple M&A deals with sizes ranging from €2 million to €5 billion
Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.
Learn the subtleties of Financial Modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues.
A comprehensive guide to Financial Modeling in Excel:
Become an Excel expert
Learn how to build sound Financial Models and stand out among your colleagues
Gain an in-depth understanding of the mechanics of Company Valuation
Build your files professionally
Demonstrate superior Excel skills at work
Be prepared from day one for your Investment Banking, Financial Advisory or Consulting career
What we offer:
Well-designed and easy-to-understand materials
Detailed explanations with comprehensible case studies based on real situations
Downloadable course materials
Regular course updates
NEW! Includes professional chart examples that are 1:1 with those used by major banks and consulting firms.
By completing this course, you will:
Be able to work comfortably with Microsoft Excel and many of its advanced features
Become one of the top Excel users in your team
Be much quicker at carrying out regular tasks
Be able to build a P&L statement from a raw data extraction
Be able to build a cash flow statement
Know how to value a company
Be able to build a valuation model from scratch
Know how to create a model with multiple scenarios
Know how to create professional and good-looking advanced charts
About the course:
An unconditional Udemy 30-day money-back guarantee – because we believe in the quality of our content
No significant previous experience is needed to understand the course properly and benefit from its content
Unlimited access to all course materials
Emphasis on learning by doing
You can always contact us for any clarification free of charge
Our goal is to take your Microsoft Excel and Financial Modeling skills to the next level
Make an investment that will be highly rewarded in career prospects, positive feedback, and personal growth.
This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position.
People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills.
Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now!
- Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc.
- Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills
This opening section will take you through the basics of Excel. An easy-to-understand introduction that will bring you up to speed in no time.
Some of the topics and concepts discussed in this lesson:
·Row and Column references
·Basic operations in Excel: Copy, Paste, Paste Special, Cut, Undo, Redo
The IF function tests whether a certain condition is true or false. It works in the following way:
1.Excel tests whether the logical test, which is the first argument of the function, is satisfied
2.If the logical test is satisfied, Excel delivers value A (the second argument of the function)
3.If the logical test is not satisfied, Excel delivers value B (the third argument of the function)
SUM functions are widely used in Excel. They allow us to add the numbers within a given cell range
1.SUM has only one argument – the range of cells to be summed
2.SUMIF allows us to add the cells within a range, which satisfy a given criterion
3.SUMIFS is able to add up values in a range of cells that satisfy multiple conditions
This lesson is dedicated to Excel’s COUNT functions. They are applied when we need to count the cells within a range that contain numbers, text, or satisfy specific conditions. In particular we will be examining:
1.COUNT - counts the number of cells that contain numbers
2.COUNTA - counts the number of cells that contain text
3.COUNTIF - returns the number of cells that satisfy a specific condition
4.COUNTIFS - counts the number of cells within a given cell range, if multiple conditions are satisfied
Text functions are an indispensable tool for any Excel user. In this lesson, we will focus on three types of text functions:
1.Text functions extracting a part of a cell - LEFT, RIGHT and MID
2.Functions changing the case of a text - UPPER, LOWER and PROPER
3.Combining cell values of multiple cells - & and CONCATENATE
Transferring data efficiently is at the heart of your success in Microsoft Excel. This lesson provides an easy to understand introduction to two of the venerable functions in Excel:
1.Vlookup – finds a lookup value in the leftmost column of a table and returns a corresponding value
2.Hlookup – finds a lookup value in the top row of a table and returns a corresponding value
The combination of Index and Match is our favorite tool for looking up data. It is a flexible instrument that overcomes some of the shortages of Vlookup and Hlookup;
1.Index extracts the value lying at the intersection of a particular row and column
2.Match returns the relative position of an item
3.The combination of Index & Match - Index needs as an input relative positions within a range, Match delivers those relative positions by finding the lookup value
Error messages are undesired in Excel spreadsheets for several reasons:
1.If a range contains a cell with an error, this impedes us from carrying out operations with the entire range
2.They disturb the eye of Excel Users
3.A file containing error messages cannot be shown to external users
IFERROR resolves these issues. The function tests whether a given cell contains an error, and if it does it replaces the error message with a value specified by the Excel user
CHOOSE is a great tool for Financial Modeling. It allows Excel users to build various scenarios, which can be critical when dealing with an uncertain environment and building a dynamic model.
CHOOSE has n arguments, which can be divided into two groups – its index number (the first argument) and the rest of the arguments.
·The Index Number determines, which argument will be selected
·The rest of the arguments are the values from, which CHOOSE selects
Goal Seek is part of the “What-if” analysis tool within Excel. It is a nice instrument that allows users to find a desired result for a given parameter by changing other parameters related to it.
Three inputs are required in order to use the Goal Seek functionality:
1.A cell to set
2.The value to which we would like to set the cell
3.A cell to modify
Pivot Tables are one of Excel’s most powerful features. They allow us to synthesize and elaborate, with ease, large amounts of data.
In this lesson we will learn how to:
1.Create a Pivot Table
2.Introduce different variables to the Pivot Table Report
3.Choose the type of calculation that you want to use to summarize data
Before managing big data, you must understand it first. That is why in this lesson we will focus on understanding our data source. The data in the source sheets is structured in the following way:
1.Name of P&L account
2.Partner company number (indicates whether a transaction was registered with a related or with an external counterparty)
3.Name of Partner company
The Database sheet unites all three years of data together. The only fields that are missing are the actual amounts that were observed for each line item during the three years.
In this lesson, we will fill in the amounts observed for each code with SUMIF. In addition to that, we will use a method that would help us understand whether we have worked correctly or not.
In one of our previous lessons we used VLOOKUP in order to fill some of the fields in the Database sheet. In this video we will show you two things:
1.INDEX & MATCH is a suitable replacement of VLOOKUP in Microsoft Excel
2.In certain situations INDEX & MATCH is more powerful than VLOOKUP
In this lesson, we will organize all categories obtained in the “Mapping” exercise into a P&L statement. In order to do that we will have to:
1.Copy all categories into a new sheet
2.Remove duplicate values
3.Order the categories in order to form a meaningful P&L format
Correct formatting will result in a greater initial and lasting impression of your work. In this lesson we will add a few important formatting details to our existing P&L structure – place units of measurement and financial period on top, add subtotal and total lines etc.