Financial Modeling Using Excel
Learn to develop a financial projection/forecast including an income statement, balance sheet, and cash flow statement (1.5 CPD)
In this course we are going 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. In this course, we are going to concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We will use an approach that keeps model integrity and credibility top of mind throughout development.
Your Instructor
Blair is a many-time corporate director, CFO, educator, innovator, thought leader, presenter, and curiosity generalist. As an academic-practitioner, he’s a perpetual learner who observes and experiments with various financial and management theories in real world context. He shares stories of his successes, failures, and lessons learned to all those who share a passion for further developing their own financial leadership qualities. His focus is on defining and developing a career path for financial professionals aspiring to the Office of the CFO and the Board of Directors. Blair is the author of The Illiterate Executive: An Executive Handbook for Mastering Financial Acumen.
Course Curriculum
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PreviewWelcome to the Course! Get the Overview of What You'll Learn (4:07)
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StartPlanning your Financial Model (9:18)
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StartBuilding a Model Template (12:28)
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StartProjecting the Income Statement (13:03)
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StartProjecting the Balance Sheet (16:37)
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StartProjecting Cash Flows (14:22)
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StartAdvanced Financial Modeling (13:58)
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StartBONUS LESSON: Top 5 Excel Features for Financial Modellers (7:49)
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StartCourse resources: glossary and script
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StartTime to Test Yourself: Take the Course Completion Quiz
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StartCourse Evaluation Form
Frequently Asked Questions
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