Udemy - Intro to Financial Modeling

Description

Requirements

Familiarity with excel

Description

This course will teach you how to use two years of historical income statement data and two years of historical balance sheet data to build a fully integrated financial statement model. It is designed for those new to financial models.

Section 1 will introduce the accounting equation and the three primary financial statements in the context of building a financial model. The content starts with the accounting equation, which is the single most important concept in accounting. The remaining three videos introduce the financial statements one at a time with a focus on the relationships that are important as you build financial models.

All of the material is provided via video-driven instruction with notes in pdf format to help follow along.

Section 2 will walk through integrating the three primary financial statements and creating a five-year projection. The first video provides a quick overview of the process. It is an easier process to grasp if thought of as a series of steps. It will also make it easier to measure progress as you work through the longer video. The video in Lecture 2 will walk you through the process of building the model cell by cell.

Because you are walking through the entire process of building a model, the video in Lecture 2 runs long: 35 minutes total. My advice would be to download the excel template attached to this lecture and build the model as the video progresses. Building the model yourself is the best way to fully understand the process.

In my opinion, if you want to build a strong financial modeling skill set, a thorough understanding of how an integrated financial statement model works is one of the most important things you can learn.

The last video in this section will explain circular references and how to fix broken models. It can be incredibly frustrating to finish a model and realize that it does not “balance.” This video will help avoid that frustration.

I hope the content is useful to you! Please feel free to email me ([email protected]) with any feedback.

Note: The longer video has some white noise in the background that I am having edited out. I hope to have a cleaner audio file up soon. Thanks for your patience!
Who is the target audience?

Students
Investment banking analysts
Entrepreneurs

Files (83)

TutsGalaxy.com.txt41 B
[Tutsgalaxy.com] - Intro to Financial Modeling/TutsGalaxy.com.txt41 B
Torrent_downloaded_from_Demonoid_-_www.demonoid.pw_.txt59 B
Read Me.txt80 B
[Tutsgalaxy.com] - Intro to Financial Modeling/03 Housekeeping/009 Where Are the Financial Modeling Files.html563 B
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/016 Capital Asset Pricing Model.html642 B
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/053 Peak Capital.html704 B
[Tutsgalaxy.com] - Intro to Financial Modeling/01 Intro to the Course/003 Finish the course and well endorse your skills on LinkedIn.html4.48 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/quizzes/002 Excel Features Techniques.html5.76 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/quizzes/001 Finance Accounting Concepts.html5.91 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/10 Bonus Discussion/attached_files/058 Building a Back of the Envelope Rental Income Property Model Part 1 of 2/BOE-New.xlsx16.83 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/attached_files/007 Jumpstart - Introduction Case Study - Part 1/Financial-Modeling-Introduction-Blank.xlsx22.93 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/attached_files/037 Financial Forecasting Example Part 1/Case-Study-1-Financial-Forecast-Blank.xlsx66.35 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/attached_files/037 Financial Forecasting Example Part 1/Case-Study-1-Financial-Forecast-Completed.xlsx80.4 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/attached_files/011 Balance Sheet Capital Structure/Time-Value-of-Money-Investment-Metrics.xlsx80.62 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/attached_files/007 Jumpstart - Introduction Case Study - Part 1/Financial-Modeling-Introduction-Complete.xlsx82.07 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/attached_files/050 Financial Decision-Making Example Part 1/Case-Study-3-Financial-Decision-Making-Blank.xlsm101.98 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/attached_files/050 Financial Decision-Making Example Part 1/Case-Study-3-Financial-Decision-Making-Complete.xlsm120.65 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/attached_files/044 Financial Reporting Example Part 1/Case-Study-2-Financial-Reporting-Blank.xlsx170.87 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/attached_files/044 Financial Reporting Example Part 1/Case-Study-2-Financial-Reporting-Completed.xlsx242.79 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/attached_files/044 Financial Reporting Example Part 1/Case-Study-2-Financial-Reporting.pdf270.27 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/attached_files/037 Financial Forecasting Example Part 1/Case-Study-1-Financial-Forecast.pdf274.31 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/attached_files/050 Financial Decision-Making Example Part 1/Case-Study-3-Financial-Decision-Making.pdf374.31 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/attached_files/007 Jumpstart - Introduction Case Study - Part 1/Financial-Modeling-Introduction.pdf522.84 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/056 SUMMARY Financial Decision-Making Model.mp4677.31 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/042 SUMMARY Financial Forecasting Model.mp4902.23 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/attached_files/021 Anchoring Cells/Excel-Exercises.xlsx902.27 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/035 SUMMARY EXCEL Features Techniques.mp4925.23 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/048 SUMMARY Financial Reporting Model.mp4950.64 KiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/019 SUMMARY Finance Accounting Priciples.mp41.05 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/attached_files/006 Jumpstart - Financial Model Design/Financial-Model-Design.ppt1.23 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/attached_files/005 Jumpstart - The Financial Modeling Process/Financial-Modeling-Process.ppt2.43 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/014 Financial Forecasting Process.mp43.93 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/attached_files/011 Balance Sheet Capital Structure/Finance-and-Accounting-Principles.ppt4.78 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/012 Income Statement.mp44.8 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/013 Statement of Cash Flows.mp44.95 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/005 Jumpstart - The Financial Modeling Process.mp45.98 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/043 Financial Reporting Model Overview.mp46.42 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/011 Balance Sheet Capital Structure.mp46.61 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/006 Jumpstart - Financial Model Design.mp47.25 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/031 Using Solver.mp48.21 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/004 Jumpstart Intro.mp48.35 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/049 Financial Decision-Making Model Overview.mp48.68 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/024 Named Ranges.mp410.41 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/09 Congrats/057 Congrats.mp410.56 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/023 Conditional Functions.mp411.69 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/028 Dealing with Formula Errors.mp413.76 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/021 Anchoring Cells.mp414.75 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/034 Workbook and Worksheet Security.mp415 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/01 Intro to the Course/002 Meet the Instructors.mp415.03 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/036 Financial Forecasting Model Overview.mp415.04 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/032 Data Tables.mp415.23 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/01 Intro to the Course/001 How to Take this Course.mp416.02 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/029 Importing External Data.mp416.25 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/015 Time Value of Money.mp416.97 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/022 Data Validation.mp418.79 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/033 Recording Macros.mp419.09 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/010 Finance Accounting Principles Overview.mp419.69 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/020 Important Excel Features Techniques Overview.mp420.32 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/018 Investment Return Metrics.mp421.49 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/007 Jumpstart - Introduction Case Study - Part 1.mp423.06 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/02 Jumpstart/008 Jumpstart - Introduction Case Study - Part 2.mp424.57 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/026 Financial Functions.mp425.88 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/025 Conditional Statements.mp425.97 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/046 Financial Reporting Example Part 3.mp427.84 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/04 Important Finance Accounting Principles/017 Weighted Average Cost of Capital.mp427.85 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/037 Financial Forecasting Example Part 1.mp428.76 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/045 Financial Reporting Example Part 2.mp429.56 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/051 Financial Decision-Making Example Part 2.mp429.9 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/055 Financial Decision-Making Example Part 5.mp432.14 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/030 Leveraging PivotTables PivotCharts.mp432.49 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/050 Financial Decision-Making Example Part 1.mp435.07 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/041 Financial Forecasting Example Part 5.mp436.35 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/039 Financial Forecasting Example Part 3.mp437.31 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/052 Financial Decision-Making Example Part 3.mp439.24 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/047 Financial Reporting Example Part 4.mp440.13 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/040 Financial Forecasting Example Part 4.mp440.46 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/07 Building a Financial Reporting Model/044 Financial Reporting Example Part 1.mp440.69 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/05 Important Excel Features Techniques/027 Reference and Lookup Functions.mp444.85 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/06 Building a Financial Forecast Model/038 Financial Forecasting Example Part 2.mp445.28 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/08 Building a Financial Decision-Making Model/054 Financial Decision-Making Example Part 4.mp450.3 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/10 Bonus Discussion/059 Building a Back of the Envelope Rental Income Property Model Part 2 of 2.mp459.06 MiB
[Tutsgalaxy.com] - Intro to Financial Modeling/10 Bonus Discussion/058 Building a Back of the Envelope Rental Income Property Model Part 1 of 2.mp461.24 MiB

Udemy - Intro to Financial Modeling

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Description

Files (83)