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Financial Modeling using Excel

Course Description

Description

This self-paced course teaches you how to build dynamic, accurate, and decision-ready financial models using Microsoft Excel. Designed for finance professionals, analysts, entrepreneurs, and B-school learners, the course bridges accounting, finance, and Excel skills to help learners build real-world models from scratch.

With hands-on exercises, downloadable templates, and case-based simulations, this course equips you to model financial statements, projections, valuations, and investment decisions. You'll also explore Excel’s latest features like dynamic arrays, Power Query, and Excel Copilot, making your models future-ready.

What You Will Learn

  • Build integrated financial statements: Income Statement, Balance Sheet, Cash Flow

  • Perform forecasting using historical data and growth assumptions

  • Conduct ratio, sensitivity, and scenario analysis

  • Design dynamic dashboards using Excel charts, slicers, and conditional formatting

  • Perform discounted cash flow (DCF), NPV, IRR, and valuation modeling

  • Use Excel tools: Data Tables, Goal Seek, Scenario Manager, Solver

  • Automate model inputs using Power Query and named ranges

  • Apply best practices for formatting, auditing, and model integrity

  • Work with real-world case studies: startup projections, corporate finance models, M&A

Course Curriculum

  • Foundations of Financial Modeling
    • Introduction to modeling principles and workflows

    • Model planning: structure, logic, assumptions

  • Excel for Financial Modeling
    • Key formulas: XLOOKUP, INDEX/MATCH, IFs, dynamic arrays

    • Data validation, named ranges, and model structuring

    • Best practices in formatting and model protection

  • Building the 3-Statement Model
    • Linking Income Statement, Balance Sheet, and Cash Flow

    • Handling circular references, depreciation, working capital

    • Building assumptions sheet and input dashboard

  • Forecasting Techniques
    • Trend analysis, regression, CAGR

    • Forecasting revenues, costs, and margins

    • Building model drivers and growth logic

  • Valuation Modeling
    • Introduction to DCF, NPV, IRR

    • Terminal value and free cash flow modeling

    • WACC and valuation sensitivities

  • Scenario & Sensitivity Analysis
    • Data Tables for changing inputs

    • Scenario Manager and Goal Seek for decision-making

    • Tornado charts for variable impact

  • Dashboards and Reporting
    • Using PivotTables and Excel charts

    • Dynamic visuals using slicers and form controls

    • Designing clean, boardroom-ready model dashboards

  • Case Studies + Capstone
    • Startup valuation (SaaS/Fintech example)

    • Project finance model

    • M&A impact analysis

    • Final Capstone: Build a complete model from raw data

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Chronolearn

Developer

I am a web developer with a vast array of knowledge in many different front end and back end languages, responsive frameworks, databases, and best code practices

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Title From Date To Date Cost
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This Course Fee:

₹19,999.00

₹35,000.00
Course includes:
  • img Level
      Beginner Intermediate
  • img Duration 7h
  • img Passing Marks 75
  • img Exam Duration 1h 30m
  • img Certifications Yes
  • img Language
      English German Arabic French Spanish
  • img Access 90 days