What You Will Learn
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Master the Fundamentals: Gain a solid understanding of core financial statements – Income Statement, Balance Sheet, and Cash Flow Statement – and how they interrelate to paint a complete picture of a company's financial health.

Building Powerful Models: Learn how to construct dynamic financial models using industry-standard software like Microsoft Excel. This includes building assumptions, formulas, and functions to create a comprehensive financial forecast model.

Advanced Techniques & Analysis: Delve into advanced financial analysis concepts like discounted cash flow (DCF) valuation, sensitivity analysis, and scenario planning. Learn how to leverage these techniques to assess investment opportunities, identify potential risks, and make informed financial decisions.

Data Visualization & Communication: Effective communication of financial findings is crucial. This course teaches you to present complex financial data through clear and compelling charts, graphs, and financial reports.

Practical Applications: Apply your newfound skills to real-world financial modeling scenarios. You'll gain hands-on experience building models for various purposes, such as business valuation, loan applications, and strategic planning.

Module 1: Financial Statements & Fundamentals (The Building Blocks)

Lesson 1.1: Demystifying Financial Statements: Gain a thorough understanding of the Income Statement, Balance Sheet, and Cash Flow Statement – the cornerstones of financial analysis. Explore their interrelationships and how they paint a complete picture of a company's financial health.
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Lesson 1.2: Financial Ratios & Key Metrics: Learn how to calculate and interpret key financial ratios like profitability, liquidity, and solvency ratios. These powerful metrics provide valuable insights into a company's financial performance and efficiency.
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Lesson 1.3: Understanding Financial Markets: Get introduced to the basic concepts of financial markets, including capital markets, debt markets, and different investment vehicles.

Module 2: Building Financial Models in Excel (From Novice to Pro)

Lesson 2.1: Excel Essentials for Financial Modeling: Master essential Excel functions and features like formulas, data formatting, conditional formatting, and pivot tables – the tools that will form the foundation of your financial models.
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Lesson 2.2: Building a Financial Model Framework: Learn how to structure a financial model logically and efficiently. This includes setting up assumptions sheets, linking statements, and ensuring coherence across the entire model.
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Lesson 2.3: Advanced Excel Techniques: Delve into more advanced Excel techniques like scenario manager, data tables, and goal seek functions, enabling you to perform "what-if" analysis and forecast future financial performance under different conditions.

Module 3: Valuation Techniques & Analysis (Beyond the Numbers)

Lesson 3.1: Discounted Cash Flow (DCF) Valuation: Master the DCF technique, a core valuation method used to assess the intrinsic value of a company based on the present value of its future cash flows.
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Lesson 3.2: Comparative Valuation Techniques: Learn additional valuation methods like Price-to-Earnings (P/E) ratio and Enterprise Value (EV)/EBITDA multiples, and understand how to compare different companies within an industry.
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Lesson 3.3: Sensitivity Analysis & Risk Management: Explore how to assess the impact of changing assumptions on your financial models. Learn risk management strategies to identify potential challenges and make informed financial decisions.

Module 4:  Financial Modeling for Different Purposes (Tailoring the Tool)

Lesson 4.1: Building Loan Application Models: Learn how to construct financial models specifically designed for loan applications, highlighting a company's financial strength and ability to repay debt.
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Lesson 4.2: Financial Modeling for Business Valuation: Master the art of tailoring your financial models for business valuation purposes, providing valuable insights for mergers and acquisitions (M&A) activities.
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Lesson 4.3: Strategic Planning & Budgeting Models: Develop financial models that support strategic planning initiatives and help businesses forecast future performance under different strategic scenarios.

Module 5: Data Visualization & Communication (Telling the Story)

Lesson 5.1: Creating Compelling Charts & Graphs: Learn how to transform complex financial data into clear and visually appealing charts and graphs using Excel's charting tools.
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Lesson 5.2: Building Effective Financial Dashboards: Master the art of creating interactive financial dashboards that provide users with key financial metrics and insights at a glance.
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Lesson 5.3: Financial Communication & Presentation Skills: Develop your communication skills to effectively present your financial models and findings to both technical and non-technical audiences.

Module 6: Best Practices & Model Auditing (Building Confidence)

Lesson 6.1: Best Practices for Building Robust Models: Learn industry best practices for financial modeling, ensuring your models are accurate, well-documented, and easy to navigate for yourself and others.
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Lesson 6.2: Model Auditing & Error-Checking Techniques: Develop a critical eye and learn how to thoroughly audit your financial models, identifying potential errors and inconsistencies.
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Lesson 6.3: Professional Ethics & Standards: Gain an understanding of ethical considerations and professional standards in financial modeling, ensuring your work is reliable and trustworthy.

Module 7: Advanced Financial Modeling Techniques (Expanding Your Skillset)

Lesson 7.1: Leveraged Buyouts (LBO) Modeling: Explore the intricacies of building financial models for leveraged buyout transactions, analyzing financing structures and returns for investors.
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Lesson 7.2: Financial Modeling for Project Finance: Learn how to construct financial models for project financing, assessing the feasibility and profitability of large-scale capital projects.

The Course: Full "Financial Modeling and Analysis" course videos.  Value ($297)
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AI Bot Access: 24/7 trained AI answers course questions, addresses anything that could be misunderstood , and  escalates to live person on request within 24 hours. Value ($2497)
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Course Summary: Condensed version of the course for faster learning.Sometimes, we just want to hear  the highlights and circle back to the details later if needed  Value ($297)
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Student Community: Private group for students to connect, ask/answer questions, and interact with the course's creator or their team. Value ($1597)
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Expert Q&A: Ask one question to a successful boutique owner about anything in the course.
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We provide an insider opportunity to ask the one most important question that you’d ask if you only had one chance  to speak face to face with the expert Value ($997)

Satisfaction Guarantee: Full refund if you honestly complete the course and aren't satisfied. Value ($97)
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Total Value $5882