Excel For Financial Modeling & Valuation: The Complete Guide

Hands on Excel Tutorials to Help You Master Financial Forecasting, Scenario Analysis, and Valuation Techniques.

What you'll learn

What is Financial Modeling? Why It Matters

Types of Financial Models

Overview of Valuation Methods (DCF, Multiples, LBO, etc.)

Excel Interface, Shortcuts, and Best Practices

Formatting and Layout for Financial Models

Key Excel Functions for Finance

Building the Income Statement

Constructing the Balance Sheet

Linking the Cash Flow Statement

Profitability Ratios

Introduction to Valuation

Discounted Cash Flow (DCF) Valuation

Relative Valuation: Comparable Company Analysis

Precedent Transactions Analysis and more

Requirements

No prior excel experience required

Description

Financial modeling and valuation are at the heart of corporate finance, investment banking, and equity research. This course is designed to help you master Excel as a professional tool for analyzing businesses, forecasting performance, and determining value.Whether you’re preparing for a finance career, running your own business, or simply looking to strengthen your financial skills, this complete guide will take you step by step through the techniques used by top financial analysts worldwide.What You Will Learn:What is Financial Modeling? Why It MattersTypes of Financial ModelsOverview of Valuation Methods (DCF, Multiples, LBO, etc.)Excel Interface, Shortcuts, and Best PracticesFormatting and Layout for Financial ModelsKey Excel Functions for Finance (IF, INDEX, MATCH, VLOOKUP, etc.)Dynamic Named Ranges and Data ValidationAuditing and Error Checking TechniquesIntroduction to the 3-Statement ModelBuilding the Income StatementConstructing the Balance SheetLinking the Cash Flow StatementAdding Assumptions and ScenariosProfitability RatiosLiquidity and Solvency RatiosEfficiency RatiosROIC, ROE, and EVACreating Dashboards and Summary SheetsIntroduction to ValuationDiscounted Cash Flow (DCF) Valuation – TheoryBuilding a DCF Model in Excel (Step-by-Step)Relative Valuation: Comparable Company AnalysisPrecedent Transactions AnalysisSensitivity Analysis and Data TablesScenario Analysis and Monte Carlo SimulationsCircular References and Iterative CalculationsForecasting Revenue and ExpensesLeveraged Buyout (LBO) Model BasicsWhy This Course?Covers techniques used in investment banking, private equity, and consultingSuitable for learners with basic Excel knowledge through to professionals refining their skillsBy the end of this course, you will have the skills to confidently build financial models, analyze company performance, and perform accurate valuations—all within Microsoft Excel. This knowledge will empower you to make better financial decisions, support investment recommendations, and stand out in the competitive finance industry.

Overview

Section 1: Introduction to Financial Modeling

Lecture 1 What is Financial Modeling? Why It Matters

Lecture 2 Types of Financial Models

Lecture 3 Overview of Valuation Methods (DCF, Multiples, LBO, etc.)

Section 2: Excel Basics for Financial Modeling

Lecture 4 Excel Interface, Shortcuts, and Best Practices

Lecture 5 Formatting and Layout for Financial Models

Lecture 6 Key Excel Functions for Finance (IF, INDEX, MATCH, VLOOKUP, etc.)

Lecture 7 Auditing and Error Checking Techniques

Section 3: Building the 3-Statement Model (P&L, Balance Sheet, Cash Flow)

Lecture 8 Introduction to the 3 Statement Model

Lecture 9 Building the Income Statement

Lecture 10 Constructing the Balance Sheet

Lecture 11 Linking the Cash Flow Statement

Section 4: Financial Ratios and KPI Analysis

Lecture 12 Profitability Ratios

Lecture 13 Liquidity and Solvency Ratios

Lecture 14 Efficiency Ratios

Lecture 15 ROIC, ROE, and EVA

Lecture 16 Creating Dashboards and Summary Sheets

Section 5: Company Valuation Techniques

Lecture 17 Introduction to Valuation

Lecture 18 Discounted Cash Flow (DCF) Valuation – Theory

Lecture 19 Building a DCF Model in Excel (Step-by-Step)

Lecture 20 Relative Valuation: Comparable Company Analysis

Lecture 21 Precedent Transactions Analysis

Section 6: Advanced Excel Modeling Techniques

Lecture 22 Sensitivity Analysis and Data Tables

Lecture 23 Scenario Analysis and Monte Carlo Simulations

Lecture 24 Circular References and Iterative Calculations

Lecture 25 Forecasting Revenue and Expenses

Anyone who wants to transform Excel skills into practical financial expertise,Students pursuing careers in finance, accounting, or investment banking,Entrepreneurs and business owners who want to understand company valuation,Professionals working in corporate finance, equity research, or consulting