Financial Analysis And Modeling: Basics To Building A Dcf

A comprehensive overview of the fundamentals of financial analysis and modeling, from a practical perspective.

What you'll learn

Understand the Fundamentals of Accounting, Financial Assets and Asset Pricing

Analyse Companies from a Macroeconomic, Industry and Company-Specific Standpoint

Use Excel Proficiently in a Financial Setting

Build a Real Company Valuation Model from Scratch

Requirements

No knowledge prerequisites are required. Access to Microsoft Excel will be helpful towards the end, but is not mandatory.

Description

This course takes a holistic approach to teaching Financial Theory, by using practical real world examples throughout. The course goes over topics such as: Financial Assets, Financial Markets, Asset Pricing, Accounting Theory and Spreadsheets, eventually culminating in building a Discounted Cashflows (DCF) model for a real company at the end of the course.The practical focus that the course employs also teaches students to read real world financial documents through several examples of company financial statements, bond filings and so on. This allows students to more readily be able to map what they've seen in theory onto practical reality, which can often be more messy than theory would indicate. The course furthers this practical skills based approach by putting an emphasis on becoming proficient and confident in using Microsoft Excel towards the end of the course, a crucial and sought after skill in the financial industry that can help professional and individual investors alike.The course assumes no prerequisite knowledge, but builds up very quickly to more advanced ideas, meaning that even those with prerequisite knowledge of financial concepts stand to benefit from the course. This course is ideally suited for a broad range of students: Professionals moving into the financial industry looking for a leg up, individual investors seeking to professionalise their investing and beginners with a keen interest in finance can all benefit from the content taught.

Overview

Section 1: Intrduction

Lecture 1 Introduction

Section 2: Financial Assets

Lecture 2 Bonds

Lecture 3 Stocks

Section 3: Financial Markets

Lecture 4 Purpose and Types of Financial Markets

Lecture 5 Participants in Financial Markets

Lecture 6 IPOs

Section 4: Asset Pricing Fundamentals

Lecture 7 The Time Value of Money

Lecture 8 Discounting Coupons

Lecture 9 Discounting Dividends

Lecture 10 Risk In Investing

Lecture 11 Beta Prelude

Lecture 12 Beta

Lecture 13 The CAPM

Lecture 14 Calculations With the CAPM

Lecture 15 Alternative Valuation Techniques

Section 5: Accounting Concepts

Lecture 16 Philosophy of Accounting

Lecture 17 The Balance Sheet

Lecture 18 Real Balance Sheet

Lecture 19 The Income Statement

Lecture 20 Real Income Statement

Lecture 21 The Cashflow Statement

Lecture 22 Real Cashflow Statement

Lecture 23 Other Financial Metrics

Section 6: Advanced Asset Pricing

Lecture 24 The WACC

Lecture 25 Calculating Unlevered Free Cashflow

Lecture 26 Hypothetical DCF

Section 7: Analysing and Forecasting Metrics

Lecture 27 Macro Analysis

Lecture 28 Industry Analysis

Lecture 29 Company Specific Analysis

Section 8: Spreadsheet Fundamentals

Lecture 30 Spreadsheet Intro

Lecture 31 Bond YTM

Lecture 32 Hypothetical DCF spreadsheet

Section 9: Meta Case Study

Lecture 33 WACC Calculation

Lecture 34 Data Processing

Lecture 35 Meta Model - Historicals

Lecture 36 Meta Macro Analysis

Lecture 37 Meta Industry Analysis

Lecture 38 Meta Company Specific Financial Analysis

Lecture 39 Meta Earnings Call

Lecture 40 Meta Additional Qualitative Analysis

Lecture 41 Meta Valuation

Lecture 42 Meta Quarterly Results and Earnings Calls

Section 10: Parting Words

Lecture 43 Parting Words

Professionals starting a career in the financial industry,Individual investors who want to professionalise their investment process,Beginners looking to get a solid and rigorous grounding in finance