Financial Modeling and Valuation Course

BY
Udemy

Master MS Excel for Finance, financial analysis, DCF, relative valuation, and financial modeling from the ground up.

Mode

Online

Fees

₹ 2699

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

Financial research, also known as Fundamental Analysis, is performed using a combination of financial information, data, and discussions among stakeholders. This includes sales research, which is when an expert conducts research and distributes it to their clients, as well as purchase research, which is when an analyst conducts research and uses it to deposit their firm's resources. Financial Modeling and Valuation Course 2022 online certification is developed by Banking and Finance School and is available through Udemy for individuals who want to become certified financial analysts with skills in financial analysis, financial modeling, and valuation. 

Financial Modeling and Valuation Course 2022 online training include more than 31.5 hours of extensive video lectures, including many case studies, to offer a thorough understanding of concepts such as DCF valuation, relative valuation, stock price recommendations, forecasting, cost drivers, and revenue. Financial Modeling and Valuation Course 2022 online programs use Microsoft Excel to teach applicants how to analyze financial data and how to apply valuation methodologies to a financial model from the ground up.

The highlights

  • Certificate of completion
  • Self-paced course
  • 31.5 hours of pre-recorded video content
  • Case studies

Program offerings

  • Certificate of completion
  • 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 2,699
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

After completing the Financial Modeling and Valuation Course online training, candidates will get a thorough understanding of the principles and methods associated with financial modeling and valuation. Candidates will explore the fundamentals of discounted cash flow and relative valuation. Candidates will gain knowledge of revenue, cost drivers, and stock price recommendations, as well as the methodologies involved in forecasting. Candidates will also learn how to use MS Excel to work with formulas, formats, and numbers.

The syllabus

Financial Modeling Overview

  • Financial Modeling Introduction
  • What is Financial Modeling
  • Framework and Case Study of the Financial Model
  • Prerequisites
  • Prerequisites Continues
  • Model Requirements
  • More on Requirements
  • Defining the Need
  • Defining the Need Continues
  • Defining the User
  • Bottom Up Curses Top Down
  • Defining the Macro Environment
  • Impact of Brexit
  • Defining the Sector
  • About the Company
  • Understanding Accounting Equations

FM Prerequisites - Excel Shortcuts

  • Introduction to Excel reports
  • Shortcut Key Function - F6
  • Shortcut Key Function - F10
  • Formatting Text and Numbers
  • F2 and Shit Plus F2
  • CTRL Plus Apostrophe
  • CTRL Plus Shift Plus Tilde
  • Entering a Formula
  • Entering a Function
  • Operator Precedence
  • Name and Formula in Excel
  • Count functions in Excel
  • Sum Functions in Excel
  • More in Count Functions in Excel
  • Counts of Logical Values in Excel
  • Sum Product Function in Excel
  • Average Counting Blank and Non Blank
  • Offset and Concat Function in Excel
  • Relative Reference in Excel
  • Absolute and Mixed Reference in Excel
  • Logically if Function in Excel
  • Logically AND & OR Function in Excel
  • Nested if and Switch Function
  • Example of Logical Function
  • Basic of Date and Time Format
  • Dated if and Weekday Function
  • Network Day Function
  • Work Day Function
  • Example of Date and Time Function
  • String Concentration Function
  • Upper and Lower Function
  • Lenth of the Function
  • Trim and Clean Function
  • Search and Concat Function
  • Vertical Lookups (v LOOKUPS)
  • Horizontal Lookups (H Lookups)
  • Match Function
  • Left V Lookups
  • Tow Ways Lookup
  • Tow Ways Lookup Continues
  • Example of Lookups
  • PMT Financial Function
  • Loan with Different Terms
  • Loan with Different Terms Continues
  • PPMT and IPMT
  • Example of PPMT and IPMT
  • Average and Average If Function
  • Random Number and rank Function
  • Random Number and rank Function Continues
  • Percentile and Quadrilles
  • Round and Even Odd Function
  • Trendline and Trend Analysis
  • Trendline and Trend Analysis Continues
  • Round up and Round Down Function
  • INT and TRUNC Function

FM Prerequisites - Excel Graphs & Charts

  • Introduction to Excel Charts and Smart Art Graphics
  • Learning the HR Database
  • Sales Productivity Database
  • Learning how to insert pictures
  • Study on Clip Arts
  • Utilizing the Screenshot option
  • Creating Shapes in Excel
  • Creating Venn Diagram
  • Training on Charts
  • Groupings for percentages and ratios
  • Applying groupings to database
  • Formulas in Excel Chart
  • Layout of the Chart
  • Learning the show data table
  • Different types of columns
  • Understanding the Horizontal Bar Charts
  • Pie charts for arts and graphics
  • Label positioning in pie chart
  • Line charts for trends over time
  • Different options in Line charts
  • Analyzing on the Doughnut chart
  • Area chart for illustrating the magnitude
  • Variation in bubble chart
  • Rating and tenure in bubble chart
  • Surface or surface area chart
  • Example in surface chart
  • Learning the Pyramids chart
  • Example in Pyramid chart
  • Mosaic or Mekko charts
  • Graphical method in Radar chart
  • Sunburst chart a multilevel pie chart
  • Factors in Sunburst chart
  • Aspect of Scatter plot
  • Histogram a part of piechart
  • Combo charts for arts and graphics
  • Dashboard Chart
  • Dashboard Chart Continue
  • Thermometer Chart
  • Map Chart
  • Tips to Make Your Graph Perfect
  • Deciding Which Type of Chart to Use
  • Sparklines
  • Sparklines Continue
  • Pivot Charts
  • Basic Block List
  • Varying Width List
  • Picture List
  • Accent Process
  • Converging Text
  • Hierachy
  • Pyramid

FM Prerequisites - DCF Valuation

  • Introduction Discounted Cash Flow
  • Course Outline
  • Valuation Methodologies
  • Relative Valuation
  • Basic Concepts of DCF
  • Understand DCF Method
  • More on DCF Method
  • Using Concept of Terminal Value
  • Common Trade of DCF Value
  • Types of DCF
  • Important Accounting Equations
  • Advantages of DCF
  • DCF Versus Comps
  • Steps of DCF
  • More on DFC Steps
  • DCF Predicting the Cash Flows
  • DCF Predicting the Cash Flows Continues
  • Starting with the Case Study
  • Predicting the Cash Flows
  • Case Study Explained
  • Predicting Terminal Values
  • Methods to Calculate Terminal Values
  • Case study Step 2 Explained
  • Case study Step 2 Explained Continues
  • Working on DCF Explain
  • Net Debt
  • Cost of Debt
  • More on Cost of Debt
  • Cost of Equity
  • Understand Beta
  • Beta Continues
  • Finalizing the case study
  • Creating a Sensitivity Table
  • Concluding the Analysis
  • Common Interview Questions

FM Prerequisites - Relative Valuation

  • Introduction to Relative Valuation
  • Subject Outline
  • Subject Outline Continues
  • First Valuation Equation
  • Understand Valuation Terminologies
  • Second Valuation Equation
  • Enterprise Value Versus Equity value
  • Connecting the Two Equations
  • Valuation Methodologies
  • Absolute Valuation
  • Relative Valuation
  • Usage of Comps
  • Usage of Comps Continues
  • About the Company
  • Steps of Comparable Comps
  • Selecting the Peers
  • Selecting the Peers Continues
  • Selecting the Multiples
  • Enterprise Value Multiples
  • Equity Multiples
  • Industry Specific Multiples
  • Gathering the Data Part 1
  • Gathering the Data Part 2
  • Gathering the Data Part 3
  • Drawing the Comps Sheet
  • Drawing the Comps Sheet Continue
  • Drawing Conclusions
  • Why not Comps
  • Common Interview Questions

Financial Modeling and Valuations on Excel

  • Financial Modeling Practical in Excel with a case study
  • More on Case Study
  • Populating the Historical
  • Populating the Historical Continues
  • Projecting Income Statement
  • More on Projecting Income Statement
  • Key Data on Siemens
  • Working Capital Schedule
  • Working Capital Schedule Continues
  • Property, Plant and Equipment
  • Understand Intangible Assets
  • Depreciation Schedule
  • Long Term Debt
  • Long Term Debt Continues
  • Equity Schedule
  • Working on Cash Flow Statement
  • More on Cash Flow Statement
  • Short Term Debt
  • Interest Income
  • Basic Shares Calculation
  • Basic Shares Calculation Continues
  • Checking Errors
  • More on Checking Errors
  • Breaking Circularity
  • Identify Line Items
  • Ratio Analysis
  • Ratio Analysis Continues
  • Sensitivity Tables
  • More on Sensitivity Tables
  • Scenario Analysis
  • Scenario Analysis Continues
  • Indexing
  • DCF Introduction
  • Best Practices
  • More on Best Practices
  • Common Mistakes
  • Common Interview questions
  • Common Interview questions Continues

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