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Prdocut DescriptionMaster Financial Modeling, Corporate Valuation and Accounting in Excel.
Mastering Microsoft Excel
How Investment Bankers do Financial Modeling
How Investment Bankers do Corporate Valuations
Interpreting the Finance Industry
Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. This is usually built as a complex Microsoft Excel document. Banks and financial institutions use them to evaluate deals and compare companies or markets. Using a financial model, one can build a corporate valuation, or estimate the economic value of a business.
Using a number of provided Excel templates, you will learn the steps necessary to build a formal corporate valuation from scratch using the same strategies that investment bankers use. The course is ideal for students to bridge the gap between academics and the real world. You will be equipped with the practical financial skill set that will be needed your first day on the job.
If you aren't new to the financial accounting or banking industry, adding these skills to the power of Excel could dramatically increase your efficiency and enable you to process and evaluate much more information at a faster pace.
This course is most suited for investment bankers, equity research professionals, or those pursuing a CA, CFA, FRM or MBA.
Professionals working in business planning and strategy, private management or commercial banking would also benefit. There are no prerequisites for this course, though some familiarity with corporate finances or a desire to have a career in finance would be beneficial.
Content and Overview
Over 159 lectures and over 13 hours of content, you will start with Excel basics by reviewing important functions, Excel best practices, scenario analysis, and advanced charts before moving on to full-scale Financial Modeling.
In the financial modeling sections, you will learn assumptions, historical ratio analysis, projecting income statements, projecting working capital, depreciation schedules, amortization schedules, shareholders equity schedule and shareholders outstanding schedule. Students will cover cash flow statements, setting up debt schedules, and circular reference.
After finishing the financial modeling sections with an in depth case study and detailed template, students move on to corporate valuation, including the dividend discount model, DCF, DCF-FCFF, and understanding capital structure. In the final section students learn WACC CAPM Terminal Value TV.
Upon completion of this course you will know how to use excel for investment banking and finance applications. You will also know the fundamental skills of accounting and valuation, financial modeling, and using excel templates and worksheets.
Course Curriculum
Section1:Introduction
Lecture1:Introduction
Section2:EXCEL: Excel Basics for Financial Modeling
Lecture2:DOWNLOAD working Excel Files Here
Lecture3:DOWNLOAD XYZ Company Basic Excel Case Study
Lecture4:Excel Case Study
Quiz1:Quiz - Excel Case Study
Lecture5:Data Entry in Excel
Quiz2:Quiz - Data Entry In Excel
Lecture6:Populating the Case Study in Excel
Quiz3:Populating The Case Study In Excel
Lecture7:Calculations - Addition, Subtraction, Multiplication, Division
Quiz4:Quiz - Calculations - Addition, Subtraction, Multiplication, Division
Lecture8:Formulas - SUM, MAX, MIN, AVERAGE
Quiz5:Quiz - Formulas - SUM, MAX, MIN, AVERAGE
Lecture9:Formatting Number Formats
Quiz6:Quiz - Formatting Number Formats
Lecture10:Formatting Table Formats
Quiz7:Quiz - Formatting Table Formats
Lecture11:Updating a Calculation
Quiz8:Quiz - Updating A Calculation
Lecture12:Percentages and Absolute References
Quiz9:Quiz - Percentages And Absolute References
Lecture13:IF Function
Quiz10:Quiz - IF Function
Lecture14:COUNT IF Function
Quiz11:Quiz - COUNTIF Function
Lecture15:SUM IF Function
Quiz12:Quiz - SUMIF Function
Lecture16:Freeze and Split
Section3:EXCEL: Important Excel Functions for Financial Modeling
Lecture17:DOWNLOAD Important Excel Functions for Financial Modeling
Lecture18:Logical functions - AND, OR, IF
Quiz13:Quiz - Logical functions - AND, OR, IF
Lecture19:Arithmetic functions - MAX, MIN, ABS etc
Lecture20:Arithmetic functions - MAX, MIN, ABS etc
Quiz14:Quiz - ABS, LARGE, MAX, MIN, SMALL
Lecture21:COUNT, COUNTIF, COUNTA, COUNTBLANK
Lecture22:COUNT, COUNTIF, COUNTA, COUNTBLANK
Quiz15:Quiz - COUNT, COUNTIF, COUNTA, COUNTBLANK
Lecture23:Cell Information - ISERROR, ISBLANK etc
Quiz16:Quiz - Cell Information
Lecture24:PROPER, UPPER, LOWER, LEFT, RIGHT, MID
Quiz17:Quiz - PROPER, UPPER, LOWER, LEFT, RIGHT, MID
Lecture25:FIND, CLEAN, REPT, CONCATENATE
Quiz18:Quz - FIND, CLEAN, REPT, CONCATENATE
Lecture26:Array Functions Introduction
Quiz19:Quiz - Array Functions Introduction
Lecture27:Array Functions - Row and Columns
Quiz20:Quiz - Array Functions - Row And Columns
Lecture28:Array Functions - TRANSPOSE
Quiz21:Quiz - Array Functions - TRANSPOSE
Lecture29:Array Functions - FREQUENCY
Quiz22:Quiz - Array Functions - FREQUENCY
Section4:EXCEL: Useful Excel Tools for Financial Modeling
Lecture30:DOWNLOAD Useful Excel Tools for Financial Modeling
Lecture31:Paste Special
Quiz23:Quiz - Paste Special
Lecture32:Grouping Tabs
Quiz24:Quiz - Grouping Tabs
Lecture33:Hyperlinks
Quiz25:Quiz - Hyperlinks
Lecture34:Data Validation
Quiz26:Quiz - Data Validation
Lecture35:Protecting Worksheet and Workbook
Quiz27:Quiz - Protecting Worksheet And Workbook
Lecture36:Group Boxes and Options Button
Quiz28:Quiz - Group Boxes And Options Button
Lecture37:Check Boxes
Quiz29:Quiz - Check Boxes
Lecture38:List Boxes and Combo Boxes
Quiz30:Quiz - List Boxes And Combo Boxes
Lecture39:Scroll Bar and Spinners
Quiz31:Quiz - Scroll Bar And Spinners
Lecture40:Auditing Toolbar
Quiz32:Quiz - Auditing Toolbar
Lecture41:Watch Window
Quiz33:Quiz - Watch Window
Lecture42:Naming Dynamic Ranges
Quiz34:Quiz - Naming Dynamic Ranges
Lecture43:Naming a Cell and a Range
Quiz35:Quiz - Naming A Cell And A Range
Section5:EXCEL: Scenario Analysis in Financial Modeling
Lecture44:DOWNLOAD EXCEL Scenario Analysis in Financial Modeling
Lecture45:One Dimensional Data Tables
Lecture46:One Dimensional Data Tables
Quiz36:Quiz - One Dimensional Data Tables
Lecture47:Two dimensional Data Tables
Quiz37:Quiz - Two dimensional Data Tables
Lecture48:Solver
Quiz38:Quiz - Solver
Lecture49:Goal Seek
Lecture50:Goal Seek
Quiz39:Quiz - Goal Seek
Section6:EXCEL: Advanced Charts
Lecture51:DOWNLOAD EXCEL Advanced Charts
Lecture52:Excel 2010 Sparklines
Quiz40:Quiz - Excel 2010 Sparklines
Lecture53:Range Charts - Data table, Appropriate graph for Data, Overview of Range Charts
Quiz41:Quiz - Range Charts Overview
Lecture54:Range Charts - Creation, Interpretation, Formatting of Range Charts
Quiz42:Quiz - Range Charts Creation, Interpretation, Formatting
Lecture55:Range Charts - Most appropriate Range Charts to show data
Quiz43:Quiz - Most appropriate Range Charts
Lecture56:Range Charts - How to prepare range chart, How to analyse graphs
Quiz44:Quiz - Prepare and Analyze Range Charts
Lecture57:Funding Graph
Lecture58:Funding Graph
Quiz45:Quiz - Funding Graph
Lecture59:Two Axis Graphs
Lecture60:Two Axis Graphs
Quiz46:Quiz - Two Axis Graphs
Section7:FM: Financial Modeling Introduction
Lecture61:DOWNLOAD Excel Template for
SectionS 7 To 19
Lecture62:What is Financial Modeling?
Quiz47:Quiz - What is Financial Modeling?
Lecture63:Snapshot of Financial Model
Quiz48:Quiz - Snapshot of Financial Model
Section8:FM: Assumptions in Financial Modeling
Lecture64:Looking at the Assumptions
Quiz49:Quiz - Looking at the Assumptions
Lecture65:Formatting a Financial Model
Quiz50:Quiz - Formatting a Financial Model
Section9:FM: Historical Ratio Analysis
Lecture66:Calculating the Historical Ratios
Quiz51:Quiz - Calculating the Historical Ratios
Section10:FM: Projecting the Income Statement
Lecture67:Projecting Income Statement - Revenues
Quiz52:Quiz - Projecting Income Statement - Revenues
Lecture68:Projecting Income Statement - Costs
Quiz53:Quiz - Projecting Income Statement - Costs
Section11:FM: Projecting Working Capital
Lecture69:Calculating the Turnover Ratios
Quiz54:Quiz - Calculating the Turnover Ratios
Lecture70:Forecasting the Working Capital
Quiz55:Quiz - Forecasting the Working Capital
Lecture71:Working Capital Flow Diagram
Quiz56:Quiz - Working Capital Flow Diagram
Section12:FM: Depreciation Schedule
Lecture72:BASE Equation & Projecting Capital Expenditure
Quiz57:Quiz - BASE Equation & Projecting Capital Expenditure
Lecture73:Projecting Depreciation - Part 1
Quiz58:Quiz - Projecting Depreciation - Part 1
Lecture74:Projecting Depreciation - Part 2
Quiz59:Quiz - Projecting Depreciation - Part 2
Lecture75:Depreciation Schedule Flow Diagram
Quiz60:Quiz - Depreciation Schedule Flow Diagram
Section13:FM: Amortization Schedule
Lecture76:BASE Equation & Projecting Intangibles
Quiz61:Quiz - BASE Equation & Projecting Intangibles
Lecture77:Projecting Amortization
Quiz62:Quiz - Projecting Amortization
Lecture78:Amortization Schedule Flow Diagram
Quiz63:Quiz - Amortization Schedule Flow Diagram
Section14:FM: Other Long Term Schedule
Lecture79:Projecting Other Long Term Items
Quiz64:Quiz - Projecting Other Long Term Items
Quiz65:Quiz - Other Long Term Schedule Flow Diagram
Section15:FM: Shareholders Equity Schedule
Lecture80:BASE Equation & Shareholders Equity I
Quiz66:Quiz - BASE Equation & Shareholders Equity I
Lecture81:BASE Equation & Shareholders Equity II
Quiz67:Quiz - BASE Equation & Shareholders Equity II
Lecture82:Projecting Share-Repurchase/Buy Back and effect of Stock Options
Quiz68:Quiz - Projecting Share-Repurchase/Buy Back and effect of Stock Options
Lecture83:Shareholders Equity Schedule Flow Diagram
Quiz69:Quiz - Shareholders Equity Schedule Flow Diagram
Section16:FM: Shareholders Outstanding Schedule
Lecture84:Projecting Outstanding Shares
Quiz70:Quiz - Projecting Outstanding Shares
Section17:FM: Cash Flow Statements
Lecture85:Completing the Cash Flow Statements
Quiz71:Quiz - Completing the Cash Flow Statements
Section18:FM: Setting up the Debt Schedule
Lecture86:Projecting Debt - Short term and Long term
Quiz72:Quiz - Projecting Debt - Short term and Long term
Lecture87:Concept of Cash Sweep Revolver & Ending
Lecture88:Concept of Cash Sweep Revolver & Ending Continues
Quiz73:Quiz - Concept of Cash Sweep Revolver & Ending
Section19:FM: Important - Circular Reference
Lecture89:Debt Schedule Flow Diagram
Quiz74:Quiz - Debt Schedule Flow Diagram
Lecture90:Important - Understanding the Circular Reference in Detail
Quiz75:Quiz - Understanding the Circular Reference in Detail
Section20:FM CASE STUDY: Asian Paints - Gearing for the Financial Model
Lecture91:DOWNLOAD Excel Templates for
SectionS 20 to 24
Lecture92:Preparing the Infrastructure of Asian Paints
Quiz76:Quiz - Preparing the Infrastructure of Asian Paints
Lecture93:Populating FY2010 Income Statement
Quiz77:Quiz - Populating FY2010 Income Statement
Lecture94:Populating EPS and Unit Conversions
Quiz78:Quiz - Populating EPS and Unit Conversions
Lecture95:Populating FY2010 Balance Sheet
Lecture96:Populating FY2010 Balance Sheet - Contd
Lecture97:FY 2010 BS Change of Units & Error Rectification
Lecture98:Populating FY 2010 Cash Flow
Quiz79:Quiz - Populating FY 2010 Cash Flow
Lecture99:Populating FY 2010 Cash Flow - Contd
Quiz80:Quiz - Populating FY 2010 Cash Flow - Contd
Section21:FM CASE STUDY: Asian Paints - Ratio Analysis
Lecture100:Income Statement - Ratio Analysis
Lecture101:BS - Calculation of Solvency Ratios
Lecture102:BS - Working Capital - Receivables & Inventory Turnover
Lecture103:BS - Working Capital - Payables Turnover
Lecture104:BS - Cash Conversion Cycle
Lecture105:IS / BS - Calculation of Operating Efficiencies
Lecture106:IS / BS - Dupont Analysis
Lecture107:IS / BS - Financial Risk Ratios
Section22:FM CASE STUDY: Asian Paints - Projections - Income Statement FY2011E-2015E
Lecture108:IS Projections - Sales & Material Costs
Quiz81:Quiz - IS Projections - Sales & Material Costs
Lecture109:IS Projections - Employee Costs
Quiz82:Quiz - IS Projections - Employee Cost
Lecture110:IS Projections - PAT
Quiz83:Quiz - IS Projections - PAT
Lecture111:IS Projections - EBITDA & PBT
Quiz84:Quiz - IS Projections - EBITDA & PBT
Lecture112:Minority Interest Calculation
Quiz85:Quiz - Minority Interest Calculation
Lecture113:Dividends Forecasts
Lecture114:Completing the Income Statement Projections
Section23:FM CASE STUDY: Asian Paints - Projections - Balance Sheet - FY2011E-2015E
Lecture115:BS Projections - Shareholders Equity
Lecture116:BS Projections - Minority Interest
Lecture117:BS Projections Deferred Tax Liability and Goodwill
Lecture118:BS Projections - Working Capital Projections
Lecture119:BS Projections - Working Capital Projections - Contd
Lecture120:Provision for Dividends
Lecture121:Depreciation Schedule
Lecture122:Forecasting Debt
Section24:FM CASE STUDY: Asian Paints - Projections - Cash Flow - FY2011E-2015E
Lecture123:Cash Flow Projections - Operating Activities
Quiz86:Quiz - Cash Flow Projections - Operating Activities
Lecture124:Cash Flow Projections - Financing Activities
Lecture125:Cash Flow Projections - Financing Activities and Reconciliation
Quiz87:Quiz - Cash Flow Projections - Financing Activities and Reconciliation
Section25:CORPORATE VALUATION: Dividend Discount Model (DDM)
Lecture126:Dividend Discount Model - DDM
Lecture127:Dividend discount model - DDM Example 1
Quiz88:Quiz - Dividend discount model (DDM) - Example 1
Lecture128:Dividend discount model - DDM Example 2
Quiz89:Quiz - Dividend discount model (DDM) - Example 2
Lecture129:Dividend discount model - DDM Example 3
Quiz90:Quiz - Dividend discount model (DDM) - Example 3
Lecture130:Dividend discount model - DDM Example 4
Quiz91:Quiz - Dividend discount model (DDM) - Example 4
Lecture131:Dividend discount model - DDM Example 5
Section26:CORPORATE VALUATION: DCF
Lecture132:Introduction to DCF
Lecture133:Introduction to DCF
Lecture134:Introduction to DCF
Quiz92:Quiz - Introduction to DCF
Section27:CORPORATE VALUATION: DCF - FCFF
Lecture135:Forecasting Free Cash Flow to Firm FCFF
Lecture136:Forecasting Income Statement - EBITDA
Quiz93:Quiz - Forecasting Income Statement - EBITDA
Lecture137:Understanding the Working Capital
Quiz94:Quiz - Understanding the Working Capital
Lecture138:Completing the Working Capital Calculations
Quiz95:Quiz - Completing the Working Capital Calculations
Lecture139:Linking the Free Cash Flow to Firm FCFF
Quiz96:Quiz - Linking the Free Cash Flow to Firm (FCFF)
Lecture140:Discounting the Explicit Period Cash Flows
Quiz97:Quiz - Discounting the Explicit Period Cash Flows
Lecture141:Detailed view on Calculating FCFF
Lecture142:Calculation of Terminal Values
Quiz98:Quiz - Calculation of Terminal Values
Lecture143:Terminal Value Perpetuity Growth and Exit Multiple Method
Lecture144:DCF Valuation Summary
Quiz99:Quiz - DCF Valuation Summary
Lecture145:DCF Sensitivity Analysis
Quiz100:Quiz - DCF Sensitivity Analysis
Section28:CORPORATE VALUATION: DCF - Understanding Capital Structure
Lecture146:Understanding the Capital Structure
Lecture147:Understanding the Capital Structure
Lecture148:Options Treasury Stock Method
Quiz101:Quiz - Options - Treasury Stock Method
Lecture149:Options Explained
Quiz102:Quiz - Options Explained
Lecture150:Calculation of inthemoney Convertibles
Quiz103:Quiz - Calculation of in-the-money Convertibles
Lecture151:Calculation of inthemoney Stock Options
Quiz104:Quiz - Calculation of in-the-money Stock Options
Lecture152:Calculation of Debt Equity Ratio
Quiz105:Quiz - Calculation of Debt & Equity Ratio
Section29:CORPORATE VALUATION: DCF: WACC CAPM Terminal Value TV
Lecture153:WACC, CAPM, Terminal Value (TV)
Lecture154:Cost of Debt Calculations
Lecture155:Cost of Debt Calculations
Quiz106:Quiz - Cost of Debt Calculations
Lecture156:Cost of Equity Calculation
Quiz107:Quiz - Cost of Equity Calculation
Lecture157:Weighted Average Cost of Capital (WACC)
Section30:CORPORATE VALUATION: DCF: Calculating Enterprise Value EV
Lecture158:Enterprise Value Calculation Completing the Missing Links
Section31:Conclusion
Lecture159:CONCLUSION
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