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Financial Modeling

Approx. 13 hours to complete

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Course Summary

This course teaches financial modeling techniques in Excel for corporate finance, investment banking, and consulting, covering topics such as forecasting, valuation, and risk management.

Key Learning Points

Learn practical financial modeling skills that can be applied to real-world situations
Gain hands-on experience in Excel for finance
Understand the key concepts and techniques used in corporate finance, investment banking, and consulting

Learning Outcomes

Ability to build financial models for real-world situations
Proficiency in Excel for finance
Understanding of key concepts and techniques used in corporate finance, investment banking, and consulting

Prerequisites or good to have knowledge before taking this course

Basic knowledge of finance
Proficiency in Excel

Course Difficulty Level

Intermediate

Course Format

Self-paced
Online
Video lectures

Similar Courses

Financial Analysis and Decision Making
Corporate Finance Essentials

Related Education Paths

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Description

Long-term projects require a thorough analysis, negotiations with investors, lenders, and partners. The financial model in MS Excel is the most important tool for planning, structuring, and analysis of a project. Here you pull up and summarize all available information on your expectations and forecast. Quality of your model defines the precision of your decisions and your ability to convince the other participants of the project.

In this course you will learn how to build for your project a financial model with all reports and ratios that used in project finance. We will go through the path from a blank Excel workbook, discuss the best practice for financial modeling, dig into technical and financial aspects of the methods and ratios that we use in the model. Within the course we will work with a typical project finance model, but this model has a wide range of possible applications. The same structure and principles could be used for any project to create a new business, launch a product or for venture investments. You will see that the approach we use is universal and the model we build in the course can be your template for many future projects. The course is aimed at students with some experience in Excel. We will not be learning the basics of spreadsheets or MS Excel interface, but all special functions and services will be presented and explained before we use them in our model. All stages the development of the model will be supplemented with Excel files, so by the end of the course you will have both new skills and ready professional financial models. During the last week of the course you will develop your capstone project – your own financial model. This Course is part of HSE University Master of Finance degree program. Learn more about the admission into the program and how your Coursera work can be leveraged if accepted into the program here https://inlnk.ru/WRM4O.

Outline

Week 1. Introduction and general principles
1.1. Introduction.
1.2. Workbook design.
1.3. Worksheet design.
1.4. Formulas and functions.
2.1. Introduction to the case project.
2.2. Components of a model.
2.3. Time scale.
2.4. Creating a template for your worksheets.
2.5. Indices and rates.
1.5. Best practice in financial modeling.
2.6. Setting up a model.

Week 2. Assumptions.
3.1. Sales.
3.2. Variable costs.
3.3. General expenses.
3.4. Staff costs.
3.5. Capital expenditure.
3.6. Working capital.
3.7 Project assumptions in a model.

Week 3. Reports and financing.
4.1. Income statement.
4.2. Linking assumptions and the income statement.
5.1. Cash flow statement.
5.2. Linking assumptions and the cash flow statement.
6.1. Balance sheet.
6.2. Linking assumptions and the balance sheet.
7.1. Equity.
7.2. Loan.
7.3. CFADS, DSCR.
7.4. Debt sculpting.
6.3. Financial reports.
7.5. Financial ratios.

Week 4. Analysis and presentation.
8.1. Net present value.
8.2. Internal rate of return.
8.3. Pay-back chart.
9.1. Liquidation of the project.
9.2. Constant growth.
9.3. Market-based valuation.
10.1. Adding scenarios in the model.
10.2. Sensitivity tables.
11.1. Executive summary.
11.2. Title page.
9.4. DCF analysis.

Week 5. Capstone project.

Summary of User Reviews

Read reviews on Coursera's Financial Modeling course. Discover what users think of this course, including the overall rating. One key aspect that many users found good was the course's practical approach to financial modeling.

Pros from User Reviews

Practical approach to financial modeling
Good pacing and structure
Good balance between theory and practice
Instructor provides clear explanations
Engaging and interesting content

Cons from User Reviews

Some concepts may be difficult for beginners
Not enough practice exercises
Some technical issues with the platform
Not enough focus on advanced topics
Some users found the course too basic

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