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Financial Modeling in Excel
Build clear, flexible and error-checked three-statement financial models in Excel, then use them for forecasts, scenarios and a simple DCF valuation.
About this course
Build professional financial models. Create integrated three-statement models, forecasts, and valuations that analysts and investors rely on.
What you will learn
- Design a financial model around a specific business decision, with separate inputs, calculations and outputs.
- Forecast revenue and costs from measurable drivers, including seasonality, step costs and inflation.
- Link an income statement, balance sheet and cash flow statement so the balance sheet balances in every period.
- Build scenario selectors, switches and data tables to test how results change under different assumptions.
- Create a one-page dashboard and a set of integrity checks that make your model easy to trust and review.
- Value a business with a simple discounted cash flow model and present the result as a sensible range.
Curriculum
Module 1Modeling Foundations4 lessons
- 1What Makes a Good Model Free preview
- 2Model Design and Layout Standards
- 3Inputs, Calculations, Outputs
- 4Excel Skills for Modelers
- QModule quiz (4 questions)
Module 2Building the Core4 lessons
- 5Revenue Drivers and Forecasts
- 6Cost and Margin Modeling
- 7Building the Income Statement
- 8Balance Sheet and Cash Flow Links
- QModule quiz (4 questions)
Module 3Making Models Useful4 lessons
- 9Scenarios and Sensitivities
- 10Data Tables and Switches
- 11Charts and Output Dashboards
- 12Error-Proofing Your Model
- QModule quiz (4 questions)
Module 4Applied Modeling3 lessons
- 13A Simple DCF Model
- 14Startup vs Corporate Models
- 15Course Project: Three-Statement Model
- QModule quiz (4 questions)
PFinal project: Integrated Three-Statement Model for a Small Business
Who this course is for
- Business owners and managers who need forecasts for loans, budgets or investment decisions.
- Accounting, finance and business students who want practical modeling skills.
- Analysts and junior finance staff who build spreadsheets and want them to be more professional.
Requirements
- Microsoft Excel 2016 or later (Microsoft 365 recommended) on a laptop or desktop computer.
- Basic Excel skills: entering formulas, copying cells and using SUM.
- A basic understanding of revenue, costs and profit; no accounting qualification needed.
What is included
Written lessons
15 lessons, each with a practical exercise and key points to remember.
Module quizzes
A short quiz at the end of each module. Pass mark 70%, and you can retake it.
Final project
Integrated Three-Statement Model for a Small Business. A practical brief with steps and a way to check your own work.
Certificate
A certificate of completion from EMFAD Courses with a unique code anyone can verify.
How the certificate works
Complete every lesson and pass every module quiz with 70% or more. Your certificate then appears in your learner area, ready to print or save as PDF. It shows your name, the course title, the completion date and a unique code. It is a certificate of completion from EMFAD Courses, not an accredited qualification.
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