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Beginner to Pro in Excel: Financial Modeling and Valuation

Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!
Instructor:
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210,336 students enrolled
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Master Microsoft Excel and its advanced features
Become a top Excel users on your team
Execute regular tasks quicker
Build P&L statements from a raw data extraction
Acquire financial modeling skills
Learn how to value a company
Build valuation models from scratch
Create models with multiple scenarios
Design professional advanced charts
Become a proficient user with Excel functions, pivot tables, visualizations, and advanced features

*Updated for November 2023*

Do you want to learn how to use Excel in a real working environment?

Are you about to graduate from a university and look for your first job? 

Are you a young professional looking to establish yourself in your new position? 

Would you like to become your team’s go-to person for financial modeling in Excel? 

Join over 200,000+ successful students taking this course.

Your instructor possesses the following extensive experience in financial modeling: 

  • Financial advisory unit of a top-tier consulting firm

  • Experience in M&A transactions executed in the UK, Italy, Germany, Switzerland, and Poland

  • Employed in the in-house Mergers & Acquisitions department of a large multinational corporation

  • A financial advisor in multiple M&A deals ranging from €2 million to €5 billion

  • Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.

Learn the subtleties of financial modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues with this course today. 

 A comprehensive guide to financial modeling in Excel: 

  • Become an Excel expert

  • Build sound financial models in Excel

  • Gain an in-depth understanding of the mechanics of company valuation

  • Create professionally formatted files

  • Demonstrate superior Excel skills at work

  • Prepare before employment in investment banking, financial advisory, corporate finance, or consulting

What We Offer: 

  • Well-designed and easy-to-understand materials

  • Detailed explanations with comprehensible case studies based on real situations

  • Downloadable course materials

  • Regular course updates

  • Professional chart examples used by major banks and consulting firms.

  • Real-life, step-by-step examples

Upon completing this course, you’ll be able to do the following:

  • Work comfortably with Microsoft Excel and many of its advanced features

  • Become a the top Excel users on your team

  • Perform regular tasks quicker

  • Develop a P&L statement from a raw data extraction

  • Build a cash flow statement

  • Value a company

  • Produce a valuation model from scratch

  • Create a model with multiple scenarios

  • Design professional and advanced charts

  • Acquire Excel proficiency by learning advanced functions, pivot tables, visualizations, and Excel features

About the course:

  • Unconditional 30-day money-back guarantee

  • No significant previous experience necessary to understand the course and benefit

  • Unlimited lifetime access to all course materials

  • Emphasis on learning by doing

  • Take your Microsoft Excel and financial modeling skills to the next level

Make an investment that is rewarded in career prospects, positive feedback, and personal growth. 

This course is suitable for graduates aspiring to become investment bankers as it includes a well-structured DCF model with its theoretical concepts. Moreover, it motivates you to be more confident with daily tasks and gives you the edge over other candidates vying for a full-time position. 

People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills. 

Take advantage of this opportunity to acquire the skills that will advance your career and get an edge over other candidates. Don’t risk your future success.

Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome!

1
What does the course cover?
2
Bonus! Welcome gift
3
Welcome gift number 2
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The best way to take this course
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Download all course materials and frequently asked questions (FAQ)

Introduction to Excel

1
Introduction to Excel
2
Overview of Excel
3
Overview of Excel
4
The Excel ribbon
5
Basic operations with rows and columns
6
Data entry in Excel
7
Introduction to formatting
8
Rows and columns
9
Introduction to Excel formulas
10
Introduction to Excel formulas
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Introduction to Excel functions
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Cut, copy, & paste
13
Cut, copy, & paste
14
Paste special
15
Format cells
16
Basic operations in Excel - 38 pages

This opening section will take you through the basics of Excel. An easy-to-understand introduction that will bring you up to speed in no time.

Some of the topics and concepts discussed in this lesson:

    ·Row and Column references

    ·Name box

    ·Formula bar

    ·The Ribbon

    ·Format cells

    ·Basic operations in Excel: Copy, Paste, Paste Special, Cut, Undo, Redo

Assignment 1

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Basic Excel - Practice activity

Useful tips and tools for your work in Excel

1
Excel best practices - Welcome lecture
2
Initial formatting of Excel sheets for a professional layout
3
Fast scrolling through Excel sheets
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Fast scrolling through Excel sheets
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Be even quicker: F5 + Enter
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Fixing cell references
7
Introduction to fixing of cell references
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Alt + Enter
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Organize your data with text to columns
10
Learn how to organize your data with text to columns
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The wrap text button
12
Set print area
13
Custom sort helps you sort multiple columns in Excel tables
14
Create drop-down lists with data validation
15
Find and select special types of cells with Select special (F5)
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Select Special
17
Assign dynamic names in a financial model
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Assigning dynamic names
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Define a named range in Excel
20
Create a great Index page at the beginning of your models - Hyperlinks
21
Introduction to custom formatting in Excel
22
Apply custom formatting in a financial model
23
Macros are a great timesaver! Here's why!
24
How to save macros and use them across several workbooks
25
Excel macros - quiz
26
Fix the top row of your table with freeze panes
27
How to search functionalities in Excel
28
Filter by color - an excellent tool
29
Working with conditional formatting
30
Useful tips and tools for your work in Excel - quiz
31
A neat trick - Multiply by 1
32
Find and replace - references
33
FAQ: Why do we replace external references and how does this help us?
34
Find and replace - formatting
35
Removing (automatic) green arrows
36
Beauty saving - The professional way of saving files
37
Formula auditing with F2

Assignment 2

1
Excel tips & tools - Practice activity

Keyboard shortcuts in Excel

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Keyboard shortcuts save LOTS of time in Excel
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Keyboard shortcuts in Excel

Learning how to use keyboard shortcuts is an essential part of your Microsoft Excel training. The slides in this lesson will enable you to pick up a number of useful keyboard combinations that will dramatically increase the efficiency of your work

Excel's key functions and functionalities made easy

1
Excel's key functions - Welcome lecture
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A helpful consideration
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Key functions in Excel: IF

The IF function tests whether a certain condition is true or false. It works in the following way:

1.Excel tests whether the logical test, which is the first argument of the function, is satisfied

2.If the logical test is satisfied, Excel delivers value A (the second argument of the function)

3.If the logical test is not satisfied, Excel delivers value B (the third argument of the function)

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Key Excel functions: SUM, SUMIF and SUMIFS
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= and + are interchangeable when you start typing a formula
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Key Excel functions: COUNT, COUNTA, COUNTIF, COUNTIFS
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Key Excel functions: AVERAGE and AVERAGEIF
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Key Excel functions: AVERAGE and AVERAGEIF
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Work with text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
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Work with text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
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Working with text (continued)
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Find the minimum or maximum value in a range of cells in Excel
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Include ROUND in your financial models
14
Key Excel functions: VLOOKUP and HLOOKUP
15
How to enlarge the formula bar
16
INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
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A great Excel technique: INDEX, MATCH, MATCH
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INDEX, MATCH and their combination - the perfect substitute for VLOOKUP

19
XLOOKUP: a solid substitute for VLOOKUP and INDEX&MATCH
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Using Excel's IFERROR function to trap spreadsheet errors
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RANK is a valuable tool when using Excel for financial and business analysis
22
CHOOSE - Learn how to render your models flexible
23
Use Goal Seek to find the result that you are looking for
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Use Goal Seek in order to find the result that you are looking for
25
Include sensitivity analysis in your models through Data Tables
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Include sensitivity analysis in your models through Data Tables
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Excel's dynamic and interactive tables: Pivot tables
28
Excel's key functions and functionalities made easy

Update! SUMIFS - Exercise

1
Exercise - Excel's SUMIFS function - unsolved

An exercise focusing on the practical application of “Sumifs” - a very interesting Excel function that allows you to create dynamic tables in an efficient way.

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Exercise - Excel's SUMIFS function - solved & explained
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Includes

19 hours on-demand video
10 articles
Certificate of Completion
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