Beginner to Pro in Excel: Financial Modeling and Valuation

About Course

This free Beginner to Pro in Excel: Financial Modeling and Valuation course from Udemy will help you become an expert in financial modeling using Excel. Learn from an experienced instructor who has worked in financial advisory and mergers & acquisitions at top-tier companies. This comprehensive course covers:

Excel basics and advanced features
Building financial models in Excel
Company valuation
Creating professional charts
Advanced functions, pivot tables, and visualizations

You’ll gain practical skills, learn from real-life examples, and get detailed explanations with comprehensible case studies. The course is designed for anyone who wants to improve their Excel skills, including those who are new to Excel, students, and professionals. This course is suitable for graduates aspiring to become investment bankers and includes a well-structured DCF model with its theoretical concepts.

This course is completely free and provides:

Unlimited lifetime access to all course materials
Downloadable materials
Regular course updates
Emphasis on learning by doing

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.

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

Course Content

Beginner to Pro in Excel Financial Modeling and Valuation Welcome

A Message from the Professor
– What does the course cover

03:31
– The best way to take this course

01:57

Introduction to Excel

– Introduction to Excel

00:37
– Overview of Excel

03:33
– The Excel ribbon

02:38
– Basic operations with rows and columns

01:44
– Data entry in Excel

03:00
– Introduction to formatting

05:39
– Introduction to Excel formulas

03:57
– Introduction to Excel functions

03:42
– Cut copy paste

02:10
– Paste special

01:16
– Format cells

05:24

Useful tips and tools for your work in Excel

– Excel best practices Welcome lecture

00:41
– Initial formatting of Excel sheets for a professional layout

01:57
– Fast scrolling through Excel sheets

01:34
– Be even quicker F5 Enter

01:51
– Fixing cell references

02:12
– Alt Enter

00:48
– Organize your data with text to columns

02:00
– The wrap text button

00:44
– Set print area

01:10
– Custom sort helps you sort multiple columns in Excel tables

01:22
– Create dropdown lists with data validation

01:49
– Find and select special types of cells with Select special F5

01:37
– Assign dynamic names in a financial model

01:20
– Define a named range in Excel

01:34
– Create a great Index page at the beginning of your models Hyperlinks

01:16
– Introduction to custom formatting in Excel

06:14
– Apply custom formatting in a financial model

01:33
– Macros are a great timesaver Heres why

02:58
– How to save macros and use them across several workbooks

01:34
– Fix the top row of your table with freeze panes

01:11
– How to search functionalities in Excel

00:41
– Filter by color an excellent tool

01:44
– Working with conditional formatting

05:40
– A neat trick Multiply by 1

01:34
– Find and replace references

03:03
– Find and replace formatting

01:53
– Removing automatic green arrows

01:31
– Beauty saving The professional way of saving files

02:13
– Formula auditing with F2

01:50

Keyboard shortcuts in Excel

Excels key functions and functionalities made easy

– Excels key functions Welcome lecture

00:45
– Key functions in Excel IF

02:36
– Key Excel functions SUM SUMIF and SUMIFS

04:20
– and are interchangeable when you start typing a formula

00:44
– Key Excel functions COUNT COUNTA COUNTIF COUNTIFS

03:59
– Key Excel functions AVERAGE and AVERAGEIF

01:54
– Work with text efficiently LEFT RIGHT MID UPPER LOWER PROPER CONCATENATE

04:24
– Working with text continued

02:40
– Find the minimum or maximum value in a range of cells in Excel

00:50
– Include ROUND in your financial models

00:59
– Key Excel functions VLOOKUP and HLOOKUP

07:30
– How to enlarge the formula bar

01:03
– INDEX MATCH and their combination the perfect substitute for VLOOKUP

07:15
– A great Excel technique INDEX MATCH MATCH

04:59
– XLOOKUP a solid substitute for VLOOKUP and INDEXMATCH

06:40
– Using Excels IFERROR function to trap spreadsheet errors

01:48
– RANK is a valuable tool when using Excel for financial and business analysis

02:36
– CHOOSE Learn how to render your models flexible

02:17
– Use Goal Seek to find the result that you are looking for

02:12
– Include sensitivity analysis in your models through Data Tables

04:06
– Excels dynamic and interactive tables Pivot tables

02:13

Update SUMIFS Exercise

Financial functions in Excel

Microsoft Excels Pivot Tables in depth

Case study Building a complete PL from scratch in Excel

– Introduction to the case study

01:06
– Understand your data source before you start working on it

02:42
– Order the source worksheets

02:16
– Create a code the best way to organize your data and work efficiently with it

01:59
– Learn how to create a database

01:58
– Use VLOOKUP to fill the database sheet

05:29
– Use SUMIF to complete the database sheet

04:06
– Use INDEX MATCH as a substitute for VLOOKUP

03:51
– Substituting VLOOKUP with XLOOKUP Office 365 Only

02:53
– Mapping the rows in the database sheet

02:16
– In case you have any doubts about the Mapping exercise

06:15
– Building the structure of the PL sheet

02:21
– Formatting sets You apart from the competition in Excel A Practical Example

03:17
– Populate the PL sheet with SUMIF

02:47
– Calculating yearonyear percentage variations the proper way

03:08

Introduction to Excel charts

PL Case Study continued Lets create some greatlooking professional charts

Business analysis techniques applied in Excel

Case Study Building an FMCG Model from Scratch

– Introduction to the Case Study

02:09
– Preliminary mapping of the data extraction

02:10
– Working with an SAP data extraction

03:23
– Creating an output structure of the FMCG model

02:29
– Improving the layout and appearance of the FMCG report

04:19
– Inserting formulas and automating calculations

02:30
– Creating a Master Pivot Table The main data source for the FMCG report

01:55
– GETPIVOTDATA is great Extracting data from the Master Pivot Table

05:45
– A potential error with GETPIVOTDATA you might encounter and its fix

01:16
– Combining Slicers and GETPIVOTDATA The key to our success

00:20
– Getting fancy with Excel slicers Goodlooking Excel slicers

03:12
– This is how the report can be used in practice by highlevel executives

03:59

Financial modeling fundamentals

– Financial modeling basics Welcome lecture

00:42
– What is a financial model

02:02
– Why use financial models

02:34
– Financial modeling worst practices things you should avoid

05:49
– Financial modeling best practices

04:58
– Financial modeling The types of models that are built in practice

04:42
– Financial modeling The right level of detail in a model

02:34
– Financial modeling Forecasting guidelines

02:51
– Building a complete model Important considerations

02:15
– Modeling the Income statement

05:58
– Modeling the Balance sheet Part 1

02:34
– Modeling the Balance sheet Part 2

05:07

Introduction to Company Valuation

– Why value a company

03:35
– An investors perspective

03:57
– The main value drivers when valuing a business

02:08
– How to calculate Unlevered Free Cash Flow

05:41
– How to calculate Weighted Average Cost of Capital WACC

04:41
– How to calculate cost of debt

01:57
– How to calculate cost of equity

05:40
– Forecasting a firms financials

04:29
– How to obtain Terminal Value

03:37
– Discounting cash flows

03:20
– How to obtain Enterprise and Equity Value

03:58

Learn how to build a Discounted Cash Flow model in Excel

– Valuation Case study Welcome lecture

00:33
– Introduction to the DCF exercise

01:09
– The stages of a complete DCF Valuation

06:34
– Description of the structure of the DCF model

02:57
– A glimpse at the company we are valuing Cheeseco

01:11
– Modeling the top line

03:56
– Introducing scenarios to the model with Choose

02:16
– Modeling other items Other revenues and Cogs

03:51
– Modeling other items Operating expenses and DA

02:27
– Modeling other items Interest expenses Extraordinary items and Taxes

02:43
– Forecasting Balance sheet items

00:42
– An introduction to the Days methodology

01:34
– Calculation of DSO DPO and DOI for the historical period

01:20
– Forecasting DSO DPO and DOI

02:22
– Forecasting Property Plant Equipment Other assets and Other liabilities

02:21
– Creating an output PL sheet

02:36
– Populating the output PL sheet

02:29
– Populating the output BS sheet

01:53
– Completing the output BS sheet for the historical period

03:43
– Creating a structure for the calculation of Unlevered free cash flows

03:18
– Bridging Unlevered free cash flow to Net cash flow

01:53
– Calculating Unlevered free cash flow

06:39
– Calculating Net cash flow

03:57
– Obtaining the rest of the cash flows through Find and Replace

04:01
– Introducing Weighted average cost of capital and Perpetuity growth

01:55
– Discounting Unlevered free cash flows to obtain their Present value

03:00
– Calculating Continuing value and Enterprise value of the business

02:21
– Calculating Equity value

01:27
– Sensitivity analysis for WACC and perpetuity growth

04:40
– A possible application of Goal seek

01:41
– Using charts to summarize the results of the DCF model

04:27

Tesla valuation Complete practical exercise

– Organizing external inputs in a Drivers sheet

03:55
– Forecasting Teslas expected deliveries

13:22
– Comparing delivery figures with the ones of industry peers

03:15
– Estimating an average selling price of Tesla vehicles

04:48
– Calculating automotive revenue

04:07
– Peer comparison Gross profit

04:51
– Calculating automotive gross profit

02:40
– Calculating automotive cost of sales

01:45
– Forecasting energy and services revenue

02:27
– Calculating energy and services gross profit and cost of sales

02:46
– Forecasting operating expenses

04:35
– Building a fixed asset roll forward PPE

04:07
– Building a fixed asset roll forward estimating Capex

04:08
– Building a fixed asset roll forward DA schedule

03:23
– Calculating DSO DIO DPO

01:57
– Producing a clean PL output sheet

01:25
– Calculating investments in working capital

01:53
– Forecasting Unlevered free cash flow

03:07
– Forecasting other assets

04:28
– Forecasting other liabilities

02:07
– Completing Unlevered free cash flow

06:01
– Modeling Teslas financing needs in the forecast period

04:39
– Calculating Net income

01:16
– Bridging Unlevered free cash flow to Net cash flow

03:25
– Balancing the Balance sheet

00:56
– Estimating Weighted average cost of capital WACC

05:52
– Performing discounted cash flow valuation DCF

03:08
– Calculating enterprise value equity value and price per share

01:53
– Final comments

04:41
– You made it

02:07

How to value a company with multiples

– What are valuation multiples and why we use them

04:52
– What types of valuation multiples are there

03:24
– Trading vs transaction valuation multiples

03:07
– Main principles of multiples valuation

06:30
– Comparison of earnings multiples PE vs EVEBITDA

05:31
– Introduction to the exercise

04:42
– Highlevel assessment of peer companies

08:37
– Assessment of PL data comparable companies

05:18
– How to adjust EBIT theoretical framework

04:40
– How to adjust EV theoretical framework

03:09
– How to adjust EBIT practical example Volkswagen

07:43
– How to adjust EV practical example Volkswagen

06:16
– Conclusion of the practical exercise

02:33

Comprehensive LBO valuation

– Introduction to LBO Modeling exercise

01:29
– Key drivers in the LBO model

08:29
– Constructing the Profit and Loss header

02:48
– Analyzing historical Profit and Loss figures

01:50
– Valuing the Target company

03:12
– Estimating transaction fees

05:25
– Sources and uses of funds

04:22
– Shaping the Balance sheet at transaction

05:02
– Goodwill calculation

01:22
– Integrating assumptions into the Drivers sheet

05:41
– Building a Fixed asset roll forward schedule

04:16
– Forecasting financials using the Drivers sheet

04:09
– Completing the Profit and Loss statement up to EBITDA

05:07
– Modeling Working capital

04:34
– Filling in the Balance sheet at transaction sheet

03:25
– Add financials to the Balance sheet

03:11
– Projecting Fixed asset roll forward

05:24
– Developing a Debt schedule

05:54
– Creating a Fixed asset amortization schedule

04:38
– Structuring Cash Flow

02:49
– Designing the Financing sheet

04:51
– Calculating Cash Flow

04:06
– Building an Equity schedule

03:57
– Finalizing the Financing Cash Flow

01:30
– Modeling the Revolver facility first part

08:16
– Completing the Profit and Loss statement

02:11
– Modeling the Revolver facility second part

00:35
– Balancing the Balance sheet

03:55
– Exit valuation and IRR comparison

07:05

Capital budgeting The theory

– Introduction to Capital budgeting

01:14
– Why we need Capital budgeting

01:57
– The time value of money

02:03
– Calculating future and present value

05:16
– Calculating cost of equity

05:57
– Coming up with projectspecific beta

02:53
– Weighted average cost of capital WACC

01:48
– The type of cash flows we will have in a project

02:57
– Estimating the projects cash flows

05:16

Capital Budgeting A complete Case study

– Introduction to the Capital budgeting exercise

02:23
– Organizing an Inputs sheet

04:57
– Forecasting savings Building a plant in Vietnam vs producing cars in Italy

03:22
– Fixed asset rollforward

04:17
– The impact of working capital

02:17
– Modeling debt financing

02:39
– Adding a PL sheet

01:35
– Calculating project cash flows

02:56
– Estimating the weighted average cost of capital WACC

02:27
– Finding cost of equity

05:48
– Discounting the projects cash flows and residual value

03:05
– Performing sensitivity analysis and completing the exercise

04:37
– Congratulations

01:02

APPENDIX Microsoft Excel 2010 Introduction to Excel

– Overview of Excel

03:43
– Basic manipulations with rows and columns

01:52
– The Excel ribbon

02:47
– Data entry in Excel

03:07
– Introduction to formatting

05:41
– Introduction to Excel formulas

03:47
– Introduction to Excel functions

03:51
– Cut copy paste

02:12
– Paste special

01:33

APPENDIX Microsoft Excel 2010 Useful tips and tricks

– Initial formatting of an Excel sheet to render it professional

02:14
– Fast scrolling through Excel sheets

01:35
– Introduction to fixing of cell references

02:08
– Learn how to use the Wrap Text button

00:44
– Create a dropdown list by using Data Validation

01:51
– Using Customsort in order to sort multiple columns within a table

01:23
– Create a great Index page at the beginning of your models Hyperlinks

01:12
– Fix the top row of your table with Freeze Panes

01:26
– Macros are a great timesaver Heres why

02:59
– Find and select special types of cells with Select Special F5

01:37
– Assign custom formats to specific cells within a financial model eg Multiples

01:37
– Define a named range in Excel

01:34
– Learn how to organize your data with Text to Columns

02:00
– Learn how to assign dynamic names within a financial model

01:21
– Create easily printable documents in Excel by using Set Print Area

01:11
– Using the Alt Enter combination

01:03

APPENDIX Microsoft Excel 2010 Keyboard shortcuts

APPENDIX Microsoft Excel 2010 Excel functions

– Key Excel functions SUM SUMIF and SUMIFS

04:20
– Key Excel functions COUNT COUNTA COUNTIF COUNTIFS

04:00
– Key Excel functions AVERAGE and AVERAGEIF

01:53
– Elaborate text efficiently LEFT RIGHT MID UPPER LOWER PROPER CONCATENATE

04:24
– Find the minimum or maximum value in a range of cells in Excel

00:51
– Include ROUND in your financial models

01:01
– Key Excel functions VLOOKUP and HLOOKUP

07:31
– INDEX MATCH and their combination the perfect substitute for VLOOKUP

07:18
– Using Excels IFERROR function to trap spreadsheet errors

01:42
– Learn how to render your models flexible with CHOOSE

02:18
– Use Goal Seek to find the result that you are looking for

02:13
– Include sensitivity analysis in your models through Data Tables

04:06
– Excels dynamic and interactive tables Pivot tables

02:17

APPENDIX Company Valuation

– Why value a company

01:36
– An investors perspective when valuing a company

03:12
– Which are the drivers of company value

01:57
– How to calculate UFCF

04:33
– What is WACC

03:58
– How to find cost of debt

00:55
– How to find cost of equity

04:41
– Forecasting financials

02:31
– Calculating terminal value

02:24
– Discounting cash flows

01:44
– Calculating enterprise and equity value

01:10

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About Course

What Will You Learn?

Course Content

Beginner to Pro in Excel Financial Modeling and Valuation Welcome

A Message from the Professor

– What does the course cover

– The best way to take this course

Introduction to Excel

– Introduction to Excel

– Overview of Excel

– The Excel ribbon

– Basic operations with rows and columns

– Data entry in Excel

– Introduction to formatting

– Introduction to Excel formulas

– Introduction to Excel functions

– Cut copy paste

– Paste special

– Format cells

Useful tips and tools for your work in Excel

– Excel best practices Welcome lecture

– Initial formatting of Excel sheets for a professional layout

– Fast scrolling through Excel sheets

– Be even quicker F5 Enter

– Fixing cell references

– Alt Enter

– Organize your data with text to columns

– The wrap text button

– Set print area

– Custom sort helps you sort multiple columns in Excel tables

– Create dropdown lists with data validation

– Find and select special types of cells with Select special F5

– Assign dynamic names in a financial model

– Define a named range in Excel

– Create a great Index page at the beginning of your models Hyperlinks

– Introduction to custom formatting in Excel

– Apply custom formatting in a financial model

– Macros are a great timesaver Heres why

– How to save macros and use them across several workbooks

– Fix the top row of your table with freeze panes

– How to search functionalities in Excel

– Filter by color an excellent tool

– Working with conditional formatting

– A neat trick Multiply by 1

– Find and replace references

– Find and replace formatting

– Removing automatic green arrows

– Beauty saving The professional way of saving files

– Formula auditing with F2

Keyboard shortcuts in Excel

– Keyboard shortcuts save LOTS of time in Excel

Excels key functions and functionalities made easy

– Excels key functions Welcome lecture

– Key functions in Excel IF

– Key Excel functions SUM SUMIF and SUMIFS

– and are interchangeable when you start typing a formula

– Key Excel functions COUNT COUNTA COUNTIF COUNTIFS

– Key Excel functions AVERAGE and AVERAGEIF

– Work with text efficiently LEFT RIGHT MID UPPER LOWER PROPER CONCATENATE

– Working with text continued

– Find the minimum or maximum value in a range of cells in Excel

– Include ROUND in your financial models

– Key Excel functions VLOOKUP and HLOOKUP

– How to enlarge the formula bar

– INDEX MATCH and their combination the perfect substitute for VLOOKUP

– A great Excel technique INDEX MATCH MATCH

– XLOOKUP a solid substitute for VLOOKUP and INDEXMATCH

– Using Excels IFERROR function to trap spreadsheet errors

– RANK is a valuable tool when using Excel for financial and business analysis

– CHOOSE Learn how to render your models flexible

– Use Goal Seek to find the result that you are looking for

– Include sensitivity analysis in your models through Data Tables

– Excels dynamic and interactive tables Pivot tables

Update SUMIFS Exercise

– Exercise Excels SUMIFS function solved explained

Financial functions in Excel

– Future and present values in Excel

– Calculating the rate of return of an investment with the IRR function

– Calculating a complete loan schedule in Excel

– Date functions in Excel