Financial Modelling

Develop the skills to build professional-grade financial models. Learn to analyze statements, forecast performance, and value investments with confidence.

Financial Modeling

Excel

About This Learning Path

This learning path provides a comprehensive foundation in building and analyzing financial models used across corporate finance, investment analysis, and private equity. Starting with an introduction to financial statements, you’ll learn how to interpret income statements, balance sheets, and cash flow statements before progressing to structured projections in Excel. You’ll master company valuation methods including discounted cash flow (DCF), market multiples, and return on investment analysis. From there, the path deepens your expertise through advanced modeling topics such as mergers and acquisitions (M&A), leveraged buyouts (LBOs), and startup valuation. You’ll also apply your knowledge in project-based scenarios, evaluating startup investments, mergers, and leveraged buyouts through realistic case studies. Each course builds on the last, combining practical Excel modeling skills with analytical reasoning to prepare you for professional financial analysis, equity research, or transaction advisory roles.

What You'll Learn

Understand financial statements and how they interconnect across income, balance sheet, and cash flow reports.

Build 3-statement financial projections to forecast company performance over multiple years.

Apply valuation techniques including DCF, market multiples, and cost of capital calculations.

Model complex transactions such as mergers, acquisitions, and leveraged buyouts.

Analyze debt structures, funding sources, and return metrics such as IRR and Money-on-Money multiples.

Develop startup and venture capital models incorporating ownership, liquidity, and exit valuation.

Evaluate the financial viability of investments through scenario, sensitivity, and risk analysis.

Skills You'll Gain

Financial statements

DCF valuation

M&A modeling

LBO modeling

Startup valuation

Excel projections

Capital structure

Investment analysis

Scenario modeling

Private equity finance

Curriculum

Introduction to Financial Statements

Course

Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.

2 Hours

Intermediate

2 CPE / CPD Credits

Advanced LBO Modeling Part 2

Course

In this course, we learn how to adjust our financial statement projections, due to the acquisition of the company. In addition, we perform a series of analyses to generate a recommendation for Dealer-Partners on the proposed deal.

3 Hours

Advanced

2 CPE / CPD Credits

Calculate the returns from a leveraged buyout

Project

In this project, you'll help a private equity firm which is purchasing a soft drinks manufacturer in a leveraged buyout. You'll build a thorough model for the transaction, and evaluate the private equity firm's expected returns. This will help them decide if the transaction is worth pursuing. 

2 Hours

Advanced

2 CPE / CPD Credits

Financial Projections

Course

In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.

3 Hours

Intermediate

2 CPE / CPD Credits

Identify credit ratings with financial projections

Project

In this project, you'll help a credit rating agency rate a company seeking funding for the first time. You'll analyze three years of past financial statements, and develop five years of projections, identifying the financial health of the company so investors can make informed investment decisions.

2 Hours

Intermediate

2 CPE / CPD Credits

Performing Your First Company Valuation

Course

This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.

3 Hours

Advanced

2 CPE / CPD Credits

Modeling startup investments

Course

Valuation models for fast-growth, early-stage companies require a different approach to established, stable businesses. We'll value a fictional startup, TrackerTime, which is seeking investment from a venture capitalist.

3 Hours

Advanced

2 CPE / CPD Credits

Leveraged Buyouts

Course

Debt structures are very common in financial modeling and are required learning for analysts. In this course, I'll show you how a private equity firm uses different forms of debt to purchase MarkerCo in a leveraged buyout.

2 Hours

Advanced

2 CPE / CPD Credits

Evaluate the merits of an investment in a startup

Project

In this project, you'll help a startup IT consulting company evaluate an investment offer. You'll create financial projections that account for the differences between a startup and an established company, and evaluate the returns from the proposed investment to determine its financial viability.

2 Hours

Advanced

2 CPE / CPD Credits

Mergers and Acquisitions

Course

Mergers and Acquisitions are transactions in which the ownership of companies is combined into a single entity. This course will show you how to analyze a fictional acquisition in the clothing retail industry.

2 Hours

Advanced

2 CPE / CPD Credits

Value a company in advance of a merger

Project

In this project, you'll develop a valuation model for a window and door retailer that is seeking a buyer. When the optimum buyer turns out to be a competitor company, you'll then develop a model for this merger transaction that will help determine if the merger makes financial sense.

2 Hours

Advanced

2 CPE / CPD Credits

Advanced LBO Modeling Part 1

Course

This course provides a much more detailed financial model for an LBO transaction, incorporating many new concepts and accounting principles, not included in our previous LBO course.

2 Hours

Advanced

2 CPE / CPD Credits