Introduction to Financial Models & Valuation

Learn to build decision-ready Excel models and value investments with confidence. Start with core modeling skills, then progress to valuation methods and applied projects.

Financial Modeling

Excel

About This Learning Path

This learning path develops practical modeling and valuation skills for analysts, managers, and investors who make decisions with numbers. You’ll begin by building your first Excel model from the ground up-framing problems, structuring inputs and outputs, and testing assumptions with sensitivity analysis. Next, you’ll apply forward‑looking techniques such as decision trees, influence diagrams, and scenario analysis to quantify risk and guide high‑stakes choices. From there, you’ll master the fundamentals of valuation: time value of money, discount rates, NPV and IRR, and when to use income‑, market‑, or cost‑based methods. You’ll then build a complete real estate valuation model before moving into applied projects that mirror real client work, including assessing the commercial viability of public infrastructure and evaluating private investments. Throughout, Kubicle’s applied learning model emphasizes hands‑on spreadsheets, clear logic, and model governance so your outputs are transparent, auditable, and ready for stakeholders. By the end, you will be able to design robust models, value opportunities, and communicate recommendations with clarity.

What You'll Learn

Build well-structured Excel models with clear inputs, calculations, and outputs.

Apply decision trees, influence diagrams, and scenarios to quantify risk and uncertainty.

Calculate NPV and IRR, choose discount rates, and interpret time value of money.

Develop complete valuation models using income, market, and cost approaches.

Perform sensitivity analysis and tornado charts to identify key value drivers.

Model cash flows and taxes for real estate and operating businesses in Excel.

Present recommendations that link model results to commercial decisions.

Skills You'll Gain

Excel financial modeling
NPV & IRR
Decision trees
Scenario analysis
Valuation methods
Sensitivity analysis
Real estate modeling
Investment appraisal
Cash flow modeling
Model governance

Curriculum

Build Your First Model
Course
Course
This introductory modeling course will teach you how to build a pricing model from scratch - helping our case study Zippy Airways, maximize profitability.
Green Clock
3 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Intermediate
Green Certificate
2 CPE / CPD Credits
Forward-Looking Models
Course
Course
SupraChem has a high-risk technology project that requires additional investment. Learn how to build a forward-looking model and use new tools such as decision trees and scenario analysis to help the company reach a decision.
Green Clock
3 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Advanced
Green Certificate
2 CPE / CPD Credits
Analyze the commercial viability of an airport
Project
Project
In this project, you'll help a local government analyze a big infrastructure project. You'll build a detailed Excel model analyzing potential cash flows from the project, incorporating potential risks and issues. You'll then make a recommendation on whether the investment is commercially viable.
Green Clock
2 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Advanced
Green Certificate
2 CPE / CPD Credits
Introduction to Valuation
Course
Course
Valuing investments can be daunting at first. This course will teach you the basic theory of valuation and show you how to build simple Excel valuation models.
Green Clock
3 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Intermediate
Green Certificate
2 CPE / CPD Credits
Valuing a Real Estate Investment
Course
Course
In this course, learn how to build your first, full valuation model from scratch. The investment opportunity is a downtown 3-bed apartment, recently put up for sale.
Green Clock
2 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Advanced
Green Certificate
2 CPE / CPD Credits
Value an investment in a company with a model
Project
Project
In this project, you'll help a small business investor who is considering purchasing a share in a small company. You'll build an Excel model analyzing the potential revenues and costs from this investment, and determine if the returns in the next 5 to 7 years are likely to justify the investment.
Green Clock
2 Hours
Green Beginner LevelGreen Intermediate LevelGreen Advanced Level
Advanced
Green Certificate
2 CPE / CPD Credits

Curriculum

No items found.

What's Included?

15 Hours
6 Courses
Language:
English
Course Level:
Advanced
10.5 CPE & CPD Credits

$295.00

Enrol TodayLearn More

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