Financial Modeling Fundamentals
This course introduces learners to the process of building structured, assumption-driven financial models in Microsoft Excel.
Overview
This course includes:
- On-demand videos
- Practice assessments
- Multiple hands-on learning activities
- Exposure to a real-world project
- 100% self-paced learning opportunities
- Certification of completion
This course introduces learners to the process of building structured, assumption-driven financial models in Microsoft Excel. Starting with best practices for model layout, formula writing, and documentation, students learn to build dynamic operating models from the ground up. The course then explores forecasting techniques for revenue, expenses, and working capital, and teaches how to integrate the three core financial statements into a cohesive, automated model. Students also gain experience with scenario analysis, sensitivity testing, and basic model error-checking. The course emphasizes real-world Excel application and prepares learners to create professional-grade tools for financial decision-making.
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Apply Excel modeling best practices to structure financial models for accuracy and usability.
- Forecast revenues, expenses, and working capital using assumption-driven logic.
- Build an integrated three-statement model and perform scenario/sensitivity analysis.
Prerequisites
Learners should have a basic understanding of financial statements (income statement, balance sheet, cash flow) and proficiency with Excel fundamentals such as formulas, formatting, and data organization. No prior modeling experience is required—just curiosity and attention to detail.
Who Should Attend
This course is designed for aspiring financial analysts, accountants, business managers, and professionals who want to strengthen their Excel modeling and forecasting skills. It’s ideal for those seeking to enhance their ability to build and interpret dynamic financial models for budgeting, valuation, or decision-making.
