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In this course we learn how to financially model a business using Excel.  Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes. 

We concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow.  We use an approach that keeps model integrity and credibility top of mind throughout development. 

Course Series

This course is included in the following series:

7 CoursesFundamental Skills for Finance Professionals

  1. Accounting 101: How To Do Basic Accounting In One Hour
  2. Learn Finance Principles in 1 Hour
  3. The Evolution of a Great Spreadsheet Report - How to Effectively Present Numbers in the Business World
  4. Financial Modeling Using Excel
  5. Financial Statements Ratio Analysis
  6. Using Cost Volume Profit Analysis to Drive Innovation and Results
  7. Estimating the Cost of Capital

10 CoursesFinance for Entrepreneurs

  1. Start-up Equity and Cap Table Basics
  2. Understanding Performance-Based Equity Awards
  3. Accounting 101: How To Do Basic Accounting In One Hour
  4. Learn Finance Principles in 1 Hour
  5. Financial Modeling Using Excel
  6. The Evolution of a Great Spreadsheet Report - How to Effectively Present Numbers in the Business World
  7. Creating a Winning Pitch for Venture Capital Investors
  8. Venture Capital Valuation Analysis Method
  9. Enterprise Risk Management 101
  10. The IPO Preparation Process - Preparing a Company to Access the Public Markets

Learning Objectives

  • Identify a disciplined approach for using Excel to develop financial analysis
  • Discover how to prepare financial projections of the income statement, balance sheet, and statement of cash flows

83 Reviews (215 ratings)Reviews

5
Member's Profile
Simple but very effective presentation. I loved how brief the financial model was with enough information useful for reporting. Very useful and practical tips for both seasoned professional and those who are just beginning. Another excellent presentation from Blair Cook.
3
Anonymous Author
I have an accounting background, but was struggling to follow the instructor. He talked and navigated through Excel files so quickly, that I had a hard time keeping up. Luckily one can repeat the video and read the text as often as one wishes.
4
Member's Profile
Great templates. Must have a good accounting background to understand where the assumptions come from and how they are inter-related or you would not get much out of this course. Took much more than 1.5 hour to really do the exercises.
4
Anonymous Author
The presenter is very engaging and very effective. The examples provided are very helpful. There are various useful tips provided that are easy to apply. The time allotted for the course is about right.
5
Member's Profile
Wonderful course!!! The course provided a lot of insights into the complexities and challenges of preparing financial models. The instructor has made many complex items look simple. Well done.
4
Member's Profile
This course is great in the sense that it clearly separates all the assumptions, formulas and reports to demonstrates how a forecast can be made. It is very easy to follow.
4
Member's Profile
A really solid class on financial modeling. Clearly the presenter knows the content based on years of experience. Well worth the 1.5 hours at the intermediate level.
4
Anonymous Author
Good course - lots of good information I wish others would incorporate in their models to make them more useful to others. However, too long for the content included
5
Anonymous Author
There is a lot of information in this course that is very valuable--you just might have to review it more than one time to get it all!
4
Member's Profile
The course was very good overall. I was hoping it would cover discounting, nominal vs. real, and other valuation model items.
5
Member's Profile
I was impressed with how much content was covered in the allotted time. Good overview on how to build a basic financial model.
5
Anonymous Author
It is not easy course, but certainly improve your knowledge of financial modeling and excel.
5
Member's Profile
Well organized and a thorough presentation. Enjoyed working along with the examples.
Anonymous Author
Was pretty confusing if you don't do a lot of balance sheet and cash flow budgeting.
5
Member's Profile
Excellent introduction to preparing a comprehensive integrated financial model.
4
Member's Profile
Reinforces a lot of what I have been doing for 30+ years and adds a few shortcuts
4
Anonymous Author
Very practical and useful. Need some accounting background to understand it.
5
Member's Profile
Really enjoyed this course. Very detailed and informative. Highly recommend.
4
Anonymous Author
I have watched several of Blair's courses. Always informative and well done.
5
Anonymous Author
This course was beneficial to my understanding of complex financial models.
4
Member's Profile
Very helpful to confirm the principls i need to keep in mind when modeling
Anonymous Author
Good approach for those newer to modeling. Some handy excel tips included.
4
Member's Profile
Good calss for modeling tips and how to design an integrated workbook
4
Anonymous Author
This was a great course to grasp the concepts of financial modeling.
5
Member's Profile
Many helpful tips that I will incorporate into my existing methods
5
Member's Profile
This was an excellent prep for a job interview- Thank you, Blair!
4
Anonymous Author
should be broken down between statement or more time allotted
4
Member's Profile
This is a great course for those new to financial modeling
4
Anonymous Author
Liked the course. Nice pace. Very useful insights gained.
5
Anonymous Author
Instructor moves at a perfect speed. An excellent course.
4
Member's Profile
The instructor was easy to follow and clear to listen to!
5
Member's Profile
Good explanations and content. Effective instructor.
5
Anonymous Author
Great review of both financial and modeling basics
3
Anonymous Author
The tips and tricks at the end were very helpful.
4
Anonymous Author
Great presentation & illustration with examples.
5
Member's Profile
This courses delivered in a very effective way.
5
Anonymous Author
Complex issues explained in detail. Informative
5
Member's Profile
One of the best modeling lessons I've taken!
5
Member's Profile
Excellent course for finance professionals.
4
Anonymous Author
The exam answer choices should be rephrased
5
Member's Profile
Nice overview and some very helpful tips
5
Member's Profile
A thrill for finance Excel enthusiasts.
5
Member's Profile
Good combination of use and application
4
Anonymous Author
Difficult material, but very helpful.
5
Member's Profile
Excellent class as usual from Blair.
5
Member's Profile
EXCELLENT AND INFORMATIVE LESSON!
5
Anonymous Author
Great instructor, great overview!
5
Anonymous Author
Very informative and organized!
4
Member's Profile
Liked the Start and Solutions.
4
Member's Profile
This is tougher than I thought
5
Anonymous Author
Good step-by-step presentation
3
Anonymous Author
Challenging, but informative.
3
Anonymous Author
interesting, lot of material
5
Member's Profile
Well organized and presented.
5
Member's Profile
I enjoyed taking this course!
5
Member's Profile
Great! great! great course!
5
Member's Profile
Tough, but very informative
5
Member's Profile
Great course on modeling!
5
Member's Profile
Convenience interesting
4
Member's Profile
useful and relevant!
5
Member's Profile
Very Professional.
4
Member's Profile
some good ideas
5
Member's Profile
Hard, but like.
5
Member's Profile
very informaive
4
Anonymous Author
great overview
5
Anonymous Author
Great overview
5
Member's Profile
great details
5
Member's Profile
good lecture.
4
Member's Profile
great lesson!
5
Anonymous Author
Great course!
5
Member's Profile
Great Course
5
Member's Profile
Great Course
5
Member's Profile
Good course!
4
Member's Profile
Great Class
Anonymous Author
good course
5
Member's Profile
Excellent!
5
Anonymous Author
Very good.
5
Anonymous Author
great!
4
Member's Profile
its ok
5
Anonymous Author
Great!
5
Anonymous Author
Great
5
Anonymous Author
A+
4
Anonymous Author
ok

Prerequisites

Course Complexity: Intermediate

Prerequisite: Basic proficiency with accounting and Excel

 

Advanced Preparation: None

 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 ext. 106, or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Financial Modeling Using Excel
  9:19Planning your Financial Model
  12:29Building a Model Template
  13:13Projecting the Income Statement
  16:37Projecting the Balance Sheet
  14:22Projecting Cash Flows
  13:58Advanced Financial Modeling
Conclusion/Bonus Lesson
  7:49BONUS LESSON: Top 5 Excel Features for Financial Modellers
Continuous Play
  1:31:50Financial Modeling Using Excel
Lesson and Solutions
  XLSXStart and Solution 2
  XLSXStart and Solution 3
  XLSXStart and Solution 4
  XLSXStart and Solution 5
  XLSXStart and Solution 6
SUPPORTING MATERIALS
  PDFSlides: Financial Modeling Using Excel
  PDFFinancial Modeling Using Excel Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM