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Enrolled:
384
Duration: 1.5 Hours
Level: Intermediate
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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 Collections

This course is included in the following Course Collections:

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

59 Reviews (155 ratings)Reviews

5
Member's Profile
I enjoyed taking this course!
5
Member's Profile
good lecture.
5
Member's Profile
Well organized and presented.
4
Member's Profile
its ok
5
Anonymous Author
Great
5
Member's Profile
EXCELLENT AND INFORMATIVE LESSON!
4
Member's Profile
great lesson!
5
Anonymous Author
great!
5
Member's Profile
Great Course
5
Member's Profile
Tough, but very informative
5
Anonymous Author
A+
4
Anonymous Author
Difficult material, but very helpful.
3
Anonymous Author
Challenging, but informative.
5
Member's Profile
Hard, but like.
5
Anonymous Author
This course was beneficial to my understanding of complex financial models.
5
Member's Profile
Great Course
3
Anonymous Author
good course
3
Anonymous Author
interesting, lot of material
5
Member's Profile
Good explanations and content. Effective instructor.
4
Member's Profile
Reinforces a lot of what I have been doing for 30+ years and adds a few shortcuts
5
Anonymous Author
Very good.
5
Anonymous Author
Great overview
5
Member's Profile
Convenience interesting
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!
3
Anonymous Author
The tips and tricks at the end were very helpful.
4
Anonymous Author
The exam answer choices should be rephrased
5
Member's Profile
Great course on modeling!
5
Member's Profile
Really enjoyed this course. Very detailed and informative. Highly recommend.
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
useful and relevant!
4
Member's Profile
Good calss for modeling tips and how to design an integrated workbook
5
Member's Profile
Excellent class as usual from Blair.
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.
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
Member's Profile
Excellent introduction to preparing a comprehensive integrated financial model.
4
Member's Profile
some good ideas
4
Member's Profile
Very helpful to confirm the principls i need to keep in mind when modeling
4
Member's Profile
This is a great course for those new to financial modeling
5
Member's Profile
great details
1
Anonymous Author
THE MOST frustrating class on Proformative and perhaps that I have ever taken. As a 20+ year CPA, Excel guru, and almost Actuary.. I found a few worthwhile tips but nothing to justify the time and frustration. I wish I had never spent a minute in this class. Avoid this class if you are an accountant, financial auditor or other competent individual. I looked up five of the exam questions in the script and at most ONE of them was correct on the exam. I abandoned this class and will not return to complete.
5
Anonymous Author
It is not easy course, but certainly improve your knowledge of financial modeling and excel.
5
Member's Profile
A thrill for finance Excel enthusiasts.
5
Member's Profile
Many helpful tips that I will incorporate into my existing methods
3
Anonymous Author
Good approach for those newer to modeling. Some handy excel tips included.
3
Anonymous Author
Was pretty confusing if you don't do a lot of balance sheet and cash flow budgeting.
5
Anonymous Author
Very informative and organized!
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
Anonymous Author
Very practical and useful. Need some accounting background to understand it.
5
Anonymous Author
Great review of both financial and modeling basics
4
Anonymous Author
great overview
5
Anonymous Author
Great instructor, great overview!
5
Member's Profile
Great! great! great course!
4
Member's Profile
This is tougher than I thought
4
Anonymous Author
Liked the course. Nice pace. Very useful insights gained.
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.
5
Member's Profile
This courses delivered in a very effective way.
4
Anonymous Author
This was a great course to grasp the concepts of financial modeling.
5
Member's Profile
Excellent!
5
Member's Profile
Very Professional.

Prerequisites

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