Financial Modeling [2023]: Complete finance course on Excel

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Yassine Rochd

3:25:21

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1 - Introduction objectives and program

1 - Financial-Modeling-Course-Invest-Prep.pdf

1 - Introduction.mp4

01:59

2 - Overview and structure of the financial modeling course.mp4

02:14

3 - Available resources for the course.mp4

02:19

4 - Why this course is valuable.mp4

02:19

2 - The basics of financial modeling

5 - Navigating between sessions in the course.mp4

00:50

6 - What is financial modeling.mp4

01:24

7 - What is financial modeling used for.mp4

00:36

8 - How different players in finance can use this skill.mp4

02:56

3 - Detailed presentation of the Excel model

9 - 02.Invest-Prep-Advanced-case-model-structure.xlsx

9 - Guidelines for the appearance and structure of your model.mp4

03:08

10 - Transforming your model through simple actions.mp4

06:35

11 - Adjusting tab layout for improved clarity.mp4

06:52

12 - Modifying cell formats to enhance the models presentation.mp4

05:06

13 - Taking a step back from the template approach.mp4

00:47

14 - 01.Invest-Prep-Advanced-case-blank.xlsx

14 - Creating a clear and userfriendly multiscenario financial model.mp4

01:50

15 - Creating a Sources Uses table to provide an overview of the operation.mp4

00:54

16 - Building the debt tab including debt schedule and interest calculations.mp4

01:19

17 - The main tab Developing the Business Plan and calculating IRR.mp4

01:49

18 - The business valuation tab Determining company value.mp4

00:28

4 - Building the assumptions tab and the basics of a multiscenario model

19 - 01.Invest-Prep-Advanced-case-blank.xlsx

19 - Before starting preparation and necessary steps.mp4

01:07

20 - Tab structure how to efficiently organize the assumptions tab.mp4

07:43

21 - The basics of our multiscenario model understanding the concept and its import.mp4

03:01

22 - The first assumptions of the model initial input and data required for the mode.mp4

04:45

23 - Debt assumptions for Tranche A specific assumptions regarding debt for Tranche.mp4

04:42

24 - Debt assumptions for Tranche B specific assumptions regarding debt for Tranche.mp4

02:02

25 - Multiscenario assumptions how to handle different scenarios in financial model.mp4

05:38

26 - A simple button to change the whole model tips and tricks to simplify the model.mp4

02:05

27 - Other assumptions of the business plan additional assumptions to consider in th.mp4

06:14

28 - First assessment.mp4

01:14

5 - The business valuation tab

29 - 02.Invest-Prep-Advanced-case-model-structure.xlsx

29 - Study of our comparable companies analyzing the sample of comparables.mp4

01:49

30 - Understanding the organization of the tabs related to business valuation.mp4

04:30

31 - determining the criteria for selecting the most relevant comparables.mp4

09:27

32 - showcasing the valuation results based on the transaction comparables method.mp4

09:15

33 - Understanding and choosing the appropriate valuation multiple for the model.mp4

06:59

6 - Modeling the Sources Uses tab and the debt schedule

34 - Construction of the Sources Uses table.mp4

06:09

35 - Setting up the debt schedule and necessary calculations.mp4

04:17

36 - Understanding the calculation of interest on bank debt.mp4

05:37

37 - Building the model for an amortizing debt tranche 12.mp4

06:07

38 - Building the model for an amortizing debt tranche 22.mp4

02:59

39 - Modeling the bullet debt tranche.mp4

02:59

40 - Creating a comprehensive overview of the bank debt schedule.mp4

02:44

7 - Construction of the business plan and calculation of the IRR

41 - Top line forecast forecasting the companys revenue.mp4

02:35

42 - Estimating operating expenses and EBITDA.mp4

03:21

43 - Determining EBIT and income before tax.mp4

03:08

44 - Completing and finetuning the projected income statement.mp4

05:13

45 - Building the cash flow statement for future periods.mp4

05:29

46 - Analyzing the cash flow statement.mp4

03:43

47 - Determining the normative EBITDA based on model inputs.mp4

06:11

48 - Evaluating the net financial debt and leverage ratio.mp4

02:55

49 - The bridge from Enterprise Value to Equity Value.mp4

03:49

50 - Determining the CoC multiple and IRR for the investment.mp4

04:16

51 - Exploring the sensitivity of the IRR to different variables.mp4

04:14

52 - Adjusting the model to achieve a desired target IRR.mp4

05:38

53 - Modifying the EBITDA to achieve a specific target IRR.mp4

03:29

8 - Conclusion and Bonuses

4 - Final Quiz.html

54 - 03.Invest-Prep-Advanced-case-correction.xlsx

54 - Conclusion summarizing the key points covered in this financial modeling course.mp4

05:17

55 - Additional resources and materials provided as a bonus.mp4

01:15

Description

Financial Modeling practical case and training on Excel - Business Plan, Valuation, and Financial Modeling on Excel

What You'll Learn?

Gain proficiency in the modeling rules followed by investment bankers, private equity professionals, and transaction services consultants
Build a clear, comprehensive, and well-organized financial model in Excel
Acquire a solid foundation in financial modeling fundamentals
Create a complete business plan in Excel
Review the essential and fundamental accounting and corporate finance concepts for financial modeling
Construct a cash flow statement and calculate free cash flows (FCF)
Model financial debt and simulate principal and interest repayments.
Determine the company's Enterprise Value using the comparable method and deduct the Equity Value
Establish a normative EBITDA
Using Excel, calculate the investment multiple and the internal rate of return (IRR) for a transaction

Who is this for?

Finance students who are interested in highly competitive areas of corporate finance such as Private Equity, Venture Capital, M&A, Leveraged Finance, ECM, Transaction Services, Restructuring, Valuation, and, of course, financial modeling

Candidates for an interview in finance who want to practice and prepare for Excel-based financial modeling cases

Corporate finance interns seeking to enhance their skills in finance, financial modeling and Excel

Junior analysts in corporate finance

Senior finance analysts who aim to enhance their proficiency in financial modeling using Excel

What You Need to Know?

Access to Microsoft Excel

More details

Description
If you are interested in finance careers, such as Private Equity, M&A, financial control or financial management, you must have realized that there is a key skill to master in all these finance fields: it's financial modeling.
Whether you are building a business plan, a financial reporting, or performing a company valuation, you will need this skill.
This comprehensive course on financial modeling on Excel will provide you with the knowledge, codes, and best practices to be able to create a clear, well-structured Excel model that meets the expectations of investment banks, Private Equity funds, and financial management teams.
In this training, you will learn about financial modeling standards and the rules to follow to achieve a professional outcome.
You will learn how to design a comprehensive financial model with multiple investment scenarios, a debt schedule with multiple financing tranches and varying characteristics, a clear Sources & Uses table, a professional Business Plan, and a company valuation model based on comparable transactions using a normative EBITDA. Finally, we will calculate the IRR and we will sensitize it according to the investment exit parameters.
Of course, if you are not yet familiar with all these concepts, we will go over what they refer to before starting the financial modeling on Excel.
This course covers essential fundamentals in finance that are necessary to master if you are interested in financial controlling, financial analysis, or transactional careers (PE, M&A, TS).
Who this course is for:
Finance students who are interested in highly competitive areas of corporate finance such as Private Equity, Venture Capital, M&A, Leveraged Finance, ECM, Transaction Services, Restructuring, Valuation, and, of course, financial modeling
Candidates for an interview in finance who want to practice and prepare for Excel-based financial modeling cases
Corporate finance interns seeking to enhance their skills in finance, financial modeling and Excel
Junior analysts in corporate finance
Senior finance analysts who aim to enhance their proficiency in financial modeling using Excel

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Excel

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Financial Modeling

Excel Modeling

Yassine Rochd

Instructor's Courses

Yassine is the founder of a training organization in corporate finance. The goal of this organization is to support students and young graduates in successfully navigating their interviews in Private Equity, M&A, and Transaction Services.With a master's degree in corporate finance, Yassine worked for 2 years as a senior consultant in valuation and financial modeling at EY in Paris. He also spent 2 years as an Associate in Private Equity in Small and Mid Cap investments.

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