Udemy

Master Financial Decision-Making with Microsoft Excel

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  • 1,269 Students
  • Updated 9/2024
3.9
(37 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
5 Hour(s) 0 Minute(s)
Language
English
Taught by
Matthew Bernath
Rating
3.9
(37 Ratings)

Course Overview

Master Financial Decision-Making with Microsoft Excel

Quickly learn and apply finance concepts in Microsoft Excel - Perfect for Beginners

Microsoft Excel is a powerful tool that is widely used in the finance industry for financial modelling. Financial modelling refers to the process of creating a mathematical model of a financial situation or project. It involves using Excel functions to calculate and analyze financial data to help make informed business decisions.


In this course Microsoft Excel Tools for Financial Modelling, you will:


  • Learn about the Excel tools to build financial models.

  • Discover the most useful Excel functions, add-ons, and formulas to build financial models, perform lookups, assess risk and scenarios and build reports.

  • Uncover the secrets of Goal Seek, Solver and Data Tables for optimisation and scenario analysis.

  • Understand the financial modelling process

  • See why cash flow waterfalls are so important.


PLUS get:

  • Downloads such as Excel shortcuts, model templates and more

  • Full course slides

  • Recommended reading, podcasts, and websites

  • Discount codes for the annual Financial Modelling Summit, the world's largest gathering of financial modellers


Curriculum

  • The layout of a financial model

  • Excel basics

  • NPVs and IRRs

  • Scenario Analysis

  • Data Tables

  • Goal Seek and Solver

  • Project Finance Models Overview

  • Model Auditing and Addins

  • Common Model Errors

  • Model Protection

  • Downloads

  • Recommended Reading

  • Bonus – Financial Modelling for Startups


About the Instructor

The course is presented by Financial Modelling Podcast and Summit Host Matthew Bernath. Matthew is an experienced financial modeller, entrepreneur, and CFA® charterholder with a passion for finance, alternative data and analytics.


Matthew hosts the Financial Modelling Podcast, which has been rated as one of the top finance podcasts by the Corporate Finance Institute and Financial Edge. Matthew was previously in a large investment bank’s Infrastructure Finance division focusing on project finance deal structuring and modelling.


Course Content

  • 14 section(s)
  • 64 lecture(s)
  • Section 1 Introduction
  • Section 2 Layout of a Financial Model
  • Section 3 Excel Basics and Not So Basics
  • Section 4 NPVs and IRRs
  • Section 5 Scenario Analysis
  • Section 6 Data Tables: Performing single and multi variable sensitivity analysis
  • Section 7 Goal Seek and Solver
  • Section 8 Overview of Project Finance Models
  • Section 9 Model Auditing and Useful Tools
  • Section 10 Common Model Errors and How to Avoid Them
  • Section 11 Model Protection
  • Section 12 Test your knoweldge
  • Section 13 Additional Downloads
  • Section 14 Recommended Reading

What You’ll Learn

  • Build a basic financial model in Excel., Understand financial formulae in Excel and understand how to apply finance principles in Excel., Learn the building blocks of a well structured financial model.


Reviews

  • P
    Peter D Claypool
    3.0

    Sometimes, the speaker walks through the formulas very quickly and so the explanation is lost without having to go through the example several times

  • K
    Kunal singh Panwar
    4.5

    I am a MBA Student in finance stream and i found it useful for sharpening my skills

  • A
    Anonymized User
    4.0

    I felt this was a good introduction to Excel Tools for Financial Modelling :)

  • R
    R.Tharsanakumar Tharsan
    5.0

    Great to learn

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