Financial Modelling Online Courses & Certifications

Module

Topics

Fundamentals

1. Purpose and use of financial models
2. Planning and designing a financial model
3. Tab structure and model flow

The Front End

1. Cover page and executive summary
2. Headers, footers, and assumptions tab
3. Custom formatting and scenario design

Revenues

1. Revenue schedule design and flow
2. Building capacity constraints

Costs

1. Forecasting variable and fixed costs
2. Incorporating semivariable costs

Depreciation

1. Depreciation schedule design
2. Using HLOOKUP and SUMIF functions

Income Tax

1. Creating an income tax schedule
2. Calculating current and deferred taxes

Working Capital

1. Working capital concepts and schedule design
2. Automating days per year and forecasting balances

Capital Structure

1. Building debt and equity schedules
2. Creating a revolving credit facility

Financial Statements

1. Preparing financial statements
2. Income statements
3. Cash flow statements
4. Balance sheets

Outputs and Troubleshooting

1. Ensuring balance sheets balance
2. Creating outputs and professional executive summaries

Intermediate Level Excel

1. Formatting Excel sheets
2. Using Excel formula functions
3. Advanced modelling techniques
4. Data filtering and sorting
5. Charts and graphs
6. Table formulas and scenarios
7. Lookups and pivot tables

Financial Statement Analysis

1. Introduction to financial statement analysis
2. Financial reporting mechanics
3. Analyzing statements
4. Analysis techniques
5. Application examples

Financial Ratios

1. Ratio analysis across industries
2. DuPont analysis
3. Peer analysis
4. Preparing reports

Business Finance

1. Time value of money
2. Longterm financing
3. Cost of capital
4. Leverage measures
5. Project finance
6. Project evaluation
7. Project costs
8. Decision making
9. Cash flow waterfalls

Equity Research Modeling

1. Geographic/segment reporting
2. Cost and debt modelling
3. Forecasting
4. Performing adjustments
5. Cash flow projections
6. Valuation methods
7.  Valuation assumptions
8.  Report building

Course Name

Description

Become a Certified Financial Modeling & Valuation Analyst (FMVA)®

This course covers foundational topics of financial modelling including financial statement analysis, 3-statement modeling, and business valuation. Those who want to learn financial modelling and valuation in detail should enroll in this course.

Financial Modeling Program

This is financial modelling course certification for working professionals in the field of investment banking, business planning, management accounting and corporate finance. Experts such as FRM, CFA, MBA and PHDs have developed this course.

Those who want to be involved in the financial decision making process must have expertise in financial analytics. By enrolling in this course, students will learn to use statistical tools as well as models for financial analysis. 

This course helps with learning skills required for valuation, financial modelling and financial management. The course is designed specifically for senior management executives from HR, IT and marketing fields.

Financial Modeling for Startups & Small Businesses by Udemy

Through this online financial modelling course, students will learn to fulfil the financial modelling needs of startups and small businesses. The course will cover ways to create models to support business planning and fundraising efforts.

Financial Analysis for Business Decisions: How to Use Tableau and Financial Modelling by FutureLearn

In this certification, financial modelling is combined with Tableau to enhance data visualisation and analysis skills.

Financial Modelling with Excel by Online Manipal

This online financial modelling course provides practical training in financial modelling using Excel.

Wharton Business and Financial Modeling Capstone by Coursera

Advanced training in business and financial modelling is provided through a capstone project. It demonstrates the level of skills acquired in this online financial modelling course.

Beginner to Pro in Excel: Financial Modeling and Valuation by Udemy

Learners progress from basic to advanced Excel skills, focusing on financial modelling and valuation. It is a suitable course for those who want to learn financial modelling from scratch to end.

The Real Estate Financial Modeling Bootcamp by Udemy

This course focuses on financial modelling for real estate. It teaches ways to create models that support real estate investment and development decisions.

Role

How They Leverage Financial Modelling?

Investment Banking Analyst

Financial modelling is used to value companies, support mergers and acquisitions (M&A), create pitch books, and perform deal structuring. Models help in analyzing financial statements, projecting future financial performance, and determining the impact of various financing options.

Equity Research Analyst

Analysts use financial models to evaluate a company's financial health, forecast earnings, and determine stock valuations. These models help in creating detailed research reports and investment recommendations.

Financial Planning Analyst

FP&A analysts rely on financial modelling to create budgets, forecast future financial performance, and analyze financial data. Models help in identifying trends, evaluating performance against benchmarks, and supporting strategic planning.

Credit Analyst

Credit analysts use financial models to assess the creditworthiness of borrowers. These models evaluate financial ratios, cash flow projections, and the impact of economic changes on a borrower's ability to repay debt.

Corporate Finance Specialist

Specialists use financial models for capital budgeting, assessing investment opportunities, and optimizing capital structure. Models support decision-making related to financing, acquisitions, and divestitures.

Financial Analyst

Financial analysts utilize financial models to analyze financial data, support investment decisions, and provide insights into financial performance. Models help in evaluating financial statements, projecting future earnings, and conducting ratio analysis.

Project Finance Manager

Managers use financial modelling to evaluate the feasibility and profitability of large-scale projects. These models consider cash flows, risk factors, financing structures, and the overall impact on a company's financial health.

Financial Modelling Consultant

Consultants develop and review financial models for various clients, ensuring accuracy and reliability. Models are used to support strategic decisions, investment evaluations, and risk assessments.

Real Estate Finance Analyst

Analysts create financial models to evaluate real estate investments, forecast cash flows, and determine property valuations. Financial models help in assessing the financial feasibility of development projects and investment properties.