Beginner to Pro in Excel: Financial Modeling and Valuation
All LevelsFinance & AccountingFinancial Modeling

Beginner to Pro in Excel: Financial Modeling and Valuation

Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!

Created by 365 Careers
19.5 hours
Video Content
374
Lectures
242,635
Students
4.6
Rating
4.6
(242,635 students enrolled)

What you'll learn

Master Microsoft Excel and its advanced features
Become a top Excel users on your team
Execute regular tasks quicker
Build P&L statements from a raw data extraction
Acquire financial modeling skills
Learn how to value a company
Build valuation models from scratch
Create models with multiple scenarios
Design professional advanced charts
Become a proficient user with Excel functions, pivot tables, visualizations, and advanced features

Course Content

39 sections • 374 lectures • 20:38:31 total length

Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome!

5 lectures • 07:53

What does the course cover?03:31
Bonus! Welcome gift1 page
Welcome gift number 21 page
The best way to take this course01:56
Download all course materials and frequently asked questions (FAQ)02:26

Introduction to Excel

12 lectures • 33:40

Introduction to Excel00:37
Overview of Excel03:32
Overview of Excel1 question
The Excel ribbon02:38
Basic operations with rows and columns01:44
+11 more lectures

Assignment 1

0 lectures • 00:00

Basic Excel - Practice activity1 question

Useful tips and tools for your work in Excel

30 lectures • 55:52

Excel best practices - Welcome lecture00:41
Initial formatting of Excel sheets for a professional layout01:57
Fast scrolling through Excel sheets01:34
Fast scrolling through Excel sheets1 question
Be even quicker: F5 + Enter01:50
+32 more lectures

Assignment 2

0 lectures • 00:00

Excel tips & tools - Practice activity1 question

Keyboard shortcuts in Excel

2 lectures • 04:57

Keyboard shortcuts save LOTS of time in Excel04:57
Keyboard shortcuts in Excel11 pages

Excel's key functions and functionalities made easy

22 lectures • 01:06:33

Excel's key functions - Welcome lecture00:45
A helpful consideration00:45
Key functions in Excel: IF02:35
Key Excel functions: SUM, SUMIF and SUMIFS04:20
= and + are interchangeable when you start typing a formula00:44
+23 more lectures

Update! SUMIFS - Exercise

2 lectures • 08:05

Exercise - Excel's SUMIFS function - unsolved1 page
Exercise - Excel's SUMIFS function - solved & explained08:05

Assignment 3

0 lectures • 00:00

Excel formulas - Practice activity1 question

Financial functions in Excel

4 lectures • 22:26

Future and present values in Excel07:02
Calculating the rate of return of an investment with the IRR function03:30
Calculating a complete loan schedule in Excel06:16
Date functions in Excel05:38

Microsoft Excel's Pivot Tables in depth

6 lectures • 18:49

Introduction to Pivot Tables and the way they are applied01:35
Creating Pivot Tables easily!03:30
Give your Excel Pivot Tables a makeover01:57
Modifying and pivoting fields to obtain the Pivot Table you need04:16
Learn more about GETPIVOTDATA - A very important Excel function03:28
+1 more lectures

Case study - Building a complete P&L from scratch in Excel

20 lectures • 51:34

Case study - Build a P&L from scratch - Welcome lecture01:02
Introduction to the case study01:06
Understand your data source before you start working on it02:42
Order the source worksheets02:16
Create a code: the best way to organize your data and work efficiently with it01:59
+15 more lectures

Introduction to Excel charts

6 lectures • 14:53

How to insert a chart in Excel02:10
Editing Excel charts02:29
Excel chart formatting03:09
How to create a bridge chart in Excel01:42
New ways to visualize your data - Treemap charts01:31
+1 more lectures

P&L Case Study continued - Let's create some great-looking professional charts

7 lectures • 33:26

Create professional and good-looking charts - Introduction00:29
Build a column stacked chart with a secondary line axis in Excel05:30
Learn how to build effective doughnut charts in Excel04:58
Learn how to build an area chart in Excel03:33
Learn how to create bridge charts06:51
+3 more lectures

Business analysis techniques applied in Excel

6 lectures • 34:58

Trend Analysis in Excel08:22
Comparative Analysis in Excel04:48
Value-based analysis in Excel05:00
Correlation analysis in Excel03:41
Time series analysis in Excel07:59
+1 more lectures

Case Study - Building an FMCG Model from Scratch

13 lectures • 36:40

Introduction to the Case Study02:09
Preliminary mapping of the data extraction02:10
Working with an SAP data extraction03:23
Creating an output structure of the FMCG model02:29
Improving the layout and appearance of the FMCG report04:18
+9 more lectures

Financial modeling fundamentals

12 lectures • 42:06

Financial modeling basics - Welcome lecture00:42
What is a financial model?02:02
Why use financial models?02:34
Financial modeling - worst practices - things you should avoid05:49
Financial modeling - best practices04:58
+10 more lectures

Introduction to Company Valuation

11 lectures • 43:01

Why value a company03:35
An investor's perspective03:57
The main value drivers when valuing a business02:07
How to calculate Unlevered Free Cash Flow05:40
How to calculate Weighted Average Cost of Capital (WACC)04:41
+6 more lectures

Introduction to Mergers & Acquisitions

1 lectures • 00:00

Introduction to Mergers & Acquisitions15 pages

Learn how to build a Discounted Cash Flow model in Excel

31 lectures • 01:26:00

Valuation Case study - Welcome lecture00:33
Introduction to the DCF exercise01:09
The stages of a complete DCF Valuation06:41
Description of the structure of the DCF model02:57
A glimpse at the company we are valuing - Cheeseco01:11
+26 more lectures

Tesla valuation - Complete practical exercise

30 lectures • 01:48:57

Organizing external inputs in a 'Drivers' sheet03:55
Forecasting Tesla's expected deliveries13:22
Comparing delivery figures with the ones of industry peers03:15
Estimating an average selling price of Tesla vehicles04:47
Calculating automotive revenue04:07
+25 more lectures

How to value a company with multiples

13 lectures • 01:06:21

What are valuation multiples and why we use them?04:52
What types of valuation multiples are there?03:24
Trading vs transaction valuation multiples03:07
Main principles of multiples valuation06:30
Comparison of earnings multiples (P/E vs EV/EBITDA)05:31
+8 more lectures

Comprehensive LBO valuation

30 lectures • 02:01:27

Case description01:55
Introduction to LBO Modeling exercise01:29
Key drivers in the LBO model08:29
Constructing the Profit and Loss header02:48
Analyzing historical Profit and Loss figures01:50
+25 more lectures

Capital budgeting - The theory

9 lectures • 29:20

Introduction to Capital budgeting01:14
Why we need Capital budgeting?01:57
The time value of money02:03
Calculating future and present value05:16
Calculating cost of equity05:56
+4 more lectures

Capital Budgeting - A complete Case study

14 lectures • 41:36

Introduction to the Capital budgeting exercise02:22
Organizing an "Inputs" sheet04:57
Forecasting savings: Building a plant in Vietnam vs. producing cars in Italy03:22
Fixed asset rollforward04:17
The impact of working capital02:16
+10 more lectures

Next steps

1 lectures • 01:08

Next steps01:08

BONUS - Data Analysis with ChatGPT - Intro

2 lectures • 05:19

How ChatGPT Advanced Data Analysis Will Boost Your Productivity02:06
The Limitations of ChatGPT Advanced Data Analysis03:13

BONUS - Data Analysis with ChatGPT - Exploratory Data Analysis (EDA)

5 lectures • 19:48

Exploratory Data Analysis - Intro03:47
Extracting Descriptive Statistics with ChatGPT02:13
Identifying Outliers02:46
Correlation Analysis: Hypothesis Formulation and Feature Ideas01:59
Crafting a Comprehensive EDA Prompt09:03

BONUS - Data Analysis with ChatGPT - Deal with Inconsistent Data

5 lectures • 14:28

Identifying and Handling Erroneous Data03:19
Verifying Data for Errors03:40
Eliminating Duplicate Rows01:20
Addressing Unit Discrepancies in Data01:51
Dividing Cell Content into Multiple Cells04:18

BONUS - Data Analysis with ChatGPT - Organize Messy Data

4 lectures • 11:08

Organize Messy Data03:51
Data Mapping02:50
Effective Data Classification02:16
Order Data with ChatGPT02:11

BONUS - Data Analysis with ChatGPT - Working with Functions

5 lectures • 13:14

COUNTIFS, SUMIFS02:33
Data Lookup02:47
Data Ranking02:49
Fill Until Non-blank Values02:59
Translating Logic into Excel Formulas with ChatGPT02:06

BONUS - Data Analysis with ChatGPT - Clean Text Data

7 lectures • 15:59

Correcting Inverted Names01:43
Dealing with Trailing and Leading Spaces in Text Data01:55
Standardizing Letter Capitalization01:50
Handling Multi-lingual Text Data03:27
Multiple "Find and Replace" at the Same Time with ChatGPT02:35
+2 more lectures

BONUS - Data Analysis with ChatGPT - Dates and Time Data

4 lectures • 07:13

Obtain Day and Month From Date02:37
Converting Hours to Decimals01:40
Obtaining Age in Years, Months, Days01:24
Order Dates Chronologically01:32

BONUS - Data Analysis with ChatGPT - Complete Practical Example

5 lectures • 24:03

Intro to the Exercise and Preprocessing Ideas from ChatGPT04:37
Preprocessing the 'Free plan users' Sheet (1/2)07:18
Preprocessing the 'Free plan users' Sheet (2/2)03:33
Working on the 'Transactions' Sheet05:43
Dealing with the Country Mapping Issue02:52

APPENDIX - Microsoft Excel 2010 - Introduction to Excel

9 lectures • 28:32

Overview of Excel03:43
Basic manipulations with rows and columns01:52
The Excel ribbon02:47
Data entry in Excel03:07
Introduction to formatting05:41
+4 more lectures

APPENDIX - Microsoft Excel 2010 - Useful tips and tricks

16 lectures • 25:53

Initial formatting of an Excel sheet to render it professional02:13
Fast scrolling through Excel sheets01:35
Introduction to fixing of cell references02:08
Learn how to use the Wrap Text button00:44
Create a drop-down list by using Data Validation01:51
+11 more lectures

APPENDIX - Microsoft Excel 2010 - Keyboard shortcuts

1 lectures • 04:38

Keyboard shortcuts Save LOTS of time in Excel 201004:38

APPENDIX - Microsoft Excel 2010 - Excel functions

13 lectures • 43:54

Key Excel functions: SUM, SUMIF and SUMIFS04:20
Key Excel functions: COUNT, COUNTA, COUNTIF, COUNTIFS04:00
Key Excel functions: AVERAGE and AVERAGEIF01:53
Elaborate text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE04:24
Find the minimum or maximum value in a range of cells in Excel00:51
+8 more lectures

APPENDIX - Company Valuation

11 lectures • 28:41

Why value a company01:36
An investor's perspective when valuing a company03:12
Which are the drivers of company value?01:57
How to calculate UFCF04:33
What is WACC03:58
+6 more lectures

Description

*Updated for March 2025*

Do you want to learn how to use Excel in a real working environment?

Are you about to graduate from a university and look for your first job? 

Would you like to become your team's go-to person for financial modeling in Excel? 

Join over 230,000+ successful students taking this course.

Your instructor possesses the following extensive experience in financial modeling: 

  • Financial advisory unit of a top-tier consulting firm

  • Experience in M&A transactions executed in the UK, Italy, Germany, Switzerland, and Poland

  • Employed in the in-house Mergers & Acquisitions department of a large multinational corporation

  • A financial advisor in multiple M&A deals ranging from €2 million to €5 billion

  • Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.

Learn the subtleties of financial modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues with this course today. 

 A comprehensive guide to financial modeling in Excel: 

  • Become an Excel expert

  • Build sound financial models in Excel

  • Gain an in-depth understanding of the mechanics of company valuation

  • Create professionally formatted files

  • Demonstrate superior Excel skills at work

  • Prepare before employment in investment banking, financial advisory, corporate finance, or consulting

What We Offer: 

  • Well-designed and easy-to-understand materials

  • Detailed explanations with comprehensible case studies based on real situations

  • Downloadable course materials

  • Regular course updates

  • Professional chart examples used by major banks and consulting firms.

  • Real-life, step-by-step examples

Upon completing this course, you'll be able to do the following:

  • Work comfortably with Microsoft Excel and many of its advanced features

  • Become a the top Excel users on your team

  • Perform regular tasks quicker

  • Develop a P&L statement from a raw data extraction

  • Build a cash flow statement

  • Value a company

  • Produce a valuation model from scratch

  • Create a model with multiple scenarios

  • Design professional and advanced charts

  • Acquire Excel proficiency by learning advanced functions, pivot tables, visualizations, and Excel features

About the course:

  • Unconditional 30-day money-back guarantee

  • No significant previous experience necessary to understand the course and benefit

  • Unlimited lifetime access to all course materials

  • Emphasis on learning by doing

  • Take your Microsoft Excel and financial modeling skills to the next level

Make an investment that is rewarded in career prospects, positive feedback, and personal growth. 

This course is suitable for graduates aspiring to become investment bankers as it includes a well-structured DCF model with its theoretical concepts. Moreover, it motivates you to be more confident with daily tasks and gives you the edge over other candidates vying for a full-time position. 

People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills. 

Take advantage of this opportunity to acquire the skills that will advance your career and get an edge over other candidates. Don't risk your future success.

Who this course is for:

  • Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc.
  • Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills

This course includes:

  • 19.5 hours on-demand video
  • 10 articles
  • 727 downloadable resources
  • Access on mobile and TV
  • Full lifetime access
  • Certificate of completion

Instructor

365 Careers

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