Published 11/2022 MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz Language: English | Size: 2.49 GB | Duration: 5h 15m Fundamentals and concepts of building a financial model from scratch using a real-word client's work brief
What you'll learn Understanding how the business operates and how it flows into financial modeling concepts Understanding business & accounting cycle in business and financial modeling. Getting Information/data needed to build a financial model with the use of an Information Request List document (using a client-based practical case study). Building a professional model template. Extracting and structuring of Inputs using FAST Standard. Building the calculations and schedules. Creating the projected financial statement (profit or loss, balance sheet, cash flow statement). Requirements Knowledge of Accounting, Microsoft Excel, and Finance Description This course adopted a practical and hand-holding approach to understanding and applying financial modeling concepts to business. The concepts covered in this course will serve as a base for building any financial model.This course has been developed using tested materials, and practical techniques used in real-world business applications. It will teach you a step-by-step guide to building a financial model for a business that has no historical data, or financial. What you will learn:Understanding how the business operates, and how it flows into financial modeling concepts.Understanding business & accounting cycle in business and financial modeling.Getting information/data needed to build a financial model with the use of an Information Request List document (using a client-based practical case study).Building a professional model template.Extracting and structuring of inputs using FAST Standard.Building the calculations and schedules.Creating the projected financial statement (profit or loss, balance sheet, cash flow statement).The prerequisite skills needed for this course are:Accounting: ability to build and interpret 3-financial statements and understand how the financial statements are linked.Finance: understanding the fundamentals of finance, understanding investment evaluation, and application of macroeconomic factors in forecasting.Microsoft Excel: application of formulas and functions in Microsoft Excel.Analytical skills: ability to analyze and interpret data. Overview Section 1: Welcome to the course Lecture 1 Welcome to the Course Lecture 2 Meet the Facilitator Lecture 3 Watching the Course Lecture 4 The Model Project Walk-Through Section 2: Concepts of Financial Modeling and Business Operations Lecture 5 Skills of a Financial Modeler Lecture 6 Understanding Data and Component of a Model Lecture 7 Approaches to Financial Modeling Lecture 8 3's in Financial Modeling Lecture 9 Financial Modeling Storyline; How it started Lecture 10 Business & Accounting Cycle in Business Lecture 11 Incorporating Business & Accounting Cycle in Financial Modeling Section 3: Component of Modeling Lecture 12 Overview of the Components of a Model Lecture 13 Understanding Components of a Model Lecture 14 Basic Toolkits used in Financial Modeling Lecture 15 Absolute Forecast Formula Toolkits in Financial Modeling Lecture 16 Negative Forecast Formula Toolkits in Financial Modeling Section 4: Schedules In Financial Modeling Lecture 17 Understanding BASE Schedule in Financial Modeling Lecture 18 Understanding BCE and OWC in Financial Modeling Lecture 19 Sample of Line Item Schedules in Financial Modeling Lecture 20 Download the Activity File Lecture 21 Building a BASE Schedule with an Example Lecture 22 Building the BCE Schedule with an Example Lecture 23 Building Operating Working Capital Schedule with an Example Lecture 24 Kindly download the Activity File Section 5: Structure of Financial Statement Lecture 25 Understanding REAL Framework in Accounting Lecture 26 Structure of Income Statement Top Line Lecture 27 Structure of Income Statement Below Line Lecture 28 Income Statement Drivers in Financial Modeling Lecture 29 Structure of Balance Sheet and Its Drivers in Financial Modeling Section 6: Creating a Professional Model Template. Lecture 30 Planning the Model Template Structure with Microsoft Excel Lecture 31 Setting the Model Template to a Printable Format Lecture 32 Duplicating Worksheet in the Model Template Lecture 33 Creating Model Style Guide Lecture 34 Creating Cell Style Guide Sample Lecture 35 Modifying & Editing Cell Style Guide Lecture 36 Setting up the Table of Content Lecture 37 Finalizing the Menu Information Lecture 38 Creating the Model Template Cover Page Lecture 39 Layout of the Worksheet Headings Lecture 40 Yearly Worksheet Sample Layout Lecture 41 Monthly Worksheet Sample Layout and Duplicating Worksheet Lecture 42 Creating Hyperlinks to the Table of Content Lecture 43 Color Coding the Worksheet Section 7: Getting Assumptions in Financial Modeling Lecture 44 Overview of a Client's Brief Lecture 45 Layout of the Information Request List Lecture 46 Listing the Required Information (part 1) Lecture 47 Listing the Required Information (part 2) Lecture 48 Listing the Required Information (part 3) Lecture 49 Listing the Required Information (part 4) Section 8: Extraction Assumptions for the Model Build Lecture 50 Download the Activity File Lecture 51 Reading through a Client Workbrief Lecture 52 Extracting the General Assumptions Lecture 53 Extracting the Inflation Factor Lecture 54 Extracting other macroeconomic assumptions Lecture 55 Extracting the Funding Assumptions Lecture 56 Extracting the Cost of Funding Assumptions Lecture 57 Extracting the Use of Funds Assumptions Lecture 58 Extracting the Pricing & Unit Cost Assumptions Lecture 59 Extracting the Quantity Assumptions Lecture 60 Extracting the Personnel Assumptions Lecture 61 Extracting the Operating Cost Assumptions Lecture 62 Extracting the OWC Assumptions Lecture 63 Creating Group Outline Lecture 64 Download the Activity File Section 9: Calculations Schedule Lecture 65 Calculating Cost Incremental Factor Lecture 66 Calculating Pricing Incremental Factor Lecture 67 Building the Equity Schedule Lecture 68 Building the Debt Schedule Lecture 69 Use of Funds Classification Lecture 70 Starting with the Assets Schedule Lecture 71 Building the Asset Schedule Lecture 72 Building the Watefull Asset Depreciation Lecture 73 Building the Revenue Calculation Lecture 74 Building the Cost of Sales Calculation Lecture 75 Building the Salary Schedule Lecture 76 Building the Opex Calculation Lecture 77 Building the OWC Schedule Lecture 78 Download Activity File Section 10: Building the Projected Financial Statement Lecture 79 Building the Income Statement Top Line Item Lecture 80 Building the Income Statement Operating Profit Lecture 81 Building the Income statement Net Profit Lecture 82 Download the Activity File (Income Statement) Lecture 83 Building the Balance Sheet Assets Lecture 84 Building the Balance Sheet Liabilities and Equity Lecture 85 Download the Activity File (Balance Sheet) Lecture 86 Building the Cashflow Lecture 87 Building the Cashflow Schedule Lecture 88 Download the Activity File (Complete Model) Section 11: End of the Session Lecture 89 Capstone Project Financial Modelers, Finance Analyst, Investment Analyst, Valuation Analyst, and Financial Adviser https://www.udemy.com/course/financial-modeling-and-its-business-applications/
