Basics of Financial Modelling

This course offers a step-by-step approach to understanding and applying Financial Modeling in real-world scenarios. Whether you’re a finance student or a working professional, you will gain the skills to build models from scratch, analyze companies, and support investment decisions.

In Lesson 1, Introduction, you will understand the scope of financial modeling and career opportunities in finance.

In Lesson 2, Summary of Financial Statements, you will learn how to read and connect Income Statements, Balance Sheets, and Cash Flow Statements, with an intro to ratio analysis using platforms like Tickertape.

In Lesson 3, Creating Your First Model, you will get an understanding about how to build your first financial model including EBITDA forecasting and completing the logic of a working financial statement.

In Lesson 4, Creating a Second Model from Scratch, you will learn to forecast revenues, fuel costs, EBIT, and debt, while constructing BS, CFS, and IRR analysis along with scenario planning.

In Lesson 5, Creating a Third Model, reinforce concepts through quick revision and build a complete model with PAT, BS, and CFS projections.

In Lesson 6, Project Finance Assignments, you will learn to apply your knowledge through guided assignments simulating real-world finance projects.

In Lesson 7, Basics of DCF Valuation, you will understand the difference between project and business valuation, calculate terminal value, CAPM, and WACC.

In Lesson 8, DCF Valuation – DMart, you will learn about how to build a full DCF valuation model using FCFE and FCFF approaches, including beta calculation and 3-stage modeling.

In Lesson 9, DCF Valuation – PVR, you will learn to create a full valuation model for PVR with PAT and CFS projections, followed by FCFE and FCFF analysis.

In Lesson 10, Relative Valuation – IT Sector, you will understand the concept and application of relative valuation across leading IT companies.

In Lesson 11, Next Steps and Projects, final recap with guidance on applying your skills to real-life financial analysis and modeling tasks.

Course Highlights :

- Foundations of financial statements and their interconnections
- How to make financial models from scratch
- Forecasting revenue, expenses, and profitability using logical assumptions
- How to develop project finance models and perform sensitivity/scenario analysis
- Business valuations using DCF (FCFE & FCFF) and relative valuation methods
- Practical understanding of models using real companies like DMart and PVR
- Building valuation-friendly models using Excel functions like IRR, WACC, and CAPM

Who is this course for :

Finance and business students who want to learn real-world modeling skills
MBA aspirants and CFA candidates looking to stand out with hands-on abilities
Professionals in FP&A, equity research, or investment banking
Entrepreneurs need to forecast and present business financials
Anyone interested in mastering Excel for real finance applications