Financial Modeling and Its Business Applications

Financial modeling is a practical concept that is applied to day-to-day business operations, and as such, it must be taught in the same practical approach. This course covers the fundamentals and concepts of building a financial model from scratch using a practical client’s work brief (real client case study).

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Last Updated: 2023-01-16 10:01:10 English Course Type: Self Learning

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).

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.

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).

Accounting | Finance | Microsoft Excel | Analytical Skill

Accountant and Finance expert

Section 1 : Introduction to the Course 4 Lectures 00:10:08
Lecture 1 :
Welcome to the Course Preview
Lecture 2 :
About the Trainer
Lecture 3 :
Watching this Course
Lecture 4 :
The Course Financial Model Build Walk-through
Section 2 : Overview of Financial Modeling Concepts 7 Lectures 00:19:40
Lecture 1 :
Skills of a Financial Modeler
Lecture 2 :
Understanding Data and Components of a Model
Lecture 3 :
Approaches to Financial Modeling
Lecture 4 :
3's in Financial Modeling
Lecture 5 :
Financial Modeling Storyline; How it started
Lecture 6 :
Business & Accounting Cycle in Business
Lecture 7 :
Incorporating Business & Accounting Cycle in Financial Modeling
Kindly download the chapter presentation slide document.
Section 3 : Components of a Model 5 Lectures 00:16:02
Lecture 1 :
Overview of the Components of a Model
Lecture 2 :
Understanding a Components of a Model
Lecture 3 :
Basic Toolkits used in Financial Modeling
Lecture 4 :
Absolute forecast formula Toolkits in financial modeling
Lecture 5 :
Negative forecast formula Toolkits in financial modeling
Kindly download the chapter presentation document.
Section 4 : Schedules in Financial Modeling 6 Lectures 00:14:40
Lecture 1 :
Understanding BASE Schedule in Financial Modeling
Lecture 2 :
Understanding BCE and OWC in Financial Modeling
Lecture 3 :
Sample of Line Item Schedules in Financial Modeling
Lecture 4 :
Building a BASE Schedule with Example
Kindly download the Activity document attached
Lecture 5 :
Building the BCE Schedule with Example
Lecture 6 :
Building Operating Working Capital Schedule with Example
Section 5 : Understanding Financial Statement 5 Lectures 00:18:12
Lecture 1 :
The REAL Framework
Lecture 2 :
Structure of Income Statement Top Line
Lecture 3 :
Structure of Income Statement Below Line
Lecture 4 :
Income Statement Drivers in Financial Modeling
Lecture 5 :
Structure of Balance Sheet and Its Drivers in Financial Modeling
Kindly download the presentation document
Section 6 : Building a Professional Template for financial modeling 14 Lectures 00:45:47
Lecture 1 :
Color Coding the Worksheet
Download the Financial Model Template
Lecture 2 :
Creating Hyperlinks to the Table of Content
Lecture 3 :
Monthly Worksheet Sample Layout and Duplicating Worksheet
Lecture 4 :
Yearly Worksheet Sample Layout
Lecture 5 :
Layout of the Worksheet Headings
Lecture 6 :
Creating the Model Template Cover Page
Lecture 7 :
Finalizing the Menu Information
Lecture 8 :
Setting up the Table of Content
Lecture 9 :
Modifying & Editing Cell Style Guide
Lecture 10 :
Creating Cell Style Guide Sample
Lecture 11 :
Creating Model Style Guide
Lecture 12 :
Duplicating Worksheet in the Model Template
Lecture 13 :
Setting the Model Template to a Printable Format
Lecture 14 :
Planning the Model Template Structure
Section 7 : Creating Information Request List (IRL) 6 Lectures 00:18:09
Lecture 1 :
Listing the Required Information pt4
Kindly download the IRL document attached.
Lecture 2 :
Listing the Required Information pt3
Lecture 3 :
Listing the Required Information pt2
Lecture 4 :
Listing the Required Information pt1
Lecture 5 :
Layout of the Information Request List
Lecture 6 :
Overview of Client Brief
Section 8 : Extracting Assumptions in Financial Modeling 13 Lectures 01:02:14
Lecture 1 :
Reading through a client work brief
Kindly download the activity start file.
Lecture 2 :
Extracting the General Assumptions
Lecture 3 :
Extracting the Inflation rate
Lecture 4 :
Extracting other macroeconomic assumptions
Lecture 5 :
Extracting the funding assumptions
Lecture 6 :
Extracting the cost of funding assumptions
Lecture 7 :
Extracting the use of funds assumptions
Lecture 8 :
Extracting the Pricing & unit cost assumptions
Lecture 9 :
Extracting the Quantity assumptions
Lecture 10 :
Extracting the Personnel assumptions
Lecture 11 :
Extracting the Operating cost assumptions
Lecture 12 :
Extracting the OWC assumptions
Lecture 13 :
13. Creating group outline
Kindly download the end activity document
Section 9 : Creating the Calculation Schedules and Workings 12 Lectures 00:23:13
Lecture 1 :
Calculating cost incremental factor
Lecture 2 :
Calculating Pricing incremental factor
Lecture 3 :
Building the Equity Schedule
Lecture 4 :
Building the Debt Schedule
Lecture 5 :
Use of funds classification
Lecture 6 :
Starting out the assets schedule
Lecture 7 :
Building the Waterfall Asset Depreciation
Lecture 8 :
Building the Revenue Calculation
Lecture 9 :
Building the Cost of Sales Calculation
Lecture 10 :
Building the Salary Schedule
Lecture 11 :
Building the Opex Calculation
Lecture 12 :
Building the OWC Schedule
Kindly download the end activity file
Section 10 : Creating the Forecasted Financial Statements 7 Lectures 00:33:57
Lecture 1 :
Building the Income statement top line item
Lecture 2 :
Building the Income statement Operating Profit
Lecture 3 :
Building the Income statement Net Profit
Kindly download the Income statement end file
Lecture 4 :
Building the Balance Sheet Assets
Lecture 5 :
Building the Balance Sheet Liabilities and Equity
Lecture 6 :
Building the Cashflow
Lecture 7 :
Building the Cashflow Schedule
Kindly download the complete model
Section 11 : Capstone Project 2 Lectures
Lecture 1 :
Capstone Project Instruction
Next step: Practicing Task: We have provided you with another client case study (download the client brief), kindly apply the concepts taught in this course to build your own model from scratch. You are expected to complete the task and share your model with the instructor (ogundele.victor 21@gmail.com) and you will get feedback.
Lecture 2 :
Assimilation Test.
To test your knowledge of the course taken.

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Victor Ogundele,

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My name is Victor Ogundele, and I am a B.Sc. in Accounting graduate of Obafemi Awolowo University (OAU). I am a certified financial modeler (FMI), a financial modeling & valuation analyst (FMVA) by the corporate finance institute (CFI), a project finance modeler by Wallstreet Prep, a member of the Institute of Chartered Accountants of Nigeria (ICAN), and a member of the Financial Professional Network (FPN) in Nigeria. A financial advisor, financial modeler, financial analyst, project finance modeler, and corporate trainer & Microsoft Excel trainer with years of experience having been able to work on over 200 (two hundred) financial model projects across different industries, freelancing platform (such as Upwork, fiverr) and globally. I am a financial modeler and Microsoft Excel trainer at dbrownconsulting, where I use my years of experience to teach financial modeling and Microsoft Excel. I have trained over 5,000 people in financial modeling. I work as a financial analyst in the modeling and valuation unit at Deloitte Nigeria. Victor has created models and Microsoft Excel solutions that have assisted businesses in raising a variety of capital funding ranging from $10,000 to $100 billion dollars across industries. He is self-motivated and enthusiastic about financial modeling, financial analysis, data analysis, accounting software, and Microsoft Excel; he is committed to assisting businesses in resolving financial issues.