Introduction to Financial Modeling

Course Feature

Cost

Free
Provider

Udemy
Certificate

No Information
Language

English
Start Date

2014-10-29
Learners

No Information
Duration

No Information
Instructor

Peter Lynch

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4.2

133,585 Ratings

This course is designed for those new to financial models and will teach you how to use two years of historical income statement data and two years of historical balance sheet data to build a fully integrated financial statement model. It covers the accounting equation and the three primary financial statements, and walks through integrating them and creating a five-year projection. It also explains circular references and how to fix broken models. With video-driven instruction and notes in pdf format, this course is the perfect way to build a strong financial modeling skill set.

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Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [July 18th, 2023]

This Introduction to Financial Modeling course is designed for those new to financial models. It will teach participants how to use two years of historical income statement data and two years of historical balance sheet data to build a fully integrated financial statement model. Section 1 will introduce the accounting equation and the three primary financial statements in the context of building a financial model. The content starts with the accounting equation, which is the single most important concept in accounting. The remaining three videos introduce the financial statements one at a time with a focus on the relationships that are important as you build financial models. All of the material is provided via video-driven instruction with notes in pdf format to help follow along. Section 2 will walk through integrating the three primary financial statements and creating a five-year projection. The first video provides a quick overview of the process. It is an easier process to grasp if thought of as a series of steps. It will also make it easier to measure progress as you work through the longer video. The video in Lecture 2 will walk participants through the process of building the model cell by cell. Because participants are walking through the entire process of building a model, the video in Lecture 2 runs long: 35 minutes total. The last video in this section will explain circular references and how to fix broken models. It can be incredibly frustrating to finish a model and realize that it does not "balance." This video will help avoid that frustration. At the end of this course, participants will have a thorough understanding of how an integrated financial statement model works and the skills to build one. Participants are encouraged to download the excel template attached to this lecture and build the model as the video progresses. Building the model themselves is the best way to fully understand the process. If participants have any feedback, they are welcome to email the instructor ([email protected]).

Course Syllabus

Introduction

Introduction to Financial Statements (For Financial Models)

Building an Integrated Financial Statement Model

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Pros & Cons

Comprehensive and beginner-friendly
Practical learning

Lack of practical exercises
Technical issues

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