Introduction to Financial Modeling for Beginners

Learn how to build your first financial models in Excel from scratch.
Introduction to Financial Modeling for Beginners
File Size :
3.89 GB
Total length :
6h 15m



Symon He


Last update




Introduction to Financial Modeling for Beginners

What you’ll learn

Understand the essentials of financial modeling using Excel
Understand the financial modeling process
Be able to build their first financial forecast model in Excel
Be able to build their first financial reporting model in Excel
Be able to build their first financial decision making model in Excel
Be proficient in financial model design
Understand core concepts in finance
Know the business of lemonade stands inside out!

Introduction to Financial Modeling for Beginners


Microsoft Excel 2010 or newer


Instructor Symon He hosts near daily LIVE office hours on TikTok 10:30PM PDT. Find him @SymonHe.Arun Mohan – 5 Stars“The experience was an enlightening one as I was a novice in Finance and Excel and this Class was best fit for me. I could understand everything as the instructor took time to explain at a good pace and patiently introduced excel as well as accounting methods. Looking forward to getting acquainted with more of Finance.” Ethan Wong – 5 Stars“The course was designed very well, with clear explanations of the topic matter. Having the instructor show you everything step-by-step was very useful for learning. Also, having the excel spreadsheets to practice on was perhaps the most useful thing for me.” There are THREE things you need to do in order to learn financial modeling:             1.         You need to understand the key concepts of Finance            2.         You need to understand the relevant features & techniques in Excel            3.         You need to be able to put both of those together in practice.  You’re reading this because you have an interest in learning financial modeling for your work or a desire to get into corporate finance. We did too many years ago. But when we first started out, we wasted a lot of time and effort learning useless and unnecessary information and techniques. It didn’t have to be as painful and time-consuming as it was. That’s why we created this course,  so you can avoid making the same mistakes that we made and learn financial modeling fast with no wasted effort.  You DON’T have to learn everything about finance or Excel to become proficient at financial modeling. You just need to know the RIGHT concepts and the RIGHT tools in each to get started. Now why should you learn from us? I’m proud to say that I have an MBA from Stanford University and have worked on many commercial real estate properties across a dozen asset types in multiple markets. I even helped create the underwriting standards for a 2000-store private restaurant chain, helping them open new locations around the world. And as a licensed broker and real estate consultant, I’ve helped many private clients with locating, evaluating, and structuring investment opportunities including multi-million dollar commercial property acquisitions and 1031 exchanges. My co-instructor, Brandon Young, has a Masters in Real Estate Finance & Development from the University of North Carolina Charlotte as well as a Masters in Finance from Tulane University. He has over a decade of combined financial and real estate experience, including acquisitions and development. We’ve been living and breathing in financial models for practically our entire careers. Andrés Soto – 5 Stars“A really good course for beginners. Right now I understand everything.” Henry Taatjes – 5 Stars”great instructors, great content”Brady Burba – 5 Stars“After reaching this point I see the training is going deeper into Excel and how to utilize the many tools and formulas Excel offers, without training on topics that are not relevant to my needs. Thank you!” What if I don’t have any Finance or Excel background? No worries! This is an introductory course and it assumes ZERO prior knowledge or experience.  It is condensed because we’ve curated only the most relevant and useful topics to get you going fast.   What will I be able to do after I take your course? After taking our course, you will be:•           Able to confidently speak to key finance, accounting, and modeling concepts•           Able to use over a dozen of the most useful Excel features & techniques•           Able to construct three distinct financial models from scratch What’s with the lemonade stand? Learning Excel or finance on their own is tough enough, and learning them at the same time can be extra challenging.  To further muddy the waters by asking students to learn an arbitrary business model would be unnecessarily confusing and a waste of time.   But even with a simple business model such as a lemonade stand, you’ll be surprised by how complex and sophisticated the analysis can become. What’s holding you back? Are you afraid this course won’t work?  I promise you it will. Are you afraid this course will work and you’ll actually have to start investing? I think that’s a pretty good problem to have. Are you afraid it will take time and effort? It will. Real estate isn’t an easy business, if it was everyone would do it. But if you put in the work I promise you’ll see results. Best of all, there is absolutely ZERO risk. Udemy gives you a 30-day money back guarantee to ensure you get what you pay for. So go ahead, sign up and let’s get to work right away!


Section 1: Intro to the Course

Lecture 1 Welcome

Lecture 2 A few reminders before we begin

Section 2: Jumpstart

Lecture 3 How to Take this Course

Lecture 4 Jumpstart Intro

Lecture 5 Jumpstart – The Financial Modeling Process

Lecture 6 Jumpstart – Financial Model Design

Lecture 7 Jumpstart – Introduction Case Study – Part 1

Lecture 8 Jumpstart – Introduction Case Study – Part 2

Section 3: Important Finance & Accounting Principles

Lecture 9 Finance & Accounting Principles Overview

Lecture 10 Balance Sheet & Capital Structure

Lecture 11 Income Statement

Lecture 12 Statement of Cash Flows

Lecture 13 Financial Forecasting Process

Lecture 14 Time Value of Money

Lecture 15 Capital Asset Pricing Model

Lecture 16 Weighted Average Cost of Capital

Lecture 17 Investment Return Metrics

Lecture 18 SUMMARY: Finance & Accounting Priciples

Section 4: Important Excel Features & Techniques

Lecture 19 Important Excel Features & Techniques Overview

Lecture 20 Anchoring Cells

Lecture 21 Data Validation

Lecture 22 Conditional Functions

Lecture 23 Named Ranges

Lecture 24 Conditional Statements

Lecture 25 Financial Functions

Lecture 26 Reference and Lookup Functions

Lecture 27 Dealing with Formula Errors

Lecture 28 Importing External Data

Lecture 29 Leveraging PivotTables & PivotCharts

Lecture 30 Using Solver

Lecture 31 Data Tables

Lecture 32 Recording Macros

Lecture 33 Workbook and Worksheet Security

Lecture 34 SUMMARY: EXCEL Features & Techniques

Section 5: Building a Financial Forecast Model

Lecture 35 Financial Forecasting Model Overview

Lecture 36 Financial Forecasting Example Part 1

Lecture 37 Financial Forecasting Example Part 2

Lecture 38 Financial Forecasting Example Part 3

Lecture 39 Financial Forecasting Example Part 4

Lecture 40 Financial Forecasting Example Part 5

Lecture 41 SUMMARY: Financial Forecasting Model

Section 6: Building a Financial Reporting Model

Lecture 42 Financial Reporting Model Overview

Lecture 43 Financial Reporting Example Part 1

Lecture 44 Financial Reporting Example Part 2

Lecture 45 Financial Reporting Example Part 3

Lecture 46 Financial Reporting Example Part 4

Lecture 47 SUMMARY: Financial Reporting Model

Section 7: Building a Financial Decision-Making Model

Lecture 48 Financial Decision-Making Model Overview

Lecture 49 Financial Decision-Making Example Part 1

Lecture 50 Financial Decision-Making Example Part 2

Lecture 51 Financial Decision-Making Example Part 3

Lecture 52 Peak Capital

Lecture 53 Financial Decision-Making Example Part 4

Lecture 54 Financial Decision-Making Example Part 5

Lecture 55 SUMMARY: Financial Decision-Making Model

Section 8: Back of the Envelope

Lecture 56 Building a Back of the Envelope Rental Income Property Model Part 1 of 2

Lecture 57 Building a Back of the Envelope Rental Income Property Model Part 2 of 2

Section 9: Congrats

Lecture 58 Congrats!

Section 10: New to Udemy?

Lecture 59 OPTIONAL: How to use Udemy, download files, etc…

Meant for students who want to become proficient in financial model but have little to no experience in Finance and/or EXCEL.,Want to learn financial modeling without worrying about whether they’re learning unnecessary stuff,Want to learn from instructors who have relevant industry experience who understands the concepts AND knows what is relevant in practice,People who want to learn Financial Modeling from accessible instructors

Course Information:

Udemy | English | 6h 15m | 3.89 GB
Created by: Symon He

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