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- The best way to take this course
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Online
₹ 449 3,499
Quick facts
particular | details | |
---|---|---|
Medium of instructions
English
|
Mode of learning
Self study
|
Mode of Delivery
Video and Text Based
|
Course and certificate fees
Fees information
₹ 449 ₹3,499
certificate availability
Yes
certificate providing authority
Udemy
The syllabus
Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome!
Introduction to Excel
- Introduction to Excel
- Overview of Excel
- Overview of Excel
- The Excel ribbon
- Basic operations with rows and columns
- Data entry in Excel
- Introduction to formatting
- Rows and columns
- Introduction to Excel formulas
- Introduction to Excel formulas
- Introduction to Excel functions
- Cut, copy, & paste
- Cut, copy, & paste
- Paste special
- Format cells
- Basic operations in Excel - 38 pages
Useful tips and tools for your work in Excel
- Excel best practices - Welcome lecture
- Initial formatting of Excel sheets for a professional layout
- Fast scrolling through Excel sheets
- Fast scrolling through Excel sheets
- Be even quicker: F5 + Enter
- Fixing cell references
- Introduction to fixing of cell references
- Alt + Enter
- Organize your data with text to columns
- Learn how to organize your data with text to columns
- The wrap text button
- Set print area
- Custom sort helps you sort multiple columns in Excel tables
- Create drop-down lists with data validation
- Find and select special types of cells with Select special (F5)
- Select Special
- Assign dynamic names in a financial model
- Assigning dynamic names
- Define a named range in Excel
- Create a great Index page at the beginning of your models - Hyperlinks
- Introduction to custom formatting in Excel
- Apply custom formatting in a financial model
- Macros are a great timesaver! Here's why!
- How to save macros and use them across several workbooks
- Excel macros - quiz
- Fix the top row of your table with freeze panes
- How to search functionalities in Excel
- Filter by color - an excellent tool
- Working with conditional formatting
- Useful tips and tools for your work in Excel - quiz
- A neat trick - Multiply by 1
- Find and replace - references
- FAQ: Why do we replace external references and how does this help us?
- Find and replace - formatting
- Removing (automatic) green arrows
- Beauty saving - The professional way of saving files
- Formula auditing with F2
Keyboard shortcuts in Excel
- Keyboard shortcuts save LOTS of time in Excel
- Keyboard shortcuts in Excel
Excel's key functions and functionalities made easy
- Excel's key functions - Welcome lecture
- A helpful consideration
- Key functions in Excel: IF
- Key Excel functions: SUM, SUMIF and SUMIFS
- = and + are interchangeable when you start typing a formula
- Key Excel functions: COUNT, COUNTA, COUNTIF, COUNTIFS
- Key Excel functions: AVERAGE and AVERAGEIF
- Key Excel functions: AVERAGE and AVERAGEIF
- Work with text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
- Work with text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
- Working with text (continued)
- Find the minimum or maximum value in a range of cells in Excel
- Include ROUND in your financial models
- Key Excel functions: VLOOKUP and HLOOKUP
- How to enlarge the formula bar
- INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
- A great Excel technique: INDEX, MATCH, MATCH
- INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
- XLOOKUP: a solid substitute for VLOOKUP and INDEX&MATCH
- Using Excel's IFERROR function to trap spreadsheet errors
- RANK is a valuable tool when using Excel for financial and business analysis
- CHOOSE - Learn how to render your models flexible
- Use Goal Seek to find the result that you are looking for
- Use Goal Seek in order to find the result that you are looking for
- Include sensitivity analysis in your models through Data Tables
- Include sensitivity analysis in your models through Data Tables
- Excel's dynamic and interactive tables: Pivot tables
- Excel's key functions and functionalities made easy
Update! SUMIFS - Exercise
- Exercise - Excel's SUMIFS function - unsolved
- Exercise - Excel's SUMIFS function - solved & explained
Financial functions in Excel
- Future and present values in Excel
- Calculating the rate of return of an investment with the IRR function
- Calculating a complete loan schedule in Excel
- Date functions in Excel
Microsoft Excel's Pivot Tables in depth
- Introduction to Pivot Tables and the way they are applied
- Creating Pivot Tables easily!
- Give your Excel Pivot Tables a makeover
- Modifying and pivoting fields to obtain the Pivot Table you need
- Learn more about GETPIVOTDATA - A very important Excel function
- An introduction to slicers - The modern-day Pivot Table filters
Case study - Building a complete P&L from scratch in Excel
- Case study - Build a P&L from scratch - Welcome lecture
- Introduction to the case study
- Understand your data source before you start working on it
- Order the source worksheets
- Create a code: the best way to organize your data and work efficiently with it
- Learn how to create a database
- Use VLOOKUP to fill the database sheet
- Use SUMIF to complete the database sheet
- FAQ: Sum of FY2018 doens't go down to zero
- Use INDEX & MATCH as a substitute for VLOOKUP
- Substituting VLOOKUP with XLOOKUP (Office 365 Only)
- Mapping the rows in the database sheet
- In case you have any doubts about the Mapping exercise
- Building the structure of the P&L sheet
- Formatting sets You apart from the competition in Excel - A Practical Example
- Populate the P&L sheet with SUMIF
- FAQ: Why the sum of the check should be 0?
- Learn how to find mistakes with COUNTIF
- Calculating year-on-year percentage variations the proper way
- FAQ: Why do we subtract -1 when calculating year-on-year growth?
Introduction to Excel charts
- How to insert a chart in Excel
- Editing Excel charts
- Excel chart formatting
- How to create a bridge chart in Excel
- New ways to visualize your data - Treemap charts
- Sparklines
P&L Case Study continued - Let's create some great-looking professional charts
- Create professional and good-looking charts - Introduction
- Build a column stacked chart with a secondary line axis in Excel
- Learn how to build effective doughnut charts in Excel
- Learn how to build an area chart in Excel
- Learn how to create bridge charts
- Learn how to create bridge charts in Excel 2007, 2010, and 2013
- Case Study - Building a Complete P&L from scratch in Excel
- Course Challenge - Apply your skills in practice!
Business analysis techniques applied in Excel
- Trend Analysis in Excel
- Comparative Analysis in Excel
- Value-based analysis in Excel
- Correlation analysis in Excel
- Time series analysis in Excel
- Regression analysis in Excel
Case Study - Building an FMCG Model from Scratch
- Introduction to the Case Study
- Preliminary mapping of the data extraction
- Working with an SAP data extraction
- Creating an output structure of the FMCG model
- Improving the layout and appearance of the FMCG report
- Inserting formulas and automating calculations
- Creating a Master Pivot Table: The main data source for the FMCG report
- GETPIVOTDATA is great! Extracting data from the Master Pivot Table
- A potential error with GETPIVOTDATA you might encounter and its fix
- FAQ: My GETPIVOTDATA function doesn't work
- Combining Slicers and GETPIVOTDATA: The key to our success
- Getting fancy with Excel slicers - Good-looking Excel slicers
- This is how the report can be used in practice by high-level executives
- Dynamic reporting with GETPIVOTDATA and slicers
Financial modeling fundamentals
- Financial modeling basics - Welcome lecture
- What is a financial model?
- Why use financial models?
- Financial modeling - worst practices - things you should avoid
- Financial modeling - best practices
- Financial modeling - The types of models that are built in practice
- Financial modeling - Quiz
- Financial modeling: The right level of detail in a model
- Financial modeling: Forecasting guidelines
- Forecasting financials - Quiz
- Building a complete model - Important considerations
- Modeling the Income statement
- Modeling the Balance sheet - Part 1
- Modeling the Balance sheet - Part 2
- Building a financial model - Quiz
Introduction to Company Valuation
- The core theory behind Company Valuation
Introduction to Mergers & Acquisitions
- Introduction to Mergers & Acquisitions
- Why acquire another firm
- Company valuation
Learn how to build a Discounted Cash Flow model in Excel
- Valuation Case study - Welcome lecture
- Introduction to the DCF exercise
- The stages of a complete DCF Valuation
- Description of the structure of the DCF model
- A glimpse at the company we are valuing - Cheeseco
- Modeling the top line
- Introducing scenarios to the model with Choose
- Modeling other items: Other revenues and Cogs
- Modeling other items: Operating expenses and D&A
- Modeling other items: Interest expenses, Extraordinary items and Taxes
- Forecasting Balance sheet items
- An introduction to the "Days" methodology
- Calculation of DSO, DPO and DOI for the historical period
- Forecasting DSO, DPO and DOI
- Forecasting Property, Plant & Equipment, Other assets and Other liabilities
- Creating an output P&L sheet
- Populating the output P&L sheet
- Populating the output BS sheet
- Completing the output BS sheet for the historical period
- Creating a structure for the calculation of Unlevered free cash flows
- Bridging Unlevered free cash flow to Net cash flow
- Calculating Unlevered free cash flow
- Calculating Net cash flow
- Obtaining the rest of the cash flows through Find and Replace
- Introducing Weighted average cost of capital and Perpetuity growth
- Discounting Unlevered free cash flows to obtain their Present value
- Calculating Continuing value and Enterprise value of the business
- Calculating Equity value
- Sensitivity analysis for WACC and perpetuity growth
- A possible application of Goal seek
- Using charts to summarize the results of the DCF model
Tesla valuation - Complete practical exercise
- Organizing external inputs in a 'Drivers' sheet
- Forecasting Tesla's expected deliveries
- Comparing delivery figures with the ones of industry peers
- Estimating an average selling price of Tesla vehicles
- Calculating automotive revenue
- Peer comparison: Gross profit %
- Calculating automotive gross profit
- Calculating automotive cost of sales
- Forecasting 'energy' and 'services' revenue
- Calculating 'energy' and 'services' gross profit and cost of sales
- Forecasting operating expenses
- Building a fixed asset roll forward: PP&E
- Building a fixed asset roll forward: estimating Capex
- Building a fixed asset roll forward: D&A schedule
- Calculating DSO, DIO, DPO
- Producing a clean P&L output sheet
- Calculating investments in working capital
- Forecasting Unlevered free cash flow
- Forecasting other assets
- Forecasting other liabilities
- Completing Unlevered free cash flow
- Modeling Tesla's financing needs in the forecast period
- Calculating Net income
- Bridging Unlevered free cash flow to Net cash flow
- Balancing the Balance sheet
- Estimating Weighted average cost of capital (WACC)
- Performing discounted cash flow valuation (DCF)
- Calculating enterprise value, equity value, and price per share
- Final comments
- You made it!
Capital budgeting - The theory
- Introduction to Capital budgeting
- Why we need Capital budgeting?
- The time value of money
- Calculating future and present value
- Calculating cost of equity
- Coming up with project-specific beta
- Weighted average cost of capital (WACC)
- The type of cash flows we will have in a project
- Estimating the project's cash flows
Capital Budgeting - A complete Case study
- Introduction to the Capital budgeting exercise
- Organizing an "Inputs" sheet
- Forecasting savings: Building a plant in Vietnam vs. producing cars in Italy
- Fixed asset rollforward
- The impact of working capital
- Modeling debt financing
- Adding a P&L sheet
- Calculating project cash flows
- Estimating the weighted average cost of capital (WACC)
- Finding cost of equity
- Discounting the project's cash flows and residual value
- Performing sensitivity analysis and completing the exercise
- FAQ: Data does not change in the DCF sheet, it changes from the Drivers sheet
- Build a complete capital budgeting model from scratch
- Congratulations!!
Next steps
- Next steps
APPENDIX - Microsoft Excel 2010 - Introduction to Excel
- Overview of Excel
- Basic manipulations with rows and columns
- The Excel ribbon
- Data entry in Excel
- Introduction to formatting
- Introduction to Excel formulas
- Introduction to Excel functions
- Cut, copy, & paste
- Paste special
APPENDIX - Microsoft Excel 2010 - Useful tips and tricks
- Initial formatting of an Excel sheet to render it professional
- Fast scrolling through Excel sheets
- Introduction to fixing of cell references
- Learn how to use the Wrap Text button
- Create a drop-down list by using Data Validation
- Using Custom-sort in order to sort multiple columns within a table
- Create a great Index page at the beginning of your models - Hyperlinks
- Fix the top row of your table with Freeze Panes
- Macros are a great timesaver! Here's why!
- Find and select special types of cells with Select Special (F5)
- Assign custom formats to specific cells within a financial model (e.g Multiples)
- Define a named range in Excel
- Learn how to organize your data with Text to Columns
- Learn how to assign dynamic names within a financial model
- Create easily printable documents in Excel by using Set Print Area
- Using the 'Alt + Enter' combination
APPENDIX - Microsoft Excel 2010 - Keyboard shortcuts
- Keyboard shortcuts Save LOTS of time in Excel 2010
APPENDIX - Microsoft Excel 2010 - Excel functions
- Key Excel functions: SUM, SUMIF and SUMIFS
- Key Excel functions: COUNT, COUNTA, COUNTIF, COUNTIFS
- Key Excel functions: AVERAGE and AVERAGEIF
- Elaborate text efficiently: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE
- Find the minimum or maximum value in a range of cells in Excel
- Include ROUND in your financial models
- Key Excel functions: VLOOKUP and HLOOKUP
- INDEX, MATCH and their combination - the perfect substitute for VLOOKUP
- Using Excel's IFERROR function to trap spreadsheet errors
- Learn how to render your models flexible with CHOOSE
- Use Goal Seek to find the result that you are looking for
- Include sensitivity analysis in your models through Data Tables
- Excel's dynamic and interactive tables: Pivot tables
APPENDIX - Company Valuation
- Why value a company
- An investor's perspective when valuing a company
- Which are the drivers of company value?
- How to calculate UFCF
- What is WACC
- How to find cost of debt
- How to find cost of equity
- Forecasting financials
- Calculating terminal value
- Discounting cash flows
- Calculating enterprise and equity value