Introduction to Financial Modeling

Introduction to Financial Modeling, available at Free, has an average rating of 4.28, with 8 lectures, based on 10487 reviews, and has 152160 subscribers.

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You will learn about Learn to build a simple financial model. Understand how the three primary financial statements relate to each other. This course is ideal for individuals who are Students or Investment banking analysts or Entrepreneurs It is particularly useful for Students or Investment banking analysts or Entrepreneurs.

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Summary

Title: Introduction to Financial Modeling

Price: Free

Average Rating: 4.28

Number of Lectures: 8

Number of Published Lectures: 8

Number of Curriculum Items: 8

Number of Published Curriculum Objects: 8

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

Learn to build a simple financial model.

Understand how the three primary financial statements relate to each other.

Who Should Attend

Students

Investment banking analysts

Entrepreneurs

Target Audiences

Students

Investment banking analysts

Entrepreneurs

This course 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 is designed for those new to financial models.

Section 1will 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 you through the process of building the model cell by cell.

Because you are walking through the entire process of building a model, the video in Lecture 2 runs long: 35 minutes total. My advice would be to download the excel template attached to this lecture and build the model as the video progresses. Building the model yourself is the best way to fully understand the process.

In my opinion, if you want to build a strong financial modeling skill set, a thorough understanding of how an integrated financial statement model works is one of the most important things you can learn.

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.

I hope the content is useful to you! Please feel free to email me (peter@ASimpleModel.com) with any feedback.

Note: The longer video has some white noise in the background that I am having edited out. I hope to have a cleaner audio file up soon. Thanks for your patience!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introductory Video

Chapter 2: Introduction to Financial Statements (For Financial Models)

Lecture 1: The Accounting Equation

Lecture 2: Balance Sheet

Lecture 3: Income Statement

Lecture 4: Cash Flow Statement

Chapter 3: Building an Integrated Financial Statement Model

Lecture 1: Overview of the Process

Lecture 2: Building the Model

Lecture 3: Broken Models & Circular References

Instructors

Peter Lynch
VP in Private Equity

Rating Distribution

1 stars: 143 votes

2 stars: 280 votes

3 stars: 1634 votes

4 stars: 4089 votes

5 stars: 4341 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!