Financial Modelling in Excel Step by Step

In simple words, financial modelling is the process to forecast the financial statements including IS, BS, CFS. The output of financial modelling is called a financial model.  

A standard financial model will include Historical & projected financial statements along with various schedules and assumptions.

Financial Modelling is perceived that only some highly experienced people with high level of practical knowledge in Finance & Excel can work on a financial model.

But very soon, you will find that financial modelling is not that tough but it is a highly demanded skill in Investment banking, equity research, credit research or any other main stream finance.

It is unfortunate that most of the Finance students don’t even know what is Financial modelling & valuations and just because of lack of skills like this, finance students end up getting some marketing or accounting profiles.

An integrated financial model is a powerful tool that not only helps us to understand and analyze a company's historical financial performance but also helps to build realistic projection for future.

In this short training, the objective is to understand where the model will start and where the model will end. What are the various schedules that we have to prepare and what are the assumptions we have to take and what are key elements we have to consider before we take the assumptions?

In this training, we will start from scratch and gradually build on the complete Financial model for a sample case study.

1.     We will understand how to calculate historical IS & BS

2.     How to analyze historical based on projection arameters

3.     How to prepare various schedules for Dep, WC, Debt, Equity and others.