In this financial analyst program, you'll build basic and intermediate Excel skills, review corporate finance and financial accounting concepts, and construct a comprehensive valuation model for a public company. The program covers core Excel skills, giving you a strong foundation with formulas, functions, PivotTables, and shortcuts. You'll also dive into advanced Excel for financial modeling, learning techniques like Goal Seek, financial functions, shortcuts, and cash flow projection tools. On the finance side, you'll review accounting, corporate finance, and valuation concepts, including enterprise value, financial statement analysis, DCF modeling techniques, and corporate valuation principles.
The program wraps up with financial modeling, where you'll build an integrated three-statement financial model and create a DCF model for a public restaurant company using current financial data. You'll work through company presentations, earnings releases, and financial reports to determine the model drivers and assumptions. Applying valuation principles, you'll derive a value per share and evaluate the equity as a potential investment. Prior knowledge of finance and accounting is helpful but not required, since these topics are covered throughout the program. Attendees will receive a short preparation guide one week before the course begins.
What You Will Learn
- Write essential formulas and functions, including lookup functions like VLOOKUP and HLOOKUP
- Create persuasive data visualizations using line, column, and pie charts (and print and share your work)
- Build PivotTables and apply logical statements such as AND, OR, and IF, along with ranking functions, COUNTIFS, and SUMIFS
- Perform real company analysis and set up models and projections using real-world data
- Work with Discounted Cash Flow Modeling, Corporate Valuation, and Leveraged Buyout Modeling techniques
- Learn the basics of key financial accounting concepts, including market capitalization, enterprise value, and accrual and cash accounting
This program is available for 90 days. You can choose when to start your access period. Once you activate, you will have 90 days to complete it (access the course materials, quizzes, projects and videos). You may request one extension of seven (7) days. Other extension requests will be evaluated on a case-by-case basis. Videos are not downloadable.
