Curriculum
10 modules. Hands-on Excel. Downloadable practice datasets.
MODULE 1
Introduction to Financial Modeling
- • What is a financial model?
- • Common model types
- • Model assumptions
MODULE 2
Excel Fundamentals for Finance
- • Cell references
- • Financial functions
- • Formatting conventions
MODULE 3
Financial Statements
- • Income statement
- • Balance sheet
- • Cash flow statement
MODULE 4
Revenue & Expense Forecasting
- • Growth assumptions
- • Opex as % of revenue
- • Budget vs actual
MODULE 5
Financial Ratios
- • Gross margin, operating margin
- • Current ratio, D/E
- • ROE, ROA
MODULE 6
Break-Even Analysis
- • Fixed vs variable costs
- • Contribution margin
- • Break-even units
MODULE 7
Time Value of Money
- • PV & FV
- • Discount rates
- • NPV & IRR
MODULE 8
Basic DCF Valuation
- • Free cash flow
- • Terminal value
- • Enterprise & equity value
MODULE 9
Scenario & Sensitivity Analysis
- • Base/Optimistic/Pessimistic
- • Revenue sensitivity
- • WACC sensitivity
MODULE 10
Capstone Project
- • Hypothetical company model
- • 3-year forecast
- • Dashboard
Excel-first
Every concept delivered in Excel first.
Real DCF
Build a DCF of a hypothetical SaaS company.
Scenario Tables
Base / Optimistic / Pessimistic with sensitivity.
Capstone Project
Finish with a submission-ready model.