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Financial Modeling & Valuation

Build integrated financial models from scratch. Learn to construct financial statements, link them together, create forecasts, and perform DCF valuations.

23 graded exercises11 lessons

Course Content

Financial Statement Foundations

0/2 lessons
40 minutes total
0% complete

Building the Income Statement

Learn to build an income statement from Revenue to Net Income.

20 min

Building the Balance Sheet

Construct a balance sheet with Assets, Liabilities, and Equity sections.

20 min

Linking the Financial Statements

0/3 lessons
83 minutes total
0% complete

Cash Flow Statement BasicsFull access

Build the cash flow statement using the indirect method.

25 min

Statement LinkagesFull access

Master the roll-forward schedules that link the statements.

30 min

Model Sanity ChecksFull access

The balance check, an error trap with an honest tolerance, and finding the error that balances.

28 min

Forecasting & Drivers

0/2 lessons
45 minutes total
0% complete

Revenue & Cost DriversFull access

Project revenue with growth rates and costs as percentages.

20 min

Building the Integrated ForecastFull access

Create complete projected financial statements.

25 min

DCF Valuation Fundamentals

0/4 lessons
87 minutes total
0% complete

Free Cash FlowFull access

Calculate Unlevered Free Cash Flow from EBIT.

25 min

WACC & Terminal ValueFull access

Calculate the discount rate and terminal value.

25 min

Enterprise & Equity ValueFull access

Complete the DCF to arrive at price per share.

20 min

Reading the OutputFull access

Turn the sensitivity grid into a range you can defend, and find which assumption drives it.

17 min

Course Info

23 graded exercises across 11 lessons
255 minutes of reading

What you'll learn:

  • • Financial Statement Foundations
  • • Linking the Financial Statements
  • • Forecasting & Drivers
  • • DCF Valuation Fundamentals
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