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Introduction to Financial Modeling

This beginner-level course introduces participants to the foundational concepts and techniques of financial modeling. It covers the basics of financial statement analysis, Excel for modeling, and building simple integrated models. The course emphasizes practical applications such as revenue forecasting, budgeting, and scenario analysis, preparing participants to create structured, transparent, and dynamic financial models for decision-making.

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Course Duration:

33 hours

Level:

Beginner to Intermediate

Course Objectives

1. Understand the purpose and structure of financial models.

2. Build simple, integrated three-statement financial models.

3. Perform basic revenue projections and cost forecasting.

4. Use Excel for key modeling tasks, including formulas, formatting, and data visualization.

5. Conduct basic scenario and sensitivity analysis.

6. Develop the confidence to expand into advanced modeling concepts.

Prerequisites

1. Basic knowledge of financial accounting (e.g., familiarity with financial statements).

2. Basic proficiency in Microsoft Excel (e.g., using simple formulas and formatting).

3. Interest in finance, accounting, or business analysis.

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