By completing this course, learners will be able to analyze IBM’s financial statements, construct integrated models, develop assumptions, forecast future performance, and conduct advanced valuation techniques. The course begins with foundational concepts of financial modeling, covering assumptions, structure, and applications, before progressing to forecasting and integration of the three financial statements. Learners then apply these principles directly to IBM’s financial data, gaining hands-on experience in income statement projections, balance sheet adjustments, and operational analysis. The final module introduces advanced modeling elements, including depreciation, amortization of intangibles, discounted cash flow, EBIT, and equity value adjustments.
This course is uniquely structured around a real-world case study of IBM, making it highly practical and industry-relevant. Learners benefit from a step-by-step approach that blends theory with application, ensuring clarity for beginners while providing depth for advanced learners. By the end, participants will possess the skills to build, interpret, and apply robust financial models for corporate decision-making, investment analysis, and valuation.
This module introduces learners to the fundamentals of financial modeling, covering the purpose, structure, and importance of assumptions. Learners explore how models are applied in practice, who uses them, and why they serve as a foundation for decision-making across industries.
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11 vidéos4 devoirs
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11 vidéos•Total 102 minutes
Financial Modeling Overview•2 minutes
Learning Path•4 minutes
What is Financial Modeling•4 minutes
Why Assumptions are important•2 minutes
Understanding of Financial Model•13 minutes
What are Financial Models Used for•15 minutes
Cash Flow Forecasting•11 minutes
Who Uses Financial Models•9 minutes
Different Types of Financial Models•16 minutes
Balance Sheet Structure•17 minutes
Best Practices to follow when Creating Financial Models•10 minutes
4 devoirs•Total 60 minutes
Getting Started with Financial Modeling•10 minutes
Assumptions and Model Fundamentals•10 minutes
Applications and Users of Models•10 minutes
Graded - Introduction to Financial Modeling•30 minutes
Core Structure and Forecasting
Module 2•3 heures à terminer
Détails du module
This module explores how to build core financial models, integrate financial statements, and use forecasting techniques. Learners understand best practices, the role of pictorial representation, and the value of structured assumptions in developing reliable models.
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10 vidéos4 devoirs
Afficher les informations sur le contenu du module
10 vidéos•Total 138 minutes
How do you Build your Model•10 minutes
Cash Flow Statement•15 minutes
How do you Build a Forecast in your Model•16 minutes
Pictorial Representation•14 minutes
Balance Sheet•16 minutes
3 Statement Model•12 minutes
Creating a Financial Calculator•16 minutes
Add Inputs to the General Assumption Tab•15 minutes
Add Inputs to the Balance Sheet•13 minutes
Create Forward Assumption•12 minutes
4 devoirs•Total 60 minutes
Building and Representing Models•10 minutes
Statements and Integration•10 minutes
Assumptions and Forward Planning•10 minutes
Graded - Core Structure and Forecasting•30 minutes
IBM Financial Applications
Module 3•3 heures à terminer
Détails du module
This module applies financial modeling concepts to IBM as a case study. Learners work with income statement projections, balance sheet adjustments, and IBM-specific financial data to develop realistic forecasts, incorporating operating expenses, accounts payable, and management insights.
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11 vidéos4 devoirs
Afficher les informations sur le contenu du module
11 vidéos•Total 136 minutes
Calculate Projections for Income Statement•13 minutes
Calculating the Opening Debt•9 minutes
Populate Net Assets in the Balance Sheet•16 minutes
Calculate Deferred Tax Liability in Balance Sheet•10 minutes
Management Discussion•14 minutes
IBM Financial Modelling•13 minutes
Operating Expenses•16 minutes
Accounts Payable•13 minutes
Calculating the Year•14 minutes
Depreciation and Amortization•7 minutes
populating Numbers in the Income Statement•12 minutes
4 devoirs•Total 60 minutes
Projections and Net Assets•10 minutes
IBM-Specific Modeling Insights•10 minutes
Accounts and Income Statement•10 minutes
IBM Financial Applications•30 minutes
Advanced Financial Modeling and Valuation
Module 4•4 heures à terminer
Détails du module
This module advances into valuation methods, adjustments, and complex modeling elements. Learners explore depreciation, amortization of intangibles, discounted cash flow analysis, EBIT, and equity adjustments to conduct a robust valuation and decision-making framework.
Inclus
10 vidéos4 devoirs
Afficher les informations sur le contenu du module
10 vidéos•Total 131 minutes
Actual Income Statement•11 minutes
Advance Model•14 minutes
Pension Costs Coming in•12 minutes
Amortization of Intangibles•12 minutes
Finding Income Statement•16 minutes
Income from Continuing Operation•15 minutes
Discounted Cash Flow•15 minutes
Calculating Ebit•12 minutes
Long Term Debt•14 minutes
Adjusted Equity Value•9 minutes
4 devoirs•Total 60 minutes
Advanced Statements and Intangibles•10 minutes
Income Analysis and Cash Flow Valuation•10 minutes
Debt, EBIT, and Equity Value•10 minutes
Graded - Advanced Financial Modeling and Valuation•30 minutes
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