Financial Modeling and Risk Valuation

This course is part of AI-powered Financial Research with Perplexity Specialization

Instructor: Perplexity Coursera

Included with Learn more

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Apply common valuation methods, including DCF and comparable analysis to estimate an indicative value range.
Build a simple DCF model in a spreadsheet to estimate the present value of projected company cash flows.
Identify and assess financial, market, operational, and regulatory risks from AI-retrieved research sources.
Build and evaluate base, upside, and downside scenarios and summarize outcome ranges in a valuation memo.

Details to know

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Assessments

15 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the AI-powered Financial Research with Perplexity Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 6 modules in this course

Advanced financial modeling and risk valuation introduce beginner-friendly concepts such as valuation, DCF, risk assessment, stress testing, and scenario analysis. Using spreadsheet models and Perplexity-sourced assumptions, you will estimate value ranges, test financial outcomes, and learn to explain how assumptions, risks, and market evidence shape valuation conclusions.

By the end of this course, you will be able to: - Apply a simple valuation workflow using forecast inputs, model outputs, and market data to produce an indicative value range. - Build a basic DCF model in a spreadsheet using projected free cash flows and stated discounting assumptions. - Identify financial, market, operational, and regulatory risks from filings and assess their directional impact. - Apply base, upside, and downside scenarios to a financial model and summarize outcome ranges and implications.

Learners build a conceptual map of the three most common valuation approaches and identify the inputs, outputs, and applicability of each.

What's included

5 readings3 assignments

5 readingsTotal 50 minutes

Valuation Approaches Reference10 minutes
Outline Valuation Inputs for a Company10 minutes
From Inputs to a Value Range10 minutes
Valuation Workflow Reference with Formulas10 minutes
Calculate an Indicative Value Range10 minutes

3 assignmentsTotal 90 minutes

Knowledge Check: Valuation Approaches30 minutes
Knowledge Check: Valuation Workflow30 minutes
Graded Quiz: Value Companies30 minutes

Learners build a foundational grasp of the five Discounted Cash Flow ( DCF) building blocks and how those blocks link inside a structured valuation model.

What's included

5 readings3 assignments

5 readingsTotal 50 minutes

DCF Building Block Reference10 minutes
Trace How Assumptions Flow Through a DCF Model10 minutes
Building Your First DCF Model10 minutes
Basic DCF Spreadsheet Layout Guide10 minutes
Build a 3-Year DCF Model Step by Step10 minutes

3 assignmentsTotal 90 minutes

Knowledge Check: DCF Building Blocks30 minutes
Knowledge Check: DCF Calculations30 minutes
Graded Quiz: Calculate DCF Models30 minutes

What's included

5 readings3 assignments

5 readingsTotal 50 minutes

Risk Identification Checklist Template10 minutes
Complete a Risk Checklist from Company Filings10 minutes
From Risk List to Impact Understanding10 minutes
Risk Impact Assessment Template10 minutes
Analyze Risk Impacts for a Company Review10 minutes

3 assignmentsTotal 90 minutes

Knowledge Check: Risk Identification30 minutes
Knowledge Check: Risk Impact Analysis30 minutes
Graded Quiz: Assess Financial Risks30 minutes

Learners apply downside assumption changes to a simple forecast or valuation model to test the effect of adverse financial or macroeconomic conditions.

What's included

5 readings3 assignments

5 readingsTotal 50 minutes

Stress Testing Methodology Reference10 minutes
Modify Assumptions to Simulate a Downside Case10 minutes
Why Sensitivity Insight Matters More Than Numbers10 minutes
Sensitivity Analysis Interpretation Guide10 minutes
Evaluate Stress Outputs and Identify Key Sensitivities10 minutes

3 assignmentsTotal 90 minutes

Knowledge Check: Stress Testing Methodology30 minutes
Knowledge Check: Sensitivity Patterns30 minutes
Graded Quiz: Stress Test Scenarios30 minutes

Learners build base, upside, and downside scenarios by adjusting multiple assumptions together to model different possible futures for a company.

What's included

5 readings3 assignments

5 readingsTotal 50 minutes

Scenario Construction Reference10 minutes
Set Up Multi-Case Scenarios in a Spreadsheet10 minutes
From Three Numbers to Decision Intelligence10 minutes
Scenario Evaluation and Communication Reference10 minutes
Analyze Scenario Outputs and Prepare a Summary10 minutes

3 assignmentsTotal 90 minutes

Knowledge Check: Multi-Case Scenario Construction30 minutes
Knowledge Check: Scenario Evaluation30 minutes
Graded Quiz: Evaluate Scenario Outcomes30 minutes

Learners produce an integrated valuation and risk scenario memo that combines DCF, comps, risk assessment, stress testing, and scenario analysis to support a portfolio manager's position-sizing decision.

What's included

2 readings

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Instructor

Perplexity Coursera

Perplexity

7 Courses2 learners

Offered by

Perplexity

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