This course introduces the principles and practice of building structured, assumption-driven financial models in Microsoft Excel. You will apply Excel modeling best practices to design clear input, calculation, and output sections; write robust formulas; and document assumptions for transparency and auditability.
Financial Modeling Fundamentals
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
7 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Apply Excel modeling best practices to structure financial models for accuracy and usability.
Forecast revenues, expenses, and working capital using assumption-driven logic.
Build an integrated three-statement model and perform scenario/sensitivity analysis.
Skills you'll gain
Tools you'll learn
Details to know
Shareable certificate
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Assessments
3 assignments
Taught in English
Recently updated!
March 2026
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There are 3 modules in this course
This module covers foundational skills in building structured Excel models. Learners will be introduced to proper layout principles, naming conventions, formula design, and basic troubleshooting tools. The module also focuses on model usability and documentation — essential skills for professional modelers.
What's included
11 videos2 readings1 assignment1 peer review1 discussion prompt
This module focuses on building forward-looking forecasts for a company’s operations. Learners will develop revenue and cost projections using driver-based assumptions. Lessons will include forecasting techniques for SG&A, cost of goods sold (COGS), depreciation, and working capital. The goal is to build a dynamic, assumption-driven operating model that feeds directly into financial statements and scenario analysis.
What's included
10 videos1 reading1 assignment1 peer review1 discussion prompt
This module teaches students how to link the income statement, balance sheet, and cash flow statement into an integrated three-statement model. Learners will create dynamic linking logic using forecasted assumptions and formulas, build checks and balances to validate model accuracy, and then explore scenario and sensitivity analysis. The goal is to create a fully functional model capable of supporting real-world decision-making.
What's included
11 videos1 reading1 assignment2 peer reviews1 discussion prompt
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