Cameron Stewart, CFA/Financial & Valuation Excel Modeling

  • $400

Financial & Valuation Excel Modeling

  • Course
  • 8 Lessons

Learn to build financial models in Excel from scratch using a real case study and best practices. +3 hours of step by step instruction to model like a pro. For careers in investment banking, private equity, corporate finance or equity research. Modeled after training programs used by leading financial institutions.

Contents

Course Materials - Download These to Start

Included are the following:

  1. Financial & Valuation Excel Model for your review. Follow me as I build this model, you should start with a blank worksheet and build with me. Continue to build this model until you've memorized the process.

  2. Excel Shortcut Guide - Memorize this....

  3. PowerPoint with the key takeaways and for note taking during the video.

  4. Step-by-Step video lessons taught by Cameron Stewart, CFA with +3 hours of content

Financial and Valuation Model - FINAL.xlsx
  • 151 KB
Financial & Valuation Modeling Course.pdf
  • 5.81 MB
Excel Shortcut Guide.pdf
  • 2.84 MB

Income Statement and Balance Sheet

Covering the following:

  1. Sources for Historical Financials

  2. Annual / Quarterly / Monthly Financial Models

  3. How to Build the Income Statement

  4. How to Build the Balance Sheet

Income Statement and Balance Sheet

    Cash Flow Statement and Linking the 3 Statements Together

    Covering the following:

    1. How to Build the Cash Flow Statement

    2. Step by Step Guild to Linking the 3 Financial Statements

    Cash Flow and Linking All 3 Financials Statements

      Depreciation and Debt Schedules

      Covering the following:

      1. How to Build a Depreciation Schedule

      2. How to Build a Debt Schedule

      3. How to Model Principal and Interest Payments

      Depreciation and Debt Schedules

        Summary Reporting and Operating Metrics

        Covering the following:

        1. Summary Reporting

        2. Operating Metrics and Statistics

        Summary and Reporting Metrics

          Valuation

          Covering the following:

          1. Discounted Cash Flow Valuation

          2. Market Multiple Valuation

          Valuation