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Introducing the Advanced Financial Modeler Designation

Your Expectations

Model Documentation

Building Dynamic Labels

Sheet Structure

Replicating a Standard WorkSheet

Inserting HyperLinks

Building a Financial Model Template Chapter Quiz

Overview

Overview of Excel Styles

List of Styles used in Models

The Normal Style

The Input Style

The Multiples Style

The Percentage Style

The Historicals Style

The FLAG & MASK Styles

Conditional Format for FLAG & MASK Style

The Linked Cell Style

The Unit Styles

The Total Column Style

The Blank Style

The Title Style

The Subtitle style

The Header Style

The Banner Style

The Currency Style

Implementing Styles

Update the Model Template with Styles

How to Transfer Styles between Workbooks

Style Guide Clean-up

Download the Exercise Files

Introduction

Using ROUND, ROUNDUP & ROUNDDOWN Functions

Working with Basic Rounding Functions

Using MROUND, CEILING & FLOOR Functions

Rounding Challenge

Using INT & TRUNC Functions

Using EVEN & ODD functions

Understanding Banker's Rounding

Building a Banker's Rounding User Defined Function

Creating a Banker's Rounding Formula

Recap of Rounding Functions and Techniques

Rounding Functions Chapter Quiz

Overview

Working with Numbers and Formats

Rounding time in Excel (Part 1 of 2)

Rounding time in Excel (Part 2 of 2)

Working with Text, Dates & Time Chapter Quiz

Download the Exercise Files

Using VLOOKUP

Using MATCH

Using VLOOKUP & MATCH

Using HLOOKUP

Using HLOOKUP & MATCH

Using INDEX

Using INDEX & MATCH

Using OFFSET & MATCH

Using CHOOSE

VLOOKUP Hidden Feature part 1 of 2

VLOOKUP Hidden Feature part 2 of 2

Mastering the OFFSET Function (Part 1 of 2)

Mastering the OFFSET Function (Part 2 of 2)

Lookup Functions Chapter Quiz

Download the Exercise Files

Building a Capex Schedule

Building a Depreciation Schedule

Using a Matrix Formula to build a Depreciation Schedule (Part 1 of 2)

Using a Matrix Formula to build a Depreciation Schedule (Part 2 of 2)

Using the OFFSET Function to Calculate Depreciation (Part 1 of 3)

Using the OFFSET Function to Calculate Depreciation (Part 2 of 3)

Using the OFFSET Function to Calculate Depreciation (Part 3 of 3)

Download the Exercise Files

Preparing the Template

Real vs Nominal Terms

Building an Inflation Index

Building a Retirement Model Template (Part 1 of 2)

Building a Retirement Model Template (Part 2 of 2)

Using Financial Functions in Excel for TVM Calculations

Calculating Investment Value at Retirement

Identifying Errors in TVM Calculations

Time Value of Money Chapter Quiz

Overview

Download the Exercise Files

Answering the Retirement Problem with Scenario Analysis

Goal Seek & Scenario Analysis

Setting up the Scenario Manager Tool

Recording Scenarios with the Scenario Manager Tool

Running Reports with the Scenario Manager tool

Scenario Manager Chapter Quiz

Download Exercise Files

Introduction to the Data Validation Tool

Setting the Stage for Data Validation

Carry out a Data Validation

Best Practice for Creating List Validations

Data Validation Settings, Input Message and Error Alert Options

Using Data Validation for Scenario Management

Create Scenarios with Data Validation Setup 1 of 2

Create Scenarios with Data Validation Setup 2 of 2

How to prepare Scenario Data for LOOKUP with the INDEX Function

How to use the INDEX Function to activate Scenarios in a Model

Download the Exercise Files

The Big Flaw with Data Validations

Activating Form Controls in Excel

Using Form Controls to automate Scenarios in a Model

Using INDEX to Populate Scenario Data from Form Controls

Managing Scenarios with Form Control Chapter Quiz

Download Exercise Files

Overview of Sensitivity Analysis - The Data Table Tool

Building a One Input Sensitivity Table - The Setup

Building a One Input Sensitivity Table - Implement

Building a Two Input Sensitivity Table - Setup the Table

Building a Two Input Sensitivity Table - Implementation

How to make your Sensitivity Tables Dynamic

Best Practice Formatting for Sensitivity Tables

Download Exercise Files

Sensitivity Analysis with Data Validations - The Setup

Sensitivity Analysis on with Data Validations - Implementation

Sensitivity Analysis with Form Controls - Introduction

Sensitivity Analysis with Form Controls - The Setup

Sensitivity Analysis with Form Controls - Implementation

Download Exercise Files

Using the FLAG Modeling Tool

Using the MASK Modeling Tool

Using the AND function

Using the OR function

Comparing the AND, OR & XOR functions

Using the XOR function

Using the NOT function

Using the IF function

Converting the Boolean Logic into an IF Function Calculation

IFS Function

SWITCH function

Welcome

AFM Course Brochure

Exercise Files Download

Attending a Virtual Session

Welcome to Session 1

Download the Session Exercise Files

Applying the Summation Technique

Creating Subtotal, Total & Corkscrew

Summation of Rows & Columns technique

Forecasting with Growth Formula in Modeling

Understanding Account Drivers in Modeling

Building Schedules Blocks in Modeling

Task Files

Revenue & Profit Determination

Cost Classification Methodologies

Hendersen Manufacturing - Sample Case Study from AFM Exam

Building the Revenue Schedule

Building the Cost Schedule

Exercise Files

Session 2 Assignment

The Business & Accounting Cycle

Exercise Files

Building Working Capital Assumptions

Building Working Capital Schedule

How to record a Presentation with PowerPoint

Defining Accounting and Finance

Introducing the REAL Framework for Accounting

The Structure of the Balance Sheet

The 5 Box Balance Sheet Layout

The Structure of the Income Statement

Exercise Files

The Financial Statement

Exercise Files

Introduction

Recon Tool for P&L Restructuring

Methodologies for Restructuring the P&L

Restructuring Interest Income and Expense

Mechanics of Restructuring Interest Income and Expense

Overview of Restructuring COGS and SG&A

Finding Depreciation

Beware of Rounding Errors with Audit Figures

Finalising COGS and SG&A Restructuring

Defending Your Restructuring Assumptions

Exercise Files

Introduction & Exercise Files

Introduction to Balance Sheet Restructuring

Recon Tool for Balance Sheet Restructuring

Methodology for Identifying Balance Sheet Drivers

Restructuring by Merging Line Items

Introduction and Exercise Files

Overview

Right of Return Assets & Refund Liability

Accounting for Operating Leases

Accounting for Finance Leases

Overview of IFRS 15, Revenue Recognition

Revenue Recognition and Contract Assets

Calculating Historical Profit and Loss Assumptions based on Drivers

Building Base Profit and loss Assumptions

Calculating Historical Asset Assumptions based on Drivers

Calculating Historical Liability Assumptions based on Drivers

Simple Technique for Creating Base Assumptions

Testing the Predictive Power of Drivers

Exercise Files , Assignments and Videos

Building your P&L Projections for Year 1

Overview of Calculation Schedules

Methodologies for Building Schedules

Building Out your BASE Schedules

Linking Historical Balances

Building out your BCE Schedules

Building out your OWC Schedules

Finalising your Calculations Schedules

Exercise Files , Assignments and Videos

Overview-Completing the Calculations Sheet

Building your Balance Sheet

Building your Cash Flow statement Structure

Completing your Cash Flow Statement

Balancing your Balance Sheet

Replicating your Year 1 Model for the forecast period

Model Auditing with the dbrown 1 Check

Exercise File

Overview of Debt Calculations

Using Boolean Logic for Smart Logical Formulas

Automating Debt Issue with an Issue Flag

Automating Debt Repayment with a Repayment FLAG

Planning the Automation of Interest Expense

Model Build Mechanics for Interest Expense

Completing the Dynamic Debt Schedule

Replicating your Dynamic Debt Schedule

Extracting Scenario Assumptions

Building the Scenario Structure

Replicating Scenario Blocks

Exercise Files, Assignments and Videos

AFM Exam Structure (from FMI)

AFM Exam Planner Tool by dbrownconsulting

The AFM Exam Experience

Planning for the Exams

AFM Body of Knowledge (from FMI)

Skills Required for the AFM Exams

AFM Skills Checklist (From FMI)

Exam Study time required

AFM Study Guide (From FMI)

Sample Exams & Models (From FMI)

The 3s Modeling Framework

50 Excel Keyboard Shortcuts for Windows

50 Excel Keyboard Shortcuts for Mac

Positive vs Negative Numbers in Models

Building the Cost of Sales Schedule

Completing Tax Calculations

Modeling the Cash Sweep

Handling Cash Sweeps in a Model

Instructions

Evaluation & Digital Certificate

How to Attach your Certificates to your LinkedIn Profile