Course curriculum

  • 1

    Welcome to the Course!

  • 2

    Building a Financial Model Template

  • 3

    Using Formatting Styles in your Model

    • Overview

    • The Secrets of Formatting in Excel

      FREE PREVIEW
    • Excel formatting Syntax

      FREE PREVIEW
    • 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

  • 4

    Working with Math & Rounding Functions in Excel

    • Outline

      FREE PREVIEW
    • Download the Exercise Files

    • Overview

      FREE PREVIEW
    • Introduction

    • Using ROUND, ROUNDUP & ROUNDDOWN Functions

    • Working with Basic Rounding Functions

    • Using MROUND, CEILING & FLOOR Functions

    • Solving complex problems with Custom Rounding

      FREE PREVIEW
    • 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

  • 5

    Working with Text, Dates & Time

  • 6

    Mastering Lookup Functions in Excel

    • Overview

      FREE PREVIEW
    • Download the Exercise Files

    • Introduction

      FREE PREVIEW
    • Using VLOOKUP

    • Using MATCH

    • Using VLOOKUP & MATCH

    • Using HLOOKUP

    • Using HLOOKUP & MATCH

    • Using INDEX

    • Using INDEX & MATCH

    • Using OFFSET

      FREE PREVIEW
    • 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

  • 7

    Building Capex & Depreciation Schedules

  • 8

    Time Value of Money Calculations

    • Overview

      FREE PREVIEW
    • Download the Exercise Files

    • Preparing the Template

    • Real vs Nominal Terms

    • Building an Inflation Index

    • Introducing TVM Calculations

      FREE PREVIEW
    • 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

  • 9

    Using Excel's Scenario Manager Tools

    • Overview

    • Download the Exercise Files

    • Case Study: Overview of the Retirement Problem

      FREE PREVIEW
    • 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

  • 10

    Managing Scenarios with the Data Validation Tool

    • Download Exercise Files

    • Introduction to the Data Validation Tool

    • Introduction to the Data Validation Tool

    • 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

    • Understanding the INDEX Function

      FREE PREVIEW
    • How to prepare Scenario Data for LOOKUP with the INDEX Function

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

  • 11

    Managing Scenarios with Form Controls

    • Download the Exercise Files

    • The Big Flaw with Data Validations

    • Activating Form Controls in Excel

    • Using Form Controls to automate Scenarios in a Model

    • Form Control Best practices

      FREE PREVIEW
    • Using INDEX to Populate Scenario Data from Form Controls

    • Managing Scenarios with Form Control Chapter Quiz

  • 12

    Introduction to Sensitivity Analysis

    • 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 - Understanding the Logic

      FREE PREVIEW
    • Building a Two Input Sensitivity Table - Implementation

    • How to make your Sensitivity Tables Dynamic

    • Best Practice Formatting for Sensitivity Tables

  • 13

    Sensitivity Analysis with Data Validation & Form Controls

    • 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

  • 14

    Mastering Logical Calculations in Excel

    • Outline

  • 15

    Integrity & Error Checking in Modelling

    • Outline

  • 16

    Virtual Sessions Introduction

  • 17

    Session 1

    • Exercise Files & Assignments

    • Revenue & Profit Determination

    • Cost Classification Methodologies

    • Building the Revenue Schedule

    • Building the Cost Schedule

  • 18

    Session 2

    • Exercise Files , Assignments and Videos

    • Step by Step Guide to build a simple Model

    • Introducing Modeling Mechanics

    • Understanding Growth Formulas

    • Understanding Account Drivers

    • Smart Techniques and Shortcuts

    • Using Growth Formulas

    • Using Account Drivers

  • 19

    Session 3

    • Exercise Files , Assignments and Videos

    • Building Working Capital Assumptions

    • Building Working Capital Schedule

  • 20

    Session 4

    • Exercise Files , Assignments and Videos

    • The Financial Statement

    • Step by step to Build Get it Limited Classic

  • 21

    Session 5

    • Exercise Files , Assignments and Videos

  • 22

    Restructuring the Profit & Loss Account

    • Introduction & Exercise Files

    • 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

  • 23

    Session 6

    • Exercise Files , Assignments and Videos

  • 24

    Restructuring the Balance Sheet

    • 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

  • 25

    Session 7

    • Exercise Files , Assignments and Videos

  • 26

    Overview of some new Accounting Terms

    • 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

  • 27

    Session 8

    • Exercise Files , Assignments and Videos

    • 1 Calculating Historical Profit and Loss Assumptions based on Drivers

    • 2 Building Base Profit and loss Assumptions

    • 3 Calculating Historical Asset Assumptions based on Drivers

    • 4 Calculating Historical Liability Assumptions based on Drivers

    • 5 Simple Technique for Creating Base Assumptions

    • 6 Testing the Predictive Power of Drivers

    • 7 Building your P&L Projections for Year 1

    • 8 Overview of Calculation Schedules

    • 9 Methodologies for Building Schedules

    • 10 Building Out your BASE Schedules

    • 11 Linking Historical Balances

    • 12 Building out your BCE Schedules

    • 13 Building out your OWC Schedules

    • 14 Finalising your Calculations Schedules

  • 28

    Session 9

    • Coming Soon

  • 29

    Plugging in Scenarios

    • Extracting Scenario Assumptions

    • Building the Scenario Structure

    • Replicating Scenario Blocks

  • 30

    Session 10

    • Coming Soon

  • 31

    AFM Exam Preparation Content

    • 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)

  • 32

    Bonus Material

  • 33

    Evaluation & Course Certificate

    • Instructions

    • Evaluation & Digital Certificate

    • How to Attach your Certificates to your LinkedIn Profile