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Basic Financial Modeling in Excel

Exam Questions: 60
Course Level: Basic
Pages: 364 | Content: 356, Supplemental: 8
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7515A

This course offers a comprehensive guide to help you create informative and enlightening financial models. All you need is a basic understanding of Excel to start building models with practical hands-on exercises. Because Excel is so powerful and user-friendly, it has become the most popular financial modeling software available. This course will show you how to harness these capabilities to determine profitability, develop budgetary projections, model depreciation, project costs and value assets.

This course will help you optimize profits for your business by giving you the tools and techniques that bring insight out of the numbers so you can make better business decisions based on quantitative evidence. Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This course will walk you through the process with clear, expert guidance that assumes little prior knowledge. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. Prerequisite: Basic understanding of Excel. Course level: Basic.

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Course Information

Table of Contents
  • GETTING STARTED WITH FINANCIAL MODELING
  • Introducing Financial Modeling
  • Getting Acquainted with Excel
  • Planning and Designing Your Financial Model
  • Building a Financial Model by the Rulebook
  • Using Someone Else's Financial Model
  • DIVING DEEP INTO EXCEL
  • Excel Tools and Techniques for Financial Modeling
  • Using Functions in Excel
  • Applying Scenarios to Your Financial Model
  • Charting and Presenting Model Output
  • BUILDING YOUR FINANCIAL MODEL
  • Building an Integrated Financial Statements Model
  • Building a Discounted Cash Flow Valuation
  • Budgeting for Capital Expenditure and Depreciation
  • THE PART OF TENS
  • Ten Strategies for Reducing Error
  • Ten Common Pitfalls to Avoid
Objectives
  • To recognize the difference between a spreadsheet and a financial model
  • To recognize the differences between the various Excel versions
  • To identify the key components of a financial model
  • To identify how functions work within a financial model
  • To recognize the intricacies of working with inherited models
  • To identify helpful keyboard shortcuts
  • To identify functions that are helpful in financial modeling
  • To recognize how analysis can be done using scenarios
  • To identify the usefulness of specific chart types
  • To identify the tools when linking financial models
  • To identify the components of a discounted cash flow analysis
  • To recognize how to work with depreciation and capital expenditures
  • To identify the meaning behind certain common error codes
  • To identify issues that could arise in financial models

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.