Financial Modeling for Beginners

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Total 300+ mins of videos tutorials
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Apane trainer dost ko jaanie:

  • Hi, I’m Zaid, your Course instructor. Here’s something about me
  • I’ve passed all three levels for the CFA Program
  • I’ve Worked in the Financial advisory unit of a top-tier consulting firm
  • I have Experienced in transactions carried out in the US, UK, GCC, Singapore, India, Hong Kong
  • I’ve worked in Banking, Retail, Real Estate, Telecommunication, Infrastructure, Agriculture sectors. Worked on company valuations, due diligence analysis, impairment tests, bankruptcy proceedings, cash flow analysis, and more.
  • Part of fund diligence in multiple investment/M&A deals with sizes ranging from $2mn to $100mn

Course Sample Video

Table of Content

  • What is Financial Modeling? A process used to aid investment decisions
  • Uses: Valuation/Business Plan/Project Evaluations
  • What is Financial Statement Analysis (FSA)? Overview of Financial Statements
  • Users of FSA and where to find the financial statements
  • Key Concepts: Time Value of Money, Double Entry Accounting, Accrual Accounting
  • Three Phases: 1. Populating Historical 2. Forecasting Financial Performance 3.
  • Determining the color palette, historical & forecast time frame, formatting (column, width, font type, font size, color coding – Historical, Forecast, Drivers, etc.)
  • Grouping sheets while building similar structures
  • Building IS and BS with Vertical and Horizontal Analysis and CAGR
  • Creating Assumptions/Schedules Sheet to modify drivers of forecasted line items
  • Linking the items across the financial statements and other sheets
  • Deciding Key Driving Rates: Historical, Company Guidance, Analyst’s Judgement
  • Building the format of the income statement and appropriation account
  • Creating revenue model with relevant drivers that are regularly disclosed by the company
  • Income (Core & Ancillary) and Expenses (Operating, non-operating, interest, tax)
  • Margin Base: Gross Profit, EBITDA, EBIT, Net Profit
  • Items to include from current assets & current liabilities in working capital calculation
  • Waterfall method of depreciation and CapEx with reinvestment ratio
  • Fixed Asset schedule calculation
  • Debt Schedule Calculation
  • Interest Calculation
  • Calculate Age, useful life, remaining useful life of assets using Gross Block, Accumulated Depreciation, Net Block and Annual Depreciation
  • Cash Flow from Financing Activities
  • Net Change in Cash
  • Opening and Closing Balance
  • Balancing Figure
  • Direct vs Indirect format of the Cash Flow Statement
  • Free Cash Flow to the Firm (FCFF) vs Free Cash Flow to Equity (FCFE)
  • WACC, BETA, CAPM Calculation
  • Sensitivity Analysis on target price comparing growth and WACC in GGM
  • Equity Value Multiples vs Enterprise Value Multiples
  • Smartly linking key financial line items to easily update periodic data
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios
  • Coverage Ratios
  • Profitability Ratios