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  • 15 Hrs of High Quality e-Learning access
  • 13 Chapter-end Quizzes
  • Excel Templates for practice
  • Case study based chapters
  • 1 FM With MS Excel Simulation exam
  • Covers M&A, Valuation, LBO Models, VBA and Macro

Course description

  • What is this course about?

    Simplilearn’s Financial Modeling with MS® Excel Foundation training enables professionals to handle finance models by applying Microsoft Excel tools and applications. Financial Modeling is the task of building a model representing financial asset and performance of a business. Financial Modeling skills are must for finance and commerce professionals especially for almost all mid-senior management professionals worldwide. Financial Modeling helps finance and commerce professionals to gain an in-depth understanding of financial modeling techniques to succeed in today’s demanding environment.

  • Why is the certification most sought-after?

    Given the complex nature of today’s business scenarios, there has been a shift towards using spreadsheets to facilitate detailed, comprehensive financial models. In addition, spreadsheet software also allows powerful data presentation using numerous visual elements through back-end code. Microsoft® Excel is the most feature-rich software for spreadsheet based modeling, and also most commonly used.

    Currently there are approximately 1500 professionals across the globe who are Certified in Financial Modeling with MS Excel Foundation.

  • What learning benefits do you get from Simplilearn’s training?

    At the end of Simplilearn’s Financial Modeling with MS Excel Foundation Certification Training, you will be able to gather an understanding of:
    • Valuation Modeling
    • Project Finance Modeling
    • Mergers and Acquisition Modeling
    • Macros for Financial Modeling
    • Advanced Excel functions for Financial Modeling
    • Advanced Charting and Dash boarding Techniques

  • What are the career benefits in-store for you?

    The career benefits of this course are as follows:
    • According to recent surveys by payscale.com, the median salary of a Financial Consultant can range from $35,933 - $128,051.
    • As per indeed.com, the average income of a Financial Modeling Analyst is $79,000.
    • Understanding of Financial Modeling techniques means minimising the risk of error and using validation tools in a better way
    • Improves job performance

  • Who should do this course?

    The following categories of professionals can take the exam and obtain the certification:
    • MBA students
    • Commerce graduates
    • Investment Bankers
    • Business Analysts
    • Professionals into Corporate Finance
    • Project Finance or any finance and commerce professionals looking forward to strengthen their knowledge of financial modeling techniques and implication

  • Why choose Simplilearn for your training?

    • Simplilearn is the World’s Largest Certification Training Provider, with over 500,000+ professionals trained globally
    • Trusted by the Fortune 500 companies as their learning provider for career growth and training
    • 2000+ certified and experienced trainers conduct trainings for various courses across the globe
    • All our Courses are designed and developed under a tried and tested Unique Learning Framework that is proven to deliver 98.6% pass rate in first attempt
    • Accredited, Approved and Recognized as a training organization, partner, education provider and examination center by globally renowned names like Project Management Institute of USA, APMG, CFA Institute, GARP, ASTQB, IIBA and others

Course preview

    • Module 00 - Introduction 04:13
      • 1 Introduction to Financial Modeling program 00:29
      • 2 Agenda 00:21
      • 3.What is Financial Modeling 00:18
      • 4 Course structure 01:33
      • 5 Spreadsheet usage in Financial Modeling 01:13
      • 6 Thank You 00:19
    • Module 1A - Part 01 - Introduction to valuation modeling 39:38
      • 1 Module 1-A : Valuation modelling Part 1 - Introduction to valuation modelling 00:55
      • 2 Agenda 01:21
      • 3 Understanding integrated financial models 00:55
      • 4 Understanding integrated financial model (ctd1) 01:22
      • 5 Understanding integrated financial models (ctd2) 01:46
      • 6 Understanding integrated financial models (ctd3) 01:14
      • 7 Understanding integrated financial models (cdt4) 01:14
      • 8 Understanding integrated financial models (cdt5) 00:47
      • 9 Understanding integrated financial models (cdt6) 01:20
      • 10 Case study 1 : How to define a worst case scenario 01:10
      • 11 Scenario analysis 00:55
      • 12 Case study 1 : how to define a worst case scenario (ctd1) 01:06
      • 13 Case study 1 : How to define a worst case scenario (ctd2) 01:26
      • 14 Working with cash-flows 01:16
      • 15 Working with cash-flows (ctd1) 00:32
      • 16 Case study 2 : building a cash-flow projection for a fixed-coupon bond 00:19
      • 17 Interest-rates and the price of time 00:50
      • 18 Interest-rates and the price of time (ctd1) 01:07
      • 19 Interest-rates and the price of time (ctd2) 01:29
      • 20 Interest-rates and the price of time (ctd3) 01:04
      • 21 Interest-rates and the price of time (ctd4) 01:06
      • 22 Quiz 16:16
      • 23 Thank You 00:08
    • Module 1A - Part 02 - Putting it together : How to value a company 30:51
      • 1 Module 1-A : Valuation modelling Part 2 - Putting it together : How to value a company 00:53
      • 2 Agenda 01:38
      • 3 Backward-looking accounting-based valuation techniques 00:54
      • 4 Backward-looking accounting-based valuation techniques (ctd1) 00:51
      • 5 Backward-looking accounting-based valuation techniques (ctd2) 01:35
      • 6 Backward-looking accounting-based valuation techniques (ctd3) 00:30
      • 7 Backward-looking accounting-based valuation techniques (ctd4) 00:50
      • 8 Backward-looking accounting-based valuation techniques (ctd5) 01:23
      • 9 Backward-looking accounting-based valuation techniques (ctd6) 00:36
      • 10 Backward-looking accounting-based valuation techniques (ctd7) 01:36
      • 11 Backward-looking accounting-based valuation techniques (ctd8) 00:45
      • 12 Backward-looking accounting-based valuation techniques (ctd9) 00:40
      • 13 Backward-looking accounting-based valuation techniques (ctd10) 01:10
      • 14 Case study 3 : profitability analysis 01:00
      • 15 Forward-looking accounting-based valuation techniques 01:20
      • 16 Forward-looking accounting-based valuation techniques (ctd1) 00:58
      • 17 Forward-looking accounting-based valuation techniques (ctd2) 01:04
      • 18 Discounted cash-flows valuation techniques 01:33
      • 19 Discounted cash-flows valuation techniques (ctd1) 00:54
      • 20 Discounted cash-flows valuation techniques (ctd2) 01:09
      • 21 Discounted cash-flows valuation techniques (ctd3) 01:12
      • 22 Discounted cash-flows valuation techniques (ctd4) 00:52
      • 23 Quiz 07:25
      • 24 Thank You 00:03
    • Module 1B - Part 01 - Profitability analysis 30:46
      • 1 Module 1-B : Project finance modeling Part 1 - Profitability analysis 01:05
      • 2 Agenda 01:30
      • 3 The Internal Rate of Return (IRR) 01:43
      • 4 Case study: Calculating an IRR 00:47
      • 5 Case study: Calculating an IRR (ctd1) 01:07
      • 6 Analysis of costs 00:53
      • 7 Analysis of costs (ctd...) 01:10
      • 8 Analysis of costs (ctd...) 00:59
      • 9 Opportunity cost 00:50
      • 10 Opportunity cost (ctd 1) 00:36
      • 11 Opportunity cost (ctd 2) 00:54
      • 12 Case study: The prisoner's dilemma 00:50
      • 13 Case study: The prisoner's dilemma (ctd1) 00:49
      • 14 Case study: The prisoner's dilemma (ctd2) 00:32
      • 15 Case study 6 : Profitability of a Venture Capital(VC) fund investment 00:49
      • 16 Various measures of profitability 00:42
      • 17 Case study 6 : Profitability of a Venture Capital(VC) fund investment 00:31
      • 18 Quiz 14:51
      • 19 Thank You 00:08
    • Module 1B - Part 02 - Capital usage and diversification 26:53
      • 1 Module 1-B : Project finance modelling Part 2 - Capital usage and diversification 00:56
      • 2 Agenda 00:57
      • 3 Introduction to Capital 00:36
      • 4 Introduction to Capital (ctd 1) 00:26
      • 5 Introduction to Capital (ctd 2) 00:41
      • 6 Introduction to Capital (ctd 3) 00:37
      • 7 Introduction to Capital (ctd 4) 00:58
      • 8 Introduction to Capital (ctd 5) 00:46
      • 9 Capital-based profitability measures 00:44
      • 10 Capital-based profitability measures (ctd 1) 01:22
      • 11 Capital-based profitability measures (ctd 2) 01:32
      • 12 Capital-based profitability measures (ctd 3) 00:51
      • 13 Capital-based profitability measures (ctd 4) 00:53
      • 14 Capital-based profitability measures (ctd 5) 01:52
      • 15 Contribution of additional risks 01:00
      • 16 Case study 7 : understanding diversification 01:19
      • 17 Case study 7 : Understanding diversification (ctd 1) 01:37
      • 18 Assessing required capital 01:01
      • 19 Case study 8 : Calculating a Value at Risk 00:55
      • 20 Case study 8 : Calculating a Value at Risk (ctd 1) 01:03
      • 21 Quiz 06:39
      • 22 Thank You 00:08
    • Module 1C - Part 01 - Advanced company valuation 23:10
      • 1 Module 1-C : Merger and acquisition modeling Part 1 - Advanced company valuation 00:51
      • 2 Agenda 01:39
      • 3 From several values to one valuation 01:15
      • 4 From several values to one valuation (ctd1) 01:07
      • 5 From several values to one valuation (ctd2) 01:38
      • 6 From several values to one valuation (ctd3) 00:35
      • 7 From several values to one valuation (ctd4) 00:52
      • 8 From several values to one valuation (ctd5) 01:06
      • 9 Influence of external factors 00:58
      • 10 Influence of external factors (ctd1) 01:14
      • 11 Case study 9: impact of credit rating agencies 00:41
      • 12 Case study 9: impact of credit rating agencies (ctd1) 01:00
      • 13 Case study 9: impact of credit rating agencies (ctd2) 01:40
      • 14 Case study 9: impact of credit rating agencies (ctd3) 01:25
      • 15 Analysis of synergies 01:00
      • 16 Analysis of synergies (cdt1) 00:57
      • 17 Quiz 05:04
      • 18 Thank You 00:08
    • Module 1C - Part 02 - Debt and equity structures 23:53
      • 1 Module 1-C : Merger and acquisitions modelling Part 2 - Debt and equity structures 01:04
      • 2 Agenda 01:31
      • 3 Financing acquisition deals 01:19
      • 4 Financing acquisition deals (ctd1) 01:24
      • 5 Financing acquisition deals (ctd2) 00:49
      • 6 The various types of M and A deals 01:13
      • 7 The various types of M and A deals (ctd1) 00:34
      • 8 Case study 10: valuing warrants 01:41
      • 9 Case study 10: valuing warrants (ctd1) 01:05
      • 10 Case study 10: valuing warrants (ctd2) 00:45
      • 11 Capital increases: dilution and accretion effects 01:18
      • 12 Case study 11: Leveraged buy-outs 01:05
      • 13 Case study 11: Leveraged buy-outs (ctd1) 00:54
      • 14 Case study 12: Full valuation model 01:09
      • 15 Case study 12: Full valuation model (ctd1) 00:29
      • 16 Case study12 Full valuation model (ctd2) 00:45
      • 17 Quiz 06:40
      • 18 Thank You 00:08
    • Module 2A - Part 01 - Introduction to the use of macros 31:48
      • 1 Module 2-A : Macros for financial modelling Part 1 - Introduction to the use of macros 01:03
      • 2 Agenda 01:23
      • 3 Writing and using macros 01:20
      • 4 Writing and using macros (cdt1) 00:57
      • 5 Writing and using macros (cdt2) 01:42
      • 6 Writing and using macros 00:52
      • 7 Case study 13: price of a fixed coupon bond macro 01:05
      • 8 Case study 13: price of a fixed coupon bond macro (ctd1) 00:54
      • 9 Case study 13: price of a fixed coupon bond macro (ctd1) 01:02
      • 10 Case study 13: price of a fixed coupon bond macro (ctd1) 01:11
      • 11 Working with cells and ranges 01:45
      • 12 Working with cells and ranges (ctd1) 01:27
      • 13 Working with cells and ranges (ctd2) 00:38
      • 14 Working with cells and ranges (ctd1) 00:38
      • 15 Working with cells and ranges (ctd2) 01:08
      • 16 Working with cells and ranges (ctd3) 01:09
      • 17 Working with cells and ranges (ctd4) 01:14
      • 18 Working with cells and ranges (ctd5) 01:06
      • 19 Case study 14: applying a function to an array 01:17
      • 20 Working with cells and ranges (ctd6) 01:17
      • 21 Using VB forms controls for flexible GUIs 01:07
      • 22 Case study 15: Displaying the result of a calculation in a VB form 01:04
      • 23 Quiz 06:29
    • Module 2A - Part 02 - Dynamic use of macros and advanced concepts 31:22
      • 1 Module 2-A : Macros for financial modelling Part 2 - Dynamic use of macros and advanced concepts 00:53
      • 2 Agenda 02:08
      • 3 The various elements of VBA coding 02:03
      • 4 The various elements of VBA coding (ctd1) 00:26
      • 5 The various elements of VBA coding (ctd2) 01:53
      • 6 The various elements of VBA coding (ctd3) 01:07
      • 7 The various elements of VBA coding (ctd4) 01:17
      • 8 The various elements of VBA coding (ctd5) 01:12
      • 9 Case study 16: defining new types of objects 01:09
      • 10 Case study 16: defining new types of objects (ctd1) 01:01
      • 11 Case study 16: defining new types of objects (ctd2) 00:32
      • 12 Case study 16: defining new types of objects (ctd3) 00:37
      • 13 Case study 16: defining new types of objects (ctd4) 00:05
      • 14 Breaking circular loops 01:00
      • 15 Breaking circular loops (ctd1) 00:50
      • 16 Writing a comprehensive macro 00:43
      • 17 Case study 17: Monte-Carlo simulation macro to price an equity option 02:01
      • 18 Case study 17: Monte-Carlo simulation macro to price an equity option (ctd1) 01:23
      • 19 Case study 17: Monte-Carlo simulation macro to price an equity option (ctd2) 00:39
      • 20 Case study 17: Monte-Carlo simulation macro to price an equity option (ctd3) 00:13
      • 21 Quiz 10:10
    • Module 2B - Part 01 - Spreadsheet data manipulation 18:46
      • 1 Module 2-B : Advanced Excel Functions for Financial Modelling Part 1 - Spreadsheet Data Manipulation 01:28
      • 2 Agenda 00:52
      • 3 Search Functions 00:55
      • 4 Search Functions (ctd1) 02:55
      • 5 Case study: Vlookup Function 01:27
      • 6 Ranges and Names 01:18
      • 7 Name Manager 00:18
      • 8 Name Manager (ctd1) 00:15
      • 9 Introduction to the Excel Solver 02:55
      • 10 Introduction to the Excel Solver (ctd1) 00:08
      • 11 Case study: calculating an IRR using the Excel Solver 01:51
      • 12 Case study: calculating an IRR (ctd1) 01:12
      • 13 Quiz 03:04
      • 14 Thank You 00:08
    • Module 2B - Part 02 - Using excel built-in functions 38:10
      • 1 Module 2-B : Advanced Excel Functions for Financial Modelling Part 2 - Using excel built-in functions 00:39
      • 2 Agenda 01:09
      • 3 Statistical Functions 02:49
      • 4 Case study: Percentile Function 00:59
      • 5 Case study: Percentrank Function 01:28
      • 6 Probabilistic Functions 01:23
      • 7 Normal Distribution Functions 00:55
      • 8 Normal Distribution Functions 01:08
      • 9 Normal Distribution Functions 00:51
      • 10 Normal Distribution Functions 01:16
      • 11 Normal Distribution Functions 00:56
      • 12 Case study: Black-Scholes Model 00:45
      • 13 Case study: Black-Scholes Model (ctd1) 00:10
      • 14 Case study: Black-Scholes Model (ctd2) 00:12
      • 15 Case study: Black-Scholes Model (ctd3) 01:48
      • 16 Date and Time Functions 01:37
      • 17 Date and Time Functions 01:58
      • 18 Case study: Bond Valuation using DAYS360 Function 01:50
      • 19 Case study: Bond Valuation using DAYS360 Function 01:42
      • 20 Case study: Bond Valuation using DAYS360 Function 02:51
      • 21 Case study: Bond Valuation using DAYS360 Function 05:44
      • 22 Text and String Functions 01:34
      • 23 Text and String Functions (ctd1) 01:20
      • 24 Text and String Functions (ctd2) 00:56
      • 25 Quiz 02:02
      • 26 Thank You 00:08
    • Module 2C - Part 01 - Using charts in Excel 16:20
      • 1 Module 2-C : Advanced charting and dash-boarding techniques Part 11 - Using charts in Excel 00:53
      • 2 Agenda 01:00
      • 3 Charts basics 00:48
      • 4 Charts basics (ctd1) 01:03
      • 5 Charts basics - Case study 23: examples of charts 01:14
      • 6 Charts basics - Case study 23: examples of charts (ctd1) 01:21
      • 7 Charts basics - Case study 23: examples of charts (ctd2) 00:56
      • 8 Charts basics - Case study 23: examples of charts (ctd3) 00:53
      • 9 Charts basics - Case study 23: examples of charts (ctd4) 01:05
      • 10 Charts formatting 00:27
      • 11 Charts formatting (ctd1) 00:48
      • 12 Charts formatting (ctd2) 00:21
      • 13 Charts formatting (ctd3) 00:28
      • 14 Advanced charting techniques 00:36
      • 15 Advanced charting techniques (ctd1) 00:49
      • 16 Advanced charting techniques (ctd2) 00:41
      • 17 Advanced charting techniques (ctd3) 00:25
      • 18 Advanced charting techniques - Case study 24: changing the data ranges from VB 00:33
      • 19 Quiz 01:51
      • 20 Thank You 00:08
    • Module 2C - Part 02 - Using tables and automatic formatting 12:00
      • 1 Module 2-C : Advanced charting and dash-boarding techniques Part 2 - Using tables and automatic formatting 01:07
      • 2 Agenda 01:03
      • 3 Using tables 00:56
      • 4 Using tables (ctd1) 00:44
      • 5 Creating dashboards 00:44
      • 6 Creating dashboards (ctd1) 00:44
      • 7 Creating dashboards (ctd2) 00:44
      • 8 Creating dashboards (ctd3) 00:44
      • 9 Creating dashboards (ctd4) 00:44
      • 10 Creating dashboards (ctd5) 01:20
      • 11 Creating dashboards - Case study 25: creating a company dashboard 00:57
      • 12 Quiz 02:05
      • 13 Thank You 00:08
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Exam & certification

  • How do I become a Financial Modeling with MS Excel Foundation certified professional?

    A basic knowledge of finance is preferable. After completing the course, the candidate can go to any of the approved exam centers to appear for the certification exam.

Reviews

The course gave an in-depth insight and lot of examples about the financial modelling and its practical implementation. Kudos for your course.

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Simplilearn’s course was interesting with several tips and tricks. I recommend this training to all my friends and colleagues in the financial modeling field.

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I already had fair knowledge of financial modelling but this course with an added training on MS Excel Foundation helped me polish up my skills. Worth the money.

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FAQs

  • How do I enroll for the online training?

    You can enroll for the training online. Payments can be made using any of the following options and receipt of the same will be issued to the candidate automatically via email.

    1. Visa debit/credit card
    2. American express and Diners club card
    3. Master Card, or
    4. Through PayPal

  • What will I get along with this training?

    You will have online access to e-learning and practice tests along with the training.

  • Can I cancel my enrollment? Do I get a refund?

    Yes, you can cancel your enrollment. We provide you complete refund after deducting the administration fee. To know more please go through our Refund Policy.

  • Do you provide money back guarantee for the training programs?

    Yes. We do offer a money-back guarantee for many of our training programs. You can refer to the Refund Policy and raise refund requests via our Help and Support portal.

  • Can I extend the access period?

    Yes, you can extend the access period by paying an additional fee. Please raise a request via our Help and Support portal.

  • Where and how can I access the e-learning content? Are there any limitations?

    Once you register with us for a course by paying the course fee, you can have 24/7 access to the e-learning content on our website. An automated course purchase confirmation mail from our side will guide you through the process.

  • I am not able to access the online course. Whom should I contact for a solution?

    Please raise a request via our Help and Support portal to have your issue resolved.

  • Does the course fee include the examination fee as well?

    No, the course fee is only for earning PDU's required to appear for the respective exams.

  • What is Financial Modeling?

    Financial modeling is the process of creating a complete mathematical model which helps in any financial decision making. It is a mandatory activity for investment bankers, bankers, project finance persons, equity researchers, Private Equity folks & Venture Capitalists.

  • What is the use of Excel in Financial Modeling?

    Microsoft® Excel has become the standard tool for finance professionals worldwide as it provides a comprehensive set of functions in an intuitive, easy-to-use pattern for an entire range of financial modeling scenarios. Combined with the programmability that is built-in to Microsoft® Excel, it provides a powerful yet easy to use platform for financial modelers

  • How does Financial Modeling help professionals in their career?

    Financial Modeling helps professionals to decide how much to invest, which project OR

    Asset to invest in, and even whether to invest at all. Remember the Facebook valuation of USD 104 Billion? OR

    What prompted Tata motors Ltd. to acquire Jaguar_Land Rover? Financial Modeling answers it all

  • How will this course help me?

    The course will help you gain

    1. In-depth knowledge of the concepts
    2. Ground-up training with case study to clear all concepts
    3. Practical exercises to sharpen financial decision making skills
  • I want to know more about the training program. Whom do I contact?

    Please join our Live Chat for instant support, call us, or Request a Call Back to have your query resolved.

Contact Us

+1-844-532-7688

(Toll Free)

  • Disclaimer
  • PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.
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