Course Description

  • What are the course objectives?

    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 assets and performance of a business. Financial modeling skills are a requirement for finance and commerce professionals, especially for those at the mid-senior management level. 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 this certification in demand?

    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 allows for powerful data presentation using numerous visual elements through back-end code. Microsoft Excel is not only the most feature-rich software for spreadsheet-based modeling but also the most commonly used.

    Currently, there are approximately 1500 professionals across the globe who are certified in financial modeling with MS Excel foundation. Join them by taking our course that will make these concepts easy to master.

  • What skills will you learn?

    At the end of Simplilearn’s Financial Modeling with MS Excel Foundation Certification Training, you will be able to understand:
    • Valuation modeling
    • Project finance modeling
    • Mergers and acquisition modeling
    • Macros for financial modeling
    • Advanced Excel functions for financial modeling
    • Advanced charting and dashboarding techniques

  • What are the career benefits of this certification?

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

  • Who should take this course?

    The following groups will benefit the most from taking this course and becoming certified:
    • MBA students
    • Commerce graduates
    • Investment bankers
    • Business analysts
    • Corporate finance professionals
    • Any finance and commerce professionals seeking to strengthen their knowledge of financial modeling techniques 

  • Why choose Simplilearn?

    • Simplilearn is the world’s largest certification training provider with over 500,000 professionals trained globally
    • Fortune 500 companies trust us as their learning provider for career growth and training
    • Over 2000 certified and experienced trainers conduct training for various courses across the globe
    • Our courses have been designed and tested under a unique learning framework that has been proven to deliver a 98.6 percent success rate on the first exam attempt
    • Accredited, approved and recognized as a training organization, partner, education provider and examination center by globally renowned names like the 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 preferred before taking the course. After completing the course, you may go to any of the approved exam centers to appear for the certification exam.

Reviews

Michelle Rose
Michelle Rose

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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Valerie Rice
Valerie Rice

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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Isla Fox
Isla Fox

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 a receipt will be issued to you automatically via email.

      • Visa debit/credit card
      • American Express and Diners Club cards
      • MasterCard
      • PayPal

    • What features come with this training?

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

    • Do you provide a 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 request a refund 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 contact 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 email 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 seek solutions to any problems via our help and support portal.

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

      No, the course fee is only for earning the professional development units (PDUs) required to appear for the respective exams.

    • What is financial modeling?

      Financial modeling is the process of creating a complete mathematical model which aids in financial decision making. It is a mandatory skill for investment bankers, bankers, project financers, equity researchers, private equity professionals and 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 interface for an entire range of financial modeling scenarios. Combined with its built-in programmability, it provides a powerful yet easy to use platform for financial modelers.

    • How does financial modeling help professionals in their career?

      Financial modeling aids professionals in making informed decisions about:  
      - How much to invest 
      - Which project to choose
      - What particular asset to invest in
      - Whether it is currently wise to invest
       
      It will even help clarify the reasoning behind business decisions, such as:
      - Why was Facebook valued at $104 billion?
      - What prompted Tata Motors Ltd. to acquire Jaguar Land Rover?

    • How will this course help me understand how to use Excel for financial modeling?

      The course will provide you with:
      In-depth knowledge of the concepts
      Ground-up training with case study to clarify all concepts
      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 any questions answered.

    • 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 email from our side will guide you through the process.

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