Aspects of a Financial Model

Course Description

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to financial models by familiarizing the learner with aspects of financial models like financial forecasting, revenue projections, and expense and margin. After completing this program the learner will understand:

• The overall objectives to remember when creating a financial model.
• How historical data is used to measure the growth of a company’s net income.
• The importance of structuring spreadsheets properly.

Course Topics

T1. What is a Financial Model?: This topic will describe financial models and discuss what they say about an organization by explaining different classifications and models.

T2. Objectives: This topic will illustrate the overall objectives that should be remembered when creating a financial model, including information on the basic design and components.

T3. Financial Forecasting: This topic will discuss why financial modeling is important, and will discuss forecasting and the finance industry.

T4. Historical Data: This topic will discuss historical data and its use in measuring the growth of a company's net income, and will explain sources of data and historical weights.

T5. Revenue Projections: This topic will discuss revenue and how institutions work to gain it, and will examine top-line growth, EPS, and target price.

T6. Expense and Margin: This topic will define margins, and will discuss the different types, including gross, operating, and net.

T7. Spreadsheet Structuring: This topic will discuss the importance of a structured spreadsheet, including information on types of worksheets such as input, cell logic, output, and macro.