This course introduces the principles and practice of building structured, assumption-driven financial models in Microsoft Excel. You will apply Excel modeling best practices to design clear input, calculation, and output sections; write robust formulas; and document assumptions for transparency and auditability.
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您将学到什么
Apply Excel modeling best practices to structure financial models for accuracy and usability.
Forecast revenues, expenses, and working capital using assumption-driven logic.
Build an integrated three-statement model and perform scenario/sensitivity analysis.
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March 2026
3 项作业
了解顶级公司的员工如何掌握热门技能

该课程共有3个模块
This module covers foundational skills in building structured Excel models. Learners will be introduced to proper layout principles, naming conventions, formula design, and basic troubleshooting tools. The module also focuses on model usability and documentation — essential skills for professional modelers.
涵盖的内容
11个视频2篇阅读材料1个作业1次同伴评审1个讨论话题
This module focuses on building forward-looking forecasts for a company’s operations. Learners will develop revenue and cost projections using driver-based assumptions. Lessons will include forecasting techniques for SG&A, cost of goods sold (COGS), depreciation, and working capital. The goal is to build a dynamic, assumption-driven operating model that feeds directly into financial statements and scenario analysis.
涵盖的内容
10个视频1篇阅读材料1个作业1次同伴评审1个讨论话题
This module teaches students how to link the income statement, balance sheet, and cash flow statement into an integrated three-statement model. Learners will create dynamic linking logic using forecasted assumptions and formulas, build checks and balances to validate model accuracy, and then explore scenario and sensitivity analysis. The goal is to create a fully functional model capable of supporting real-world decision-making.
涵盖的内容
11个视频1篇阅读材料1个作业2次同伴评审1个讨论话题
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To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
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