Financial Valuation and Deal Modeling with Excel is a deep-dive course for financial professionals who want to develop expert-level skills in creating comprehensive valuation models. This intensive course teaches you to construct sophisticated financial models used in investment banking, corporate finance, and strategic decision-making.

Financial Valuation and Deal Modeling with Excel
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高级
Advanced Excel skills, financial accounting knowledge, understanding of corporate finance principles.
推荐体验
推荐体验
高级
Advanced Excel skills, financial accounting knowledge, understanding of corporate finance principles.
您将学到什么
Construct comprehensive Discounted Cash Flow (DCF) models from scratch.
Perform comparable company and precedent transaction analyses.
Build project finance waterfalls and complex valuation models.
Apply advanced NPV and XNPV calculations in financial decision-making.
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该课程共有10个模块
This module provides a focused introduction to fundamental business valuation methodologies. You will begin by mastering the core definitions and theoretical frameworks of industry-standard valuation approaches. Transitioning from theory to practice, the curriculum emphasizes the application of a professional-grade Discounted Cash Flow (DCF) template. Using provided financial inputs, you will learn to execute precise calculations to determine a company's enterprise value. By bridging the gap between conceptual knowledge and technical Excel modeling, this module ensures you can confidently build a DCF analysis and interpret the resulting financial narrative for real-world decision-making.
涵盖的内容
3个视频3篇阅读材料5个作业
3个视频•总计18分钟
- Choosing the Right Tool for the Job•8分钟
- How-To: Populate the DCF Model in Excel•4分钟
- How-To: Run a Sensitivity Analysis in Excel•6分钟
3篇阅读材料•总计16分钟
- Blueprint of Valuation: DCF, Comps, and Precedents•5分钟
- The Anatomy of a DCF Model•5分钟
- Decoding the Discount Rate (WACC)•6分钟
5个作业•总计70分钟
- Valuation Memo•30分钟
- Knowledge Check: Valuation Methodologies•5分钟
- Hands-On Learning: Calculate Enterprise Value with a DCF Model•15分钟
- Knowledge Check: DCF Model Application•5分钟
- Hands-On Learning: Quantify the Impact of the Discount Rate•15分钟
This module focuses on mastering the mechanics of investment valuation. You will start by learning to recognize core financial formulas and the fundamental economic concepts that drive them. Moving into practical application, you will gain hands-on experience using NPV and XNPV functions to accurately value diverse cash flow streams. By differentiating between periodic and irregular flows, you will build robust models to compare investment opportunities. This module bridges the gap between theory and practice, ensuring you can apply the correct mathematical logic to deliver precise, data-driven project appraisals and professional financial analyses.
涵盖的内容
4个视频2篇阅读材料5个作业
4个视频•总计30分钟
- The Real Cost of Ignoring Cash Flow Timing•8分钟
- Building Your First Valuation Model with NPV•8分钟
- Understanding XNPV: Key Concepts•7分钟
- Modeling Irregular Cash Flows with XNPV•8分钟
2篇阅读材料•总计18分钟
- The Language of Value: Deconstructing the NPV Formula•9分钟
- When Regular Payments Aren't Reality: Introducing XNPV•9分钟
5个作业•总计80分钟
- The "Efficiency vs. Expansion" Capital Budgeting Decision•30分钟
- Hands-On Learning: Recall and Apply NPV Fundamentals•20分钟
- NPV Fundamentals Quiz•5分钟
- Hands-On Learning: Proficiency in Present Value Calculations•20分钟
- Advanced Valuation with XNPV and Comparative Analysis Quiz•5分钟
This module equips finance and business professionals with the essential skills to master project finance dynamics. You will first explore the key project finance phases, gaining a clear understanding of their chronological relationships from initial construction through long-term operations. Building on this foundation, you will apply a cash-flow waterfall model to prioritize outflows, service debt, and project cash balances. By simulating real-world scenarios, you will learn to ensure solvency and calculate distributions to stakeholders. By the end, you will possess a professional toolkit to forecast project viability and make data-driven decisions throughout a project's lifecycle.
涵盖的内容
4个视频4篇阅读材料4个作业
4个视频•总计19分钟
- Channel Tunnel: When Forecasts Fail•6分钟
- Anatomy of a Cash Flow Waterfall•5分钟
- Modeling the Numbers: From Revenue to CFADS•5分钟
- Completing the Waterfall: Modeling Debt and Equity•4分钟
4篇阅读材料•总计23分钟
- The Three Acts of a Project's Financial Life•7分钟
- Blueprint for a Bulletproof Model: Structuring Your Excel File•6分钟
- Interpreting the Results: What the Numbers Tell You•5分钟
- Formulas for Forecasting: Key Excel Functions•5分钟
4个作业•总计75分钟
- Model a Mini Solar Project•30分钟
- Hands-On Learning: Setting Up Your Project Model in Excel•20分钟
- Knowledge Check: Project Finance Foundations•5分钟
- Hands-On Learning: Analyzing Solvency: The Final Check•20分钟
This module transforms your approach to financial oversight by bridging the gap between theory and rigorous audit. You will analyze detailed case studies to pinpoint exactly how flawed assumptions distort financial outcomes and lead to significant valuation errors. Parallel to case analysis, you will master technical verification by evaluating financial models against a comprehensive professional checklist. This systematic review ensures structural integrity, logical consistency, and robust documentation. By synthesizing these skills, you will move beyond simple data entry to critically auditing model architecture, ensuring every projection is grounded in sound logic and verified accuracy.
涵盖的内容
5个视频3篇阅读材料5个作业
5个视频•总计27分钟
- Trace Errors: From Flawed Assumption to Failed Valuation•7分钟
- Why Checklists Matter: The Cost of "Good Enough"•5分钟
- From Gut Feeling to Evidence: The Three Pillars of Model Auditing•5分钟
- From Analyst to Advisor: The Power of a Good Critique•5分钟
- Final Project Walkthrough: From Audit to Submission•5分钟
3篇阅读材料•总计30分钟
- Anatomy of a Flawed Model: Lessons from Enron•10分钟
- The QA Checklist in Practice: The LTCM Lesson•10分钟
- How to Write and Visualize a Defensible Critique•10分钟
5个作业•总计75分钟
- The Financial Model Audit•30分钟
- Hands-On Learning: Practice Analysis: Quantifying the WeWork Flaw•15分钟
- Knowledge Check: Principles of Model Deconstruction•5分钟
- Hands-On Learning: Practice Audit: Applying the QA Checklist•20分钟
- Knowledge Check: First-Pass Audit•5分钟
This module provides a rigorous framework for mastering comparable company analysis. You will learn to strategically select peer groups by identifying companies with similar operational and financial profiles. The curriculum focuses on calculating essential valuation multiples such as EV/EBITDA and P/E—to establish credible market ranges. Beyond calculation, this module emphasizes critical evaluation. You will develop the expertise to justify your peer set selections and refine data by identifying and excluding statistical outliers. By synthesizing these outputs, you will gain the confidence to provide robust valuation conclusions that drive informed investment and strategic decision-making.
涵盖的内容
3个视频1篇阅读材料3个作业
3个视频•总计20分钟
- The Power and Pitfalls of Comps: Lessons from the Salesforce-Slack Acquisition•6分钟
- Selecting Your Peers: The Art of Finding Truly Comparable Companies•6分钟
- Building a Comps Sheet in Excel•8分钟
1篇阅读材料•总计8分钟
- From Anatomy to Calculation: A Practical Guide to Comps Analysis•8分钟
3个作业•总计50分钟
- Valuation Analysis and Recommendation•30分钟
- Hands-On Learning: Build Your Own Comps Analysis•15分钟
- Knowledge Check: Core Concepts of Comps•5分钟
This module empowers financial analysts to master the intricacies of M&A data transformation. You will learn to analyze historical transaction data by precisely adjusting for transaction-specific synergies and control premiums to ensure valuation accuracy. The curriculum focuses on evaluating the reasonableness of transaction multiples through the systematic organization and analysis of comparable deal data. By normalizing complex datasets and mastering benchmarking techniques, you will create consistent comparisons that reflect true market dynamics. This module bridges the gap between raw data and actionable intelligence, enabling you to construct robust valuation models grounded in rigorous data evaluation.
涵盖的内容
3个视频1篇阅读材料3个作业
3个视频•总计17分钟
- Why Normalization Matters?•5分钟
- Decoding the Data: Identifying Transaction-Specific Factors•6分钟
- Normalizing M&A Data and Calculating Premiums in Excel•5分钟
1篇阅读材料•总计8分钟
- The Analyst's Guide to M&A Data Transformation•8分钟
3个作业•总计50分钟
- M&A Valuation and Data Analysis Report•30分钟
- Hands-On Learning: M&A Data Transformation in Action•15分钟
- Knowledge Check: Core Principles of M&A Valuation•5分钟
This module equips you to master the Discounted Cash Flow (DCF) methodology for professional valuation. You will design and build a modular DCF template featuring dynamic forecasting periods for maximum flexibility. The curriculum focuses on the technical precision required to compute the Weighted Average Cost of Capital (WACC) and determine accurate terminal values. Beyond construction, you will learn to rigorously evaluate model integrity by verifying underlying calculations and financial balances. Through hands-on application, you will gain the skills to produce defensible, error-free valuations essential for high-stakes investment appraisal and strategic decision-making.
涵盖的内容
6个视频3篇阅读材料6个作业
6个视频•总计46分钟
- Valuing High-Growth Tech•6分钟
- Conceptual Walkthrough: Deriving the Key Components•8分钟
- From Spreadsheet to Boardroom•7分钟
- Calculating Enterprise Value in Excel•9分钟
- The Problem with Static Models•8分钟
- Building a Dynamic and Validated Model in Excel•7分钟
3篇阅读材料•总计17分钟
- The Three Pillars: FCF, WACC, and Terminal Value•6分钟
- The Mechanics of Discounting•6分钟
- Anatomy of a Modular and Auditable DCF Model•5分钟
6个作业•总计80分钟
- Comprehensive DCF Valuation of a Public Company•30分钟
- Hands-On Learning: Deconstruct a Valuation Scenario•15分钟
- Knowledge Check: DCF Components•5分钟
- Hands-On Learning: Calculate Enterprise Value•20分钟
- Knowledge Check: Applying the DCF Methodology•5分钟
- Knowledge Check: Model Creation and Validation•5分钟
This module equips you with the technical expertise to evaluate complex infrastructure and investment ventures. You will master the construction of comprehensive project finance models from scratch, specifically integrating sophisticated debt schedules and multi-tiered equity waterfalls. Beyond structural modeling, this module emphasizes rigorous valuation techniques. You will analyze long-term financial viability by conducting scenario analysis to stress-test project resilience and calculating Net Present Value (NPV) to determine profitability. By synthesizing these metrics, you will develop the data-driven insights necessary to provide "go/no-go" recommendations for high-stakes investment committees.
涵盖的内容
4个视频5篇阅读材料5个作业
4个视频•总计29分钟
- The Downside Case Matters Most•6分钟
- How to Analyze Scenarios in a Model•6分钟
- Forecasting Project Cash Flows•7分钟
- How to Build a Sculpted Debt Schedule•9分钟
5篇阅读材料•总计35分钟
- Understanding the DSCR Covenant•6分钟
- What is Scenario Analysis?•6分钟
- A Lesson in Flawed Assumptions•8分钟
- Anatomy of a Project Finance Model•8分钟
- How to Structure an Equity Waterfall•7分钟
5个作业•总计85分钟
- Build and Evaluate a Renewable Energy Project Finance Model•30分钟
- Hands-On Learning: Project Viability Assessment Drill•20分钟
- Knowledge Check: Analytical Concepts•10分钟
- Hands-On Learning: Build the Model Skeleton•15分钟
- Impact of Interest Rate Change on a Project Finance Model•10分钟
This module empowers financial professionals to transform historical inaccuracies into strategic assets. Participants will analyze past financial models to pinpoint the precise root causes of forecast errors, ranging from flawed logic to data inconsistencies. Beyond identifying failures, you will evaluate successful adaptations from complex projects to synthesize a best-practice checklist for future applications. Through hands-on labs, you will bridge the gap between error detection and process refinement. By the end of this module, you will be equipped to implement a robust improvement plan that ensures higher model reliability and precision.
涵盖的内容
3个视频3篇阅读材料5个作业
3个视频•总计19分钟
- How-To: Deconstruct a Failed Model•7分钟
- How-To: Build a Checklist in Excel•7分钟
- Why Good Analysis Isn't Enough•6分钟
3篇阅读材料•总计15分钟
- Frameworks for Failure Analysis•5分钟
- From Success to System: The Art of Knowledge Transfer•5分钟
- Closing the Loop: From Insight to Action•5分钟
5个作业•总计75分钟
- Connecting an Insight to an Action•30分钟
- Hands-On Learning: Identify the Root Cause•10分钟
- Knowledge Check: Root Cause Analysis•5分钟
- Hands-On Learning: Draft a Checklist Item•25分钟
- Knowledge Check: Effective Checklist Design•5分钟
This module empowers you to construct defensible, deal-ready financial models for complex acquisitions. You will develop a modular Excel portfolio artifact featuring a dynamic DCF analysis with integrated WACC calculations and selectable terminal methods. Beyond core valuation, you will master comparable company and precedent transaction analysis through rigorous normalization and peer selection. The curriculum bridges technical precision and strategic judgment, ensuring model integrity through automated audit sheets. This module culminates in the creation of a presentation-ready summary designed to communicate high-level investment recommendations and transaction adjustments effectively, providing you with a high-impact artifact for your professional portfolio.
涵盖的内容
2篇阅读材料1个作业
2篇阅读材料•总计11分钟
- Why This Project Matters: Building a Defensible Valuation and Deal Model•4分钟
- Your Project Blueprint: Requirements and Evaluation•7分钟
1个作业•总计109分钟
- Project: Valuation and Deal Model (Portfolio Artifact)•109分钟
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