Why take this course?

  • Build upon your knowledge

    You already took our intro course. Maybe have a basic Excel knowledge. This course will introduce you to more advanced techniques and functions.

  • Give your skills a boost

    Up that skill level! Become more familiar with and confident in more advanced modeling techniques.

  • Increase efficiency

    Become more efficient! These advanced techniques can help you become a faster more productive modeler.

What is included?

  • Videos

    Go at your own pace! Over 35 lessons, 2+ hour of videos of transforming unformatted data into a functioning forecast with monthly, quarterly, and annual views and more!

  • Downloads

    Download the starting and completed templates. Use to practice and learn at your convenience.

  • Quizzes

    Quizzes for each lesson to help ensure you understand the material.

Video

Course curriculum

  • 1

    Welcome to the course!

    • Introduction

    • Downloads
  • 2

    Formatting and Inputs

    • Format Data

    • Header

    • Inputs and Assumptions

    • Scenario and Data Validation

    • Quiz
  • 3

    Forecast - Part 1

    • Dates

    • Revenue

    • Cost of Goods Sold

    • Gross Profit

    • Salaries and Personnel (Xlookup)

    • Administrative (Xlookup)

    • Quiz
  • 4

    Debt Amortization Schedule

    • Schedule Set-up

    • Inputs

    • Headers

    • Dates and Balance

    • Interest

    • Principal and Balloon

    • Formatting

    • NPER Function

    • Rate Function

    • Effect and Nominal Functions

    • Quiz
  • 5

    Forecast - Part 2

    • Interest Expense and Taxes

    • Formatting

    • Conditional Formatting

    • Dynamic Graph

    • Quiz
  • 6

    Quarterly Forecast

    • Date References

    • Quarterly Date Setup

    • Summing Data (Sumifs)

    • Build Checks

    • Quiz
  • 7

    Annual Forecast

    • Annual Date Setup

    • Summing Data (Sumif)

    • Quiz
  • 8

    Useful Finance Functions

    • Compound Annual Growth Rate (CAGR)

    • NPV, IRR and Goal Seek

    • XNPV and XIRR

    • MIRR

    • Sensitivity Table

    • Quiz
  • 9

    Graphs

    • Waterfall

    • Combo

    • Pie

    • Quiz

    • Congratulations