Best Free Financial Modeling & Analysis Courses

Find the best online Free Financial Modeling & Analysis Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings.

Introduction to Financial Modeling

Learn to build a simple integrated financial statement model.

Created by Peter Lynch - VP in Private Equity

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Students: 114840, Price: Free

This course will teach you how to use two years of historical income statement data and two years of historical balance sheet data to build a fully integrated financial statement model. It is designed for those new to financial models.

Section 1 will introduce the accounting equation and the three primary financial statements in the context of building a financial model. The content starts with the accounting equation, which is the single most important concept in accounting. The remaining three videos introduce the financial statements one at a time with a focus on the relationships that are important as you build financial models.

All of the material is provided via video-driven instruction with notes in pdf format to help follow along.

Section 2 will walk through integrating the three primary financial statements and creating a five-year projection. The first video provides a quick overview of the process. It is an easier process to grasp if thought of as a series of steps. It will also make it easier to measure progress as you work through the longer video. The video in Lecture 2 will walk you through the process of building the model cell by cell.

Because you are walking through the entire process of building a model, the video in Lecture 2 runs long: 35 minutes total. My advice would be to download the excel template attached to this lecture and build the model as the video progresses. Building the model yourself is the best way to fully understand the process.

In my opinion, if you want to build a strong financial modeling skill set, a thorough understanding of how an integrated financial statement model works is one of the most important things you can learn.

The last video in this section will explain circular references and how to fix broken models. It can be incredibly frustrating to finish a model and realize that it does not "balance." This video will help avoid that frustration.

I hope the content is useful to you! Please feel free to email me (peter@ASimpleModel.com) with any feedback.

Note: The longer video has some white noise in the background that I am having edited out. I hope to have a cleaner audio file up soon. Thanks for your patience!

Build a DCF Model from Scratch

Learn to build a DCF Model.

Created by Peter Lynch - VP in Private Equity

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Students: 15035, Price: Free

This course will walk you through two Discounted Cash Flow ("DCF") models to properly introduce all relevant concepts. The first DCF model will use everyday context to make the process easy to understand. The video runs less than 10 minutes long, and uses a simple example to introduce the purpose of DCF analysis.

Once the "Basic Discounted Cash Flow Model" has been introduced, the material will explain two concepts separately: Net Present Value ("NPV") and Weighted Average Cost of Capital ("WACC").

The last video walks through a more thorough discounted cash flow ("DCF") model. In this video we will use an integrated financial statement model to perform a DCF analysis of a company.

All videos are recorded in HD. Please click on the HD button at the bottom of the screen when watching the material.

Each lecture has an Excel template or PDF notes available for download.

Practical Oriented Analysis of Financial Statements

A beginners course for practical oriented reading of financial statements.

Created by Syed Naser Mohiuddin - Manager

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Students: 11681, Price: Free

This course is meant for beginners and it attempts to explain how a line item in financial statements correlates with overall health of a business. It is meant for those who are interested in understanding the significance (rather than definition) of each element of financial statements and interested in fitting them together to get the overall picture.

Interpreting financial statements

Achieve proficiency in interpreting the financial statements of a company. Learn how to prepare financial ratios.

Created by Gabriel Dragne - Finance Expert

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Students: 10244, Price: Free

This new course starts from the grounds of financial statements and show how they are obtained in the first place. Then it expands on the three main financial statements: balance sheet, income statement and cash flows, by showing their advantages and disadvantages, what they tell and what they hide from the viewer, how they differ from each other and how they are linked. We will focus a lot on the cash implications of financial statements, and by the end of this course we will be able to use cash flows to evaluate the health of a company and we will be able to understand, prepare and analyze “most wanted” financial ratios. Moreover, we will grasp what you need to know on adjacent subjects like weighted average cost of capital, valuation methods, mergers and acquisitions, currency translation and others. Every topic is presented from an industry best practice perspective and is accompanied by a final quiz to test your progress. Besides using small study cases that illustrate particular areas, we will be accompanied throughout the course by a four year period financial data of a study company, for which we will recreate and interpret together the cash flow statements and ratios for three years. It shall be optional, however advisable, that you will continue our endeavor and derive the cash flows statement and ratios, together with their interpretation, for the last year of the analysis. No worries, I will provide permanent assistance should you need additional help to finalize the homework.

If you’re a finance student, an entrepreneur or a finance professional willing to expand on financial statements knowledge, this course if for you, as you will find a lot of new or untold information, perfectly structured and covering all hot topics. If you’re rather new to finance matters, this course if perfect to build a solid knowledge, however you should be at least familiarized with the finance jargon. However, even if you did not experienced financial statements before, the course content does not leave you with missing pieces for the financial statements puzzle. Basic mathematical skills are a prerequisite and you will also need access to a computer with installed Microsoft Excel and basic Excel skills to finalize the analysis.

This course consists of videos lectures and shall require more than three hours of your time, with estimations for the homework analysis to account for another three hours.

I am assured that after taking this course, you will be confident in analyzing financial statements and be able anytime to prepare and interpret the cash flow statement and the financial status for any given company.

Let’s get started!

Intro to Quantitative Financial Modeling in Excel

Learn how to build financial models in Excel and VBA for different financial topics

Created by FM x FM - Subject Matter Expert in Financial Modeling

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Students: 4464, Price: Free

Excel is an excellent tool for understanding the intricacies involved in financial modeling. The aim in each section of the course is to explain the implementation of the models using Excel.

Some models discussed in this course:

  • Black-Scholes-Merton (BSM) Option Pricing Model

  • Binomial Option Pricing Model

  • Portfolio Optimization

  • Option Implied Volatility

  • Value-at-Risk (VaR) and Conditional Value-at-Risk (CVar): Historical, Gaussian and Cornish-Fisher (NEW! Added on 4th June 2020)

  • Optimization of VaR and Trading Liquidity Risk: Unwinding a Position Optimally (NEW! Added on 4th June 2020)

To benefit from this course, it is advised that you try building the models as you go through the videos.

As I am nearing to the 2 hour limit for a free course, I will no longer be adding new videos to this course. If I want to add more videos, then I will have to convert it to a paid-course, which I am not planning to do anytime soon.

Financial modeling (DCF and LBO) – basic version

Prepare for investment banking interviews - learn / improve skills

Created by CorpFin Pro - Practicing corporate finance professionals

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Students: 4448, Price: Free

In this course, we prepare a basic financial model consisting of:

  1. Three statements (Balance Sheet, Income Statement and Cash Flow Statement),

  2. DCF (using the FCFF approach), and

  3. LBO.

This course might be useful for people preparing for interviews at investment banks, consulting firms, buy-side firms, etc. Also, this course might be useful for people interested to learn new things and in general interested in finance.

Financial Modelling Basics – Mini Course

The Ultimate Financial Modelling Mini Course

Created by Piyush Arora, CFA, MBA Finance - Champ at 'All Things Finance'

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Students: 4068, Price: Free

This FREE mini course helps the student understand the basics of financial modelling including:

1. The ground rules (setting formatting rules)

2. How to start building financial models

3. How to make assumptions for revenue

4. How to make assumptions for direct costs

5. How to make assumptions for indirect costs

This course will also prepare the students for any advanced level courses in Financial Modelling.

How 8 Financial Ratios Can Allow You to Analyse Any Business

How to use ratios to conduct a deeper financial analysis

Created by Nakhoul Mohamed - Administrateur Public

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Students: 4000, Price: Free

For any individual wishing to discover finance, at some point he will be led to know or learn the financial analysis,no matter the reason, being a banker or business owner to an investor managing his stock portfolio and aiming to buy the most profitable stocks, perhaps inspired by the greatest Warrant Buffet.

I have to ask the question, Is a lack of accounting training holding you back from getting value from these important financial documents?

The financial statements, these being the Income Statement, Balance Sheet & Cash Flow Statement, allow you to tell the ‘story’ of a business. You can tell its history, its strengths and weaknesses and sometimes even its future. Financial numbers alone will not tell you everything about a business.

The statements tell a concise story that can be used by investors and managers to test and assess strategy, as well as assist in putting together action plans in regards to whether or not to buy, hold or sell a stock or what to do internally within the business. But being able to look behind the numbers and gleam this story takes some skill.

However, not lots of skill! Accountants, like many professions, like to make their skills seem more complicated than what they really are; after all, this allows them to charge higher fees.

But ANY business manager, investor or student can quickly learn some key techniques that will allow them to tell the story of almost any business on the planet.

Accountants have the ability to turn vast amounts of data into actionable information, but they tend to give their own names to this ‘actionable information’ and in effect create a language of their own. And if this is all foreign to you: firstly, congratulations on taking the first steps, you won’t regret it. Secondly, in this courseI will try to clearly, simply and concisely break down this ‘foreign language’ and its arithmetic tools into something more digestible, irrespective of whether you’re a marketer, barista, production manager or even a retiree managing their nest egg.

this course has several objectives, all in the way of giving the learner an arsenal of tools allowing him to conduct a complete financial analysis, with effectiveness and above all efficiency.

efficiency is the key to success, being efficient means being able to reach the goal in the minimum amount of time with the minimum of used resources , here are the ratios.

the ratios which by their simplicity make it possible to manipulate the financial analysis and to create a model of analysis that suits the user according to his objective.

If you are looking to identify the company with the most profitable stocks in terms of dividends, you only have to mobilize these small tools called ratios in a certain way and here is in a moment you identify the most profitable stocks.

again if you want to know if your business is solvent, you only have to use the ratios again and you will have the information you want.

Technical Analysis Stock Trading

Professional Forex Trading, Technical Analysis, Learn How to Trade Forex with Candlestick Patterns &Trendline

Created by Ali pouyanmehr - money manager

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Students: 3976, Price: Free

regardless which specific methodology is preferred, trend line and trend channel analysis is one of the foundation elements of technical trading approaches that every single trader simply has got to understand and master. our course provides this instruction, and is the only product of its kind available at. simply put, you will not find a more compelling treatment of this subject anywhere.

In this course you will learn everything you need to know to start Trading the Forex Market right now!

This is not just a theoretical course, there is LIVE Example Included (where we show you how to use the information learned to Trade Live in Real Time).

You will be learning from Mohsen Hassan, who is the Founder of Boom Trading.

So whether you want to generate some side income by trading the FOREX Market or if you want to make trading your only source of income (like our Traders), then this course is for you.

In This course we will cover beginner and Intermediary level information to get you on the right path to becoming a successful and a consistently profitable Trader. On top of all the material thought we will be giving you our personal tricks, techniques and views on the Forex market that have tremendously fast-tracked our success.

By the end of this course you will understand the History of Money and understand the Structure of the FOREX Market.

You will know how to analyze the Currency you are trading by learning Technical Analysis and Fundamental Analysis. You will learn how to use the Economic Calendar to avoid or play fundamental events that can impact wildly Currency prices.

You will also become an expert in Chart reading! This means you will know how to spot the best Chart Patterns and Candlestick Patterns as well as use the best Technical Indicators in order to buy and sell at optimal locations.

We also cover Risk Management and Money Management techniques so you will be able to know exactly how much to buy or sell on each trade and where to place your take profits and stop losses to minimize your risk!

Going further than other trading courses we even cover Trading Psychology. Something that we have noticed has a huge impact on trading performance!

When registering to this course, you have:

  • Lifetime Access to the course

  • Access to all new/additional lectures (My courses are always up to date!)

Eager to see you in the course!

Who this course is for:

  • Beginners who want to decrease their learning curve by learning from a Trading Firm CEO.

  • Traders who are starting out and Intermediary level Traders who are not yet consistently profitable.

  • Anyone who wants to Day-Trade or Swing-Trade the FOREX Market.

  • Anyone who wants to learn the most important concepts that are needed to become successful in trading.

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Introduction to Excel for Finance and Accounting

Learn how professionals use Excel in the fields of Finance and Accounting by completing FOUR mini-projects

Created by Dobromir Dikov - FCCA, FMVA

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Students: 2986, Price: Free

If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.

And this is the course to introduce to the main concepts of Excel that are applicable to these fields!

You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!

What you’ll get out of this course?

Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.

I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.

After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.

What should you know to take the course?

It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.

Who is this course for?

I made the Introduction to Excel for Finance and Accounting course to serve as a practical guide on how the concepts are applied in the field. The course is most suitable for:

· Junior finance and accounting professionals;

· Business owners and entrepreneurs who want to know more about their figures;

· Students in Finance and Accounting majors who wish to get a head start.

I hope you are ready to upgrade yourself, learn how Excel formulas and principles are used in Finance and Accounting and propel in your career!

Are you excited to start?

Then enroll in the course, and I’ll see you in class!

Financial Modelling for Mining Companies – Masterclass

Build and analyze mining financial models for project finance, corporate finance, or private equity.

Created by Perry Fisher - Corporate Trainer | Consultant | The Tauro Group

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Students: 2577, Price: Free

Financial modelling is the most important tool in a company’s decision-making arsenal. This course is specifically designed to provide dealmakers, analysts and other financing professionals with the tools they would require in order to analyze any mining financial model, and prepare powerful summarization outputs upon which decisions would be made.

The "Financial Modelling for Mining Companies - Masterclass" course is the first part of the more comprehensive "Financial Modelling for Mining Companies - Novice to Expert" course. It is ideal for fast-tracking industry professionals in their career path - teaching them to analyze existing client models and also create their own models for various applications. The material is well suited to middle-office and front-office professionals, teaching them to assess the risks of funding mining opportunities. This masterclass can be enrolled in for free, before delving into the deeper “Novice to Expert”.

By the end of the course you will be able to effectively construct a financial model that describes the process flow of your mining business, from raw material extraction, all the way until net profit after tax. You will learn how to itemize all cost and revenue drivers, model tax, working capital, and debt funding.

The concepts taught are based on years of investment banking experience, and billions of dollars worth of project financing deals in multiple jurisdictions.

Students would need to download the ABC Mining Financial Model (provided for free) in order to participate in the course.

I look forward to engaging with you as the course progresses!

Perry Fisher

Simple Algorithmic Trading Crash Course

Learn how to snag the most in demand role in the tech field today!

Created by Mammoth Interactive - Top-Rated Instructor, 800,000+ Students

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Students: 1108, Price: Free

Algorithmic Trading with Python, Statistics and Pandas – one of the most interesting and complete courses we have created so far. It took our team slightly over four months to create this course, but now, it is ready and waiting for you.

An exciting journey from Beginner to Pro.

If you are a complete beginner and you know nothing about coding, don’t worry! We start from the very basics. The first part of the course is ideal for beginners and people who want to brush up on their Python skills. And then, once we have covered the basics, we will be ready to tackle financial calculations and portfolio optimization tasks.

Finance Fundamentals.

And it gets even better! The Finance block of this course will teach you in-demand real-world skills employers are looking for. To be a high-paid programmer, you will have to specialize in a particular area of interest. In this course, we will focus on Finance, covering many tools and techniques used by finance professionals daily.

This course is great, even if you are an experienced programmer, as we will teach you a great deal about the finance theory and mechanics you will need if you start working in a finance context.

Everything we teach is explained in the best way possible. Plain and clear English, relevant examples and time-efficient videos. Don’t forget to check some of our sample videos to see how easy they are to understand.

Understanding of Flow through

Flow through for various situation of business

Created by Ganesh Mathur - Finance professional

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Students: 448, Price: Free

Its important for any business owner, finance professional or manager to understand the flow through and how it is calculated for various situations. Knowing it well will give the edge to a person who can better manage his business as the key points impacting the flow-through of 'conversion of profit' is explained in this lecture.

Principles of Economy and Econometric Modelling

Basics of Economy, Economic Challenges, GDP Forecast, Fiscal Deficit, Investment Strategy

Created by Vipin Mittal - IIT, MBA ( SPJIMT) 23 yrs Diversified Experience

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Students: 372, Price: Free

The course would enable you to develop a simplified understanding about Economics as a subject. After completing the course you would be able to understand the various basic economic principles, players, drivers of the Indian Economy.

You would be able to learn about the various approach to determining the GDP and significance of each of the GDP components.

You would be able to understand the various challenges faced by the Indian Economy and what measures each of the players are taking to overcome them.

You would learn the basics of econometric modelling

You would understand the scenario planning and generate the various GDP fall scenarios

You would be able to learn the forecasting of the GDP contractions and govt Fiscal deficit forecast.

At the end of the course one would become smart enough to interpret the Govt policies and actions when it comes to controlling the economy

One would learn the interrelationship of Interest rate, inflation rate and Money supply and how these variables interact with each other to drive the economy and what are the limitations for govt to influence each of these variables.

One would be in a position to use predict the movement of the interest rate and determine their investment strategy for maximising the return.

FTE – Full Time Equivalent, a productivity measure

FTE analysis reveals if the manpower is used at optimum level and to ascertain productivity levels.

Created by Ganesh Mathur - Finance professional

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Students: 358, Price: Free

We have explained the method of calculating Full time equivalent popularly known as FTE. How it is different from Head count in any Business Unit and how to calculate Productivity ratio and use it in practical environment.

This course explains the link between FTE and Productivity. Anyone after completing this course can start using FTE and Productivity model in their businesses and take the benefit.