Numeritas Academy/FM 001 Financial modelling basics

  • Free

FM 001 Financial modelling basics

  • Course
  • 13 Lessons

Learn the essential knowledge to start building robust, reliable, 3 statement financial models from scratch. This course gets you set up ready for the "Building Financial Models step-by-step" course.

Contents

1) What is a model?

An introduction to the type of models we will teach you to build.
Lesson 1 - what is a model.mp4

2) Absolute and relative references

In this section, we'll explore how Excel treats copied formulae.
This is an essential technique that allows us to build robust, well structured models that are easy to maintain and review.
There are some bonus videos that go into detail on how copied formulae work in Excel and how we can test for cells containing different formulae.
Lesson 2 - Absolute references.mp4
Quick Access Toolbar
R1C1 referencing
R1C1 part 2 - finding non-copied formulae

3) Formatting and Styles

Before we dive in to building models, make sure you understand how to format cells and how you can set up styles to apply consistent formatting.
Lesson 3 - Formatting and styles.mp4
Number formatting in Excel
How to merge cells (and why not to)
Grouping rows and columns
Protection in workbooks

4) Build your own template (or use ours!)

It makes sense to start from a template Excel file, which is set up the way you want for building a model. 
This section will cover some of the key considerations and provide a template you can download for free.
How to use the Numeritas Excel template.mp4
NumeritasStyles.xltm
Get nXt, our free tool for the template shortcuts (and much, much more)