Financial Modeling & Valuation with Excel

EDUCBA via Coursera Specialization

Go to class Write review

Overview

Coursera Flash Sale

40% Off Coursera Plus for 3 Months!

Grab it

This Specialization provides a complete pathway to mastering financial modeling and valuation using Microsoft Excel. Learners will start with Excel fundamentals and advanced analytics before building a strong foundation in accounting. The program then progresses into applied financial modeling with Apple Inc. as a case study, and advanced valuation methods including DCF and relative valuation. By the end, learners will confidently analyze financial statements, forecast performance, and value companies using industry-standard frameworks, making them job-ready for careers in finance, consulting, and investment banking.

Syllabus

Course 1: Master Microsoft Excel: Apply, Analyze & Visualize Data
Course 2: Master Excel Advanced Functions and Analytics
Course 3: Master Accounting Fundamentals: Analyze, Interpret & Apply
Course 4: Apple Inc Financial Modeling: Analyze & Forecast
Course 5: Corporate Valuation - DCF and Relative Valuation

Courses

0 reviews
7 hours 11 minutes
View details

This course equips learners with the analytical tools and valuation frameworks used in modern corporate finance to estimate a company's worth. Designed for finance professionals, analysts, and advanced business students, the course blends theoretical concepts with practical modeling strategies to enable valuation from both intrinsic and relative perspectives. Through structured video lessons and graded assessments, learners will explain valuation fundamentals, apply the Dividend Discount Model (DDM) for intrinsic valuation, and construct detailed Discounted Cash Flow (DCF) models by forecasting financials and calculating free cash flows. The course further guides learners to analyze enterprise and equity value distinctions, evaluate sector-specific valuation multiples like PE, PBV, and PCF, and compare the advantages and limitations of each approach. By the end of the course, learners will be able to assess a firm's financial worth using industry-relevant valuation methods, justify assumptions used in model construction, and interpret valuation outputs with confidence and clarity.
0 reviews
13 hours 47 minutes
View details

By the end of this course, learners will be able to analyze financial statements, forecast revenues, evaluate costs, and apply valuation techniques using Apple Inc. as a case study. They will compute earnings per share, assess working capital, model capital expenditures, and integrate debt structures to build dynamic financial models. This course equips learners with practical skills in discounted cash flow (DCF), weighted average cost of capital (WACC), and risk-return analysis to accurately value companies. Through structured lessons, participants will differentiate between FCFF and FCFE, calculate net present value, estimate target share prices, and perform sensitivity analysis for robust decision-making. What makes this course unique is its real-world application on Apple Inc., one of the world’s most valuable and complex companies, providing learners with a hands-on approach to mastering professional financial modeling. Whether preparing for corporate finance, equity research, or investment banking careers, learners will gain the confidence to design models, interpret financial data, and make informed valuation decisions.
0 reviews
15 hours 16 minutes
View details

By the end of this course, learners will be able to explain the purpose of financial statements, analyze income statements and balance sheets, interpret cash flow reports, and apply accounting principles to evaluate business performance with confidence. Participants will master revenue recognition, margin adjustments, equity evaluation, asset valuation, and liquidity analysis while gaining hands-on experience with real-world financial statements from companies like Colgate, P&G, and Microsoft. This comprehensive course integrates the core pillars of accounting—income statements, balance sheets, and cash flow statements—into a step-by-step learning journey. Learners will move from foundational concepts to advanced applications, bridging theory with practice through structured lessons, case studies, and quizzes. What makes this course unique is its clear, accessible approach that simplifies complex topics while emphasizing practical decision-making. Whether you are a student, aspiring professional, or entrepreneur, this program equips you with the analytical skills and financial insight needed to read, interpret, and apply accounting data for smarter business decisions.
0 reviews
15 hours 34 minutes
View details

By the end of this course, learners will be able to apply advanced Excel functions, analyze large datasets with confidence, design dynamic formulas, build interactive dashboards, and visualize insights using modern charts. They will also implement robust data validation techniques, perform scenario-based forecasting, and enhance workbooks with interactivity for decision-making. This course equips professionals, analysts, and business managers with the essential skills to go beyond basic spreadsheets and unlock Excel’s full potential. Learners will benefit by mastering logical, lookup, reference, text, date, and information functions to create smarter formulas that adapt to real-world business challenges. They will also gain hands-on practice with PivotTables, Solver, Goal Seek, Slicers, and advanced chart types such as Waterfall, Radar, and TreeMap, ensuring they can communicate insights effectively. What makes this course unique is its comprehensive structure that blends advanced formulas, data management strategies, and visualization techniques into one cohesive learning path.
0 reviews
11 hours 43 minutes
View details

Learners will be able to apply core Excel operations, construct formulas and functions, analyze datasets with PivotTables, and visualize results using charts while troubleshooting common errors. By completing this course, participants will build the confidence to manage data effectively, automate decision-making, and present insights professionally. This comprehensive beginner-friendly program starts with navigating Excel’s interface, worksheets, and file management. Learners then advance into formatting basics and custom styles before mastering essential formulas, logical functions, and conditional calculations. The course further explores advanced data management tools such as tables, filtering, freezing panes, and page layouts, culminating with PivotTables, interactive charts, and error handling strategies. What makes this course unique is its practical, step-by-step approach, guiding learners from foundational skills to real-world applications. With structured lessons, hands-on examples, and scenario-based exercises, learners not only gain theoretical knowledge but also develop job-ready Excel skills. Whether for academic projects, business reporting, or career advancement, this course provides a strong foundation in Excel for data-driven decision-making.