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Financial Budgeting and Forecasting In Excel Complete Course (Udemy.com)

Template Included! Learn how to build a financial model using Microsoft Excel. Become a financial model expert

Created by: Chris Benjamin

Last updated October 2022

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What you will learn

  • Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
  • Template Download: Download The Model At The End Of The Course
  • Create a Financial Model From Start To Finish
  • Formulas Used
  • Properly Framing Assumptions
  • Establishing a Forecasted Income Statement
  • Establishing a Forecasted Balance Sheet
  • Establishing a Forecasted Statement of Cash Flow
  • Forecast Your Inventory Needs
  • Summary Report Creation With Highlights From The Model
  • Pitfall Avoidance - What Not To Do
  • How to Properly Structure a Financial Model
  • How to Tie Out Your Model
  • Create Realistic Financial Projections
  • Create Best/Worst Case Scenario Analysis

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.5 out of 5higher than 47% of them
  • Reviews1,570#88 of 377 by number of reviews
  • Length6.2 hourslonger than 59% of them
  • Last updatedOctober 2022earlier than 78% of them

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Course Description

Are You An Entrepreneur or Small Business Owner?

Do You Want To Build a Financial Budget But Don't Know Where To Start? 

Do You Want To Impress Potential Investors From The Start With Your Business Model?

Do You Want To Set Realistic Expectations Financially For Your Business?

Do You Want To Get A Head Start With My Investor Quality Financial Model Template?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated with new content! ***


Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. What you will learn is being taught by a professional in the industry who knows the proper way to construct a financial model.  Using industry best practices, you will have a professional grade financial model by the end of this course. 

  4. Bonus reason: Udemy has a 30 day 100% no questions asked money back guarantee!

Recent Reviews:

Robert M says "Financial modeling made simple.  Being a CFO I've built my fair share of financials models as well, but I can say I never quite felt comfortable with them. They seemed too big, too cumbersome, and it just seemed like there should be a better way. Chris definitely knows what he is doing and couldn't be a better instructor. Finally I feel empowered to build a solid financial model, in less time, and with much better quality. 


About The Course - What You and I Learn Together

As an entrepreneur, you will have many uses for a budget/financial model. If you are looking for investors, one of the first things someone will ask for is your projections. As well for your own peace of mind, don't you want to be able to forecast forward and see how the business will perform given a set of assumptions? All of this can be accomplished with a solid financial model. Learn how to use Microsoft Excel to build your very own forecast / budget!

Let me teach you how to wow investors or impress your boss with a financial model / budget that stand out above everyone else.  

By the end of this course, you will have a financial model that is detailed, complete, rock solid and follows ALL of the best business practices for financial modeling! 


I have also included a copy of my ebook "Fund Your Startup by Chris Benjamin" which you will find as a download in the last lecture.  Learn your options for funding, where to find investors, how to wow them, and lastly the must do steps to successful funding!

What Specifically You and I Will Do In This Course:

This course will be taught primarily by following along in Excel as we build a financial model for a fictional company.  We will start with a completely blank Excel workbook, and by the end of the course have a fully functioning financial model. 

Students are encouraged to take the course twice.  The first time, just follow along, understand not only the formulas, but also the "why" of what we are doing.  See the financial model grow and become "alive" as we work through the various tabs.  The second time, follow along and work on your own personal financial model. 

The time of the course in video content is 5.5 hours, although expect to spend 10 - 20 hours taking this course.  In that time we will build a basic financial model which is fully functioning.  The additional time is so you can work on your own financial model in between the lectures. 

The course is structured in a very step by step methodology.  As we work through each section, we'll progress towards the final financial model. 

I encourage all entrepreneurs and financially minded people alike to take the course.


I will help you!

At any point during the course if you are confused or need clarification, send me a message! I'm here to help YOU the student, and I love interacting with you.  I've been in accounting & finance over 25 years and can most likely answer your question. 


*** CLICK "BUY NOW" AND LET ME TEACH YOU HOW TO BUILD A POWERFUL FINANCIAL BUDGET MODEL WITH EASE! ***


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

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Instructor Details

Chris Benjamin

Welcome Students,

I have been teaching on Udemy since 2011 (over 15 years) and have created 88 courses on Udemy with 100,000+ students!  I love teaching on online, and empowering students with knowledge in accounting, finance, entrepreneurship, Excel and other business topics. 

In my day to day life, I work as a consulting CFO, Chief Financial Officer.  Mainly I work with growth stage companies, helping them put in place all the best accounting practices, financial modelling, working with investors, and financial reporting and analysis.   

I have worked as a CFO exclusively to growing companies for 10+ years, bringing my past corporate experience, my passion for the entrepreneur community, and experience helping over 100+ startups succeed.

Now let me take my knowledge and experience and teach you!

All courses come with lifetime access, friendly support if you get stuck and a 30 day money-back guarantee so there's no risk to get started.

See you in class.

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Specialties: MBA, Startup & growth-stage experience, raising capital, financial forecasts, business plans, virtual CFO, cash management, growth strategy, policy & procedure implementation, financial modelling, SEC reporting, accounting, finance, entrepreneurship, Excel, and much more.

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Reviews

4.5

1,570 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Kenneth Mitchell on 6/29/2026

So far, excellent! The instructor uses plain language to teach. He does not use industry jargon and assume that you already know what it means. He methodically shows what he is doing and simultaneously tells you why he is doing something. I'm looking forward to the remainder of the course!

By Ma. Sheina B. Soliman on 3/3/2026

The course was a good match for me because it aligned with my professional responsibilities and enhanced my confidence in handling financial and administrative tasks. It not only improved my technical knowledge but also developed my attention to detail and critical thinking skills.

By Pacifique ZOZO on 5/7/2024

I have a 2 years experience as a finance practitioner, and I would like to state that I have learnt so much from the course, for sure there is so much more to learn about accounting and financial modelling but with this course, anything additional will be so much easy. It's a shame that it was not live, there are some questions or contributions I would have loved to drop every now and then during the different sections just to make the course more interactive, but I give it to Mr. Benjamin, for his awesome way of taking you through the course. I look forward to taking more courses with him.

By Nattharee Wongjaiyen on 2/4/2024

This course is the good fundamental for the newbies in budget preparation. I can relate the course's worksheet to my company's and it makes me more clear with what we do.

By Nadezda Yusyuz on 10/29/2023

Generally, this course gives a good overview. I understand the value of doing the model in live mode, but I would appreciate if the professor could think about its structure a little bit more beforehand. I found as well that the format for all spreadsheets should be exactly the same and it is difficult to have both quarterly and yearly calculations on the same spreadsheet (the risk of making mistakes increases a lot). In general, thanks a lot for this course!

By Ronnie Mathews Varghese on 4/17/2022

The instructor was absolutely on point. I truly appreciate his efforts to be so patient in explaining even the smallest of the concept. He even accepted where he went wrong to correct himself during the lecture. Truly appreciative especially of the additional video of the Variance analysis. The only factor that I am disappointed is that the budgeting is made on some random numbers from thin air! It would have been highly beneficial if a model was built on practical terms. If the financials of a real entity was taken and the forecasting had been done on the same using real life factors affecting the financials, it would have been the most excellent course on this topic. Kudos!

By Ahamed Niaz on 5/27/2021

It was a great lecture with minimum possible time period. Really needs to be appreciated. I expected the budgeting and forecasting part in the course more of base with actual FS with a accurate external or internal factors Adjustments could happen or any assumptions of current updates.(means it was more of fixed percentage assumptions) Last but not least, a few adjustments i though it necesssary bring into your attention. 1. Depreciation(non-cash) added back from Net income for cashflows. 2. Longterm liability would be pertaining to financial activities as it is not an working capital item. 3.we had openings balance of few items as it was existed earlier periods but not for cash and other items. Really enjoyed the session sir. Thankyou.

By Bassem Kayali on 3/31/2021

This course is so beneficial for beginners; however, I was expecting more sophisticated model to add to my skills as the course name indicated that. But the content was only adequate for beginners. Anyway thanks a lot for Chris hope that Udemy states clearly the level of courses it offers.

By Dwayne on 7/2/2019

This is a great course. He made minor errors and then showed how to resolve those errors, which will actually take place when you are doing financial modeling. Please ignore all the negative reviews, they are just cry babies that lack the discipline to complete the course and actively do it step by step in Excel. There are no shortcuts to knowledge. You will learn how exactly to do a financial model to launch your startup or better plan your business. Keep up the good work instructor

By Thuy Anh Fox on 11/29/2016

This is my first experience with financial modeling. I know he crafted a simplistic exercise but I found his tutorial easy to follow. It did take me quite a long time to complete as I paused often to review accounting terms online and to create the model alongside him. I did have one annoyance with the module as Chris miscalculated the Depreciation in Y3Q1 which led to a few subsequent errors in nearly every segment. This is obviously human error and not a big deal. It is simply a quirk of the style of instruction. Overall, I am pleased I finally took a course and this one was a good start.

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Quality Score

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Overall Score : 90 / 100