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Financial Modeling on Excel Complete finance course on Excel (Udemy.com)

Financial Modeling practical case and training on Excel - Business Plan, Valuation, and Financial Modeling on Excel

Created by: Yassine Rochd

Last updated October 2025

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What you will learn

  • Gain proficiency in the modeling rules followed by investment bankers, private equity professionals, and transaction services consultants
  • Build a clear, comprehensive, and well-organized financial model in Excel
  • Acquire a solid foundation in financial modeling fundamentals
  • Create a complete business plan in Excel
  • Review the essential and fundamental accounting and corporate finance concepts for financial modeling
  • Construct a cash flow statement and calculate free cash flows (FCF)
  • Model financial debt and simulate principal and interest repayments.
  • Determine the company's Enterprise Value using the comparable method and deduct the Equity Value
  • Establish a normative EBITDA
  • Using Excel, calculate the investment multiple and the internal rate of return (IRR) for a transaction

How it compares

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

  • Rating4.3 out of 5higher than 17% of them
  • Reviews329#227 of 377 by number of reviews
  • Length3.4 hoursshorter than 61% of them
  • Last updatedOctober 2025more recently than 53% of them

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Course Description

If you are interested in finance careers, such as Private Equity, M&A, financial controling or financial management, you've likely realized that one key skill is indispensable across all these finance fields: it's financial modeling.

Financial modeling is the cornerstone of finance, underpinning essential tasks such as developing Business Plans, generating reports in Excel, and valuing companies. The ability to create reliable and well-structured financial models is therefore crucial if you aim to pursue a career in corporate finance.

This is why many job interviews include technical cases on Excel. Within 30 minutes to an hour, employers can assess candidates by providing them with a computer and specific instructions, effectively identifying the top 10% who excel in financial modeling.

This comprehensive finance course on Excel will provide you with the knowledge, techniques, and best practices to create clear, well-structured models that meet the high standards of investment banks, Private Equity firms and financial management teams.

In this training, you will learn the standards and rules of financial modeling to produce professional, rigorous, optimized, and error-free outputs. You will be guided through designing a complete financial model with various investment and development scenarios for a company, including a debt schedule with multiple financing tranches, a Sources and Uses table, a clear Business Plan, and valuation using the transaction comparables method based on a normative EBITDA. Finally, we will calculate the IRR and analyze it according to investment exit parameters.

If these concepts are unfamiliar to you, we will cover them before diving into financial modeling in Excel. This course revisits essential finance fundamentals and the necessary knowledge you must master if you are interested in financial controlling, financial analysis, or transactional careers (PE, M&A, TS).

Instructor Introduction:

My name is Yassine, and I am the founder of a corporate finance training organization that has helped thousands of students and recent graduates prepare for interviews in Private Equity, investment banking, and consulting firms in Transaction Services, Valuation, and Financial Restructuring.

I am also a former Associate in Private Equity, having worked for two years in two different investment funds in Paris on small-cap operations across various sectors, including hospitality and real estate, tech and media, and renewable energy.

Additionally, I was a senior consultant in Valuation and Financial Modeling at EY, where I worked on multiple financial models in transactional contexts and investment projects.

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Instructor Details

Yassine Rochd

Hi, I’m Yassine

I’m the founder of a training organization that has already helped thousands of learners land better jobs, change careers, and unlock new opportunities.
But a few years ago, I was exactly where many people are today: motivated, ambitious… but unsure how to turn that into real progress.

After earning a Master’s in Corporate Finance, I worked in consulting and investment funds, surrounded by brilliant people and complex projects.
I learned a lot: finance, strategy, decision-making, but something felt missing.

I wanted to build, not just analyze.

So I made a move and trained in web development, combining technology, finance, and marketing into a unique skill set that allows me to create, launch, and scale projects from scratch.

That transition changed everything. I learned how to make learning simple, even when the topic isn’t. I discovered how to break down complex concepts into clear, actionable steps. And I realized that the fastest way to grow is to learn from someone who has already walked the path.

Today, that’s what I do here on Udemy:

· I teach what actually works.

· I remove the fluff and confusion.

· I give you the tools to progress faster.

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Reviews

4.3

329 ratings on Udemy

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By Rugina Thomas on 8/22/2025

I'm so impressed well explained last i did my bachelors in business administration option of Finance and Banking canno be compared with whta i have learnt Thanks Mr. Yassine

By Sujithra Balakrishnan on 7/21/2025

Hi this is Sujithra, MBA graduate, but have 0 knowledge in Financial modeling, searched and studied many course, but i not enough satisfied from them. then I chosen Invest prep in Udemy course. omg guys, this person taught very well and provided all little tricks and tips to male best modeling. Really thank you so much!! "YOU CAN CHOOSE THIS COURSE, EVENTHOUGH 0 KNOWLDEGE ON FINANCE, HE WILL MAKE HERO" This is truly from my heart after completing the full course!

By M K Nithishkumar on 5/21/2025

Overall nice course but it could have been better if the actual finance concepts are explained a bit more otherthan focusing on FINANCIAL MODELLING

By Muzahidul Siddique on 5/9/2025

I though there would be more practical knowledge

By Sarmad Ahmed on 11/29/2024

Overall a good course. Using the Comparable Company Analysis valuation method, you will learn to make a simple but clean financial model. One thing I found lacking was that he could have explained the finance concepts a little bit more. For example, the fact that we are essentially transferring the debt raised to the target company and calculating the equity value on a net basis might confuse beginners.

By Shaurya Sharma on 12/24/2023

As a complete beginner i thoroughly enjoyed this course but felt I needed more context as to the scope of this financial model. If I am not wrong this financial model is used more often by PE firms, information like this if communicated during the videos would provide learners such as myself a more comprehensive understanding of the course material. Apart from this I learnt a lot, thank you so much!

By Naïma HASSAN on 6/19/2023

Yassine's course on corporate finance has proven to be a valuable resource for me as an international student. His clear explanations have greatly helped me grasp complex concepts that have seen in class but never really get. The course strikes a good balance between theory and practice, providing practical examples to enhance understanding. I now feel more confident at school, and I gained confidence in applying for my upcoming internship in corporate finance. I highly recommend this course to fellow international students seeking to excel in their finance studies.

By SB BB on 6/7/2023

Very realistic approach and straight to the point. I would only suggest to add at least one real life case study with more in depth, even if it is slower than the rest of the video, and believe it will add a lot of value. Nonetheless, superb quality.

By Vincent on 5/29/2023

This course not only exceeded my expectations but also provided me with incredible value for money. If you're looking to master financial modelling and Excel, this course is an absolute gem.

By Victor Limarte on 5/20/2023

Having enrolled in several financial modeling courses, I can confidently say that this one stands out as the most comprehensive and well-organized. The concepts are presented clearly, beginning with an introductory phase that serves as a refresher on the fundamentals. While I skimmed through this section quickly due to my familiarity with the basics, it would be highly beneficial for those new to the subject. The technical portion of the course meets my expectations, covering a wide range of topics in depth. I was especially impressed with the detailed explanation of multi-scenario modeling. I highly recommend this course!

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Overall Score : 86 / 100