Introduction to Financial Modeling for Beginners (Udemy.com)

Learn how to build your first financial models in Excel from scratch.

Created by: Symon He

Produced in 2021

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What you will learn

  • Understand the essentials of financial modeling using Excel
  • Understand the financial modeling process
  • Be able to build their first financial forecast model in Excel
  • Be able to build their first financial reporting model in Excel
  • Be able to build their first financial decision making model in Excel
  • Be proficient in financial model design
  • Understand core concepts in finance
  • Know the business of lemonade stands inside out!

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Quality Score

Content Quality
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Video Quality
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Course Pace
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Course Depth & Coverage
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Overall Score : 84 / 100

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Course Description

Arun Mohan - 5 StarsThe experience was an enlightening one as I was a novice in Finance and Excel and this Class was best fit for me. I could understand everything as the instructor took time to explain at a good pace and patiently introduced excel as well as accounting methods. Looking forward to getting acquainted with more of Finance.
Ethan Wong - 5 StarsThe course was designed very well, with clear explanations of the topic matter. Having the instructor show you everything step-by-step was very useful for learning. Also, having the excel spreadsheets to practice on was perhaps the most useful thing for me.
There are THREEthings you need to do in order to learn financial modeling: 1. You need to understand the key concepts of Finance 2. You need to understand the relevant features & techniques in Excel 3. You need to be able to put both of those together in practice.
You're reading this because you have an interest in learning financial modeling for your work or a desire to get into corporate finance.
We did too many years ago.
But when we first started out, we wasted a lot of time and effort learning useless and unnecessary information and techniques.
It didn't have to be as painful and time-consuming as it was.
That's why we created this course,so you can avoid making the same mistakes that we made and learn financial modeling fast with no wasted effort.
You DONT have to learn everything about finance or Excelto become proficient at financial modeling.
You just need to know the RIGHTconcepts and the RIGHT tools in each to get started.
Now why should you learn from us?
Im proud to say that I have anMBA from Stanford University and have worked on many commercial real estate properties across a dozen asset types in multiple markets. I even helped create the underwriting standards for a 2000-store private restaurant chain, helping them open new locations around the world.
And as alicensed broker and real estate consultant, I've helped many private clients with locating, evaluating, and structuring investment opportunities including multi-million dollar commercial property acquisitions and 1031 exchanges.
My co-instructor, Brandon Young, has aMasters in Real Estate Finance & Development from the University of North Carolina Charlotte as well as a Masters in Finance from Tulane University. He has over a decade of combined financial and real estate experience, including acquisitions and development.
We've been living and breathing in financial models for practically our entire careers.
Andrs Soto - 5 StarsA really good course for beginners. Right now I understand everything.
Henry Taatjes - 5 Stars"great instructors, great contentBrady Burba - 5 StarsAfter reaching this point I see the training is going deeper into Excel and how to utilize the many tools and formulas Excel offers, without training on topics that are not relevant to my needs. Thank you!
What if I don't have any Finance or Excelbackground?
No worries! This is an introductory course and it assumes ZEROprior knowledge or experience. It is condensed because we've curated only the most relevant and useful topics to get you going fast. What will I be able to do after I take your course?
After taking ourcourse, you will be: Able to confidently speak to key finance, accounting, and modeling concepts Able to use over a dozen of the most useful Excel features & techniques Able to construct three distinct financial models from scratchWhats with the lemonade stand?
Learning Excel or finance on their own is tough enough, and learning them at the same time can be extra challenging. To further muddy the waters by asking students to learn an arbitrary business model would be unnecessarily confusing and a waste of time. But even with a simple business model such as a lemonade stand, you'll be surprised by how complex and sophisticated the analysis can become.
Whats holding you back?
Are you afraid this course wont work? I promise you it will.
Are you afraid this course will work and youll actually have to start investing? I think thats a pretty good problem to have.
Are you afraid it will take time and effort? It will. Real estate isnt an easy business, if it was everyone would do it. But if you put in the work I promise youll see results.
Best of all, there is absolutely ZERO risk. Udemy gives you a 30-day money back guarantee to ensure you get what you pay for.
So go ahead, sign up and lets get to work right away!
Who this course is for:
Meant for students who want to become proficient in financial model but have little to no experience in Finance and/or EXCEL.
Want to learn financial modeling without worrying about whether they're learning unnecessary stuffWant to learn from instructors who have relevant industry experience who understands the concepts AND knows what is relevant in practicePeople who want to learn Financial Modeling from accessible instructors

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Instructor Details

Symon He

Symon He is the co-author of Airbnb for Dummies and the Real Estate Investing QuickStart Guide, both available now on Amazon and in bookstores throughout North America.
He is also co-founder of LearnBNB, a leading online educational destination for all things Airbnb hosting and short-term rentals. His works have been cited or featured on the Wall Street Journal, Reuters, Forbes, CNBC, Entrepreneur, and SKIFT. Through his training and coaching programs, he has worked directly with thousands of aspiring Airbnb hosts to jumpstart their short term rental journeys. His training programs have been featured by prominent third-party partners, including a joint venture with RichDad.
As a licensed broker, Symon previously helpedprivate real estate investors with their acquisitions and deal structuring. As an angel investor, he also advises and invests in early stage startups.
Previously, Symon worked in several corporate real estate and finance roles at large private and Fortune 80 companies, including at a private equity investment firm covering a wide range of commercial real estate acquisitions in the western USA.
Symon received dual degrees in Computer Engineeringand Economics with Honors from UC Irvine and an MBA from Stanford University.

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Reviews

4.2

197 total reviews

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By Justin Perry on 11/15/2020

Great info!

By Martrica Allumns on 10/25/2020

I liked the pace and information. I am great at Excel, however I was still able to learn new tips.

By Jayant on 10/13/2020

Speaker speaks very fast. He should speak slow so that his words can be catched to understand what he speaks.

By Michael Imasuen on 10/12/2020

ok

By Tega Nathan Onakpoyeya on 9/11/2020

Makes determining investing values look easy to calculate

By Anurag Gupta on 8/19/2020

I have no knowledge about financial modeling and felt that the course should have started with introducing the very definition of the term 'financial modeling'.
Apart from this, i think the trainer needs to realize that the language and speed needs to be more layman-like and relatable for someone who is still an undergraduate. The rest is pretty good and presentable.

By Clement Ojediran on 8/12/2020

Yes

By Ajinkya Modak on 8/5/2020

The contents were useful to know the key conceptual understanding of the financial model.

By Daniel Du on 7/26/2020

It should be more detail, it is still a little bit hard to understand each step

By Harsh Agarwal on 7/24/2020

Really great course for beginners as well as people who have some exposure to financial concepts and excel. Was not even a bit disappointed with the course and I now feel really confident about creating financial models!

By Onose Ojeifo on 7/19/2020

Well explained concepts

By Harsh Pilania on 7/14/2020

In the beginning it was going pretty decent but after session 5 and 6 the instructor seem to be unable to explain the process clearly. I mean he was just completing tasks after tasks and it was like he's just doing commentary on it. You have to catch the concepts and the process on your own by observing him.