Financial Modelling
An advanced, job-oriented course in financial modelling with Excel. You learn advanced Excel, read financial statements and ratios, and build P&L, balance sheet and cash flow models that link into a three-statement model. You then run scenarios and sensitivity analysis, value a business with DCF and comparable companies, and model lending businesses such as NBFCs. You also build budgets, forecasts and MIS reports, model startups, and use AI tools to speed up formulas and error detection while verifying every output yourself. You finish with four portfolio models, an integrated capstone, interview preparation and freelance modelling practice. All business data is simulated and nothing here is investment advice.
- Duration: 12 weeks
- Fee: Rs 14,999 (about Rs 2,500 a month on EMI)
- Field: Data & Analytics
Roles this track prepares you for
- Financial Analyst
- Investment Analyst
- Finance Manager
- MIS Analyst
- FP&A Analyst
- Financial Modelling Analyst
- Credit Analyst
- Corporate Finance Analyst
- Business Finance Analyst
Curriculum
- Financial Modelling Foundations, Model Structure and Lab Readiness - Learn what financial models are for, how to structure them into inputs, calculations and outputs, how professional formatting works, and how to use AI assistants in Excel while checking every output yourself.
- What financial models do and who uses them
- Model structure, inputs, calculations and outputs
- Formatting standards and color coding
- Excel lab setup and model templates
- Rules for using AI assistants in Excel
- Verify every output before you trust it
- Advanced Excel for Financial Modelling - Build reliable formulas with lookups, conditional sums, date logic, named ranges and financial functions, use data tables and Goal Seek, and audit formulas to find and fix errors.
- Lookups and references
- Conditional sums and date functions
- Named ranges and structured tables
- Financial functions, NPV, IRR and PMT
- Data tables and Goal Seek
- Formula auditing and tracing errors
- Financial Statement Analysis and Ratios - Read the income statement, balance sheet and cash flow statement, calculate and interpret profitability, liquidity, leverage and efficiency ratios, use common size and trend analysis and write a clear analysis report.
- Reading the income statement
- Reading the balance sheet and cash flow statement
- Profitability and liquidity ratios
- Leverage and efficiency ratios
- Common size and trend analysis
- Write a ratio analysis report
- P&L Modelling and Revenue Forecasting - Build revenue from drivers, model fixed and variable costs, operating expenses and depreciation, lay out monthly and annual P&Ls, analyze margins and unit economics and add error checks.
- Build revenue from drivers
- Fixed and variable cost structure
- Operating expenses and depreciation schedule
- Monthly and annual P&L layout
- Margin analysis and unit economics
- P&L error checks
- Balance Sheet, Working Capital and Cash Flow Forecasting - Build working capital, fixed asset, debt and equity schedules, create the cash flow statement from them and forecast cash on a short-term 13 week basis.
- Working capital schedules
- Fixed assets, capex and depreciation
- Debt schedules and interest
- Equity and reserves
- Build the cash flow statement
- A 13 week cash forecast
- Three-Statement Modelling - Design and build an integrated model that links the P&L, balance sheet and cash flow statement, handle interest and circularity, add balance checks and write documentation. This module includes portfolio model 1.
- Three-statement model architecture
- Link the P&L, balance sheet and cash flow
- Interest and circularity
- Balance checks and model integrity
- An integrated forecast case
- Model documentation and handover
- Scenario, Sensitivity and Risk Analysis - Design an assumptions sheet, build scenario switches, run sensitivity tables, test break even and stress cases, find key drivers and present uncertainty honestly.
- Design an assumptions sheet
- Scenario selector and switches
- Sensitivity with data tables
- Break even and stress tests
- Key drivers and tornado charts
- Present uncertainty honestly
- DCF Valuation and Comparable Company Analysis - Build free cash flow, estimate the cost of capital, choose terminal value methods, build a DCF valuation, cross-check it with comparable companies and judge whether a valuation is sensible. This module includes portfolio model 2.
- Build free cash flow
- Cost of capital and WACC
- Terminal value methods
- Build the DCF valuation
- Comparable company analysis
- Football field and valuation sanity checks
- Banking, NBFC and Lending Models - Understand how NBFCs and lenders make money, forecast a loan book and disbursements, model asset quality and provisioning, work out funding cost and net interest margin and read lender statements and ratios.
- NBFC business model and key metrics
- Loan book and disbursement forecast
- Asset quality and provisioning
- Funding cost and net interest margin
- Bank and NBFC statements and ratios
- An NBFC modelling case
- Budgeting, Forecasting, MIS Reporting and Financial Planning - Build an annual budget, analyze actual versus budget variances, run rolling forecasts, deliver an MIS report pack and finance dashboards, and apply the same thinking to business and personal financial planning. This module includes portfolio model 3.
- Build an annual budget
- Actual versus budget variance analysis
- Rolling forecasts
- An MIS report pack
- Finance dashboards for managers
- Business and personal financial planning
- Startup Valuation, Investment Analysis and AI-Assisted Workflows - Model a startup's burn, runway and unit economics, use startup valuation methods, analyze investment returns, and use AI tools to generate formulas and find errors while verifying every result independently.
- Startup model, burn and runway
- Cohorts and startup unit economics
- Startup valuation methods
- Investment analysis, IRR and returns
- Use AI to generate formulas and checks
- Use AI to find errors and verify the fixes
- Capstone, Portfolio, Interview Preparation and Freelance Practice - Combine everything in one end-to-end model from assumptions to a reviewed, presented valuation, then prepare your portfolio, modelling test and interview answers, and learn to scope and deliver freelance modelling projects. This module includes portfolio model 4.
- Capstone brief and assumptions
- Capstone model build
- Capstone checks and review
- Capstone memo and presentation
- Modelling test and interview practice
- Scope and deliver a freelance modelling project
Frequently asked questions
How long is the Financial Modelling course?
It runs for 12 weeks. It is self-paced online learning from EasySkill Career Academy, Surat.
How much does the Financial Modelling course cost?
The fee is Rs 14,999, or about Rs 2,500 a month on EMI.
What will I build in Financial Modelling?
Every module ends in a graded practical task that AI checks in about 30 seconds, so you finish with a portfolio you can show to employers or clients.
Which roles does Financial Modelling prepare me for?
It prepares you to apply for roles such as Financial Analyst, Investment Analyst, Finance Manager, MIS Analyst, FP&A Analyst. It does not guarantee a job or income.
Can I learn online, or do I have to visit a centre?
You can learn fully online. EasySkill also has centres in Adajan, Vesu and Bhestan, Surat, if you prefer to visit.
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