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Financial Forecasting and Modeling

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Financial Forecasting and Modeling

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Financial Forecasting and Modeling

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Contents

  • 1. Course Introduction
    • Free Introduction to the Course
      03m 43s
    • Free Uses of Financial Forecasts and the Reliability Question
      08m 57s
  • 2. Strategic Role of Financial Forecasting
    • Free Financial Components to Determine Business Health
      10m 39s
    • Free Role of Forecasting in Strategic Planning
      12m 20s
    • Free Understanding the Business (Part 1 of 2)
      14m 24s
    • Understanding the Business (Part 2 of 2)
      11m 05s
    • Exercise 01
      03m 02s
    • Going through ABC’s Balance Sheet
      09m 24s
    • Going through ABC’s Income Statement
      07m 04s
    • Going through ABC’s Cash Flow Statement
      07m 37s
  • 3. Planning Your Financial Forecast
    • Defining Your Forecasting Objectives
      07m 08s
    • Identifying Our Forecasting Approach and Assessing Timeframes
      09m 58s
    • Exercise 02
      01m 10s
    • Identifying Key Variables and Drivers (Part 1 of 3)
      08m 06s
    • Identifying Key Variables and Drivers (Part 2 of 3)
      07m 28s
    • Identifying Key Variables and Drivers (Part 3 of 3)
      09m 54s
    • Key Points to Consider
      08m 00s
  • 4. Creating Your Financial Forecast
    • Forecasting Revenues (Part 1 of 2)
      13m 16s
    • Forecasting Revenues (Part 2 of 2)
      14m 41s
    • Forecasting Expenses (Part 1 of 2)
      09m 33s
    • Forecasting Expenses (Part 2 of 2)
      07m 56s
    • Forecasting Working Capital (Part 1 of 2)
      09m 52s
    • Forecasting Working Capital (Part 2 of 2)
      09m 43s
    • Forecasting Depreciation and Capital Expenditures (CapEx) (Part 1 of 2)
      08m 25s
    • Forecasting Depreciation and Capital Expenditures (CapEx) (Part 2 of 2)
      08m 59s
    • Forecasting Intangibles
      07m 41s
    • Forecasting Shareholders' Equity
      12m 11s
    • Forecasting Long-term Assets & Liabilities
      07m 15s
    • Finalizing the Debt Schedule
      10m 31s
    • Building a Forecasted Cash Flow Statement
      10m 30s
    • Building a Forecasted Balance Sheet
      07m 28s
  • 5. Analyzing Your Financial Forecast
    • Rolling Forecasts and Variance Analysis
      07m 04s
    • Key Financial Ratios to Analyze Financials
      07m 09s
    • Analyzing Financial Forecasts Using Ratio Analysis
      08m 22s
    • Exercise 03
      01m 41s
  • 6. Key Trends in Forecasting
    • How Profitability and Risk Affect Financial Forecasting
      07m 24s
    • Future Trends in Forecasting
      04m 38s
    • Conclusion
      01m 09s
  • Description
  • Course Resources
  • Shortcode Not working

Financial Forecasting and Modeling

  • DURATION: 5.15 hours
  • VIDEOS: 38
  • LEVEL: Beginner

Financial modeling and forecasting can improve your business decision-making by helping you determine how best to allocate business resources to address expected expenditures in the coming months and years. The best tool to create a financial model is a widely familiar application such as Microsoft Excel or another popular data analysis tool.

You may be wondering who uses financial forecasting, how the forecasts are used, or if such forecasts are even reliable. We answer these questions during this course. We will use a fictional company as an example to build our financial model and forecast. Having a basic understanding of Excel and a general familiarity with accounting principles is helpful.

The course includes instructor files and exercise files so you can follow along and practice what you’ve learned.

In this course, you will learn:

  • The basics of financial modeling and forecasting
  • The purpose of financial forecasting
  • How to build a sound financial model
  • The role of forecasting in strategic planning
  • How to go through the three financial statements (balance sheet, income statement, and cash flow statement)
  • How to define your forecasting objectives
  • Identifying key variables and drivers
  • Analyzing financial forecasts using ratio analysis
  • Future trends in forecasting.

Financial Forecasting and Modeling

The course comes with course and exercise files compressed into .zip format. You will need to download the .zip file to your PC or Mac (the files are not compatible with a mobile device) and unzip it. Once unzipped, all of the course files and exercise files will reside in their own folders.

Click on the below to open Dropbox in a new browser tab, then click on “Download” in the top right-hand corner.

  • Financial Forecasting Exercise Files
  • Financial Forecasting Course Files

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