Get Ninja-like Skills in Financial Modeling
Financial modeling is hard. See it simplified like never before.
Assemble your knowledge step-by-step
Build the foundational financial modeling skills - the skills which make up the DNA of Excel
EXCEL DNA FOR FINANCIAL MODELERS
For financial model developers – the ‘micro picture’ in financial modelling
Built specifically for Analysts and Associates; arm yourself with the skills required to perform financial modelling, fast. Learn how to get the most out of Excel, building knowledge around formulas, using tools in Excel, and building speed using shortcuts.
Historically, Excel skills and financial modelling skills have been taught via slow progression of learning formulas. And any shortcut sheets contain “the entire universe of shortcuts” without any focus of which are more useful or less useful.
This course sets itself apart. It began with the bold aim of taking people from beginner to bulletproof in financial modelling, in one day. To do this it uses data science to focus on the minimum elements you need to be highly effective. Using mini case-studies and exercises, this course builds skill quickly in Financial Modelling, giving you a “see the matrix” level understanding of formulas and the tools most used to building financial models; including
- Which ten formulas account for 94% of unique formulas in a best practice model
- Beyond competence: How these formulas ‘think’, and when NOT to use them
- The shortcuts that will save you the most time (and even “expert” financial modellers don’t know!)
- Using Excel Tools: Binary flags, conditional formatting, named ranges, data validation
- Putting it all together: Time yourself to go through a series of tests & build the key elements of a model. See what World Class looks like so you know what to do to get to the next level.
Building skills rapidly requires a deconstruction of the skill elements, and appropriate sequencing of the training in them. This course teaches you to work with the DNA of Excel and builds your competency block by block. It condenses years of learning into one day.
WATCH, BUILD, OPTIMISE
WATCH THE TRAINING
Dive into the step-by-step 4 hour video training, showing you exactly how to build your financial modeling skillset.
BUILD COMPETENCY
Set aside 30 minutes each day to complete the exercises and make sure you're applying your knowledge
HONE YOUR SKILLS
Use the Memory Retention Exercises to hone your skills, and become lightning quick at the core financial modeling skillset
With just 1 hour total on Memory Retention Exercises, most of my students have got 3x quicker at the core financial modeling skills
WHAT YOU ARE GOING TO GET
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40 step-by-step video tutorials building up your financial modeling skillset
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Four hours of jammed packed video content
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Shortcut handout sheet with the Top 30 Excel Shortcuts (ranked in order) to speed up your financial modeling
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Four .xlsx files for exercises on Formula, Tools, Shortcuts & the Memory Retention Exercises
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Private Access to our Mastermind Community
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LIFETIME Access to all the training material
Course Modules: Build Your Knowledge Step-By-Step
| MODULE 1: The Fundamentals | ||
| The End Game of Financial Modeling | 15:56 | |
| Setting the Scene: What does Best Practice Financial Modeling look like? | 12:52 | |
| Navigation & Anchoring | 15:05 | |
| MODULE 2: The 80/20 rule of Formulas used in Financial Models | ||
| The Top Ten Functions in Best Practice Financial Models: These 10 Formula comprise 94% of all formulas used - make sure you know them well! | 4:11 | |
| CALL-UP FORMULA - Which Formula Should You Use and When? | ||
| Call ups - Position Calculated | 4:27 | |
| Call ups - Position Input | 5:10 | |
| C1 - LOOKUP | 6:12 | |
| C1 - HLOOKUP | 2:43 | |
| C1 - LOOKUP challenges | 4:36 | |
| C2 - INDEX & OFFSET | 4:50 | |
| C3 - MATCH | 3:56 | |
| C4 - INDEX MATCH | 4:22 | |
| C5 - MATCH, INDEX, CHOOSE | 5:44 | |
| C5 - OFFSET, SUMPRODUCT | 4:37 | |
| C5 - SUMIF, LOOKUP | 3:59 | |
| C6 - OFFSET extended | 5:25 | |
| Call-up summary | 0:59 | |
| OTHER FORMULA | ||
| Flags - IF & AND | 7:36 | |
| Dates - EOMONTH & YEAR | 5:26 | |
| MODULE 3: The Excel Tools to Use Consistently and Why | ||
| Introduction to Tools: Expand your Excel toolkit with these 5 in built Excel Tools | 4:52 | |
| Tools Which Enhance Robustness - Named Ranges & Data Validation | 6:30 | |
| Tools Which Enhance Presentation - Cell Styles, Custom Formats & Conditional Formatting | 16:44 | |
| MODULE 4: Building Speed - 3x Your Speed with Shortcuts | ||
| Introduction to Shortcuts | 8:33 | |
| 5 Shortcuts to Navigate the Model | 2:44 | |
| 17 Shortcuts for Building the Model | 8:12 | |
|
9:44 | |
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7:40 | |
| 4 Shortcuts for Amending the Model | 3:06 | |
| THE ONE shortcut for Audit the Model | 2:12 | |
| 4 Shortcuts for MSOffice | 1:29 | |
| The Top 30 Shortcuts | 0:50 | |
| Exercises - Honing your Skills with Shortcuts | 2:17 | |
| Closing | 0:31 | |
| MODULE 5: Putting It All Together With Memory Retention Exercises - Prepare to Get Way Faster! | ||
| Memory Retention Exercises - Intro | 6:31 | |
| Memory Retention Exercises 1 | 6:03 | |
| Memory Retention Exercises 2 | 6:08 | |
| MRE1 speed run | 1:29 | |
| MRE2 speed run | 2:09 |
"Kyle was fantastic – deep understanding of the overarching principals of modeling and finance, but also great knowledge of the nuts and bolts of it."
Gabriel Davies
Project Finance Professional
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