NAIL FINANCIAL MODELING
Assemble your knowledge step-by-step
Build the foundational financial modeling skills - the skills which make up the DNA of Excel.
NAIL FINANCIAL MODELING
Get Ninja-like Skills in
Financial Modeling
Financial modeling is hard. See it simplified like never before.
Thank you so much for your interest in Excel DNA for Financial Modelers
I’ve been working closely with students and companies in how to take them from beginner to “shoot the lights out” level good in the smallest amount of time humanly possible.
- Are you reasonably new to financial modeling in Excel?
- Did you “figure out modeling” yourself, and didn’t have someone point out the pit-falls
- Have you heard conflicting advice on using VLOOKUPS, MATCH functions?
- Sick of wondering how the hell that one person you know is SO GOOD at this stuff?
This course is for you. Originally I had to figure out financial modeling myself. And then I was lucky enough to get some EXCEPTIONAL mentors. Guys who closed $bns of deals, taught courses, and lived and breathed the stuff.
I learned quickly. I started teaching courses, in Australia, USA, UK and all round the world. I was finally was able to see the matrix, in financial modeling. And then I took it to the next level. If there’s anything I’m proud of, it’s being able to break down the learning process. And take complex concepts and make them simple.
At the end of this course, you will have the skillset downloaded into you, to build a best practice financial model in Excel quicker than ANYONE you’ve seen before.
Watch, Build, Optimise
For financial model developer - the 'micro picture' in financial modelling
Watch The Training
Dive into the step-by-step 3.5 hours 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 quickat the core financial modeling skillset.
WHAT TO EXPECT FROM THE TRAINING
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 the slow progression of learning formulas. And any shortcut sheets contain "the entire universe of shortcuts" without any focus of which are more 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 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 wok with the DNA of Excel and builds your competency block by block. It condenses years of learning into one day.
SIGN UP TODAY
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
3.5 Hours of jammed packed video
40 bite-size videos
The Excel Start and End Model
Private Access to our Mastermind Community
Key Slides PDF Download
12 MONTH Access to All the Training Material
Option to extend for $50 P.A
Detailed Course Breakdown
Financial modeling is hard. See it simplified like never before.
MODULE 1: Course Introduction and Context
- 1. INTRO Course Intro
4mins
- 2. INTRO Course Content
4mins
MODULE 4: The Excel Tools to Use Consistently and Why
- 22. TOOLS Introduction to Tools: Expand
your Excel toolkit with these 5 in built Excel
Tools (.xlsx download)
4mins
- 23. TOOLS Tools Which Enhance
Robustness - Named Ranges & Data Validation
6mins
- 24. TOOLS Tools Which Enhance
Presentation - Cell Styles, Custom Formats &
Conditional Formatting
16mins
MODULE 2: The Fundamentals
- 3. GETTING STATED End Game
15mins
- 4. GETTING STARTED Best Practice
Financial Modeling
12mins
- 5. GETTING STARTED Navigation & Anchoring
15mins
MODULE 5: Building Speed - 3x Your Speed with Shortcuts
- 25. SHORTCUTS Introduction to Shortcuts
8mins
- 26. SHORTCUTS 5 Shortcuts to NAVIGATE
the Model
2mins
- 27. SHURTCUTS 17 Shortcuts for BUILDING
the Model
8mins
- 28. SHORTCUTS 12 Shortcuts for
FORMATTING the Model
9mins
- 29. SHORTCUTS 7 Shortcuts for
CHECKING the Model
7mins
- 30. SHORTCUTS 4 Shortcuts for
AMENDINGING the Model
3mins
- 31. SHORTCUTS THE ONE Shortcuts for
AUDITING the Model
3mins
- 32. SHORTCUTS 4 Shortcuts for MS Office
1mins
- 33. SHORTCUTS 1Recap: THE TOP 30
SHORTCUTS (+.pdf download)
1mins
- 34. SHORTCUTS Exercises - Honing your
Skills with Shortcuts
2mins
- 35. SHORTCUTS Closing
1mins
MODULE 3: The 80/20 rule of Formulas used in Financial Models
- 6. FORMULAS Top Ten Functions
4mins
- 7. FORMULAS Call ups - Position Calculated
4mins
- 8. FORMULAS Call ups - Position Input
5mins
- 9. FORMULAS C1-LOOKUP
6mins
- 10. FORMULAS C1-HLOOKUP
2mins
- 11. FORMULAS C1-LOOKUP challenges
4mins
- 12. FORMULAS C2- Index & OFFSET
4mins
- 13. FORMULAS C3-MATCH
3mins
- 14. FORMULAS C4-INDEX MATCH
4mins
- 15. FORMULAS C5-MATCH, INDEX CHOOSE
5mins
- 16. FORMULAS C5-OFFSET, SUMPRODUCT
4mins
- 17. FORMULAS C5-SUMIF, LOOKUP
3mins
- 18. FORMULAS C6 - OFFSET for Height
& Width
5mins
- 19. FORMULAS Call -ups summary
1min
- 20. FORMULAS Create Flags To Massively
Simplify Timing Formula IF & AND
7mins
- 21. FORMULAS Create the Timing Strip -
EOMONTH & YEAR
5mins
MODULE 6: Putting it All Together With Memory Rentention Exercise- Prepare To Get Way Faster!
- 36. MEMORY RENTENTION Intro
6mins
- 37. MEMORY RENTENTION Memory
Rentention Exercise 1
6mins
- 38. MEMORY RENTENTION Memory
Rentention Exercise 2
6mins
- 39. MEMORY RENTENTION MRE1 Speed run
2mins
- 40. MEMORY RENTENTION MRE1 Speed run
1min
Detailed Course Breakdown
Financial modeling is hard. See it simplified like never before.
MODULE 1: Course Introduction and Context
- 1. INTRO Course Intro
4mins
- 2. INTRO Course Content
4mins
MODULE 2: The Fundamentals
- 3. GETTING STATED End Game
15mins
- 4. GETTING STARTED Best Practice
Financial Modeling
12mins
- 5. GETTING STARTED Navigation & Anchoring
15mins
MODULE 3: The 80/20 rule of Formulas used in Financial Models
- 6. FORMULAS Top Ten Functions
4mins
- 7. FORMULAS Call ups - Position Calculated
4mins
- 8. FORMULAS Call ups - Position Input
5mins
- 9. FORMULAS C1-LOOKUP
6mins
- 10. FORMULAS C1-HLOOKUP
2mins
- 11. FORMULAS C1-LOOKUP challenges
4mins
- 12. FORMULAS C2- Index & OFFSET
4mins
- 13. FORMULAS C3-MATCH
3mins
- 14. FORMULAS C4-INDEX MATCH
4mins
- 15. FORMULAS C5-MATCH, INDEX CHOOSE
5mins
- 16. FORMULAS C5-OFFSET, SUMPRODUCT
4mins
- 17. FORMULAS C5-SUMIF, LOOKUP
3mins
- 18. FORMULAS C6 - OFFSET for Height
& Width
5mins
- 19. FORMULAS Call -ups summary
1min
- 20. FORMULAS Create Flags To Massively
Simplify Timing Formula IF & AND
7mins
- 21. FORMULAS Create the Timing Strip -
EOMONTH & YEAR
5mins
MODULE 4: The Excel Tools to Use Consistently and Why
- 22. TOOLS Introduction to Tools: Expand
your Excel toolkit with these 5 in built Excel
Tools (.xlsx download)
4mins
- 23. TOOLS Tools Which Enhance
Robustness - Named Ranges & Data Validation
6mins
- 24. TOOLS Tools Which Enhance
Presentation - Cell Styles, Custom Formats &
Conditional Formatting
16mins
MODULE 5: Building Speed - 3x Your Speed with Shortcuts
- 25. SHORTCUTS Introduction to Shortcuts
8mins
- 26. SHORTCUTS 5 Shortcuts to NAVIGATE
the Model
2mins
- 27. SHURTCUTS 17 Shortcuts for BUILDING
the Model
8mins
- 28. SHORTCUTS 12 Shortcuts for
FORMATTING the Model
9mins
- 29. SHORTCUTS 7 Shortcuts for
CHECKING the Model
7mins
- 30. SHORTCUTS 4 Shortcuts for
AMENDINGING the Model
3mins
- 31. SHORTCUTS THE ONE Shortcuts for
AUDITING the Model
3mins
- 32. SHORTCUTS 4 Shortcuts for MS Office
1mins
- 33. SHORTCUTS 1Recap: THE TOP 30
SHORTCUTS (+.pdf download)
1mins
- 34. SHORTCUTS Exercises - Honing your
Skills with Shortcuts
2mins
- 35. SHORTCUTS Closing
1mins
MODULE 6: Putting it All Together With Memory Rentention Exercise- Prepare To Get Way Faster!
- 36. MEMORY RENTENTION Intro
6mins
- 37. MEMORY RENTENTION Memory
Rentention Exercise 1
6mins
- 38. MEMORY RENTENTION Memory
Rentention Exercise 2
6mins
- 39. MEMORY RENTENTION MRE1 Speed run
2mins
- 40. MEMORY RENTENTION MRE1 Speed run
1min
WORDS FROM MY CLIENTS
“As a past M&A advisor and latterly a direct investor (via corporate and project finance), I can safely say that Kyle has been the best trainer I’ve ever seen. He’s been able to take my team, some with little knowledge of financial modelling, to a highly competent level in a short period of time."
Jason Frank, Group Director of Data Analytics, European Tyre Enterprise Ltd
WORDS FROM MY CLIENTS
“Kyle was an excellent trainer – very focused
on developing our skills and making sure we understood each aspect of the course."
Alexander G., STUDENT
WORDS FROM MY CLIENTS
“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, Head of Energy Access, Cross Boundary
WORDS FROM MY CLIENTS
“Kyle had a wealth of knowledge and was able to answer any questions that were asked."
Sarah D., STUDENT
PS - if you’re on the fence.
May I make a suggestion?
Don’t make a decision now. Put the training to the test and try it for 30 days. Go through the practice exercises and time yourself on the MRE1 and the MRE2. Explore the step-by-step trainings which show you EXACTLY what to do.
Feel what it feels like to have super-powers in financial modeling.
See what it looks like to get really good at this, in less than one day of time commitment.
Learn with the same crisp explanations you’re used to on my other courses.
If after 30 days, and you’ve genuinely tried this, you don’t feel like you’ve got a new skillset down-pat, let me know and I’ll refund every penny.
