James Gilpin – Financial Modelling

Learn to build a 3 statement financial model

What You’ll Learn In Financial Modelling

Building a Model in Excel Part 1

• Introduction (2:11)
• 1 Before we (5:12)
• 2 Excel Settings (4:02)
• 3 Excel Shortcuts (4:23)
• 4 Formatting and Styles (7:11)
• 5 Building the Historic Subtotals (6:07)
• 6 Calculating historic ratios (3:49)
• 7 Forecasting the Income Statement (3:59)
• 8 Forecasting the Balance Sheet (8:29)
• 9 Building the Cash Flow Statement (6:16)
• 10 Balance the Balance Sheet (6:16)
• 11 Forecasting Interest (7:31)
• 12 Linking Interest to the P&L (7:07)
• 13 Sense Checking the Model (9:16)
• 14 Formulas Checking & Stress Testing (8:40)
• 15 Building Scenarios into the Model (7:33)
• 16 Intro to DCF Valuation (3:47)
• 17 Forecasting Unlevered Free Cash Flow (5:17)
• 18 Estimating Terminal Value (4:02)
• 19 DCF to Share Price Target (3:39)
• 20 Sensitivity Analysis (11:18)
• 21 Wrap Up (1:30)

BONUS SECTION: Building a Model in Excel Part 2

• Welcome (3:32)
• 1 Before we : A Few Tips (7:01)
• 2 Introduction to the Practical Guide (1:25)
• 3 Forecasting the P&L (13:03)
• 3a Exercise
• 3b Exercise Solution
• 4 Income Statement (7:06)
• 4a Exercise Solution
• 5 Balance Sheet (6:24)
• 5a Exercise Solution
• 6 Additional Exercise Answer (0:28)
• 7 Cash Flow Statement (10:08)
• 7a Exercise Solution
• 8 DCF (9:40)
• 8a Exercise Solution
• 9 Sensitivity Analysis (4:05)
• 9a Exercise Solution
• 10 Multiples Analysis and Comps
• Wrap-up (2:06)

About James Gilpin

James Gilpin is a chartered accountant (ACA), CFA charterholder (CFA) and former investment banker based in London, with over 20 years of practical and teaching experience. He makes learning Excel modelling simple, breaking down each process into easy to learn steps

When will I receive my course?

You will receive a link to download your course immediately or within 1 to 21 days. It depends on the product you buy, so please read the short description of the product carefully before making a purchase.

How is my course delivered?

We share courses through Google Drive, so once your order is complete, you'll receive an invitation to view the course in your email.

To avoid any delay in delivery, please provide a Google mail and enter your email address correctly in the Checkout Page.

In case you submit a wrong email address, please contact us to resend the course to the correct email.

How do I check status of my order?

Please log in to TradingAZ account then go to Order Page. You will find all your orders includes number, date, status and total price.

If the status is Processing: Your course is being uploaded. Please be patient and wait for us to complete your order. If your order has multiple courses and one of them has not been updated with the download link, the status of the order is also Processing.

If the status is Completed: Your course is ready for immediate download. Click "VIEW" to view details and download the course.

Where can I find my course?

Once your order is complete, a link to download the course will automatically be sent to your email.

You can also get the download link by logging into your TradingAZ account then going to Downloads Page.