- Course Highlights
Gain the skills and credentials to kickstart a successful career and learn from the experts with this step-by-step training course. This Financial Forecasting Model for New Business has been specially designed to help learners gain a good command of Financial Forecasting Model for New Business, providing them with a solid foundation of knowledge to become a qualified professional.
Through this Financial Forecasting Model for New Business, you will gain both practical and theoretical understanding of Financial Forecasting Model for New Business that will increase your employability in this field, help you stand out from the competition and boost your earning potential in no time.
Not only that, but this training includes up-to-date knowledge and techniques that will ensure you have the most in-demand skills to rise to the top of the industry. This qualification is fully accredited, broken down into several manageable modules, ideal for aspiring professionals.
Course Curriculum
Course Curriculum
| Section 01: Financial Modelling - Introduction | |||
| Course Promo | 00:07:00 | ||
| Course Road Map and Outline | 00:03:00 | ||
| What is Financial Modelling? | 00:02:00 | ||
| Inputs and Outputs in Financial Modelling Process | 00:01:00 | ||
| What is Financial Modelling used for? | 00:06:00 | ||
| Key Components of a Financial Model | 00:03:00 | ||
| Short Overview of completed Financial Model | 00:06:00 | ||
| Section 02: Finance and Accounting Basics for Financial Modelling | |||
| Accounting Basics and Accounting Equation | 00:04:00 | ||
| Accounting Basics – Debits and Credits | 00:08:00 | ||
| Accrual Accounting v Cash Accounting | 00:06:00 | ||
| Prepaid Expenses and Unearned Revenue with Accrual v Cash Accounting | 00:04:00 | ||
| Section 03: Key Components of Financial Modelling Explained | |||
| Balance Sheet Basics for Financial Modelling | 00:06:00 | ||
| Income Statement or Profit or Loss Statement (Explained) | 00:05:00 | ||
| Cashflow Statement – Basics about Cashflow Statement | 00:04:00 | ||
| Two Methods of Cashflow Statement Explained | 00:05:00 | ||
| Indirect Method of Cashflow Explained in detail | 00:12:00 | ||
| Section 04: Basics of Excel Formulas and Functions (For Financial Model Building) | |||
| Introduction of the Formulas and Functions for the Financial Model | 00:04:00 | ||
| Basics of Choose Function – Explained | 00:13:00 | ||
| Basics of MAX and MIN Functions – Explained | 00:07:00 | ||
| Basics of IF Function | 00:07:00 | ||
| Basics of IF Function and NestedIF Statements | 00:06:00 | ||
| VLOOKUP Function – Explained | 00:06:00 | ||
| Match Function – Explained | 00:11:00 | ||
| VLOOKUP Function with Match Function | 00:06:00 | ||
| SUM IF Function – Explained | 00:05:00 | ||
| OFFSET Full Introduction | 00:14:00 | ||
| IFS Function | 00:08:00 | ||
| Section 05: Introduction to the Financial Model in Excel | |||
| Brief Overview of Financial Model | 00:01:00 | ||
| What are the Excel Basics of Financial Model | 00:06:00 | ||
| Walkthrough of the Completed Model | 00:17:00 | ||
| Build as many Scenarios you want with this Financial Model | 00:08:00 | ||
| Section 06: Building Income Statement for New Business | |||
| Sales Forecast – Basic Structure | 00:06:00 | ||
| Sales Forecast – Growth Rate and Validation tab | 00:10:00 | ||
| Sales Forecast – Growth Type Selection with Form Controls | 00:07:00 | ||
| Sales Forecasting Finalisation | 00:07:00 | ||
| Model Cost of Goods Sold – Opening Stock | 00:04:00 | ||
| Cost of goods sold – Growth Rates modelling | 00:08:00 | ||
| Model Cost of Goods Sold – Setting up formulas for Gross Profit Change | 00:07:00 | ||
| Cost of Goods Sold Finalising | 00:11:00 | ||
| Cost of Goods Sold/Gross Profit Change – Logic Behind Setting Up | 00:03:00 | ||
| Direct cost and Gross Profit | 00:05:00 | ||
| Indirect Operating Overheads – Dynamic Property Rental cost | 00:10:00 | ||
| Indirect Operating Overheads – Other Overheads | 00:06:00 | ||
| Indirect Operating Overheads – Using IFS Function | 00:06:00 | ||
| Fixed Assets and Depreciation Schedule | 00:05:00 | ||
| Fixed Assets Schedule – Setting Gross Cost and Depreciation | 00:07:00 | ||
| Fixed Assets Schedule – Finalising and Linking Depreciation to PL | 00:07:00 | ||
| Fixed Assets Schedule – Sales and Purchase of Assets | 00:03:00 | ||
| Equity and Loan Schedule – Preparation and Linking to PL | 00:09:00 | ||
| Finishing up Income Statement Modelling | 00:03:00 | ||
| Section 07: Building Cashflow Statement for New Business | |||
| Cash Inflow – Cash Sales and Collection from Credit Sales | 00:14:00 | ||
| Cash Inflow – Dynamic Growth Rate setup with Form Controls | 00:04:00 | ||
| Cash Inflow – Credit days selection drop-down menu with Form controls | 00:04:00 | ||
| Cash Inflow – Dynamic Collection days with OFFSET Function | 00:09:00 | ||
| Cash outflow – Model Cash Purchases and Payments to suppliers | 00:12:00 | ||
| Cash outflow – Direct overheads and Indirect overheads | 00:12:00 | ||
| Cash Conversion Ratio – Measure Net Profit to Cashflow for business | 00:04:00 | ||
| e-Submissions Basics | 00:09:00 | ||
| Section 08: Building Trade Finance Schedule (LOC) for New Business | |||
| Build a Revolving Line of Credit Schedule/Overdraft Credit Schedule | 00:07:00 | ||
| Revolving Line of Credit – Interest Modelling | 00:02:00 | ||
| Revolving Line of Credit – Linking LOC Funding to Cashflow Statement | 00:11:00 | ||
| Section 09: Error Proofing Entire Model - IMPORTANT (New Business) | |||
| How to Setup Validation and Error Check for the entire Model – Part 1 | 00:08:00 | ||
| How to Setup Validation and Error Check for the entire Model – Part 2 | 00:06:00 | ||
| How to Setup Validation and Error Check – Conclusion | 00:03:00 | ||
| Section 10: Fixed Assets Schedule - Expansion (New Business) | |||
| Year-End Procedures | 00:09:00 | ||
| Fixed Assets Schedule Expansion – Building it Step by step | 00:16:00 | ||
| Section 11: Indirect Method of Cashflow Statement and Balance Sheet (New Business) | |||
| Building Balance Sheet – Assets Modelling | 00:10:00 | ||
| Building Balance Sheet – Liability Side | 00:08:00 | ||
| Indirect Method of CF Statement – Cashflow Model Part 1 | 00:08:00 | ||
| Indirect Method of CF Statement – Cashflow Building Part 2 | 00:06:00 | ||
| Updating Error Checks and Validations | 00:07:00 | ||
| Creating KPI Cards for New Business Financial Model | 00:08:00 | ||
| Section 12: Building Financial Model for Existing Business | |||
| Building Existing Business Financial Model – Updating Ranges Tab | 00:06:00 | ||
| Building Existing Business Financial Model – Creating Periods | 00:06:00 | ||
| Building Existing Business Financial Model – Updating Validations and Error Checks | 00:11:00 | ||
| Building Existing Business Financial Model – Finalisation and KPI Cards | 00:11:00 | ||
| Section 13: Building Dashboards for Financial Model | |||
| Overview of the New Financial Model | 00:09:00 | ||
| Data Table Preparation for the charts – Part 1 | 00:09:00 | ||
| Data Table Preparation for the charts – Part 2 | 00:04:00 | ||
| Data Table Preparation for the charts – Part 3 | 00:03:00 | ||
| Building First Column Chart – Sales and Gross Profit | 00:04:00 | ||
| Building Column Chart – with Max and Min Gross Profit % | 00:06:00 | ||
| Building Column Chart – with Max and Min Net Profit % | 00:04:00 | ||
| Building Column Chart for 12 Months Sales and Gross Profit | 00:03:00 | ||
| Building Column Chart for 12 Months Gross Profit % and Net Profit % | 00:09:00 | ||
| Building Column Chart for Cashflow, Collection and Payments for 12 Month | 00:08:00 | ||
| Building Column Chart for Trend of Operating Cashflow for 12 Months | 00:08:00 | ||
| Building a Donut Chart – Sales Products Distribution | 00:07:00 | ||
| Download FREE Stock Images for Dashboard’s Background | 00:05:00 | ||
| Importing Background Image and Setting up Dashboard | 00:05:00 | ||
| Creating Chart Backgrounds for an Amazing visual effect | 00:06:00 | ||
| Finalising New Business’s Dashboard with KPI Cards | 00:09:00 | ||
| Existing Business’s Dashboard Creation – Reusing New Business Dashboard | 00:12:00 | ||
| Waterfall Chart for Net Cashflow Performance | 00:15:00 | ||
| Section 14: Bonus: Financial Model in Google Sheets | |||
| Overview of the Financial Model in Google Sheets | 00:19:00 | ||
| WaterChart for Net Cashflow Performance in Google Sheets | 00:07:00 | ||
| Section 15: Course Wrap up and Thank you | |||
| Wrap up and Thank you (Some Important points) | 00:01:00 | ||
| Downloadable Resources | |||
| Resource – Financial Forecasting Model for New Business | 00:00:00 | ||
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11 hours, 29 minutes