Master Financial Modeling with Excel & AI: Analyze Forecast
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Master Financial Modeling with Excel & AI: Analyze Forecast
This course is part of AI for Business Ethics & Financial Strategy Mastery Specialization
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What you'll learn
Apply Excel functions to analyze data and build fully linked financial statements.
Evaluate investments using NPV, IRR, sensitivity testing, and scenario analysis tools.
Visualize, audit, and validate financial models for accurate, decision-ready insights.
Skills you'll gain
- Financial Statement Analysis
- Financial Analysis
- Risk Analysis
- Capital Budgeting
- Data Storytelling
- Financial Accounting
- Depreciation
- Analysis
- Balance Sheet
- Financial Forecasting
- Income Statement
- Financial Data
- Financial Statements
- Spreadsheet Software
- Financial Acumen
- Financial Modeling
- Financial Reporting
- Excel Formulas
- Data Validation
Tools you'll learn
Details to know
January 2026
25 assignments
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There are 7 modules in this course
By the end of this course, learners will be able to apply core Excel functions, analyze financial datasets, build complete financial statements, evaluate investments using NPV and IRR, perform sensitivity testing, and visualize and audit financial models with confidence.
This comprehensive training program equips learners with the practical skills used by financial analysts, investment professionals, and decision-makers across industries. Through step-by-step lessons, learners explore Excel’s essential tools—from lookup functions and data validation to advanced analytical features like Goal Seek, Data Tables, and Scenario Manager. They will also construct fully linked Income Statements, Balance Sheets, and Cash Flow Statements, ensuring a deep understanding of model structure and financial relationships. What makes this course unique is its integration of generative AI principles, real-world modeling workflows, and a progressive learning structure that mirrors professional financial modeling practices. Learners move from foundational Excel skills to advanced scenario analysis and visualization techniques, gaining the ability to build accurate, reliable, and audit-ready models. Whether preparing for a finance career or enhancing analytical capabilities, this course provides the tools needed to interpret data, forecast outcomes, and make informed financial decisions.
This module builds a strong foundation in Microsoft Excel for financial analysis, introducing essential interface navigation, core functions, and key statistical and lookup tools used throughout professional financial modeling workflows.
What's included
14 videos4 assignments
14 videos•Total 85 minutes
- Ms Excel for Finance Analysis•10 minutes
- What is Financial Analysis•3 minutes
- Why Excel for Financial Analysis•3 minutes
- Excel Interface Refresher•6 minutes
- Best Practices for Financial Modeling in Excel•5 minutes
- IF - Conditional Logic•9 minutes
- AND - OR - Combining Conditions•6 minutes
- Handling Errors Gracefully•6 minutes
- VLOOKUP Vertical LOOKUP•7 minutes
- HLOOKUP Horizontal LOOKUP•4 minutes
- XLOOKUP Modern•8 minutes
- AVERAGE - MEDIAN - MODE - Central Tendency•5 minutes
- Standard Deviation for Risk Assessment•8 minutes
- Measuring Relationships Between Data Sets•5 minutes
4 assignments•Total 60 minutes
- Graded-Excel Foundations for Financial Analysts•30 minutes
- Getting Started with Excel for Finance•10 minutes
- Core Excel Best Practices•10 minutes
- Essential Lookup & Statistical Tools•10 minutes
This module focuses on data integrity, precision control, and criteria-based calculations, equipping learners with the ability to clean, validate, and organize large datasets essential for accurate financial modeling.
What's included
14 videos4 assignments
14 videos•Total 107 minutes
- Summing Data Based on Criteria•9 minutes
- Counting Data Based on Criteria•7 minutes
- Controlling Precision•4 minutes
- Current Date and Time•5 minutes
- Calculating Future Past Dates•5 minutes
- Data Validation - Ensuring Data Integrity•11 minutes
- Conditional Formatting Part 1•9 minutes
- Conditional Formatting Part 2•9 minutes
- Conditional Formatting Part 3•9 minutes
- Sorting and Filtering Part 1•9 minutes
- Sorting and Filtering Part 2•11 minutes
- Text to Columns - Remove Duplicates Part 1•6 minutes
- Text to Columns - Remove Duplicates Part 2•7 minutes
- Text to Columns - Remove Duplicates Part 3•6 minutes
4 assignments•Total 60 minutes
- Graded-Data Handling & Precision Techniques in Excel•30 minutes
- Working with Criteria-Based Functions•10 minutes
- Time & Precision Tools•10 minutes
- Data Integrity & Cleanup Essentials•10 minutes
This module explores the foundational mathematics behind financial decision-making, including discounting, compounding, loan calculations, and investment appraisal using NPV and IRR.
What's included
12 videos4 assignments
12 videos•Total 92 minutes
- Time Value of Money Functions•1 minute
- Value of a Future Sum Today Part 1•5 minutes
- Value of a Future Sum Today Part 2•10 minutes
- Value of a Present Sum in the Future Part 1•8 minutes
- Value of a Present Sum in the Future Part 2•8 minutes
- Loan Annuity Payment Calculation•6 minutes
- Number of Periods for an Investment•10 minutes
- Interest Rate Per Period•8 minutes
- Net Present Value•8 minutes
- Internal Rate of Return•11 minutes
- Net Present Value with Irregular Dates•8 minutes
- Internal Rate of Return with Irregular Dates•8 minutes
4 assignments•Total 60 minutes
- Graded-Time Value of Money & Investment Mathematics•30 minutes
- Time Value of Money Fundamentals•10 minutes
- Loans, Investments & Interest Rates•10 minutes
- Valuation Metrics: NPV & IRR•10 minutes
This module introduces depreciation methods, Excel’s analytical toolset, and scenario analysis techniques, empowering learners to perform financial simulations and assess outcome variability.
What's included
10 videos3 assignments
10 videos•Total 81 minutes
- Straight-Line Depreciation•11 minutes
- Declining Balance Depreciation•5 minutes
- Double-Declining Balance Depreciation•10 minutes
- Data Analysis Tools in Excel•1 minute
- PivotTables and PivotCharts for Financial Reporting Part 1•11 minutes
- PivotTables and PivotCharts for Financial Reporting part 2•11 minutes
- Goal Seek•12 minutes
- Scenario Manager Part 1•6 minutes
- Scenario Manager Part 2•8 minutes
- Data Tables•6 minutes
3 assignments•Total 50 minutes
- Graded-Depreciation, Data Tools & Scenario Analysis•30 minutes
- Depreciation Techniques•10 minutes
- Excel’s Analytical Power Tools•10 minutes
This module guides learners through constructing complete financial statements—including the Income Statement, Balance Sheet, and Cash Flow Statement—while applying best practices and ensuring accurate reconciliation.
What's included
11 videos4 assignments
11 videos•Total 74 minutes
- Introduction to Building Financial Models•3 minutes
- Glossary and Importance•3 minutes
- Best Practice and Input•6 minutes
- Input Assumptions•5 minutes
- Income Statement•9 minutes
- Balance Sheet Part 1•8 minutes
- Balance Sheet Part 2•11 minutes
- Cash Flow Statement Part 1•8 minutes
- Cash Flow Statement Part 2•5 minutes
- Reconciliation Check and Story Telling•11 minutes
- Conclusion•5 minutes
4 assignments•Total 60 minutes
- Graded-Building Full Financial Statements•30 minutes
- Foundations of Financial Modeling•10 minutes
- Income Statement & Balance Sheet•10 minutes
- Cash Flow & Quality Checks•10 minutes
This module provides an in-depth exploration of sensitivity analysis techniques, enabling learners to evaluate risk, test assumptions, and interpret variable impacts using Excel-based analytical tools.
What's included
10 videos3 assignments
10 videos•Total 70 minutes
- Introduction to Sensitivity Analysis•9 minutes
- One-Variable Data Tables•8 minutes
- Two-Variable Data Tables•10 minutes
- Scenario Analysis Basics•6 minutes
- Scenario Manager in Excel•5 minutes
- Goal Seek for Financial Models•6 minutes
- What-If Analysis Techniques•9 minutes
- Impact Analysis on Profit & Revenue•5 minutes
- Advanced Sensitivity Techniques•8 minutes
- Sensitivity Analysis Summary•4 minutes
3 assignments•Total 50 minutes
- Graded-Advanced Sensitivity Analysis•30 minutes
- Sensitivity Analysis Masterclass•10 minutes
- Deep-Dive Sensitivity Extensions•10 minutes
This module enhances financial storytelling through data visualization techniques and ensures model reliability using Excel’s auditing tools, preparing learners to deliver clear, accurate financial insights.
What's included
13 videos3 assignments
13 videos•Total 104 minutes
- Financial Charts Overview•6 minutes
- Line Charts for Financial Trends•8 minutes
- Column & Bar Charts•8 minutes
- Chart Formatting & Customization•7 minutes
- Profit & Revenue Visualization•13 minutes
- Comparative Financial Charts•8 minutes
- Advanced Chart Techniques•6 minutes
- Combo Charts for Analysis•9 minutes
- Financial Dashboards Basics•4 minutes
- Formula Auditing Basics•9 minutes
- Trace Precedents & Dependents•9 minutes
- Evaluating and Debugging Formulas•6 minutes
- Identifying and Fixing Model Errors•13 minutes
3 assignments•Total 50 minutes
- Graded-Visualization, Auditing & Reporting Excellence•30 minutes
- Data Visualization for Finance•10 minutes
- Error Checking & Audit Trails•10 minutes
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