The Complete Finance & Valuation Course
Master the fundamentals of finance, valuation, financial modeling, and more!
Taught by Instructors with Experience At
What you’ll learn
This course will teach you the basics of financial accounting, finance, and how to perform the three main valuation methods: Discounted Cash Flow, Comparable Companies, and Precedent Transactions - all on Excel. Throughout the course, you’ll learn the theory, followed by practical exercises in the form of case studies to replicate the type of work you may encounter as an intern or full-time working professional. Case studies range from forecasting a company’s financial statements, to creating full valuation models on real companies such as Apple or Adobe.
80+ High Quality Lessons
Downloadable Excel and PDF files
Full Valuation on Adobe Using Real Financial Statements
Lifetime Access on Any Device
Who are these courses for?
University Students
If you're a college student looking to secure an internship or full-time job in a top tier business, finance, or investment firm, these courses are for you.
Working Professionals
If you're a working professional looking to level up your technical career skills, these courses are for you.
Career Switchers
If you're looking to boost your technical skills to better your chances of switching into a business or finance role, this course is for you.
Learn the core valuation methods
This course walks you through the fundamental valuation techniques used at the top Fortune 500 institutions across the globe. Ranging from the comparable companies and precedent transactions analysis to a full built-from-scratch discounted cash flow analysis, there are valuable lessons for everyone!
Learn using real-life finance scenarios
The valuation exercises in this course are applied to real, publicly-traded companies. This gives students tangible end products that replicate real finance deliverables used to make insightful and thoughtful investment decisions. Use this course to gain demonstrable modeling experience that can elevate any resume or CV.
Practical lessons applicable to real business & finance opportunities
This course is specifically tailored for current or aspiring professionals in business, finance, or investment oriented roles. This includes investment bankers, financial analysts, management consultants, or business analysts among others.
Course Curriculum
- Course Introduction
- Excel Computer Settings
- Course Resource: Excel Shortcuts
- Course Resource: Excel Formulas Glossary
- Course Resource: Finance and Accounting Cheat Sheet
- Course Resource: Finance and Valuation Glossary
- Common Interview Questions in Finance
- The 3 Financial Statements
- The Income Statement
- Apple Income Statement Analysis
- The Cash Flow Statement
- Apple Cash Flow Statement Analysis
- The Balance Sheet
- Apple Balance Sheet Analysis
- Building a Cash Flow Statement Steps
- Case Study: Building a Cash Flow Statement from Scratch
- Financial Accounting Quiz
- Introduction to Financial Ratios
- Profitability Ratios
- Profitability Ratios Exercise
- Liquidity Ratios
- Liquidity Ratios Exercise
- Activity Ratios
- Activity Ratios Exercise
- Leverage Ratios
- Leverage Ratios Exercise
- Finance Ratios Quiz
- Case Study: Analyzing Company and Industry Ratios
- Excel Financial Modeling Best Practices
- 3 Statement Model Introduction
- Gathering the Relevant Data
- Setting up the Income Statement
- Filling in the Income Statement
- Setting up the Balance Sheet
- Filling in the Balance Sheet
- Income Statement Forecast
- Scenario Analysis
- Scenario Analysis Assumptions
- Income Statement Forecast Assumptions
- Building a Dynamic Model
- Balance Sheet Assumptions
- Filling in the Balance Sheet
- Fixed Assets Schedule
- Debt Schedule
- Retained Earnings Assumptions & Forecast
- Cash Flow Statement
- Final Edits & Summary
- Discounted Cash Flow Introduction
- Time Value of Money
- Time Value of Money Quiz
- Free Cash Flow
- Enterprise Value & Equity Value
- Enterprise Value and Equity Value Quiz
- Weighted Average Cost of Capital (WACC) Pt 1
- Weighted Average Cost of Capital (WACC) Pt 2
- Optional: Advanced Beta Calculation Method
- WACC Quiz
- Discounting Cash Flows
- Treasury Stock Method & Implied Share Price
- Treasury Stock Method Quiz
- Terminal Value & Sensitivity Analysis Pt 1
- Sensitivity Analysis Pt 2
- Optional: Goal Seek Analysis
- Adobe Discounted Cash Flow Introduction
- Optional: Methods for Forecasting Revenue
- Revenue Scenario Assumptions
- Revenue Forecast
- Cost Assumptions & Forecast
- Fixed Assets Schedule
- Calculating Unlevered Free Cash Flow
- Cost of Debt (WACC Pt 1)
- Cost of Equity (WACC Pt 2)
- Implied Share Price (Growth Perpetuity Method)
- Implied Share Price (Exit Multiple Method)
- Sensitivity Analysis
- Comparable Companies Analysis
- Comparable Companies Analysis Quiz
- Gathering the Comparable Companies Financials
- Calculating an Implied Share Price
- Creating a Dynamic Comparable Companies Model
- Precedent Transactions Analysis
- Precedent Transactions Quiz
- Precedent Transactions Exercise
- Valuation Football Field
- What is a Stock Pitch
- Stock Pitch Presentation
- Next Steps
Impress recruiters with your resume
Upon completion of all course lessons, you will receive a digital certificate with your credentials. Furthermore, you can add it to your LinkedIn to show your skills to recruiters!
What our students say
Great stuff!
David H
Recommend to those in finance
Aditiya Kusuma
Beginner friendly
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Well Done!
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Excellent Experience!
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Worth the Money!
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Awesome learning Power BI
Jim Brooks
A Very Complete Course!
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Marco Horn
I like this course and recommend it
Tom Munt-Davies
Informative
Tam Tran
Excellent
Joseph Daher
Perfect!
Murilo Cangueiro
I love that it's interactive
Ashley Thompson
Well paced
Reeta Sooknah
Clear, concise instruction
Matt Pounch
Cheers!
Marvel Tanudjaja
The Best!
Jasmine Akujobi
Super Helpful!
Isabella West
Just What I was Looking For!
Rashed Al-Romaithi
Wonderful Course!
Ebenezer Anane
Exceeded my expectations
Khin Yaminn
Makes sense!
Ikmareka Hunt
Keep up the good work!
Jennifer Ng
Very detailed
Steven Huang
I grow tremendously
Antonio Newman
Just What I Needed!
Daniel Mwabila
Excellent
Bilal Kamara
Thank you!
Keith Aul
Awesome Course!
Andy Giro
Amazing, Detailed and Realistic!
Ishaan Mathur
This course is worth it!
Selasi Kwame
Learned a lot
Hai Nguyen
Amazing Course!
Erik Reznicek
Highly Recommend!
Yakuphan Alptekin
Engaging
Justin Risin
I do recommend it!
Vladimir Sobur
Extremely Impressed
Josh McDonald
Great course
Tim Lorentz
Great job!
Marco Franceschini
I cannot recommend their courses highly enough!
Justin Galczynski
Exceptional Training Solution!
Michael Penna
Great Content!
Naseef Kamal
Great Explanations!
Jamie Forschner
Clear Explanations!
Russell Tankoua
Very Valuable
Robert Remondino
Our Students Now Work At
Meet Your Instructors
Kenji Farre
Michael Quach
Learn the skills you need to advance your career
Select the course or bundle that works best for you
- {yes} Access to Full Finance & Valuation Curriculum
- {yes} Finance Interview Guide PDF Download
- {yes} Case Study: Apple 3 Statement Financial Model
- {yes} Case Study: Adobe Discounted Cash Flow Model
- {yes} Case Study: Adobe Comparable Companies & Precedent Transactions
- {yes} Finance & Valuation Course Completion Certificate
- {no} Access to Full Excel for Business & Finance Curriculum
- {no} Excel Shortcuts & Formulas Glossary Sheets
- {no} Case Study: Interactive Excel Dashboard
- {no} Case Study: Data Cleaning in Excel
- {no} Excel Course Completion Certificates
- {yes} Access to Full Finance & Valuation Curriculum
- {yes} Finance Interview Guide PDF Download
- {yes} Case Study: Apple 3 Statement Financial Model
- {yes} Case Study: Adobe Discounted Cash Flow Model
- {yes} Case Study: Adobe Comparable Companies & Precedent Transactions
- {yes} Finance & Valuation Course Completion Certificate
- {yes} Access to Full Excel for Business & Finance Curriculum
- {yes} Excel Shortcuts & Formulas Glossary Sheets
- {yes} Case Study: Interactive Excel Dashboard
- {yes} Case Study: Data Cleaning in Excel
- {yes} Excel Course Completion Certificates
FAQs
Frequently Asked Questions
The course is designed for students to complete around 2 modules per week, for a total of 4-5 weeks until course completion. However, the course can be completed at your own pace (faster or slower) and you'll have unlimited access to the materials.
Our course is carefully tailored for business, finance, and investment roles using our internship and full-time experience at top tier companies such as Tesla, Amazon, Bank of America and Goldman Sachs. Most other courses are too theoretical and disregard the practical applications of valuation methodology in real work scenarios. Our course features several different case studies with the most notable being the built-from-scratch Adobe discounted cash flow model. Lastly, we're with you every step of the way through our interactive discussion forum.
You don't need any previous knowledge of business, finance, or investments. All you need is a computer with Excel and a willingness to learn!
You will have lifetime access to the lessons and materials. The course can be taken on both smartphone and computer.
For any other general inquiries, please contact us at info@careerprinciples.com