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The Complete Finance & Valuation Course

Master the fundamentals of finance, valuation, financial modeling, and more!

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Taught by Instructors with Experience At

Overview

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

Student Profiles

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

Module 1: Course Introduction
  • 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
Module 2: Financial Accounting
  • 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
Module 3: Financial Statement Analysis
  • 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
Module 4: 3 Statement Model
  • 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
Module 5: Discounted Cash Flow Valuation
  • 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
Module 6: Complete DCF Valuation Exercise on Adobe
  • 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
Module 7: Comparable Companies Valuation
  • Comparable Companies Analysis
  • Comparable Companies Analysis Quiz
  • Gathering the Comparable Companies Financials
  • Calculating an Implied Share Price
  • Creating a Dynamic Comparable Companies Model
Module 8: Precedent Transactions Valuation
  • Precedent Transactions Analysis
  • Precedent Transactions Quiz
  • Precedent Transactions Exercise
Module 9: Stock Pitch & Football Field
  • Valuation Football Field
  • What is a Stock Pitch
  • Stock Pitch Presentation
  • Next Steps
Get Certified!

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!

career principle certificate
Testimonials

What our students say

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Our Students Now Work At

Instructors

Meet Your Instructors

Kenji Farre

Senior Instructor
Hey there, I’m Kenji, a Cornell University graduate and Microsoft MVP with work experience at companies like Amazon, Goldman Sachs, and PwC. Over the past year, our tutorials have helped 15M+ people level up their Excel, Business, and Data skills. I know exactly where the pain points are -I’ve lived them myself. Looking forward to getting started!

Michael Quach

Senior Instructor
Aloha! I’m Michael, a Cornell University graduate born and raised in Honolulu, Hawaii. I’ve worked at companies like Tesla, Cushman & Wakefield, and IHG Hotels & Resorts. Throughout, I’ve experienced first-hand the importance of being proficient in Excel, finance, and valuation to perform in any business role. My hope is that our courses will help you take your career to the next level.
Course Pricing

Learn the skills you need to advance your career

Select the course or bundle that works best for you

The Finance & Valuation Course
Single Course
Was:
$279.00
Includes:
  • {yes} Access to Full Finance & Valuation Curriculum
  • {yes} Finance Interview Guide
  • {yes} Apple 3 Statement Financial Model
  • {yes} Adobe Discounted Cash Flow Model
  • {yes} Adobe Comps & Precedents Valuation
  • {yes} Finance & Valuation Course Certificate
  • {no} Access to Full Excel Course
  • {no} Excel Shortcuts & Formulas Glossaries
  • {no} Interactive Excel Dashboard
  • {no} Data Cleaning in Excel
  • {no} Excel Course Certificate
Get started
The Excel + Finance & Valuation Bundle
Bundle
Was:
$379.00
Includes:
  • {yes} Access to Full Finance & Valuation Curriculum
  • {yes} Finance Interview Guide
  • {yes} Apple 3 Statement Financial Model
  • {yes} Adobe Discounted Cash Flow Model
  • {yes} Adobe Comps & Precedents Valuation
  • {yes} Finance & Valuation Course Certificate
  • {yes} Access to Full Excel Course
  • {yes} Excel Shortcuts & Formulas Glossaries
  • {yes} Interactive Excel Dashboard
  • {yes} Data Cleaning in Excel
  • {yes} Excel Course Certificate
Get started
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FAQs

Frequently Asked Questions

How long will this course take me to complete?

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.

How is this course different from other finance and valuation courses?

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.

What are the pre-requisites for this course?

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!

How long will I have the course materials for?

You will have lifetime access to the lessons and materials. The course can be taken on both smartphone and computer.

More questions?

For any other general inquiries, please contact us at info@careerprinciples.com