Financial Modeling Starter Pack (2025 Edition) from Udemy

The Financial Modeling Starter Pack (2025 Edition) is the ultimate beginner-friendly program designed to help you master the essential tools and concepts used in real-world financial analysis and investment decision-making.

Begin with the Basic Excel Course, where you'll learn the core skills needed to work confidently with spreadsheets—formatting data, using formulas, sorting and filtering, creating charts, and managing workbooks efficiently.

Progress to the Financial Modeling in Excel Course (2025) and start building complete financial models from scratch. Learn how to analyze historical statements, forecast revenues and costs, model depreciation and working capital, and build fully integrated financial statements that actually balance.

Next, dive into valuation with the Fundamentals of Equity Valuation course. Learn key methods used by analysts and investors, including Dividend Discount Models, Free Cash Flow techniques, and valuation multiples like P/E and EV/EBITDA. Understand when and how to apply each method with clarity.

In the Fixed Income Basics course, explore bonds, treasury instruments, and debt markets. Learn how to price fixed income securities, understand interest rate risk, credit risk, and build fixed income portfolios for steady returns and diversification.

Finally, build your capital market knowledge with the Capital Markets Basics course. Understand how primary and secondary markets function, explore key instruments like derivatives and exchange-traded funds or ETFs, and learn about major players like clearing houses, rating agencies, and intermediaries.

Whether you're a student, aspiring analyst, or finance enthusiast, this bundle gives you the skills to get started with confidence.

Enroll now and take the first step toward becoming a financial modeling professional.

What's inside

Learning objectives

Build complete financial models using excel from scratch
Analyze financial statements and forecast key business drivers
Learn core equity valuation methods like ddm and dcf

Understand bonds, fixed income pricing, and risk analysis
Gain clarity on capital markets, instruments, and participants

Build complete financial models using excel from scratch
Analyze financial statements and forecast key business drivers
Learn core equity valuation methods like ddm and dcf
Understand bonds, fixed income pricing, and risk analysis
Gain clarity on capital markets, instruments, and participants

Syllabus

Basic Excel Course

This video shows how to launch Excel and introduces learners to the Excel interface.

This video provides a clear understanding of the structure of an Excel workbook, how to open and save Excel documents, and common Excel shortcuts.

This video explains how to format cells with the help of examples.

This video helps develop a practical understanding of number and date formatting.

This video explains how to use basic Excel functions, like SUM, COUNT, and AVERAGE

This video provides a clear understanding of how to work with named ranges.

This video provides practical knowledge of AutoFilter in Excel.

This video explains how one can work with column charts.

This video shows how to format charts in Excel.

This video provides a practical understanding of how to use a pie chart.

This video explains how to insert images and shapes in a worksheet.

This video explains the process of printing worksheets.

This video explains how to build the structure of a financial model.

This video explains the second step of the financial modeling process, which involves conducting an analysis of historical financial statements.

This video explains how to forecast the growth of a company in terms of revenue step-by-step.

This video provides a practical understanding of cost projection, which is the fourth step of financial modeling in Excel price.

This video explains how to project depreciation accurately, which is essential to ensure that the financial model reflects the real value of the assets.

This video provides a clear understanding of how to project working capital accurately.

This video explains step #7 of the financial modeling process, which involves completing the cash flow statement.

This video explains how one can handle debt projections with precision.

This video shows the last step, i.e., step #9 of the financial modeling process, which involves balancing the balance sheet.

This video provides a brief understanding of different topics related to equity valuation, like market price and intrinsic value, to build a strong foundation.

This chapter discusses the cost of debt, the cost of equity, and the weighted average cost of capital (WACC).

This video dives into the Gordon Growth Model, which helps determine the intrinsic value of a stock where the dividend increases at a constant rate.

In this video, the instructor explains the dividend discount model, which involves using a combination of these concepts: Beta, average cost of capital, cost of debt and the Gordon growth model.

This video explains how to compute the present value of all the dividends forecasted in the forthcoming years.

This video discusses the free cash flow to equity model, which involves determining the value of a company on the basis of the free cash flows available to equity shareholders.

This video dives into the concept of Free Cash Flow to the Firm. It talks about the cash available from all sources of capital raised by a company.

This video talks about the two main ratios that are part of the multiplier model, which are the Price to Earnings or P/E ratio and the Enterprise Value to EBITDA ratio.

This video explains the asset-based models, which are used for companies that are going to be liquidated or banks in which tangible values and fair values are close.

This video explains what is fixed income and how fixed income instruments differ from other financial instruments.

This video explores the different fixed income instruments available for investment. Some examples are bonds, treasury bills, and treasury notes.

This video dives in to the key differences between fixed income instruments and variable income securities.

This video looks shows the formula to compute the price of fixed income instruments, like bonds. From the formula, one can get a clear idea regarding the factors on which the price of a bond depends. It also provides a clear idea regarding discount, par, and premium bonds.

This video explains how individuals can create a portfolio comprising fixed income instruments.

This video explores the different kinds of risks associated with fixed income securities. A few examples of such risks are call risk, liquidity risk, and credit risk.

This video dives into the benefits offered by fixed income instruments, for example, sustainable returns and portfolio diversification.

This video explains the meaning and importance of analyzing fixed income securities.

This video dives into the different elements that individuals must factor in when carrying out the analysis of fixed income instruments. Some of these elements are credit risk analysis, interest rate risk analysis, and liquidity risk analysis.

This video looks back at the different concepts covered in the course.

This video introduces learners to the concept of capital markets and explains how they differ from money markets.

This chapter explains why companies are publicly listed with the help of an example and gives an overview of the Securities and Exchange Commission. Later, it also, dives into the different financial instruments available in capital markets.

This chapter explores the different types of capital markets — primary market and secondary market. Moreover, it dives into the subtypes of secondary markets.

This chapter dives into securities markets and the noteworthy market participants, like clearing houses and credit agencies.

This video shows the differences between securities and derivatives in detail.

This video explains the butterfly effect and shows key statistics related to global capital markets

This video provides a clear understanding of the different types of financial intermediaries and their roles.

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