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Master Financial Modeling in Excel (eBook Bundle)

You’d like to create financial models in Excel? This eBook-bundle will teach you how. Download the eBooks and templates and get started today!

Become an Advanced Financial Modeler

Transform from beginner to expert with our comprehensive Financial Modeling eBook bundle. You’ll get:

  1. Introduction to Financial Modelling: Simplifies complex concepts for beginners.
  2. Continuing Financial Modelling: Offers advanced techniques and real-world applications.

Plus, instantly download all the Excel files used in the books. Conveniently included in the bundle!

Both books are written by Microsoft MVP and Financial Modeling Expert, Dr. Liam Bastick.

Why Learn Financial Modelling?

  • Make Better Decisions: Build models to forecast financial performance.
  • Save Time: Automate calculations and streamline your work.
  • Boost Your Career: Excel skills are highly valued by employers.

We believe financial modelling is integral to decision making. From banking and private equity to accounting, asset management, insurance, business development, venture capital, and beyond – financial modelers inform key transactions and influence critical business decisions.

What You’ll Learn


Introduction to Financial Modelling eBook

Ideal for beginners, it breaks down complex concepts into easy steps.

  • Excel Basics: Master the essential functions.
  • Building Models: Create simple financial models from scratch.
  • Best Practices: Design clear and error-free models.

Continuing Financial Modelling eBook

For advanced learners, it covers sophisticated techniques and real-world applications.

  • Advanced Excel Functions: Use advanced tools and data analysis.
  • Complex Models: Build detailed models for analysis and valuation.
  • Real-World Scenarios: Apply your skills to real-world examples.

Files Included

After enrolling, you’ll immediately get access to 700+ pages to unearth some of the tricks, measures, logic and tools needed to build intelligent financial models in Excel.

You can download the eBook in 2 formats:

📑 PDF

📑 ePUB

You’ll also get the examples that the author has used throughout this book and any other material that we think would be useful.

The easiest way to explore this book, is to use the same data file, and check your progress against the many images provided.

Chapter Summaries

Introduction to Financial Modelling

Introduction to Financial Modelling by Liam Bastick begins with an introduction to essential concepts and the importance of financial modelling in business.

In Chapter 1, you’ll learn key Excel functions. This includes SUM, IF, VLOOKUP, and INDEX/MATCH. These functions are crucial for building strong financial models.

Chapters 2 to 5 cover important Excel features and best practices. You’ll learn about absolute referencing, number formatting, styles, conditional formatting, and range names. These chapters also teach data validation, Goal Seek, Solver, and using hyperlinks. Layout tips and time series analysis for forecasting are also included.

Chapter 6 focuses on error checks. This chapter shows you how to build checks into your models to find and fix errors.

In Chapters 7 to 9, you’ll explore practical applications and theory. Chapter 7 offers an example of a model template you can reuse. Chapter 8 discusses financial statement theory, helping you build accurate models. Chapter 9 explains control accounts to ensure your models are complete and correct.

Chapter 10 is a detailed guide to building a complete financial model. It includes setting up the structure, adding sheets, creating and linking financial statements, and detailed modelling of revenue, costs, expenses, capital expenditure, debt, taxation, and equity. The chapter ends with a case study to apply what you’ve learned.

Chapter 11 is about self-review. Learn techniques to check your models and ensure they meet standards.

Chapter 12 teaches ratio analysis. Use financial ratios to assess business performance with your models.

Throughout the book, Bastick provides clear explanations and practical examples. This book is ideal for beginners and those wanting to improve their financial modelling skills. By the end, you will know how to create accurate and effective financial models.

Continuing Financial Modelling

Continuing to Financial Modelling by Liam Bastick begins with a recap of essential financial modelling principles. In Chapter 1, you’ll cover best practices, time series analysis, financial statement theory, and control accounts. This ensures you have a strong foundation.

Chapters 2 to 3 explore advanced analysis techniques. You’ll dive into “What-If” analysis with conditional formulae, scenario analysis, data tables, and sensitivity analysis using tornado charts and simulations. These chapters also include breakeven and variance analysis, which are crucial for dynamic financial modelling.

Chapters 4 to 6 focus on specific modelling applications. You’ll learn about forecasting, including seasonal and cyclical forecasting, revising forecasts, and pro-rating forecasts over time. These chapters also cover modelling inventory, capital expenditure, and debt, including debt sculpting and calculating interest rates correctly.

Chapters 7 to 9 cover valuation considerations, linking models, and efficiency tips. You’ll master deriving the correct cash flow for DCF, considering discount factors, and using the dividend discount model. Practical tips on section numbering, date formats, sheet referencing, and reducing file size are also included to streamline your modelling process.

Chapter 10 looks to the future with advanced Excel features. You’ll learn about dynamic arrays, XLOOKUP, XMATCH, new data types, and StockHistory. These tools will help you stay up-to-date with the latest in financial modelling.

Throughout the book, Bastick provides clear explanations, practical examples, and step-by-step guides. This book is perfect for those with a basic understanding of financial modelling who want to advance their skills. By the end, you’ll be able to create complex and accurate financial models.

About the Author

Dr. Liam Bastick FCA FCMA CGMA MVP

Starting off as a university lecturer, Liam has over 30 years’ experience in financial model development / auditing, valuations, mergers and acquisitions, project finance, public private partnerships, strategy, training and consultancy. Indeed, he has been appointed as an independent expert for the courts of Victoria and New South Wales, in Australia.

He has considerable experience in many different sectors (e.g. banking, energy, media, mining, oil and gas, private equity, retail, transport and utilities) and has worked in many countries (including Australia, Belgium, Denmark, France, Germany, Hong Kong, Indonesia, Malaysia, Netherlands, New Zealand, Philippines, Singapore, Switzerland, United Kingdom, United States and Vietnam). He has worked with many internationally recognized clients, constructing and reviewing strategic, operational, planning and valuation models for many high profile International Public Offerings(IPOs), Leveraged Buy-Outs (LBOs) and strategic assignments.

Liam is a Fellow of the Institute of Chartered Accountants (FCA), a Fellow of the Institute of Chartered Management Accountants (FCMA), a Chartered Global Management Accountant (CGMA), and is also a professional mathematician, specialising in probability and number theory. In 2021, he was recipient of the inaugural Lifetime Achievement Award for financial modelling by the Financial Modeling Institute.

Requirements

Fundamentals in Finance and Accounting. This is a great course to get started.


Frequently Asked Questions

How can I view my eBooks after purchase?

Immediately after payment you can download the eBooks in any of 2 DRM-Free versions: PDF or ePUB. Please ensure that your devices are compatible with the eBook before you purchase. You will also get the Excel files used in the book.

Are refunds available for the eBooks?

All eBook sales are final, and as such non-refundable.

Do the eBooks expire?

No, the eBooks do not expire and you can download and transfer to multiple personal devices.