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.
80+ High Quality Lessons
Downloadable Excel and PDF files
Full Valuation on Apple 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 Assumptions
- Income Statement Forecast
- Scenario Analysis
- Balance Sheet Forecast
- Cash Flow Statement
- Fixed Assets Schedule
- Retained Earnings Schedule
- Revolver Setup
- Interest Income / Expense
- Model Circularity
- 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
- Apple DCF Introduction
- Calculating the UFCF
- WACC Part 1
- WACC Part 2
- Terminal Value Exit Multiple Method
- Terminal Value Growth Perpetuity Method
- Enterprise Value to Equity Value
- Shares Outstanding & Implied Share Price
- Sensitivity Table
- Comparable Companies Introduction
- Common Comps Multiples
- Where to Find Comparable Companies
- Gathering the Relevant Financials
- Calculating the Multiples
- Calculating the Implied Share Price
- Comparable Companies Football Field Chart
- Precedent Transactions Introduction
- Synergies & Control Premiums
- Finding Relevant Transactions
- Fairness Opinions (Form S-4)
- Screening for Transactions
- Spreading the Multiples
- Full Valuation Football Field Chart
- 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 Content!
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David H
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Marvel Tanudjaja
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George Taylor
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Will
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Selasi Kwame
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Jamie Forschner
Learned a lot
Hai Nguyen
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
- {yes} Apple 3 Statement Financial Model
- {yes} Apple Discounted Cash Flow Model
- {yes} Apple 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
- {yes} Access to Full Finance & Valuation Curriculum
- {yes} Finance Interview Guide
- {yes} Apple 3 Statement Financial Model
- {yes} Apple Discounted Cash Flow Model
- {yes} Apple 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
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.
Yes, this course is accredited by the CPD Certification Service. Career Principles is a certified CPD member.
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