Financial Modeling and Valuation

  1. Spreadsheet Skills for Financial Modeling
    1. Best Practices in Excel
      1. Formatting Conventions
        1. Color Coding System
          1. Input Cells
            1. Calculation Cells
              1. Output Cells
              2. Font and Style Consistency
                1. Cell Borders and Shading
                2. Structuring Worksheets
                  1. Separation of Inputs, Calculations, Outputs
                    1. Logical Sheet Organization
                    2. Formula Best Practices
                      1. Avoiding Hard-Coding in Calculations
                        1. Centralizing Assumptions
                          1. Formula Consistency
                          2. Naming Conventions
                            1. Named Ranges
                              1. Cell Naming
                                1. Sheet Naming
                              2. Essential Functions and Formulas
                                1. Basic Mathematical Operations
                                  1. Arithmetic Operators
                                    1. Order of Operations
                                    2. Logical Functions
                                      1. IF Statements
                                        1. Nested IF Statements
                                          1. AND Function
                                            1. OR Function
                                            2. Lookup Functions
                                              1. VLOOKUP
                                                1. HLOOKUP
                                                  1. INDEX Function
                                                    1. MATCH Function
                                                      1. INDEX-MATCH Combinations
                                                      2. Statistical Functions
                                                        1. SUM and SUMIF
                                                          1. COUNT and COUNTA
                                                            1. AVERAGE Functions
                                                            2. Advanced Analysis Tools
                                                              1. Data Tables for Sensitivity Analysis
                                                                1. Goal Seek
                                                                  1. Solver
                                                                    1. Scenario Manager
                                                                  2. Keyboard Shortcuts for Efficiency
                                                                    1. Formula Entry Shortcuts
                                                                      1. Formatting Shortcuts
                                                                        1. Selection and Editing Shortcuts
                                                                          1. Auditing Shortcuts

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                                                                        2. Foundational Concepts

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                                                                        4. Building a Three-Statement Financial Model