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Financial Modeling with Excel and Google Sheets

甄選並驗證:Julian Park, Financial Planner, Citigroup
學習時長:約 10 小時
授課語言English · 简体中文 · Español
US$14.00永久存取
結業證書可驗證 · 可分享
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Every model you've built has been tangled. Hardcoded numbers you can't find. Formulas broken by a copy. Files handed to your boss that take two hours to explain. Or you've looked inside someone else's model and found no clean inputs, no clear logic, no way to change an assumption and trust the whole thing updates right. This course teaches you to build the opposite: a financial model that is transparent, auditable, and genuinely trustworthy — not because you're perfect, but because the model is *built* to be checked. You'll learn the real machinery: the inputs/calculations/outputs architecture that makes every professional model auditable, the formulas and references that stay clean, the color conventions that make logic readable at a glance. You'll build the schedules that matter — depreciation, debt, working capital, the three-statement linkages that turn separate forecasts into one integrated model that actually balances. You'll stress it with scenarios and sensitivity analysis, value the business with a discounted-cash-flow analysis, and audit it for the errors spreadsheets are notorious for. Running through all of it is one discipline: every output is only as good as the assumptions and structure behind it. A model that runs without errors is not therefore correct. Precision is not accuracy. The believable range from a sensitivity table tells the truth a single point estimate hides. You finish with the real capability: given a business and assumptions, you can build an auditable three-statement model, integrate it, stress it, value it, and present it — all while knowing what you actually know and what you're guessing at. For aspiring financial analysts, founders, operators, consultants, and finance professionals who want to build models that work.

課程目錄

關於課程作者

Julian Park
Julian Park
Financial Planner, Citigroup

Liquidity before a business sale; downside protection after an IPO; income for retirement; a succession plan for assets spread across several generations. These are the decisions that have shaped Julian Park’s career as a New York financial advisor. Working with entrepreneurs, senior executives, and high-net-worth families, he constructs portfolios across public equities, fixed income, alternative investments, and cash strategies while coordinating with tax attorneys, estate planners, lenders, and trust specialists. Julian has also built new client relationships, navigated concentrated-stock positions, prepared investment-policy frameworks, and guided portfolios through volatile markets without losing sight of the purpose behind the capital. His approach is discreet and exacting: understand every obligation first, then put each dollar to work accordingly.

評價 (12)

4.2 / 5
  • rugged_crow

    very clear

  • roaming_mystic

    like it

  • stellar_finch

    helpful

  • lofty_aardvark

    Too basic for me.

  • quirky_angler

    讲得很清楚,喜欢。