Financial Modeling Starter Pack

Posted on: 21st September 2026

Instructor: N/A • Language: N/A

Build financial models in Excel with a nine step process, covering valuation, DCF, WACC, fixed income, and capital markets fundamentals.

Description

Financial modeling courses often assume you already know finance, which leaves beginners stuck before they start. This program does the opposite. It begins with Excel fundamentals, then works through a nine step modeling process, valuation techniques, fixed income, and capital markets, so the foundations get built properly rather than skipped.

This Course Offers

  • Excel fundamentals covering the interface, workbook structure, formatting, basic functions, named ranges, sorting, filtering, charts, and presentation ready reporting
  • A practical nine step financial modeling process, from structuring the model and analyzing historical statements through revenue projections, cost estimation, depreciation, working capital, cash flow, debt, and balancing the balance sheet
  • Valuation techniques including cost of capital, cost of debt, cost of equity, WACC, Gordon Growth Model, DDM, FCFE, FCFF, multiplier models, and asset based approaches
  • Fixed income concepts covering instruments, associated risks, and how to construct a fixed income portfolio
  • Capital markets fundamentals spanning primary and secondary markets, securities markets, and an overview of derivatives

Why We Love This Course

  1. No prior financial modeling experience is required. Starting with Excel means you are not left behind on day one.
  2. The nine step framework is genuinely useful. It shows how integrated financial statements actually connect, which is the part most learners struggle with.
  3. The scope goes beyond modeling into valuation, fixed income, and capital markets, giving you the broader context analyst roles require.
  4. The curriculum was designed under the guidance of Dheeraj Vaidya, a CFA and FRM charterholder and co-founder of WallStreetMojo, so the structure reflects real industry practice.

Finance roles increasingly expect you to build a model rather than just discuss one, and that skill is what gets tested in interviews. Do you want to keep learning concepts separately, or see how they fit together in a working model? Enrollment is open, and Excel fundamentals are covered from the start.

Course Eligibility

  • This course is perfect for beginners learning financial modeling in Excel.
  • It suits aspiring financial analysts, MBA, commerce, and finance students building practical foundations.
  • Professionals switching into finance or valuation roles, and Excel users entering the industry, will find structured, industry relevant workflows here.

Course Requirements

  • No prior financial modeling experience is required.
  • Microsoft Excel needs to be installed on your system to follow along with the modeling exercises.
  • A willingness to work through the practical Excel exercises will help you build skills that apply directly in finance roles.

Interested in exploring more lessons? Check out our full course library to continue building your skills and advancing your learning journey.

Price: Free

Financial Modeling Starter Pack | Jobdockets