★★★★★
“A concise and practical introduction to financial modeling. The Excel templates and step-by-step approach made complex concepts easy to understand.”
Michael Turner (Senior Financial Analyst)
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Financial Modeling 101 Rating
Financial Modeling 101: Build Excel Models in 9 Steps
Taught by Dheeraj Vaidya, CFA, FRM | IIT, IIM Alumnus | Ex-JPMorgan & CLSA Analyst | 20+ Years of Training Experience | 100,000+ Learners Trained | Hands-On Learning
Master financial modeling by building a complete Excel model across 9 structured steps - from historical analysis to balance sheet projection. Learn using real case studies, Excel templates, and proven forecasting techniques used by investment banking analysts.
Topics Covered:
Company modeling, financial statement analysis, revenue projection, cost projection, depreciation modeling, working capital, cash flow statements, debt projection, balance sheet balancing, and more
Relevant Career Paths:
Financial Analyst, Equity Research Analyst, Investment Banker, Private Equity Analyst, Actuarial Analyst, and more
What's included with enrollment:
- 2+ Hours
- 1-Year Access
- Certification
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“Excellent beginner-friendly course. The lessons are structured well and helped me strengthen my financial forecasting fundamentals.”
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Program Overview
Excel Structure First. Financial Projections Next. Model-Ready Always.
This course begins with setting up the financial model framework in Excel, analyzing historical data across all three financial statements, and understanding the correlations between the income statement, balance sheet, and cash flow.
Curriculum
A 9-Step Financial Modeling Curriculum Built for Clarity and Application
The curriculum follows the exact sequence professional financial modelers use in practice - starting with structure and historicals, progressing through projections, and completing with cash flows, debt, and the final balance sheet.
3 phases
2+ hours
9 modules
Real Case Study Included
01
MODEL SETUP & HISTORICAL ANALYSIS
Laying the foundation of the financial model
Creating the Structure for Financial ModelSet up the complete financial model framework in Excel, including layout for all three financial statements.
12 mins · 1 lesson
Analyzing HistoricalsExamine historical financial data and identify key line items that form the basis for forward projections.
11 mins · 1 lesson
02
INCOME STATEMENT PROJECTIONS
Forecasting revenues, costs, and depreciation
Projecting RevenuesApply forecasting techniques to project top-line revenue items using historical trends and assumptions.
7 mins · 1 lesson
Projecting CostsModel operating and other costs in alignment with revenue assumptions and company-specific drivers.
14 mins · 1 lesson
Projecting DepreciationCalculate and project depreciation and amortization charges for assets across each forecast period.
11 mins · 1 lesson
03
WORKING CAPITAL, CASH FLOWS, DEBT & BALANCE SHEET
Completing the integrated three-statement model
Computing Working CapitalProject current assets and liabilities to determine net working capital requirements for each period.
18 mins · 1 lesson
Completing Cash FlowsBuild the full cash flow statement by linking operating, investing, and financing activity projections.
15 mins · 1 lessons
Projecting DebtModel short- and long-term debt schedules and associated interest expense projections.
14 mins · 1 lesson
Balancing the Balance SheetExplains the process of ensuring assets, liabilities, and equity are accurately recorded and reconciled to maintain a balanced financial statement.
9 mins · 1 lesson
The curriculum moves logically from model setup and historical analysis (Phase 1) through income statement projections (Phase 2) to working capital, cash flows, debt, and the complete balance sheet (Phase 3) - building a fully integrated three-statement financial model step by step.
Sample Videos
Preview the learning experience before you enroll.
Watch how Dheeraj Vaidya walks through each financial modeling step - combining practical Excel techniques, real case study data, and a structured 9-step forecasting method to make concepts immediately applicable.
Financial Modeling working capital
Financial modeling Balancing the balance sheet
Course Instructor
Learn from a CFA- and FRM-certified ex-JPMorgan equity analyst
Dheeraj Vaidya, CFA, FRM
Co-Founder, WallStreetMojo · View LinkedIn profile →
EX-JPMORGANEX-CLSA AnalystCFAFRMIIT and IIM Alumnus20+YEARS OF EXPERIENCE100K+ STUDENTS TRAINED
Dheeraj Vaidya is a CFA and FRM charter holder with over 20 years of experience training finance professionals across the globe. He previously served as an equity analyst at JPMorgan and CLSA, where he built deep practitioner expertise in financial modeling, analysis, and forecasting. As Course Director at WallStreetMojo, Dheeraj designed the Financial Modeling 101 course to deliver the same step-by-step Excel modeling approach used by analysts at top investment banks - accessible to professionals, students, and career switchers alike.
Career Outcomes
From Finance Learner to Confident, Job-Ready Financial Modeler
Financial modeling is one of the most in-demand skills across investment banking, equity research, and corporate finance - and structured training is your fastest path to standing out.
Career paths our students typically pursue
Financial Analyst26%
Equity Research Analyst24%
Investment Banker18%
Private Equity Analyst14%
Actuarial Analyst18%
✓Build integrated three-statement financial models in Excel
✓Forecast revenues, costs, depreciation, and working capital
✓Performing data analysis and financial reporting using Pivot Tables
✓Analyze and interpret historical financial statements
✓Project debt schedules and complete cash flow statements
✓Apply Excel financial modeling best practices used by investment banks
✓Communicate financial projections clearly to senior stakeholders
Fit Check
Is this course right for you?
This is an introductory financial modeling course - review the criteria below to confirm it matches your current skill level and career goals.
This course is built for:
✓Financial analysts building or improving their Excel modeling skills from the ground up
✓Equity researchers who want a structured, step-by-step forecasting framework
✓Accountants transitioning into finance or financial analyst roles
✓Investment bankers who need to sharpen three-statement modeling fundamentals in Excel
✓Financial planners and students preparing to enter finance careers
This course is NOT for:
×Those seeking advanced-level financial modeling training (refer to the Financial Modeling and Valuation Course instead)
×Learners with no basic financial knowledge or Excel familiarity
×Professionals looking for live, instructor-led classroom sessions
LIMITED-TIME FLASH SALE OFFER
Ready to build your first complete financial model in Excel?
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Why Choose This Course?
The Structured Financial Modeling Course Built for Working Professionals
Financial Modeling 101 takes a foundation-first approach - beginning with Excel model structure and historical analysis, then layering in the projection techniques and modeling best practices used by real investment banking analysts at firms like JPMorgan.
Structured 9-Step CurriculumExcel-First ApproachCertification Included
Foundation-First Structure
This course follows the exact 9-step sequence that professional financial modelers use in practice - from building the model structure to balancing the final balance sheet - ensuring no critical step is missed.
Practical, Excel-Based Techniques
Every concept is taught directly through Excel using real case studies and downloadable financial model templates, so you build working models and not just theoretical understanding.
Practitioner-Led Instruction
Designed and taught by Dheeraj Vaidya - an ex-JPMorgan, CLSA equity analyst with 20+ years of training experience - giving you insider modeling techniques and best practices drawn from actual finance roles.
Certificate + 1-Year Access
Earn a financial modeling certificate of completion and retain one full year of unlimited access to all modules, templates, and case studies - all at an introductory price.
✦
The simple promise
Complete Financial Modeling 101 and you will not just understand financial statements - you will know how to build, project, and balance a complete three-statement financial model in Excel, using the same structured 9-step approach followed by professional analysts at top investment banks.
Smarter Buy
Why pay more - in time or money - to learn financial modeling the unstructured way?
Structured 9-step Excel modeling course with real case studies, downloadable templates, and a certificate of completion - all in one enrollment Price: ₹1,999
Alternative A
YouTube + Free Online ResourcesFree but unstructured - no guided sequence, no Excel templates, no case studies, no certificate, and no clear modeling outcome PriceFreebut high time cost with no structured progression
Alternative B
Individual Course PurchasesHigher combined cost with no guaranteed sequence, missing templates and case studies, and no single end-to-end learning path Price₹1,999Per course - multiple purchases required
WallStreetMojo recommended choice
Financial Modeling 101A single, structured path covering Excel fundamentals through advanced financial modeling - with pre-built templates, chapter tests, and a recognised completion certificate, all in one enrolment
₹1,999Complete Course
Why it wins: WallStreetMojo's Financial Modeling 101 gives you a logical, step-by-step progression from Excel structure to a fully balanced financial model - taught by a practitioner with real investment banking experience - with templates, case studies, and a certificate of completion, all at ₹1,999.
₹2,000saved
Simple takeaway: A structured course with a proven 9-step sequence, real Excel templates, hands-on case studies, and a completion certificate delivers far more value for financial modeling learners than piecing together free resources or paying more for unsequenced individual courses.
Student Feedback
What learners say about WallStreetMojo training
★★★★★
“The course provides a solid foundation in building financial models. I particularly liked the real-world examples and hands-on exercises.”
Daniel BrooksCorporate Finance Manager
★★★★★
“Clear explanations and practical applications throughout the course. A great starting point for anyone looking to improve financial modeling skills.”
Emma RichardsonEquity Research Associate
★★★★★
“Well-organized content with useful Excel-based learning. The course helped me gain confidence in analyzing and projecting financial statements.”
James PetersonFinancial Planning & Analysis (FP&A) Specialist
Video Testimonials
Hear directly from learners
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Video Testimonial
From exploring finance careers to gaining a strong understanding of the industry and its day-to-day roles.
Belana BarkleyBusiness Administration Major (Finance Concentration)
Video Testimonial
From CFA concepts to real-world financial modeling and valuation skills.
George StanleyCFA Level II Candidate
Video Testimonial
Making complex concepts simple to understand.
PhilipVerified Learner
Certification
Earn a WallStreetMojo certificate after course completion.
Add your Financial Modeling 101 certificate to LinkedIn, your resume, or your professional profile to demonstrate your Excel financial modeling, forecasting, and three-statement modeling skills to prospective employers.
✓ Certificate on course completion
✓ Designed for financial analysts, equity researchers, accountants, investment bankers, and career switchers entering finance
✓ Demonstrates financial modeling and Excel forecasting skills learning
✓ Supports career advancement into analyst, banking, and equity research roles
FAQ
Frequently Asked Questions
These answers cover what the Financial Modeling 101 course teaches, who it is built for, what tools and prior knowledge you need, and how certification works.
Do I need any prior experience to take this course?
Certain prerequisites or eligibility criteria are needed to enroll in it to learn financial analysis. These include having a basic knowledge of financial statements and some finance concepts and terms. One must also know how to read financial statements and have similar knowledge of handling Excel software. Most importantly, one must have a good internet connection and device to access these modules and attempt the final exam without buffering issues.
How long does it take to complete the Financial Modeling course?
The financial modeling course usually lasts 2 hours. This means each module has a predefined time limit and explains each concept in detail. You will also learn how to forecast the firm's financial items and working capital. By the end of the financial modeling certification program, you will receive a certificate of completion.
Will I receive a certificate upon completion of the Financial Modeling course?
Yes. Besides knowledge, you will also receive a certificate on successfully completing this course. Our corporate financial modeling certification program is a perfect place to learn financial modeling from scratch. It is specially designed to cater to the needs of working finance professionals and students. This step-by-step financial modeling guide is a perfect tool to bring practical insights into preparing a financial model for forecasting purposes. Alongside, also experienced mentorship and a high level of expertise in modeling techniques and tips from our instructors in the financial modeling tutorial.
Still could not find your answer?
Send us your question and our team will help you understand whether this course is right for your goals.
Excel Structure First. Financial Projections Next. Model-Ready Always.
Financial Modeling 101 takes you step by step through the complete modeling process - from setting up your first Excel structure to projecting revenues, cash flows, and balancing the final balance sheet - with real case studies, downloadable templates, and expert instruction from a practitioner with 20+ years of finance training experience.
Financial Modeling 101Enroll Now →
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