Financial Modeling Starter Pack

Are you looking to build strong foundations in financial modeling, valuation, Excel, and finance concepts for analyst and finance careers?

This beginner-friendly Financial Modeling Starter Pack is designed to help you learn practical financial modeling in Excel, valuation techniques, fixed income concepts, and capital markets fundamentals through a structured and easy-to-follow learning approach.

Whether you are a finance student, aspiring financial analyst, MBA student, Excel beginner entering finance, or someone interested in valuation and business analysis, this course is designed to help you build practical finance and analytical skills step-by-step.

Unlike many advanced financial modeling programs that assume prior finance knowledge, this course begins with Excel fundamentals. Gradually, it progresses into financial modeling, valuation, fixed income, and capital markets concepts.

The course starts with practical Microsoft Excel fundamentals commonly used in finance and analytical workflows.

You’ll learn the Excel interface, workbook structure, and essential worksheet formatting techniques. The course covers basic Excel functions, named ranges, sorting, and filtering tools. You’ll also create charts, visualizations, and professional Excel reports with confidence.
Additionally, you’ll understand printing workflows and formatting practices for organized and presentation-ready worksheets.

As the course progresses, you’ll move into one of the core sections of the program: financial modeling in Excel.

You’ll learn a practical 9-step financial modeling process, including:

• Structuring the financial model

• Analyzing historical financial statements

• Projecting revenues

• Estimating costs

• Forecasting depreciation

• Working capital projections

• Cash flow statement preparation

• Debt projections

• Balancing the balance sheet

The course focuses on helping you understand how integrated financial statements work together in practical financial modeling workflows.

You’ll also build strong foundations in valuation concepts and financial analysis techniques.

The course covers:

• Intrinsic valuation concepts

• Cost of capital

• Cost of debt

• Cost of equity

• Weighted average cost of capital or WACC

• Gordon Growth Model

• Dividend Discount Model or DDM

• Free Cash Flow to Equity (FCFE)

• Free Cash Flow to Firm (FCFF)

• Multiplier valuation models

• Asset-based valuation approaches

In addition to financial modeling and valuation, the course introduces fixed income investing concepts, like fixed income instruments, risks associated with such financial instruments, and how to construct a fixed income portfolio.

The program also helps develop a practical understanding of capital markets and financial systems. It includes lectures on capital market fundamentals, primary and secondary markets, securities markets, derivatives overview, and more.

Throughout the course, the learning approach remains highly structured and beginner-friendly. You’ll work through practical Excel exercises, financial modeling workflows, valuation examples, finance concepts, and analytical finance topics designed to help you build stronger finance and financial analyst foundations.

Whether you are a finance student, an MBA student, or an aspiring financial analyst, this course is designed for you. It is also suitable for beginners learning financial modeling and Excel users entering the finance industry. Working professionals can strengthen practical finance, valuation, and financial modeling skills through structured industry-relevant workflows.

By the End of This Course, You Will Be Able To

• Build structured financial models confidently in Excel

• Understand integrated financial statement workflows

• Apply practical valuation concepts and financial analysis techniques

• Analyze revenues, costs, cash flows, and debt projections

• Understand fixed income and capital market fundamentals

• Work more confidently with Excel in finance environments

• Build stronger finance and analytical foundations for professional growth

• Understand key concepts used in financial analysis and valuation workflows

What Makes This Course Different

• Combines Excel, financial modeling, valuation, fixed income, and capital markets in one structured program

• Ensures beginner-friendly progression, from Excel basics to finance concepts

• Covers practical 9-step financial modeling workflows in Excel

• Includes valuation methods commonly used in finance and equity analysis

• Helps learners build stronger finance and analytical foundations

• Includes a structured learning approach, which is suitable for beginners and aspiring analysts

• Covers both practical Excel workflows and finance concepts together

About the Course Director

The course structure and learning experience have been designed under the guidance of Dheeraj Vaidya — CFA, FRM charterholder, Co-Founder of WallStreetMojo and ExcelMojo, and alumnus of IIT and IIM.

As the course director, he oversaw the course structure, curriculum design, and overall learning flow of the program. His focus was to ensure the course remains practical, structured, and industry-oriented with strong reporting and analytical relevance.