Financial Budgeting and Forecasting In Excel Complete Course Syllabus
Full curriculum breakdown — modules, lessons, estimated time, and outcomes.
This course provides a comprehensive introduction to financial budgeting and forecasting using Microsoft Excel, designed specifically for entrepreneurs and beginners. You'll learn how to build a complete financial model from scratch, analyze financial statements, and perform scenario testing to support business decision-making. With over 3 hours of structured content, this course guides you through practical, real-world applications using step-by-step Excel instructions. Lifetime access allows you to revisit and reinforce your learning anytime.
Module 1: Introduction to Financial Modeling
Estimated time: 0.5 hours
- Overview of financial modeling concepts
- Importance of financial models for startups
- Key components of a financial model
Module 2: Building the Financial Model in Excel
Estimated time: 1 hours
- Setting up the Excel workbook
- Creating revenue and expense forecasts
- Developing cash flow statements
- Building balance sheets in Excel
Module 3: Analyzing Financial Statements
Estimated time: 1 hours
- Interpreting income statements
- Understanding balance sheets and cash flow statements
- Calculating key financial ratios
- Assessing financial health and performance
Module 4: Scenario Analysis and Sensitivity Testing
Estimated time: 0.75 hours
- Conducting scenario analysis for business outcomes
- Performing sensitivity analysis in Excel
- Using Excel tools for scenario planning
Module 5: Preparing Models for Investor Presentations
Estimated time: 0.5 hours
- Structuring financial models for clarity
- Highlighting key assumptions and forecasts
- Preparing models for funding rounds and investor meetings
Module 6: Final Project
Estimated time: 1 hours
- Build a complete financial model for a startup
- Forecast revenues, expenses, and cash flows
- Present findings with scenario and sensitivity analysis
Prerequisites
- Basic understanding of Excel
- No prior finance experience required
- Access to Microsoft Excel or compatible software
What You'll Be Able to Do After
- Understand the fundamentals of financial modeling for startups
- Build a comprehensive financial model using Excel
- Forecast revenues, expenses, and cash flows accurately
- Analyze financial statements to make informed business decisions
- Prepare professional financial models for investor presentations