How to Make A Simple Financial Model

Finance, financial statements & financial modeling may seem complex & hard or impossible to understand. But in reality we all have finances. We can all make personal financial statements & we can all benefit from understanding how our finances work & what they tell us about our future. The most basic financial statement is your bank balance. Next comes family finances & when you add lots of these smaller units together you get companies & whole economies! Once you understand this, it’s much easier to understand financial statements & modeling them. Anyone can learn to do it & benefit from it.            

At the end of this short course you will know:
* What financial statements are, the three different financial statements & how they work together, the concept of ‘making money’ & building financial trust,
* How to find, collect & organize financial data, and
* How to turn the data into a simple but working future-predicting financial model.

Certificate of completion (supplied by PasarTrainer)

Training Material

An introduction to financial statements & how they work together.

Understanding Financial Statements 

Online accessing a company financial statement & then trainer & students together input the data into a spreadsheet (excel, numbers). Note: requires students to use an iPhone, tablet or laptop.

Choosing a company and making a data file of the relevant financial information.

Making A Data File

Trainer and students together build the financial model. Note: requires students to use an iPhone, tablet or laptop.