Financial Modeling Foundations (3h 32m)

Search “Financial Modeling Foundations” by Michael McDonald in your Assumption University LinkedIn Learning account to complete this credential.

Course Description: Financial modeling helps decision-makers make informed choices based on data analytics that advance their firms. In this course, learn the essentials of financial modeling with Professor of Finance Dr. Michael McDonald. Michael covers foundational concepts, practical techniques, and advanced strategies for building and refining financial models. By leveraging Excel’s powerful functions and tools, you can develop the skills to build accurate, insightful financial models that support key business decisions and enhance operational efficiency. Michael shares real-world applications and hands-on exercises that will help you apply these techniques effectively in your professional roles.

Learning objectives:

  • Describe the foundational principles of financial modeling and the critical components required to build robust models.
  • Develop and link financial statements within a three-statement financial model to ensure coherence and accuracy.
  • Apply Excel tips and techniques to enhance the efficiency and reliability of financial models.
  • Perform advanced financial modeling tasks, including sensitivity analysis, scenario planning, and stress testing, to analyze potential business outcomes.
  • Integrate generative AI tools in financial modeling for tasks such as data gathering, forecasting, and model interpretation to improve model quality and decision-making.