Want to Break Into Investment Banking? Master Financial Modelling First!
Financial Modeling is the Foundation of Every High-Stakes Deal— It is the most essential skill demanded by recruiters!
Learn It, Master It, Succeed.
Why are financial modelling skills important for breaking into investment banking?
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In the high-stakes recruitment process for top finance roles, Financial Modeling Mastery is critical in 3 out of the 5 key stages, it’s the skill that can catapult you to the Stratosphere!
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The Real White Knight: Companies understand that behind every major M&A transaction, every private equity investment, and every successful IPO is a skilled financial modeler
Not Just a Skill: Financial modeling isn’t just a skill; it’s the edge you need to land—and thrive in—high-finance roles
Speak the Language of Finance: Recruiters look for candidates who can navigate complex financial models with ease. Learning it beforehand will prove you’ve got what it takes
Stand Out in Interviews: Technical interviews often revolve around financial modeling skills. Show your future employer that you can build models that influence billion-dollar deals
Turn Data into Decisions: Financial models are tools for making strategic business decisions. Learning to create models that help investors, CFOs, and dealmakers can make you a successful candidate in recruitments
Excel Mastery: Excel isn’t just a tool—it’s your competitive advantage. Mastering the advanced techniques and shortcuts that the pros use will be the difference maker
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This is where we come in With our Financial Modelling Course
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Our course is designed to deliver the exact skills top recruiters demand in a fast and efficient way, tailored for your success in high finance job recruitments
✅ Recruiting Models
Solve DCF/LBO case studies in under 60 minutes, gaining an edge in recruiting tests. Outperform other candidates by mastering these key models
✅ Forecasting Techniques
Learn advanced statistical methods for revenue forecasting. Acquire skills that recruiters expect in financial candidates and would be tested rigorously
✅ Data Management
Leverage data from sources like Yahoo Finance, Bloomberg, and Kenneth French, showing you understand the real-world demands of high finance
✅ Excel skills and Formatting
Master Excel shortcuts for quick and efficient financial modeling. Learn advanced formatting techniques to present your models professionally
✅ Latest Accounting Standards
Understand the 3-statement linking and advanced accounting nuances. Stay updated with IFRS 16 standards to gain an edge over other candidates
✅ Estimating Cost of Capital/WACC
Master the sophisticated calculation of Cost of Equity and Cost of Debt to prove to recruiters you can analyze the critical factors that make or break deals
★★★★★
Aspiring Candidates Love Our Course
See For Yourself…
Alex
The comprehensiveness of the offerings is great. I haven't seen a course offer Data Regression before, nor ways to calculate certain ratios.
Nawed
A few things set the course apart although as I experiment more with my learnings this may evolve:
The course has an excellent set of resources for regression-based estimation of GDP and Beta. I have not seen a lot of courses utilize it and this could be very useful
Since the course is taking place primarily on excel, it's super easy to follow
The division of the course into different segments makes it digestible which will help with retention
The layout is easy to follow. Sometimes it can get quite difficult to follow courses but here the layout and UI is quite intuitive.
Salvatore LaBarbera
Concise and to the point. Excel documents are easy to follow and enough complexity to provide learning opportunities. I think it is great
Hyunwoo
I liked that it is updated to modern standards. Comparing with the video/audio quality that some other courses on competitors like WSO have, the video quality was much appreciated.
The lectures are great.
Why Should You Choose us?
Without CFL Course
❌Learn irrelevant content with no clear connection to real-world finance roles
❌No practical resources provided—passive learning without hands-on practice
❌Pay hourly for technical test prep, with no lasting access
❌Encounter vague assumptions with no breakdown of critical details
❌Enter a marketing funnel with constant upsells and extra fees
With CFL Course
✅Focus on key skills that recruiters demand for success in finance roles
✅Practice along with Excel sheets attached to every lesson for real-time learning
✅Get lifetime access to videos and templates to solve models in under 60 minutes
✅Learn to forecast and estimate with detailed explanations and Excel practice
✅No upsells, just tools to succeed
What’s inside The Course?
Module 1: Data Preparation and GDP Regression
In this module, you will master the preparation and adjustment of financial statements for Discounted Cash Flow (DCF) Valuation. Additionally, you will learn to forecast revenue using the GDP Regression technique
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In this section, you will learn to construct consolidated income statements, balance sheets, and cash flow statements by extracting key line items from historical data essential for building the DCF Model.
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In this section, you will learn about a novel technique used to forecast revenue. You will discover how to download the GDP data from various open sources, how to apply the GDP deflator and finally use regression techniques to form consensus about how to forecast the revenue that will be used in the final DCF model
The contents is as follows
GDP Data Collection
GDP Data Regression Analysis
Module 2: Cost of Capital - Estimation of WACC
This module tackles the complex task of calculating the Weighted Average Cost of Capital (WACC), a crucial and sensitive parameter in the DCF Model. You will learn to estimate the company beta and cost of equity with the CAPM regression, determine the cost of debt using different methods, calculate the company's beta using the pure play method, and estimate the range of WACCs for the DCF Model
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In this section, you will learn to download the necessary data for CAPM regression, perform essential pre-regression calculations, estimate the equity beta using CAPM regression, and ultimately determine the annualized cost of equity for the company.
The content is as follows:
Cost of Equity - Equity Data Collection
Cost of Equity - Benchmark Data Collection
Cost of Equity - Risk Free Rate Data Collection
Cost of Equity - Regression Analysis: Data Preparation
Cost of Equity - Regression Analysis: Returns and Premiums
Cost of Equity - Regression Analysis: CAPM
Cost of Equity - Calculation
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This section demystifies one of the most challenging aspects of finance: estimating the cost of debt. You will master techniques that set you apart from the competition, learning to estimate the cost of debt using the interest coverage ratio, total interest expense, and yield to maturity methods.
The content is as follows:
Cost of Debt - Method 1: Interest Coverage Ratio
Cost of Debt - Method 2: Total Interest Expense Method
Cost of Debt - Method 3: Calculating the bond price
Cost of Debt - Method 3: Constructing the Cash Flow Schedule
Cost of Debt - Method 3: Long Term Bond Yield to Maturity
Cost of Debt - Method 3: Anomalous Bonds Yield to Maturity
Cost of Debt - Method 3: Cost of Long Term Bonds
Cost of Debt - Method 3: Final Calculation
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In this section, you will learn an efficient method to calculate both the book and market value of equity, debt, and enterprise value, along with their respective ratios for WACC estimation. Utilizing open-source websites and the company's annual report, you will extract the necessary values and compute the relevant ratios.
The content is as follows:
Leverage Ratio - Book Values
Leverage Ratio - Market Values
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The Pure Play Beta method is widely utilized in financial institutions for estimating WACC. In this section, you will learn how to calculate the asset beta of your company using comparable companies from the same industry. Then you will be shown how to estimate the pure play beta by re-levering the asset beta using previously calculated leverage ratios.
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In this concluding section of the second module, we estimate the Weighted Average Cost of Capital (WACC) for the company. This involves calculating the cost of equity (utilizing beta from CAPM regression and pure play beta), the cost of debt, and various leverage ratios. These computations provide a range of WACC values essential for the final DCF Valuation and for sensitivity testing of the model.
The content is as follows:
WACC - Leverage Ratio
WACC - Pure Play Beta
Module 3: DCF Forecasting and Valuation
This module covers the final stage of DCF Valuation. You will learn to forecast essential line items necessary for valuing a company, and constructing a comprehensive forecast summary and overview sheet. The module concludes with the final calculations for the DCF Model. All practices are aligned with the latest IFRS 16 standards
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This section will focus on forecasting all key line items crucial for the final DCF model. Important parameters like the Terminal Growth Rate will be discussed in detail in this module.
The content is as follows:
DCF Forecasting - Revenue and COGS
DCF Forecasting - Opex and Other NonOpex
DCF Forecasting - D&A, Taxes, Capex and NWC
DCF Forecasting - Terminal Growth Rate and WACC
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This final module of the course teaches you how to construct a professional forecast and summary sheet for your DCF Model. You will also perform the final calculations to arrive at the intrinsic value of the company's stock.
The content is as follows:
Overview and Forecast Summary
Discounted Cash Flow Valuation
We Commit To Your Success!
We've been in your shoes—facing setbacks, investing in certifications that didn't pay off, and falling for empty promises.
That's why we created our own path, seeing things from the recruiters' perspective. We focused on the skills they value, mastered them, and got ahead of the competition to secure the offers we wanted.
Now, we're here to show you the same path. Invest in yourself with confidence, knowing we'll be with you every step of the way to help you achieve your goals.
If our materials and support do not meet your expectations, we will refund your full investment. Take the brave step today!
FAQs
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Success in finance interviews, especially for roles in investment banking or private equity, heavily depends on mastering the 3-Statement model, understanding how each line item interconnects, accurately estimating cost of capital, and employing various methods—including statistical approaches—for forecasting in valuation models. These are exactly the skills recruiters test for, and having the theoretical knowledge combined with the ability to implement it in Excel is what gives you an edge. Our course delivers these essential skills in a fast and efficient way, ensuring you’re fully prepared to showcase your expertise and stand out in the recruitment process.
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You can always write your queries to support@cashflowslab.com during the course and we will answer all your queries with detailed explanations.
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The course primarily focuses on company valuation and the calculation of intrinsic value of stock using the DCF Method, specifically for the luxury conglomerate giant Kering. This particular conglomerate has been chosen to demonstrate the complexities and forecasting associated with large-scale companies.
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Yes, we guarantee that if you are not satisfied with the course, we will refund you the full amount.
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We are dedicated to providing ongoing support to our students even after they have completed the course. Our commitment extends to assisting them in achieving their final goals. If you have any queries regarding model building, the application process, or any other concerns, please feel free to reach out to us via email at support@cashflowslab.com.
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The course consists of 31 videos, each with an average duration of 5-9 minutes. The overall duration of the course is approximately 3.5 hours. By allocating 1 hour per week to watch the videos, you can expect to complete the course within a month.
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This course caters to individuals aspiring to enter the investment banking or leveraged finance sectors, including both students and professionals. It is open to students from various academic backgrounds, not exclusively those with business-related degrees. Likewise, professionals from any industry seeking to transition their careers or individuals within the finance industry interested in pursuing a career in investment banking are welcome to participate.
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Our course stands out by covering essential, up-to-date content that other courses overlook, while also being laser-focused on recruitment for high finance careers. We don't just teach you how to build financial models or value a company—we prepare you for the exact skills and nuances that recruiters seek in candidates aiming to break into investment banking and private equity. For example, we include crucial topics like IFRS-16 adjustments, which are key to accurately building models, but often missed elsewhere. Instead of just pulling metrics like beta or cost of debt from assumptions or known sources, we teach you to understand and calculate them from the ground up—because a real valuation model is only as good as its foundations. We also use statistical methods for forecasting important line items, such as revenue, going beyond simple averages or CAGR.
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You are not required to possess any prior knowledge or experience in finance or excel for this course. The instructional videos clearly demonstrate each operation in excel, including the inputting of formulas in real time, to facilitate easy comprehension. Additionally, familiarity with finance or accounting is not necessary, as we provide clear explanations of the underlying concepts in the financial model.
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The course offers a comprehensive and practical approach to mastering Excel, focusing primarily on hands-on experience. It emphasizes the importance of practical skills in order to enhance your employability and successfully obtain the desired job.
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To effectively utilize this software, the minimum requirements include a laptop or desktop equipped with an internet connection and Microsoft Excel. While having access to databases like Bloomberg, Refinitiv, or Capital IQ can be advantageous, it is not an essential prerequisite.
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The course is completely self-paced.