Financial modelling in Excel
Building the spreadsheet that produces the numbers — the doing half of the finance cluster. Assumes the concepts are already understood (see valuation-project-economics) and that basic Excel mechanics are in place.
Needed across Infrastructure & PPP Advisory (Big-4 / Advisory Firms), Real-Estate Finance / REIT / PE Research
This skill is still in review, so checkout is unavailable.
The videos are free
This is what you pay for
Course outline
Learn from selected clips, concept by concept
Concept 1
How a model is laid out
Build a Dynamic Financial Model in Just 15 Minutes
Kenji Explains · English · beginner
Why this clip: Shows the model layout with separate sections for the income statement and assumptions, along with color-coding conventions for hard-coded inputs versus formulas.
Concept 2
Locking cells ($) so formulas copy correctly
After: model-structure
Video title and channel appear once unlocked.
Concept 3
Building a period-by-period cash flow
After: absolute-relative-references
Video title and channel appear once unlocked.
Concept 4
NPV, IRR, XNPV and XIRR in Excel
After: cash-flow-schedule
Video title and channel appear once unlocked.
Concept 5
Pulling values with lookups
After: absolute-relative-references
Video title and channel appear once unlocked.
Concept 6
Loan drawdown, interest and repayment
After: cash-flow-schedule
Video title and channel appear once unlocked.
Concept 7
Scenarios and one/two-way data tables
After: excel-finance-functions
Video title and channel appear once unlocked.
Concept 8
Checks, balances and auditing
After: cash-flow-schedule
Video title and channel appear once unlocked.
Concept 9
Formatting conventions that make a model readable
After: model-structure
Video title and channel appear once unlocked.
Concept 10
Building a complete project model end to end
After: debt-schedule, scenarios-and-data-tables, error-checking
Video title and channel appear once unlocked.
What was rejected
9 candidates did not meet the course criteria.
- Does not explicitly explain why placing hard-coded numbers inside formulas is considered a model defect.
- is corporate three-statement modelling rather than project modelling
- is corporate three-statement modelling rather than project modelling
- is the accounting Cash Flow Statement (operating/investing/financing) rather than a project cash-flow projection
- Shows a single-column summary with no time dimension
- Produces the grid without saying what it means
- Produces the grid without saying what it means; or is chart formatting with no analysis
- Produces the grid without saying what it means; or is chart formatting with no analysis
- Is a paid-course advertisement or a template walkthrough with no build steps
Where this skill is used
Infrastructure & PPP Advisory (Big-4 / Advisory Firms)
Advisory on infrastructure projects, PPP structuring, urban finance, and government transaction advisory at Big-4 (Deloitte, KPMG, PwC, EY) and infra-advisory firms — often the highest-paying planning-adjacent private path. Campus-recruited at top schools. Specialisation tags: Infrastructure, Regional.
10 mapped employers
Explore path →Real-Estate Finance / REIT / PE Research
Real-estate-focused finance and investment research at REITs, PE/RE funds, and bank/NBFC real-estate desks — where a planner's land-use/feasibility lens is an asset alongside finance skills. Direct entry is realistic mainly with deliberate finance up-skilling, CFA/RICS/valuation exposure, or specialized real-estate education. Specialisation tags: Urban, Housing, Infrastructure.
8 mapped employers
Explore path →