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Free financial modeling and valuation resources

Modeling is easiest to learn from a finished model you can break and rebuild. These links give you full valuation lectures, spreadsheet templates and the public filings that real models start from.

What this career involves

What professionals do
Build the spreadsheets that estimate what a business is worth and how it would perform under different assumptions.
Skills that help
  • Three-statement modeling
  • DCF and multiples
  • Excel and formula discipline
  • Reading filings
Typical routes in
Modeling is a skill used in banking, private equity, corporate finance, equity research and consulting rather than one job, and most students learn it through coursework, clubs and case competitions.

Who this fits

Students who understand NPV on paper and now need to build a DCF in Excel, or who want a model for a case competition or stock pitch.

A learning sequence

  1. Work through one valuation lecture and rebuild its spreadsheet from a blank sheet.
  2. Pull a ten-year-old annual report from the SEC and find the three statements before you touch a template.
  3. Change one assumption at a time in a downloaded model and write down what moved.

The resources

Links go to the original publisher. Check current pricing and access on each site. Nothing here promises an interview, an offer or earnings.

Build the course skills behind it

Questions

Quick answers.

Should I learn a DCF before a three-statement model?

Learn the three statements first, because the DCF pulls its cash flows from them. If the statements do not balance, the valuation on top will not mean much.

Are free templates good enough?

For learning the structure, yes. Paid courses mostly add feedback and speed. Many students use a free template to learn the layout and a course only if they need drills.

Where do real company numbers come from?

Public companies file annual and quarterly reports with the SEC, and the EDGAR database is free. Reading one filing teaches more than a dozen summaries of it.

Need a hand with the course side?

Finance coursework and technical interview prep.

Resources only go so far when a concept will not click. I tutor corporate finance and accounting one-on-one on Zoom, and I run focused technical interview practice for students preparing for banking recruiting. No promises about offers: the work is understanding the material well enough to explain it.

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