The Financial Modeling Course for Small Business and Startups: The Financial Modeling Course for Small Business & Startups
What’s included
$14.99 / $24.99
Get ready for your exam by enrolling in our comprehensive training course. This course includes a full set of instructional videos designed to equip you with in-depth knowledge essential for passing the certification exam with flying colors.
Pay once, own it forever
Video Courses
Jumpstart
| Lectures | Duration |
|---|---|
| 1. Modeling a lemonade stand | 5m 57s |
| 2. Jumpstart Part 1: Unit economics (1) | 8m 42s |
| 3. Jumpstart Part 1: Unit economics (2) | 4m 55s |
| 4. Jumpstart Part 2: Calculating the labor cost & selling price | 5m 38s |
| 5. Jumpstart Part 3: Single product, single location | 22m 56s |
| 6. Jumpstart Part 4: Strawberry premium | 15m 29s |
| 7. Jumpstart Part 5: Multiple Locations | 15m 29s |
| 8. Jumpstart: Summary | 3m |
| 9. Q&A: Section 2 | 19m 41s |
1. Modeling a lemonade stand
5m 57s
2. Jumpstart Part 1: Unit economics (1)
8m 42s
3. Jumpstart Part 1: Unit economics (2)
4m 55s
4. Jumpstart Part 2: Calculating the labor cost & selling price
5m 38s
5. Jumpstart Part 3: Single product, single location
22m 56s
6. Jumpstart Part 4: Strawberry premium
15m 29s
7. Jumpstart Part 5: Multiple Locations
15m 29s
8. Jumpstart: Summary
3m
9. Q&A: Section 2
19m 41s
Before you build your model
| Lectures | Duration |
|---|---|
| 1. What questions are you trying to answer? | 3m 1s |
| 2. Map it out & Caveat on modeling | 3m 30s |
| 3. Q&A: Section 3 | 16m 26s |
1. What questions are you trying to answer?
3m 1s
2. Map it out & Caveat on modeling
3m 30s
3. Q&A: Section 3
16m 26s
Modeling best practices
| Lectures | Duration |
|---|---|
| 1. Always start with the end in mind | 6m 13s |
| 2. Clear over clever | 4m 54s |
| 3. Always do sanity checks | 5m 53s |
| 4. Start small & simple | 2m 11s |
| 5. Define Constraints | 1m 21s |
| 6. Utilize Google! | 1m 38s |
| 7. Q&A: Section 4 | 26m 11s |
1. Always start with the end in mind
6m 13s
2. Clear over clever
4m 54s
3. Always do sanity checks
5m 53s
4. Start small & simple
2m 11s
5. Define Constraints
1m 21s
6. Utilize Google!
1m 38s
7. Q&A: Section 4
26m 11s
Case study: YouWorks Co-Working Space (part 1)
| Lectures | Duration |
|---|---|
| 1. Introduction to YouWorks, our first case study - Sanity check | 13m 19s |
| 2. YouWorks - Modeling revenue | 12m 50s |
1. Introduction to YouWorks, our first case study - Sanity check
13m 19s
2. YouWorks - Modeling revenue
12m 50s
Modeling growth
| Lectures | Duration |
|---|---|
| 1. User segmentation and the difference between users & customers | 7m 7s |
| 2. User segmentation: YouWorks example | 7m 46s |
| 3. Usage segmentation | 12m 17s |
| 4. Think in terms of funnels | 7m 31s |
| 5. Follow up on funnels | 4m 51s |
| 6. Modeling growth rate | 4m 59s |
| 7. Modeling attrition | 17m 17s |
1. User segmentation and the difference between users & customers
7m 7s
2. User segmentation: YouWorks example
7m 46s
3. Usage segmentation
12m 17s
4. Think in terms of funnels
7m 31s
5. Follow up on funnels
4m 51s
6. Modeling growth rate
4m 59s
7. Modeling attrition
17m 17s
Modeling revenue
| Lectures | Duration |
|---|---|
| 1. Free, but ad-based | 22m 27s |
| 2. Affiliate model | 11m 54s |
| 3. Freemium model | 12m 25s |
| 4. Subscription model | 6m 59s |
| 5. Pay per use | 12m 57s |
| 6. Free product, pay for service | 8m 39s |
| 7. Tiered pricing | 6m 26s |
| 8. Base plus features pricing | 9m 6s |
1. Free, but ad-based
22m 27s
2. Affiliate model
11m 54s
3. Freemium model
12m 25s
4. Subscription model
6m 59s
5. Pay per use
12m 57s
6. Free product, pay for service
8m 39s
7. Tiered pricing
6m 26s
8. Base plus features pricing
9m 6s
Modeling startup costs & expenses
| Lectures | Duration |
|---|---|
| 1. Startup costs & operating expenses | 6m 52s |
| 2. Headcount & labor | 12m 31s |
| 3. Modeling rent & office needs | 9m 52s |
| 4. Modeling hosting expenses | 12m 31s |
| 5. Adding contingency | 5m 12s |
| 6. Putting it all together | 2m 29s |
1. Startup costs & operating expenses
6m 52s
2. Headcount & labor
12m 31s
3. Modeling rent & office needs
9m 52s
4. Modeling hosting expenses
12m 31s
5. Adding contingency
5m 12s
6. Putting it all together
2m 29s
Case study #1: Standard Assembly programming bootcamp
| Lectures | Duration |
|---|---|
| 1. Standard Assembly - Overview | 3m 22s |
| 2. Standard Assembly - Model overview & Startup costs | 7m 5s |
| 3. Standard Assembly - Modeling Revenue | 8m 6s |
| 4. Standard Assembly - Modeling expenses | 7m 7s |
| 5. Standard Assembly - Summary | 3m 18s |
1. Standard Assembly - Overview
3m 22s
2. Standard Assembly - Model overview & Startup costs
7m 5s
3. Standard Assembly - Modeling Revenue
8m 6s
4. Standard Assembly - Modeling expenses
7m 7s
5. Standard Assembly - Summary
3m 18s
Case Study #2: YouWorks Co-Working Space (part 2)
| Lectures | Duration |
|---|---|
| 1. Getting re-acquainted with YouWorks | 2m 7s |
| 2. YouWorks - Startup Costs | 4m 40s |
| 3. You Works - Modeling Revenue | 2m 54s |
| 4. YouWorks - Modeling Expenses | 3m 49s |
| 5. YouWorks - Summary | 4m 56s |
1. Getting re-acquainted with YouWorks
2m 7s
2. YouWorks - Startup Costs
4m 40s
3. You Works - Modeling Revenue
2m 54s
4. YouWorks - Modeling Expenses
3m 49s
5. YouWorks - Summary
4m 56s
Case Study #3: Fancy Bread, mobile app for renting offices
| Lectures | Duration |
|---|---|
| 1. Fancy Bread - Overview | 2m 36s |
| 2. Fancy Bread - Overview & Startup Costs | 4m 8s |
| 3. Fancy Bread - Revenue Modeling | 12m 50s |
| 4. Fancy Bread - Modeling Expenses | 9m 39s |
| 5. Fancy Bread - Summary | 3m 44s |
1. Fancy Bread - Overview
2m 36s
2. Fancy Bread - Overview & Startup Costs
4m 8s
3. Fancy Bread - Revenue Modeling
12m 50s
4. Fancy Bread - Modeling Expenses
9m 39s
5. Fancy Bread - Summary
3m 44s
Case Study #4: ScholarPRO & its inevitable doom
| Lectures | Duration |
|---|---|
| 1. ScholarPRO - Introduction | 10m 9s |
| 2. ScholarPRO - Assumptions & Data part 1 | 18m 49s |
| 3. ScholarPRO - Assumptions & Data part 2 | 19m 39s |
| 4. ScholarPro - Income Statement & Expenses | 21m 55s |
| 5. ScholarPro - Graphs, Simple Revenue, & Scenarios | 7m 47s |
1. ScholarPRO - Introduction
10m 9s
2. ScholarPRO - Assumptions & Data part 1
18m 49s
3. ScholarPRO - Assumptions & Data part 2
19m 39s
4. ScholarPro - Income Statement & Expenses
21m 55s
5. ScholarPro - Graphs, Simple Revenue, & Scenarios
7m 47s
Case study #5: Tee Lounge, a brick and mortar business
| Lectures | Duration |
|---|---|
| 1. Tee Lounge - Overview | 3m 19s |
| 2. Tee Lounge - Model overview & Startup costs | 12m 44s |
| 3. Tee Lounge: Modeling Revenue | 6m 25s |
| 4. Tee Lounge: Modeling Expenses | 5m 54s |
| 5. Tee Lounge - Summary | 4m 49s |
1. Tee Lounge - Overview
3m 19s
2. Tee Lounge - Model overview & Startup costs
12m 44s
3. Tee Lounge: Modeling Revenue
6m 25s
4. Tee Lounge: Modeling Expenses
5m 54s
5. Tee Lounge - Summary
4m 49s
Case Study #6: SaaSForce SaaS Startup
| Lectures | Duration |
|---|---|
| 1. SaasForce - Overview | 3m 51s |
| 2. SaaSForce - Model Overview & Single Salesperson Economics | 18m 17s |
| 3. SaaSForce - Modeling Revenue | 8m 17s |
| 4. SaaSForce - Modeling Expenses | 7m 15s |
| 5. SaaSForce - Summary | 3m 30s |
1. SaasForce - Overview
3m 51s
2. SaaSForce - Model Overview & Single Salesperson Economics
18m 17s
3. SaaSForce - Modeling Revenue
8m 17s
4. SaaSForce - Modeling Expenses
7m 15s
5. SaaSForce - Summary
3m 30s
Case Study #7: "Smoked Chili" Fast Casual Mexican Restaurant
| Lectures | Duration |
|---|---|
| 1. Smoked Chili - Overview | 2m 26s |
| 2. Smoked Chili - Model Overview & Menu Economics | 18m 43s |
| 3. Smoked Chili - Revenue Modeling | 8m 57s |
| 4. Smoked Chili - Modeling Expenses | 11m 46s |
| 5. Smoked Chili - Summary | 3m 33s |
1. Smoked Chili - Overview
2m 26s
2. Smoked Chili - Model Overview & Menu Economics
18m 43s
3. Smoked Chili - Revenue Modeling
8m 57s
4. Smoked Chili - Modeling Expenses
11m 46s
5. Smoked Chili - Summary
3m 33s