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This course will cover key concepts of financial modeling, including the purpose, inputs, design, and interpretation of core models, particularly as they relate to the healthcare industry. Heavy emphasis will be placed on understanding spreadsheet concepts, the interactive nature of modelling, scenario planning, and forecasting best practices.

Microsoft Excel will be utilized for model development and students will explore the software tool’s primary financial functions and capabilities.

Learning Outcomes:
By the end of this course, students will obtain a broad understanding of Excel’s capabilities as they relate to financial analysis, modeling, and predictive analytics. By the end of this course, students will be able to:

Utilize key formulas, shortcuts, commands, formatting, and mathematical principles in Excel
Build financial models including a 3-statement-model, discounted cash flow, capital and operating budgets, and staffing models
Develop the skills to create educated projections using sensitivity analyses
Interpret materials for deliverable and presentation purposes

Introductory education in financial and accounting principles is required, preferably with some understanding of healthcare environments. In particular, students should have experience reviewing and analyzing accounting statements (income statements, balance sheets, and statements of cash flow) and breakeven analyses.

Students must also have an intermediate understanding of Microsoft Excel.

Note: Students successfully completing this course will earn quarter units which may be eligible to be used towards the CA Board of Accountancy's educational requirement for CPA Exam eligibility and licensure. For more information contact or

Course Number: BUSA-40992
Credit: 2.00 unit(s)
Related Certificate Programs: Healthcare Financial Analysis

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