Wedemic

Financial Modelling in Excel Training Course

This financial modelling course covers Financial Modelling Fundamentals plus Advanced Excel for Financial Modelling.

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    Please contact for available schedules. Currently offered in Australia, Hong Kong, Philippines, Singapore, Indonesia.

     

    In-House sessions are available upon request.

     

    Course Overview:

    This two-day financial modelling course provides a sound understanding of both the principles of financial modelling and the practical application of these to real-world situations by using Excel to build financial models.

    The course builds upon the financial modelling principles and practices learned, to apply these to company or project valuations. In this, participants improve their mastery of valuation principles and concepts, and learn how to apply these in real-life situations.

    Finally, participants will receive training in how to both detect and prevent errors from occurring.

     

    Bring Your Models!:

    Everyone’s models are different. As such, participants are encouraged to bring along their own financial models to obtain assistance, ideas, guidance and suggestions from the trainer in private.

    This is a key step in applying the concepts learned on the course to improve real-life models so please take the opportunity to draw on the trainer’s experience and expertise!

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    What You Will Get From This Course:

    • An excellent working knowledge of financial modelling functions in Excel that allow you to efficiently create robust and flexible models.
    • A sound understanding of financial modelling and valuation concepts.
    • Practical experience in designing solutions to real-world financial modelling challenges by building financial models in Excel.
    • A solid foundation for Excel-based financial modelling.
    • Excel tools and techniques that are essential for modelling to make your models robust, user-friendly, and efficient.

     

    Who Should Attend:

    • Business & Finance Analysts
    • Finance Managers
    • Investment Managers
    • Investment Analysts
    • CFO’s
    • Financial Modellers
    • Project Managers
    • Project Accountants
    • Investment & Corporate Bankers
    • Corporate Finance Managers
    • Finance Professionals
    • Accountants
    LESS

    Course Curriculum

    Course Overview, Objectives & Introductory Concepts
    Financial modelling concepts: Aims, design, structure and development 00:14:00
    Corporate finance and valuation concepts 00:14:00
    Introductory Concepts 00:14:00
    Financial Forecasting & Analysis
    Common difficulties, problems and limitations with financial analysis 00:14:00
    Defining the decision 00:14:00
    Availability of information 00:14:00
    Defining model scope 00:14:00
    Knowing the limitations of financial analysis 00:14:00
    Information overload 00:14:00
    Financial Forecasting 00:14:00
    Financial Forecasting
    Common financial / investment decisions 00:15:00
    Understanding the Time Value of Money concept 00:15:00
    Understanding Discounted Cash Flows 00:15:00
    Evaluation of different methodologies (including NPV, IRR, Payback Period) 00:15:00
    Introduction to valuation concepts including NPV 00:15:00
    Identifying & dealing with IRR difficulties 00:15:00
    Valuation tools and methodologies
    Reviewing valuation concepts 00:15:00
    Valuation methodologies (including evaluation of different methodologies) 00:15:00
    Dealing with common valuation issues 00:15:00
    Compare & contrast alternative valuation methods to know when to apply each 00:15:00
    Discounted Cash flow
    Overview of DCF methodology 00:14:00
    The role of Cash Flow Forecasts 00:14:00
    Cost of Capital 00:14:00
    Ratios and Key Performance Metrics
    Performing a Ratio Analysis 00:14:00
    Understanding Profitability Ratios 00:14:00
    Interpreting Liquidity and Solvency Ratios 00:14:00
    Financial Modelling & Forecasting in Excel
    Overview & Objectives 00:14:00
    Development and structuring 00:14:00
    Incorporating best practice techniques into your models 00:14:00
    Compare a selection of best practice guidelines/standards 00:14:00
    Structuring the Cash Flow Model
    Setting Up the Work Book & structure 00:15:00
    Managing the Input Section 00:15:00
    Building the Calculation Section 00:15:00
    Presenting Model Outputs 00:15:00
    Integrated 3-way Financial Models
    Balance sheet, Income statement, cash flow 00:15:00
    Dealing with interest circularity 00:15:00
    Using ratios to produce financial forecasts 00:15:00
    Debugging a 3-way model 00:15:00
    Debt and Capital Structuring
    Typical Bank Covenants & Ratios 00:15:00
    The Importance of Capital Management 00:15:00
    The Effect of Capital Structure 00:14:00
    Sensitivities & Scenario Management
    Sensitivity 00:14:00
    Scenarios 00:14:00
    Introduction to Monte Carlo simulation: how to apply these techniques in practical ways to real-life financial models 00:14:00
    Best Practice Reporting, Review and Presentation
    Checking outputs for consistency 00:14:00
    Techniques for building checks & balances 00:14:00
    Model audit & review 00:14:00
    Automated spreadsheet auditing software tools: role, purpose & limitations, demonstration 00:14:00
    Documentation 00:14:00
    Use of financial modelling software: when is it useful or not useful 00:14:00

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    • SGD 2,060
    • 2 days
    • 50 Units
    • 720 Minutes
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    If you require further assistance on registration matters, email to registration@wedemic.com

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    Masters (Applied Finance), BCom (Accounting & Information Systems), FAIM, F Fin, MAICD, CISA, MS Excel Expert Jeff is the founding director and principal analyst at Access Analytic Solutions. He has over 20 years’ experience in chartered accounting, business management and consulting. Jeff holds a Masters in Applied Finance and is a Certified Information Systems Auditor. He is highly regarded and recognised around the world as an expert in the field of financial modelling. His achievements have been recognised by his peers and he is a Fellow of both the Financial Services Institute of Australasia and the Australian Institute of Management. Jeff has extensive experience in best practice financial modelling, management reporting, business analysis, and spreadsheet auditing and is also an entertaining international presenter and trainer on these subjects.
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