Financial Modelling in Excel Training Course
This financial modelling course covers Financial Modelling Fundamentals plus Advanced Excel for Financial Modelling.
Please contact for available schedules. Currently offered in Australia, Hong Kong, Philippines, Singapore, Indonesia.
In-House sessions are available upon request.
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!READ MORE
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
- Financial Modellers
- Project Managers
- Project Accountants
- Investment & Corporate Bankers
- Corporate Finance Managers
- Finance Professionals
|Course Overview, Objectives & Introductory Concepts|
|Financial modelling concepts: Aims, design, structure and development||00:14:00|
|Corporate finance and valuation 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|
|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|
|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|
|Use of financial modelling software: when is it useful or not useful||00:14:00|
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