Advanced Financial Modelling Certificate

Advanced Financial Modelling Certificate

Course Features

  • Certificate: Yes
  • Course Capacity: 10
  • Skill Level: Advanced
  • CPE Hours: 20


Course Overview

Boost your financial Modelling know-how.

The objectives of this course are to improve participants’ financial planning skills and Excel modelling skills so that they become more effective managers. This will be achieved by developing their understanding of common financial statements and their relevant terminology allied to developing some useful working Excel models throughout the course. They will also gain a thorough understanding of cost behavior and how this is incorporated into break-even planning and the financial control of both operational and capital budgets. Introduction to Business Valuations and Sensitivity analysis for industry specific case studies. 

Recorded Videos of the Course will be available for the participants after the Live Interactive session.

Key Takeaways for Participants:

This course forms the foundation for focuses on the skills required to design and build integrated financial models.
Creating such models requires a systematic introduction to the best practice principles that underpin Financial modelling & Business Valuation Techniques.
  • Understand the essence of financial models and analyses their applications
  • Discover how to construct reliable and realistic financial models that work and are easy to review
  • Learn to measure, interpret and predict company performance using Excel modelling
  • Improve your decision- making processes and save time on financial analysis
  • Proficiently use Excel as an analytical tool to enhance your financial abilities
  • Develop Scenario analysis skill sets for accurate decision-making process
  • Introduction of Business Valuations – Basic concepts and scenarios
  • Case Study from Industries.

Who should attend (Participants):

Break into the career you’ve always wanted with our Advanced Financial Modelling certification.

This hands-on course is designed for middle and senior business and finance professionals as well as general managers who need to use financial models to measure business performance, including:

  • Finance Managers and Controllers
  • Strategy Directors and Managers
  • Budget, Corporate, Business and Financial Analysts
  • Project Managers and Risk Analysts
  • Investment and Management Accountants
  • Heads of Business Units and Business Planners
  • Financial Advisors and Corporate Analysts
  • Business and Financial Analysts

Financial Modelling Course (8 Modules)

Module 1

The aim of this module is to familiarise the participants with frequently used formulae in financial modelling and creating a best-practice financial modelling template.

  • Brief course overview
  • Important Excel Formulae used in Financial Modelling
    • Number formats
    • Date formats and difference between dates
    • Comparative Functions (Less than, more than, less than or equal to, more than or equal to, not equal to)
    • IF Statements
    • OR Statements
    • AND Statements
    • NOT Statements
    • INT Function
    • ROUND Function
    • AMPERSAND Function
    • EOMONTH Function
    • MOD Function
  • Use of Referencing Framework ($ sign)
  • Understanding and Creating a Best Practice Financial Model Template
    • Template Sheet
    • Basic Structure (Inputs, Calculations, Outputs, Checks)

Module 2

The aim of this module to learn the use of flags to drive financial modelling calculations.

  • Golden Best Practice Modelling tips
  • Flags and their uses
  • Indexation and Inflation (Compounding)
  • Control Accounts + Zigzag approach to control accounts
  • Depreciation Calculations
  • Funding Calculations
  • Characteristics of good models

Module 3

The aim of this module is to learn techniques that bring additional flexibilities in financial modelling calculations

  • The concept of Discounting
  • Data Validations
  • Conditional Formatting
  • Intermediate Excel Formulae used in Financial Modelling
    • Match Function
    • Index Function
    • Choose Function
    • Match inside an Index
  • Do a detailed Case Study that incorporates all the formulae learnt

Module 4

The aim of this module is to learn additional advanced techniques that drive financial modelling calculations.

  • Intermediate Excel Formulae used in Financial Modelling
    • Max Function
    • Min Function
    • Combination of Max and Min
    • SumIF and SumIFS Function
    • Count, CountIF and CountIFS
    • Average and moving averages
    • Rand and Randbetween
    • OFFSET
    • One and Two Dimensional Data Tables
    • Goal Seek
    • Recording Macros

Module 5

Use a short case study to work on a pre-populated financial model with income statement, balance sheet and cash flow statement. This module will build confidence in the participants that they can link a pre-populated model in the right places.

  • How 3 statement financial models work
  • Use of case study to calculate the following
    • Project Funding and set up
    • Sales revenue across multiple products with indexation
    • Cost of sales across multiple products with indexation
    • Calculation of gross profit
    • Miscellaneous expenses from various sources
    • Performing calculations for interest
    • Performing calculations for depreciation
    • Calculation of tax and net income
    • Filling in the cash flow statement (operating, investing and financing)
    • Filling in the balance sheet
    • Checking balances

Module 6

The aim of this module is to use the case study and learn the following

  • Best Practice Template for Ratio Analysis
  • Development of Common Sized Financial Statements
  • Concepts of Sensitivity and Scenario Analysis
  • Concepts of Business Valuation/Share Valuation
  • Use of goal seek to reverse calculate assumptions to reach a specific end target

Module 7

Participants will start working on a large case study and develop a financial model from scratch.

  • How to read through a case study for financial model development and develop notes for financial model development.
  • Grouping of related assumptions in the assumption sheets
  • Recording all static and time-based assumptions in the assumption sheets
  • Project Setup, Financing and Asset Control Accounts
  • Contingency calculations and allocation of Contingency to various components
  • Depreciation Schedules for each asset
  • Equity and Debt Control Accounts, Debt Repayments and Interest Calculations
  • Set up of integrated financial statements

Module 8

Participants will continue working on the large case study and link the 3 integrated financial statements to complete the financial model and perform scenario and sensitivity analysis.

  • Calculation of revenues for different options
  • Linking fixed and variable operational costs including taxation
  • Finalisation of links in integrated financial statements
  • Computation of Project and Equity IRR
  • Application of concepts of Sensitivity and Scenario Analysis
  • Development of Data tables to undertake financial analysis
  • Computation of important ratios and interpret the results

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