Financial Modeling in Excel – 2 Days Workshop in London

Certificate: Course Completion Certificate

Language: English

Duration: 2 Days

Credits: 16

Refreshments: Snacks, Beverages and Lunch included in a classroom session

Course Delivery: Classroom

Offers: Group of 5 - 10 people 10% Discount, Group of 11 - 20 people 15% Discount

Course Overview:

This financial modeling course covers Financial Modeling Fundamentals Plus Advanced Excel for Financial Modeling.

Our 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.

Excel is the tool of choice for most financial modelers so before we start building financial models, it’s critical that we have a good understanding of the key functions and tools in Excel that can help us build models that are robust, easy-to-use, and flexible.

Here are just some of the areas we cover in our in-depth, hands-on workshop:

• Working with large data sets
• Summarizing and aggregating data
• Extracting data that matches criteria using flexible formulas
• Error handling
• Ways of improving structure
• Techniques for keeping formulas constant yet flexible
• Combining and splitting cells according to the content they contain
• Advanced techniques for creating automatically expanding charts and ranges
• Introduction to macros & when to use these

We then apply and practice these functions during the remainder of the course.

Course Topics:

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!

Target Audience:

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

Learning Objectives:

• 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.

Prerequisites:

Although not mandatory, attendees will get a lot more out this course if they complete some online training in Excel functions before attending.

Course Materials:

Students will receive a course manual with presentation slides and reference materials.

Examination:

There is no exam for this course.

Technical Requirements:

For eBooks:

Internet for downloading the eBook

Laptop, tablet, Smartphone, eReader (No Kindle)

Adobe DRM supported software (e.g. Digital Editions, Bluefire Reader)

eBook download and activation instructions

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Info: ● Financial modelling concepts: Aims, design, structure and development

● Corporate finance and valuation concepts

● Introductory Concepts

○ Cash vs Profit

○ Time Value of Money

○ Cost of Capital

○ Risk, return & value

○ Scenario Analysis

Info: ● Common difficulties, problems and limitations with financial analysis

● Defining the decision

● Availability of information

● Defining model scope

● Knowing the limitations of financial analysis

● Information overload

● Financial Forecasting

○ What is it?

○ Steps involved

○ Best practices & financial modelling standards

Info: ● Common financial / investment decisions

● Understanding the Time Value of Money concept

● Understanding Discounted Cash Flows

● Evaluation of different methodologies (including NPV, IRR, Payback Period)

● Introduction to valuation concepts including NPV

● Identifying & dealing with IRR difficulties

Info: ● Reviewing valuation concepts

● Valuation methodologies (including evaluation of different methodologies)

● Dealing with common valuation issues

● Compare & contrast alternative valuation methods to know when to apply each

Info: ● Overview of DCF methodology

● The role of Cash Flow Forecasts

● Cost of Capital

Info: ● Performing a Ratio Analysis

● Understanding Profitability Ratios

● Interpreting Liquidity and Solvency Ratios

Info: ● Overview & Objectives

○ Defining the scope of your model

○ Objectives: What are the aims of the model?

○ Understanding model limitations

● Development and structuring

○ Planning the financial model

○ Ensuring the model structure matches the objectives

● Incorporating best practice techniques into your models

● Compare a selection of best practice guidelines/standards

Info: ● Setting Up the Work Book & structure

○ Time scale

○ Separate business areas

○ Timing and frequency formats

○ Data Sources

● Managing the Input Section

● Building the Calculation Section

○ Building the C/Flow Forecast

○ Line by line build-up of cash flows

○ Capex and OpEx

● Presenting Model Outputs

○ Key Financials

○ Summary of model data

○ Dashboards & Graphs

○ Valuations & terminal values

Info: ● Balance sheet, Income statement, cash flow

● Dealing with interest circularity

● Using ratios to produce financial forecasts

● Debugging a 3-way model

Info: ● Typical Bank Covenants & Ratios

● The Importance of Capital Management

○ Why it is important (cost of debt vs equity)

○ Defining your optimal capital structure

● The Effect of Capital Structure

○ Understanding its effects on risk

Info: ● Sensitivity

○ Identifying key variables for sensitivity

○ Building in sensitivities

○ Displaying the results of sensitivity analysis

● Scenarios

○ How to run multiple sets of inputs through a single calculation engine

○ Building, managing and extending a scenario manager that is far better than Excel

● Introduction to Monte Carlo simulation: how to apply these techniques in practical ways to real-life financial models

Info: ● Checking outputs for consistency

● Techniques for building checks & balances

● Model audit & review

● Automated spreadsheet auditing software tools: role, purpose & limitations, demonstration

● Documentation

● Use of financial modelling software: when is it useful or not useful?

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