Financial Modelling Training
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Financial Modelling Training Course
Introduction:
Financial modeling involves creating a comprehensive spreadsheet that summarizes a company's expenses and earnings. This spreadsheet is used to analyze the potential impact of future events or decisions. It serves as a numerical representation of a company's historical, current, and projected operations and is designed to be a tool for decision-making. Executives can utilize financial models to estimate costs, project profits, and assess the viability of proposed new projects.
Financial modeling is crucial for a variety of reasons, particularly in relation to mergers and acquisitions, capital raising, business planning and management, and investment decision-making. These models support major strategic decisions and provide valuable insights for optimizing profitability.
This comprehensive five-day Financial Modeling Training Course offers a unique opportunity to enhance your analytical skills for more effective decision-making. The course covers the entire modeling process, providing practical examples and applications for both strategic and tactical executives. By participating in this training, you will gain valuable knowledge and hands-on experience in financial modeling, empowering you to make informed and profitable decisions in your professional endeavors.
Course Objectives:
At the end of this Financial Modelling Training Course, you will be able to:
- Comprehend the significance of proper formulation and interpretation of models.
- Apply statistical tools such as Exponential Smoothing, Regression, and Seasonality.
- Translate specific business challenges into logically structured mathematical models.
- Get the most from your software investment by creating more powerful models in less time.
- Learn how to use Excel tools such as Solver, Goal Seeker, Scenario, and Spreadsheet Auditor.
- Analyze time series data and develop relationships using exponential smoothing and regression analysis techniques.
- Draw more realistic conclusions from the results of your models.
- Be able to determine product mix to optimize profits.
- Simulate the potential return on new capital investments.
- Project the probability of processes running within budget.
- Develop models to support product pricing and/or product continuance.
- Design budget models for departments, divisions, processes, or other entities
Who Should Attend?
This Financial Modelling Training Course is ideal for:
- Finance professionals at an intermediate level or above who need to build, interpret, review and audit financial models.
- Professionals in corporate and financial institutions who need to create useful and robust financial models, and wish to raise their financial valuation skills to a superior level.
Course Outlines:
Introduction and overview of Financial Modelling
- Define the Terms Model and Financial Model.
- Learn the 10 steps to create good Financial Models.
- The 12 steps to Improving traditional Financial Models.
- Use Flowcharting Techniques to improve your model.
Time Value Models
- Comprehend the Time Value of Money.
- Apply Time Value Concepts to Financial Models.
- Learn Why the Weighted Average Cost of Capital (WACC) Is Used in Capital Budgeting Models.
- Use Net Present Value (NPV) and Internal Rate of Return (IRR) Models in Making Capital Expenditure Decisions.
- Use the built-in functions for NPV, IRR, MIRR.
Financial Analysis Models
- Use Break-Even Analysis in Financial Models.
- Use Scenario Analysis in Financial Models.
- Use Sensitivity Analysis in Financial Models.
- Compare These Approaches.
- Incorporate Sensitivity Analysis and Scenario Analysis in Financial Models.
Lease v Buy Analysis Models
- Learn the Fundamental Concepts of Leasing.
- Identify the Different Types of Leasing.
- Learn How to Analyse Leasing an Asset vs. Purchasing the Asset.
- Use Financial Models to Make Lease vs. Buy Decisions.
Financial Ratio Analysis Models
- Identify Major Financial Ratios.
- Use Financial Ratios to Measure a Firm’s Financial Performance.
- Use “Peer Group” Analysis to Measure a Firm’s Financial Performance.
- Use Financial Ratios Models to Analyze a Firm’s Performance.
Models for Valuation of Stock and Bonds
- Learn How to Apply Dividend Discount Techniques.
- Calculate the “Intrinsic” Value of a Firm’s Common Stock.
- Rationalize the Difference between Intrinsic Value vs. Market Value for a Firm’s Common Stock.
- Learn How to Apply Bond Valuation Techniques.
- Calculate the Price and Yield to Maturity (YTM) of a Bond.
- Construct a Model to Evaluate Potential Bond Investments.
Comprehensive Models and Tools
- Using Tools like Solver & Goal Seeker.
- Developing a Financial Optimization Model.
- Identify the Types of Financial Activities That Can Be Connected in a Model.
- Build the Pieces of a “Connected” Model.
- Link the Pieces to Form a Multiple-Part Model.
Putting It all Together
- Understand How Models Are Created and Used.
- Deal with Problems in the Development and Use of Financial Models.
- Use Financial Models Effectively.
- Case study