Financial Modeling with Excel Training (FME)

Key Features

• 3 days Instructor-led classroom training
• Earn 24 PDUs
• 100 Days extra free online access to FME
• Hard copy of the courseware

Course Overview

Microsoft Excel is a primary financial management tool used in most organisations across the world, and has emerged as the best tool to integrate financial models in a highly efficient and secure way. Its inherent ability to identify and track all the points of linkage helps to manage the sheer volume of calculations involved in building a durable financial model.

Basic levels of competence in Excel are skills that are easily picked up by many- with the result that deeper levels of the Excel program largely go unexplored and unused. Most users, therefore, do not exploit the enormous potential of Financial Management and Modeling using the Excel program and fail to use the range of features and functional tools that Excel has to offer.

Learn, apply and analyse financial models with Excel with competency and expertise after our three day course in FME. Get practical, hands-on training in powerful Excel tools that will help create financial models facilitating greater analytical accuracy. Build a solid foundation in Excel techniques that can be used to manipulate large datasets of financial information.

Delivered using a combination of lectures and practice problems and online training, our course will enable you to apply your learning to build useful, accurate, and robust financial models with ease.

What will I learn?

• Accounting Boot Camp
• Modeling Architecture
• Sample Detailed Case
• Time Line Modeling
• Revenue & Capex
• Depreciation
• Financial Structure
• Debt Schedule
• Costs Drivers
• Dividend & Tax
• Integrating the Financials
• Valuation
• Ratio Analysis
• Extra Excel Applications
• Circularity Switch & Iteration
• Simple Macros
• Bond Valuation

How will I benefit from taking this course?

From the course:

• Learn to build a case study model
• Understand the approach to be used for all your financial modeling projects
• Create the skeleton structure, table of contents, calculations and error check pages
• Learn how to use time series, checks, assumption, calculations and outputs
• Differences between the three primary financial statements
• Balance the balance sheet in seconds
• Avoid the most common mistakes and pitfalls in model design
• Use key functions and functionalities for financial modeling
• Work around risk – Model sensitivities and scenarios, incorporating breakeven, what-if and payback analysis
• Document, summarize and present results
• Tips and techniques gained from experience

From the workshop:

• High quality training from an industry expert
• Earn 24 PDUs
• 100 Days extra free online access to FME
• Hard copy of Courseware
• End to end support via phone, mail and chat

Who Can Attend?

This course is designed for analysts and financial practitioners who want to use Excel as a tool to assist with the decision making process and is highly relevant to people from industry's like investment banking, Equity research, Business planning & strategy, Private management, or commercial banking. Please find more info "Who should attend" option on this page.

How will I be assessed?

• This course will teach you the modeling techniques available that can be used for accurate financial forecasting, and how to apply them using Excel.
• It attracts delegates involved in investment appraisal, project financing, capital structuring, corporate valuation, MBOs and many more.
• The course addresses the many shared characteristics of model types and identifies problems associated with the building of cash flow models in specific contexts such as transaction structuring, private equity, MBOs and acquisitions

Will I recieve a certificate of completion?

Once you complete the training we will issue the participation certificate and there is no extra cost associated for this.

Entry Requirements

The candidate should know the Basics of Finance and the usage of Excel. Corporate Valuation Methodologies is also one of the topics that the candidate will definitely benefit from in this course.