Financial Modelling Training
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Financial Modelling Training Course
Introduction:
Financial modeling involves creating a spreadsheet that summarizes a company's expenses and earnings. This spreadsheet is used to calculate the potential impact of future events or decisions. Financial models represent a company's past, present, and projected future operations in numerical form and serve as valuable decision-making tools. Executives utilize these models to estimate costs, project profits, and make informed decisions regarding proposed new projects.
Financial modeling holds significant importance in various areas, including mergers and acquisitions, capital raising, business planning and management, and investment decision-making. Additionally, financial modeling supports these significant decisions by providing valuable insights.
This comprehensive five-day training course on Financial Modeling presents an opportunity to enhance your analytical skills for more profitable decision-making. The course covers the entire modeling process, offering practical examples and applications for both strategic and tactical executives.
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