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https://bizenius.com/trainings/banking-finance/fmem
www.bizenius.com
Financial Modelling with Excel MasterclassLearn how to make a
Construct models that are robust and scalable
On This Course You will :1. Discover how to use specific Excel
functions that can increase
your speed by 100%
2. Create financial models that are easy to maintain so you
don’t waste precious time tweaking complex models
3. New optimization tools for solving complex business
problems.
4. Discover “hidden” tools in Excel that help you work
smarter
5. Discover how to create effective models from the start so you
save time spent on error-checking models
6. Strengthen your data analysis / decision making skills with
spreadsheets
7. Construct models that are robust and scalable
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Save up to £2000
by booking early!
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https://bizenius.com/trainings/banking-finance/fmem T: +91 990
220 0556 E: [email protected]
When looking at any financial opportunity, the ability to
perform accurate and realistic analysis is imperative. In today’s
everchanging business environment, the capability to just
manipulate spreadsheets is not enough. You have to be able to
incorporate all the “what if” scenarios and stress test any
proposal to its limits. A working financial model can facilitate
and improve the reliability and quality of your decision-making.
Modelling techniques are used in many different areas, such as
investment appraisal, capital planning, budgeting, valuation,
financial analysis and forecasting. Banks and businesses worldwide
rely on the information produced by financial models – for many it
is the key to success. The course begins by concentrating on the
advanced use of Excel. These skills will be applied to the
construction of financial, valuation and investment models.
Delegates will then learn how to incorporate forecasting,
optimization, risk assessment and sensitivity scenarios into these
models.
The course is taught using a step-by-step approach so delegates
will be able to construct financial models for a wide range of
practical scenarios.
This intensive course is aimed at any professional in any
functional area who aspires to become proficient in the design and
development of computer-based financial models. The course is
designed to take participants through different levels of modelling
complexity to enable them to achieve their desired level of
proficiency. The entire focus of the course is to teach techniques
that will enable you to design and construct financial models that
are not only functional but also accurate, reliable, flexible,
user-friendly and maintainable. The course has been carefully
designed to meet the needs of a variety of different users and
their differing levels of expertise.
After Attending This Course You Will Be Able To:• Become
familiar with an impressive range of Excel facilities and
tools;
• Appreciate the nature and use of new facilities in the latest
versions of Excel;
• Use a variety of simple and complex Excel functions with
confidence;
• Create dashboards and reports that are informative,
enlightening and insightful;
• Formulate and solve problems using optimisation
techniques;
• Design and build macros and user-defined functions;
• Use macros to extend the functionality and enhance the
usability of financial models;
• Clean up, enhance and generally manage raw data for modelling
purposes;
• Understand the nature of financial models and their
application areas;
• Plan, design, construct and prove modelling applications for
planning and decision-making;
• Use the facilities of Excel to prepare forecasts of financial
statements and cash flows;
• Build models to evaluate projects and perform company
valuations;
• Use tables, scenarios and other tools of sensitivity
analysis
Course OutlineAbout BIZENIUS
BIZENIUS offer a wide range of professional training courses
designed to give you the skills and strategic edge your industry
de-mands. Our course content is always fresh, never generic and
continually updated to ensure our curriculum reflects the diverse
landscape of innovation across Energy & Re-sources, Banking,
Telecom, Finance & Invest-ment, Oil and Gas, Mining,
Construction and more.
Whether you want to learn the fundamentals or expand your
knowledge with advanced training, we’ve got a programme for you.
Our technical and non technical training courses within the
industry offer a variety of levels to help you be productive in
your work. We offer Introductory and expert level courses as well
as customer specific on site training are also offered upon
request.
Course Requirements And Certificates
Delegates must meet two criteria to be eligible for BIZENIUS /GW
Certificate of Completion for a course:
1. Satisfactory attendance – delegates must attend all sessions
of the course. Delegates who miss more than 6 hours of the course
sessions will not be eligible to sit the course assessment
2. Successful completion of the course assessment
Delegates who do not meet these criteria will receive BIZENIUS
Certificate of Attendance. If delegates have not attended all
sessions, the Certificate will clearly state the number of hours
attended.
Course Assessment
Your understanding of the course content will be assessed by
completion of course exercises in the classroom and a short final
exam.
Who Should Attend
Designed for participants who wish to strengthen their
understanding of financial models. Suitable for CFO’s, Financial
Controllers, Credit managers, Risk managers, Corporate finance
staff, Treasury and Accountant.
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https://bizenius.com/trainings/banking-finance/fmem T: +91 990
220 0556 E: [email protected]
Financial Modelling with Excel Masterclass
Your Comprehensive Course Agenda
Module 1Introduction and Overview
V Outline of financial modelling V Examples of Excel financial
models V Useful Excel features and techniques V Exercise: analysing
examples of modelling techniques
Module 2Spreadsheet Best Practice
V Model design and structure – key steps V Financial analysis
basics – financial statements V Cash flow and ratios V Case outline
introduction V Exercise: Defining a model plan for a financial
analysis model V Model design V Exercise: Techniques for modelling
financial statements
Module 3Auditing and Testing
V Examples of spreadsheet errors V Essential testing and
auditing techniques V Example: testing financial analysis model
with cash flows and ratios V Exercise: debugging and checking a
financial model V Module 4 V Practical – Project Model 1 V
Practical project model exercise V Questions and answers
Module 5Macros and Security
V Visual Basic in Excel V Writing and auditing and macros V
Spreadsheet security V Exercise: writing and auditing macros
Module 6Forecasting Models and Time Series Analysis
V Review of forecasting methods V Understanding financial
‘drivers’ for analysis, valuation and project models V Exercise:
deriving forecast free cash flow and ratios V Linear methods V
Smoothing and seasonality
target specific results V Completing and auditing the project
model
Module 11Management Reporting
V Requirement to consolidate and summarise data V Exercise:
consolidating data from different sources V Excel report manager V
Exercise: pivot tables V Techniques for summarising data V
Exercise: producing a management analysis
Module 12Practical Management
V Reporting and Forecasting V Analysis of company financial data
V Exercise: extend the valuation model to produce a meaningful
management summary report with charts V Questions and answers
Course summary and close
“The training was excellent! I give it a 10 and will get my
trainer’s support for my next challenges.”
“Extremely constructive course with a very good dynamic and
passionate trainer.”
“The depth and knowledge of the consultant was extremely
impressive. In 3 days I have had, without a doubt, a masterclass on
the industry. Truly world class.”T: +91 990 220 0556 Email:
[email protected]
Would you like to run this course in-house?
customised training solutionsThe in-house training division of
BIZENIUS
Read Some of The Comments Past Delegates Have Made About This
Course
Overview of Modelling TechniquesV Exercise: producing a forecast
with time series analysisV Module 7V Risk TechniquesV Valuation
model and cost of capital fundamentalsV Exercise: calculating the
cost of capitalV Risk and multiple answersV Scenario techniquesV
Advanced financial functionsV Exercise: Producing a valuation and
testing the results
Module 8Practical – Project Model 2V Review of initial answers
and identification of potential risksV Adding risk techniques to
the project model in module 4V Questions and answers
Optimisation and reportingModule 9Optimisation and TargetingV
Overview of optimisation and targetingV Goal seek and Solver
methodsV Example: targeting using the composite valuation model
Module 10Practical – Project Model 3V Extend the project model
to answer management questions and
forecasting and risk
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CLIENTS
https://bizenius.com/trainings/banking-finance/fmem T: +91 990
220 0556 E: [email protected]
Registered Office Address:BIZENIUS Business Solutions Private
Limited
370/32, 27th Cross, Raghavendra Layout, Hulimavu, Bangalore,
Karnataka, India - 560 076