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Best Practice Financial Modelling Course

Aims

This programme will train delegates in the skills of robust model building. The programme assumes basic competency in Excel and accounting. E-learning, webinars or face-to-face training can cover any gaps.

Delegates will progressively build an integrated balance sheet, profit and loss, and cash flow forecasting model for a Supermarket, creating output suitable for financial analysis and/or company valuation. To save time on ‘number crunching’ the delegates will have access to the Excel model in various stages of completion.

The training will develop Excel skills to allow delegates to build rigorous financial models and be in a position to get the most out of their own or ‘inherited’ models. A number of key skills will be addressed such as scenario management techniques; switches and text strings to make models clear and flexible; and data validation to control inputs.


Objectives

At the end of the course, delegates will:

  • Be faster and more efficient in the use of the Excel tools used in modelling
  • Have a clear method for building reliable, robust and flexible models
  • Understand design principles and best practice
  • Be efficient in spotting inconsistencies when auditing other people’s financial models
  • Have a set of tools for analysing and sensitising financial models

Who should attend?

  • Portfolio managers
  • Equity and fixed income analysts
  • Graduate entrants
  • Client relationship managers
  • Project managers
  • Anyone using Excel doing financial analysis

Content

  • Setting up the model
  • Naming
  • Creating the working sheets/sub models/outputs
  • Creating the modules
  • Using logical statements to model flexibility
  • Scenario management
  • Auditing
  • Outputs
  • Analysing data