Financial Modelling in Excel

An intensive 3-day, computer based practical training course with case studies and worked examples. With a step-by-step approach, this course will guide you through the various techniques available, providing you with a comprehensive understanding of advanced modelling, as well as how each technique can be practically applied through the use of Excel.

  • Course Instructor

     


An intensive 3-day computer based practical financial modelling in Excel training course with case studies and worked examples, featuring how to:

  • Design and structure different models and translate them into Excel
  • Calculate free cash flow
  • Use Monte-Carlo simulations
  • Identify decision trees - problems and solutions
  • Develop models incorporating risk, sensitivity, optimisation and forecasting using solver

On completion of this highly practical, hands-on training course, attendees will:

  • Know the different types of financial models and when each should be applied
  • Be able to design models and translate these in Excel
  • Be able to develop models for their own use, incorporating elements such as risk, sensitivity, optimisation and forecasting

Course background

Financial modelling techniques allow users to improve the reliability, quality and timing of their decision making. Modelling techniques are now used in many different areas, such as investment appraisal, capital planning, budgeting, valuation and financial analysis and forecasting. With a step-by-step approach, this course will guide you through the various techniques available, providing you with a comprehensive understanding of advanced modelling, as well as how each technique can be practically applied through the use of Excel.

Course structure

The course starts by focusing on the advanced use of Excel in modelling. These newly gained skills will be applied in the construction of basic company valuation models, before the incorporation of risk assessment, scenarios, optimisation and forecasting into the models. With the help of the course director and through a proven step-by-step approach, delegates will then construct models of different types. Delegates will leave this intensive three-day course with the ability to effectively apply modelling techniques in Excel in a wide range of practical scenarios.

Who should attend

This course has been designed for:

  • CFOs
  • Financial controllers and managers
  • Financial and business analysts
  • Risk managers
  • Accountants
  • Corporate treasury managers
  • Middle office staff
  • General managers
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