An Intensive 5-day Training Course
Financial Analysis and Modelling
INTRODUCTION
This leading-edge Financial Analysis and Modelling training course will provide you with the essential financial modelling skills to analyse and manage risk and business performance in the turbulent conditions of the 21st century. In today’s globally competitive world decision-makers face unprecedented levels of risk and uncertainty and traditional financial analysis and forecasting tools do not provide the flexibility and responsiveness to manage in these demanding conditions. This practical hands-on workshop will provide you with the methods and techniques of financial modelling in Excel that will equip you with a set of powerful financial tools with which to manage the opportunities and threats confronting your organisation.
This training course will highlight:
- Competitive challenges for 21st century business
- Advanced skills in financial modelling with Excel
- Mastering the tools and techniques of financial statement analysis
- Improving forecasting quality and minimising error
- Developing effective cash flow forecasting models
- Models and techniques for managing risk and uncertainty
TRAINING OBJECTIVES
This Financial Analysis and Modelling training course has been designed to provide you with up to date knowledge and practical skills in the design, build and implementation financial models.
By the end of this training course you will have learned to:
- Design and build practical and effective financial models in Excel
- Improve your skills in analysing and interpreting financial statements
- Build financial forecasting models for a range of business applications
- Apply financial modelling techniques to investment decision-making
- Use a range of tools to analyse and manage business risk
TRAINING METHODOLOGY
This Financial Analysis and Modelling training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel.
Post Course Assessment
At the end of this training course delegates will be asked to complete a Post Course Assessment to ensure they have met all the Programme Objectives.
TRAINING SUMMARY
This Financial Analysis and Modelling training course will provide a comprehensive practical online training course for managers with a basic to intermediate knowledge of Excel. Working through the basics of financial statements and financial models it will provide you with an extensive set of tools and techniques for designing and developing your own financial models to assist in the most critical areas of business decision-making.
TRAINING OUTLINE
Day 1 : Fundamentals of Finance and Modelling
- The aims of the organisation
- Essentials of business performance management
- Finance fundamentals – principles and practice
- Format, relationship and presentation of financial statements
- Creative accounting and manipulation
- Fundamentals of financial models
- 10 steps to develop an effective financial model
- Excel best practice in financial modelling
Day 2 : Mastering Financial Analysis
- Building a financial database in Excel
- Practical modelling: EBIT and EBITDA growth
- Measuring and improving return on investment
- Understanding and managing ROCE and its drivers
- Understanding and modelling working capital
- Measuring and improving asset management efficiency
- Measuring and managing capital structure and risk
- Practical modelling: financial gearing and shareholders’ earnings
Day 3 : Mastering Financial Forecasting
- Using Excel’s statistical analysis tools
- Avoiding common forecasting problems
- Using moving averages to analyse time series data
- Using linear regression for sales trend analysis
- Using Excel Solver to minimise forecasting error
- Using regression and correlation to forecast costs
- Practical modelling: Cash flow forecasting
Day 4 : Financial Models to Improve Investment Decision-Making
- Principles of capital investment decision-making
- Sources and cost of business finance
- Practical modelling: using Excel discounted cash flow tools
- Practical modelling: Capital investment analysis
- Essentials of business valuation
- Practical modelling: Business valuation
Day 5 : Financial Models to Manage Risk and Uncertainty
- Principles of capital investment decision-making
- Identifying and analysing business risk
- Probability based approach to risk and decision-making
- Monte Carlo simulation in Excel
- Sensitivity analysis and “what-if” forecasting
- Identifying key commercial and financial performance factors
- Identifying the key drivers of financial performance
- Practical modelling: Key driver “what-if” forecast
CALL ME BACK
Do you wish for us to conduct this course at your premises?
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
Do you provide assistance with hotel accommodation?
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
Do you offer customized training for organizations?
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
What types of training formats do you offer?
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Can you assist with visa arrangements?
Yes, we can help by issuing an official Letter of Invitation once you’ve confirmed your training registration, which can assist in your visa application process.
Who will be the senior consultant leading the training?
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
