Financial Modelling – London
Introduction:
This course is a highly interactive that is designed to give finance professionals an understanding of the core principle of financial modelling, equip them with a firm grasp of appropriate modelling techniques, to allow them to improve their financial forecasting and business Investment decision making.
This course uses a combination of participative seminars, discussions, case studies and problem solving, daily workshops and ongoing practical exercises, this is to ensure that delegates learn and develop the confidence to use the various principles and techniques.
Trainer: Stuart Frearson
- Sc Advanced IT & Maths, (Analysis and Design, C, C++, Artificial Intelligence, PROLOG, Crystal). London
- Training for roll-outs of new IT systems and applications and procedure changes – SAP, JDE, MS Dynamics
- Training to financial norms (e.g., GAAPs and IFRS) and compliance requirements (e.g., Sarbanes-Oxley, FRS, Basel II, MiFID, etc.),
- Finance & MIS Director, Alexander et Alexander, Paris office; Inc.
- Training for roll-out across Europe of new corporate credit card system in SAP ECC6.0(TM module)
- Worked and trained in more than 20 countries worldwide including France, Brussels (European Parliament) , Dubai, Saudi Arabia, Morocco
Who should attend?
- Accountants of all levels and specialist areas and non-financial Managers
- Budget, Corporate, Business and Financial Analysts
- Risk Analysts, Finance Managers and Controllers
- Financial Advisors and Corporate Analysts
- Financial Controllers with reporting requirements
- Heads of Business Units and Business Planners
- Investment and Management Accountants
- Specialised Managers such as Treasury, Risk and Credit Managers
Course objectives
Attending this highly interactive course you will be equipped with the necessary skills to:
- To provide an excellent understanding of financial modelling concepts and principles
- To provide an up to date working knowledge of the most useful techniques to in Excel for Financial Modelling
- Evaluate pricing decisions based on an understanding of the nature of business costs and their impact on gross margin and break-even sales; managing pricing, discounts and costs to generate strong business profits
- Understand the role of business finance in formulating and implementing competitive business strategy, and various approaches to investment and performance measurement
- Apply and interpret techniques for assessing and comparing investment opportunities in capital projects, business acquisitions and other ventures
DAY 2
More Formulae
- Nesting Formulae and how long to let them get
- Text Handing and Presentation
- Date and Time in Excel, Calculation and Presentation
Field and Worksheet Protection
- Protect data by locking cells
- Password Protection
- Restricting incorrect data entry with data validations
- Error handling
Charts and Graphs
- Creating and modifying a chart
- Making your charts look fabulous
- Charting tips, tricks and shortcuts
- Class Exercises and work examples on all topics
DAY 3
Some More Advanced Features of Excel and Starting to Build Our Own Models
- Goal Seek and Data filtering
- Pivot Tables and Graphs
- Array formulas , Macros and VBA
- Scenario Manager
- Drop-down & Combo boxes
- What-ifs and Data Tables
Financial Modelling
- Qualities of a good model
- Be clear on your objectives
- Best practice techniques and layout
- Trainees will build time permitting, a Budgeting and Forecasting Model
DAY 4
Some Serious Financial Modelling
- Building your model from scratch
- Avoiding errors and building in error checks
- Fixing circular references
- IRR, goal seek and break-even points
- Naming and labelling
- Navigating around a complex layout
- External links and their limitations
- Trainees will build a Financial Model based on Day 4 work
DAY 5
Visiting world class financial institution: Barclyas bank + London Stock Exchange
Training Location: London; University of London, Birkbeck