This course from City Training in London has been designed to develop the participants’ understanding of Financial Modelling. Based on Excel case studies, the participants will use best practice modelling rules and Excel shortcuts, learning how to forecast and create a fully integrated financial model based on real historical financial statements. This training will give the basic modelling fundamentals to work on in-house models.
Key Topics in this course
Robert has 20 years of experience in Accounting and Corporate Finance in London. He started his career in auditing at KPMG in London, where he focused on industrial and service clients. He then moved to the Corporate Finance department of KPMG in London where he completed successfully a variety of M&A transactions in the mid-market segment. Robert then set up his own Corporate Finance practice in London and has been training since 2010 on a regular basis Accounting, Financial Statement Analysis and Corporate Finance at leading institutions worldwide.
Robert has an MSc in Physics from Oxford and is a fully qualified Chartered Accountant.
Participants will learn how to model and integrate the income statement, balance sheet and cash flow of a real company using Excel. In addition to learning the steps necessary to build a three statement financial model, participants will also cover how to build models accurately and efficiently through a series of best practice modelling rules. Participants also learn how to stress-test the assumptions used, to check their work efficiently and to document it.
Through the process of building a more complex three statement model, participants are taught how to model operating cash and calculate interest using average debt and average cash balances. The session is designed to expose participants to different three statement modelling styles: multi-sheet, tower, and different income statement layouts. Exposure to a mix of modelling styles will help prepare them to work on in-house models or models they may inherit from other finance professionals.
Participants will learn how to build a three statement model using a detailed revenue forecast with price and volume drivers. A full debt schedule, including a cash sweep, is incorporated into the model. Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
100% specialised on Corporate Finance with more than 20 different topics
Hundreds of participants trained from heads of departments to recent graduates
10 specialised trainers at minimum VP-level in leading financial institutions
City Training is a highly-distinguished supplier of premium public courses, in-house training, and courses for universities and schools. The company focuses solely on financial training and covers the areas of financial accounting, corporate finance, valuation, credit analysis, regulatory capital, mergers and...
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