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Fundamentals of Financial Modeling

Fitch Learning
Course summary
1 day
895 GBP, 995 USD excl. VAT
Professional Training
Next available date: 21/09/2020 09:00 - New York
Course Dates
New York
21/09/2020 09:00 
995 USD
30/11/2020 09:00 
995 USD
Singapore
21/09/2020 09:00 
995 USD
07/12/2020 09:00 
995 USD
London
05/10/2020 09:00 
895 GBP
02/11/2020 09:00 
895 GBP

Course description

*With many businesses now working from home, we have introduced virtual learning so we can continue to deliver high quality training to the financial community as we accommodate this new way of working. Since 2003, Fitch Learning has been delivering virtual learning programs to clients and learners. Building on this extensive experience, we are now able to offer a range of public courses in a live online environment, whilst ensuring you will get the same value as you would in our classroom courses.

Fundamentals of Financial Modelling - 1-day training course

Introductory | 8 CPD pts | 1 Day | Classroom or Live Online

This course can be taken either in the classroom or live online. Get in touch to find out more.

This training course improve delegates' knowledge in financial forecasting and utilization of sensitivity and scenario analysis.

Key Learning Outcomes:

  • Design and construct useful and robust financial modeling applications
  • Learn financial forecasting
  • Use several of the support tools and techniques in spreadsheet programs
  • Utilise sensitivity and scenario analysis

Suitability - Who should attend?

Professionals in corporates and financial institutions who need to create useful and robust financial models. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge. This course is the perfect foundation to our Best Practice Financial Modeling (Intermediate) course.

Training Course Content

Introduction to modelling

  • Using Excel as a spreadsheet
  • Effective construction of a model
  • Objective and structure
  • Initial preparation

The fundamentals of model building

  • Use of shortcuts
  • Workbook set up
  • Formatting data professionally
  • Style basics
  • Inputting base data
  • Setting up date flexibility throughout the model using EDATE, EOMONTH and other date functions
  • Breakdown and grouping of accounting elements
  • Determine drivers of the model
  • Assumptions for projections
  • Effective use of shortkeys and functions
  • Applicable financial and logical functions
  • Data transfer and links
  • Professional use of Excel –protection, range names, data validation
  • Maximum use of Excel applications
  • Flexible and user-friendly models
  • Sensitivities
  • Model diagnostics

Auditing

  • Using existing models
  • How to become comfortable with ‘new’ models
  • Auditing models

Formatting and showcasing

  • Formatting
  • Professional showcase
  • Use of graphs
  • Using switches

Why choose Fitch Learning

93% would recommend

Over 1,600 clients worldwide

CPD recognized

Expenses

The cost of this course includes a light breakfast, lunch and two additional refreshment breaks during each day of the course.

In-house training

Fitch Learning can also deliver this course as in-house training for your company, anywhere in the world. Tailored courses by Fitch Learning are designed to reflect your goals at both a corporate and a team level and help meet your specific training requirements.

About provider

Fitch Learning

Fitch Learning

*All Fitch Learning’s classroom based public courses have moved to a virtual live online format in 2020, with classroom courses set to resume at a later date. The structure of our virtual learning program is designed to keep the same...


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Contact info

Fitch Learning

17th Floor, 25 Canada Square
E14 5LQ Canary Wharf London

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www.fitchlearning.com


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