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Fundamentals of Financial Modeling

Fitch Learning
Course summary
Professional Training
1 day
895 USD excl. VAT
Online courses

Course description

Fundamentals of Financial Modeling

This one-day course practically applies Excel within a financial framework to explore how forecast financial models can be efficiently created and modified. The efficient use of Excel is key and so the course starts by ensuring the participants can quickly and accurately harness Excel’s tools and functionality. We then apply these skills to the best practice modeling guidelines to build, and then flex, the structure and modules of a forecast model.

Live Online Training

Since 2003, Fitch Learning’s industry experts have been delivering world-renowned virtual training programs to learners across the globe. Benefits include:

  • World-class video conferencing technology
  • Fully interactive, engage and network with peers using break out rooms, quizzes and polls
  • On-hand technical support team throughout
  • Attend from anywhere, across four time zones
  • Save time and costs on travel

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.

Outcome / Qualification etc.

Credits: 8 CPD pts.

Key Learning Outcomes:

  • Fast, efficient and accurate Excel skills
  • Design and construct useful and robust financial modeling applications
  • Efficient financial forecasting techniques
  • Audit and debug models
  • Utilize switches and scenario analysis
  • Create and edit flexible charts

Training Course Content

Day One

Excel Skills for Modeling

Excel can be used like a calculator. This session converts participants to using Excel in best practice ways for modeling so that repeatable, consistent, flexible and robust formulae and structures can be created.

  • Effective use of keyboard shortcuts
  • Dynamic referencing
  • Formatting data professionally
  • Style basics

Introduction to Modeling

What are the key attributes of a model. Starting the design of a model focused on the required outputs will allow us to work backwards to understand what modules are required to get to this point. However, the structure must allow flex – things change.

  • Effective construction of a model
  • Objective and structure
  • Initial preparation

The Fundamentals of Model Building

Applying best practice approaches we create a model required for analysis, and then add create some forecasts

  • Model set up
    • Consistent sheet and print set-up
    • Input vs formulas
    • Inputting base data
  • Key Excel functions and tools
    • IF (and other logicals) with flags
    • Setting up date flexibility throughout the model using EDATE or EOMONTH
    • Text strings
    • Conditional formatting
  • Adding the financial data
    • Data transfer and links
    • SUMIF and data validation to extract the relevant data
    • Breakdown and grouping of accounting elements
    • Determine drivers of the forecasts
    • Using Excel tools to identify trends
    • Effectively creating assumptions for projections
  • Model diagnostics and checks
    • Identifying what could go wrong and flagging up any errors
  • Flexible and user-friendly models
    • Quick build scenario manager with switch – base case vs downside vs upside

Auditing and Debugging

Picking up someone else’s model can be challenging. This session guides the participants through an effective approach to reviewing models.

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

Formatting and Showcasing

A quick overview of the best approaches to creating an output sheet are explored.

  • Creating an output sheet / dashboard
  • The camera
  • Professional showcase
  • Use of graphs

Why choose Fitch Learning

9 in 10 would recommend us to a colleague

Over 1,300 clients worldwide

CPD recognized

Expenses

  • Tuition fee (Singapore): 895 USD
  • Tuition fee (London): 795 GBP
  • Tuition fee (New york): 895 USD

About provider

Fitch Learning

Live Online Training Since 2003, Fitch Learning’s industry experts have been delivering world-renowned virtual training programs to learners across the globe. Benefits include: World-class video conferencing technology  Fully interactive, engage and network with peers using break out rooms, quizzes and...


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Fitch Learning

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

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