This practical 2 or 3 day Financial Modelling Training Course leads delegates through the advanced MS Excel functions required when modelling, explaining the functions and techniques to use to build reliable, robust financial models.
In order to do this course we recommend a MS Excel skill level of >4.5 (We offer a free Skills Assessment to make sure you get the correct level of training).
This is a very hands-on, non-intimidating, course – delegates work through various financial models with the help of the facilitator to get to grips with the nuances of MS Excel’s advanced functions and how they relate to financial modelling.
The 2 day course is part of the Corporate Financial Modelling course we offer once a month in Johannesburg.
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- Good Financial Model Practice
- Types of financial models
- Consistency in models
- Separation in models
- Integrity of the models
- Structural issues
- Creating trigger and helper cells
- Summing through sheets for aggregation and consolidation
- Custom formatting for ease of reporting and input controls
- Grouping periods e.g. months into quarters or years
- Modelling macro-economic factors
- Modelling Inflation
- Modelling Exchange Rates
- Modelling Interest rates
- Handling fixed, semi fixed/ variable and variable items
- Revenue Modeling
- Capital expenses
- Working Capital in Financial Models
- Depreciation calculation methods
- Tax and Assessed losses in financial models
- Modelling debt in a financial model
- Valuation within a financial model covering the accepted valuation techniques
- Running sensitivities in a financial model- Scenarios, Tables, Goalseek and Solver
- Reporting- Methods to get your message across based on the results of the financial model
Feedback & Who Should Attend
- It has been one of the best course and clearly deserving of the title “Advance Business Case Modeling”. The instructor has real life experience and he is able to articulate the instructions quite clearly. Eli M- Cell C
- Just a quick note to say your blog is brilliant. Full of useful bits of info. After your courses, I am by far the best modeller in our office, and we regularly get comments from our business partners on the quality of our models. Thanks for all the help. – Mike S
- He is well experienced and it showed in the way he presented course and how he answered questions.- Deloitte’s Consulting
- This was one of the best training sessions I’ve ever attended in my three year career at Deloitte. Excellent service provider, very knowledgeable and helpful.-Deloitte’s Consulting
- All persons using Excel spreadsheets. Professions that have attended include accountants, actuaries, auditors, business analysts, chartered accountants, civil engineers, construction, consulting, corporate finance, engineers, farming, finance, hr function, landlords, lawyers, quantity surveyors, research analysts, retail, scientists and engineers
- All persons involved in the construction and use of spreadsheet models, including budgets, projections, evaluations, cash flows, projects, etc.Other areas that would benefit include budgeting, business, data analysis, debt, logistics, non profit, project management, property management, real estate, statistics, and trading
- All delegates should have a score of above 4.5 on our Excel Skills Assessment
- Delegates should be familiar with Microsoft Excel (though not necessarily expert in the use thereof, as any relevant Excel function pertinent to an exercise will be discussed prior to tackling the exercise).
Pre Requisite (s)
Excel knowledge required:
- Basic Excel skills
- Opening & closing files
- Moving around the spreadsheet
- Inserting & deleting rows and columns
- Inserting text & formulas
- Deleting cells
- Copying formulas
- Basic formulas (+-*/) e.g. =C5+C7+sum(C9:C12), and =D5*D6/12 3. Formatting