Financial Modelling Using Excel Course Overview

Course Prerequisites

• Basic Computer Knowledge.

Target Audience for Financial Modelling Using Excel

Introduction

The Financial Modelling Using Excel course equips professionals with advanced Excel skills for financial analysis, forecasting, and valuation. It's suitable for those involved in finance, accounting, and investment management.

Target Audience and Job Roles

• Financial Analysts

  
  

• Investment Bankers

  
  

• Accountants

  
  

• Business Analysts

  
  

• Corporate Finance Professionals

  
  

• Portfolio Managers

  
  

• Equity Research Analysts

  
  

• Budget Analysts

  
  

• Financial Planners

  
  

• Consultants

  
  

• Private Equity Professionals

  
  

• CFOs and Finance Managers

  
  

• Risk Analysts

  
  

• Treasury Analysts

  
  

• Business Development Managers

  
  

• Economic Analysts

  
  

• Auditors

  
  

• Tax Consultants

  
  

• Real Estate Analysts

  
  

Learning Objectives - What you will Learn in this Financial Modelling Using Excel?

Introduction

In the Financial Modelling Using Excel course, participants will develop essential Excel skills for financial analysis, learn key accounting concepts, and master various financial modeling techniques to accurately forecast and value businesses.

Learning Objectives and Outcomes

• Master Excel Core Functions: Learn vital Excel functions such as VLOOKUP, SUMIFS, INDEX, MATCH, and more, essential for data analysis.
• Advanced Excel Techniques: Understand complex Excel features like dynamic arrays, pivot tables, and macros to enhance data presentation and analysis.
• Accounting Fundamentals: Gain knowledge of key accounting concepts including accrual vs. cash reporting, double-entry bookkeeping, and financial statement interpretation.
• Financial Statements Proficiency: Understand and prepare income statements, balance sheets, and cash flow statements, including the interlinkages between them.
• Ratio and KPI Analysis: Analyze a business’s performance using various types of financial ratios such as liquidity, solvency, and profitability ratios.
• Scenario and Sensitivity Analysis: Learn to create and interpret different financial scenarios using Excel tools like data tables and scenario managers.
• Complex Financial Models: Build detailed financial models including LBO, M&A, and DCF models, incorporating different business drivers, schedules, and valuation methods.