Financial Modelling Using Excel Course Overview

Prerequisites for Financial Modelling Using Excel Course

To successfully undertake the Financial Modelling Using Excel course, it is recommended that participants have the following foundational knowledge and skills:

• Basic Accounting Knowledge: Familiarity with key accounting concepts such as income statements, balance sheets, and cash flow statements.
• Proficiency in Microsoft Excel: Understanding of basic and advanced Excel functions, including but not limited to VLOOKUP, HLOOKUP, Pivot Tables, and data visualization techniques.
• Basic Understanding of Finance: Knowledge of financial terms and principles, including time value of money, and an understanding of key financial ratios and their calculations.
• Basic Finance Theory: Familiarity with concepts such as net present value (NPV), internal rate of return (IRR), and discounted cash flow (DCF).

Having these prerequisites will ensure that you can keep up with the course content and fully benefit from the training. No advanced experience is required, making this course accessible even to those relatively new to financial modeling and Excel.

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.