Financial Modeling

Unlike professionals of other industries and domains, all finance professionals need to work and play around numbers. In situations like these, tools like the Microsoft Excel enables professionals to create financial models to project financial statements and analyze them. In such times, knowing the art of how to build a robust financial model would certainly provide you an edge over others and assist you to work more accurately, efficiently and effectively.

ABOUT FINANCIAL MODELING

The Trainings for Professional Advanced Financial Modeling course has been designed by leading industry experts to teach you the essentials, starting from, Microsoft Excel, all the way to successfully creating robust Financial Models. By the end of the course, you expect yourself to independently build models from the very scratch and those that are not just robust but also provide dynamic projections to thoroughly analyze the financial health of any company from numerous parameters and standpoints: investment, operations and financing and valuation.

Grasp this art of building complete Financial Models with us. Our ‘Advanced Financial Modeling’ course with two modules would provide you insights into aspects like equity valuations and Advanced Excel. Thus, you will first learn how to create a model and later how to use them for purposes like valuations and projections.

EXCEL IN THE FINANCIAL WORLD

The course will enable you to

• Value the organization’s financial health by forecasting the revenues.
• Investments in initial stages can be valued accurately with the skills acquired from building Financial Models
• Assess the viability of a project from the investments point-of-view and analyzing the funding plan through the analysis of equity and debt components

THE IDEAL CANDIDATE FOR FINANCIAL MODELING

The relevance of Financial Modeling is not just limited to banking and finance industry but is also required as a skill within corporations. It prepares one for: Equity Research, Investment Banking, Project Finance, Credit Rating, Corporate Finance, Financial Analysis, Business Analysis, Mergers & Acquisitions, IPO Analysis

Thus all professionals looking to build a career in any of the afore-mentioned careers or are currently involved in any of these can participate and gain from this training.

PRE-REQUISITES

Students are advised to have hands-on experience with Microsoft Excel and a brief idea about the following concepts:  Finance, Balance Sheets, Cash Flow Models.

COURSE CURRICULUM

MODULE 1: Principles of Financial Modeling:

• Excel as a means for creating Financial Models
• Understanding financial models best practices
• Studying the growth drivers involved in Financial Modeling
• Understanding concepts on Depreciation
• Understanding the role of Cost drivers
• Understanding the Asset & debt schedules

MODULE 2: Principles on Valuations:

• Understanding and learning to project cash flow statement
• Learning about Circular references and interpreting them
• Application of Financial ratio analysis
• Understanding Valuation by means of DCF & Comps 
• Conducting Scenario analysis and constructing valuation dashboards

MODULE 3: Charting Tools and Techniques

• Learning Financial Modeling via Named Ranges
• Concepts on Revenue Matching and Index Match
• Concepts on Portfolio Analysis and SumProduct
• Concepts on Generating Scenarios and Offset function
• Concepts on building Flexible & Growing Models and Offset, Index
• Concepts on Auditing of formulas
• Concepts on building Primary and Secondary Axis on a Chart

MODULE 4: Macros and VBA

• Understanding the application and context of the usage of Macros & VBA
• Applying implementation of user forms on Excel using Macros
• Learning and understanding to link forms to excel cells
• Creating flexible Charts on Excel
• Understanding the Errors and steps that may occur while working on VBAs
• Generating Number Randomly: Usage of Loop and Excel Functions
• Monte Carlo Simulation