Fundamentals of Financial Modelling in Excel Training Course
This training course teaches you the fundamentals of building financial models.
How to Effectively Create and Work with Financial Models
Financial Modeling Training Course Overview:This course teaches you the fundamentals in building financial models used in everyday corporate and business finance specifically for finance & accounting professionals.
Key Benefits for You:
By the end of this course, you will learn to:
- You will be taken by the hand to build a financial model from scratch - you will learn by doing - not just listening
- Our financial modeling expert will peel back the curtain on how financial modeling is done in the real-world
- Understand concepts and techniques in designing a financial model
- Apply the concepts and techniques learned in this workshop in building an actual financial model
- Present the highlights of your model in a meaningful way to senior management and make your bosses happy
- Much, much more
Fundamentals of Financial Modeling Course Agenda
I. What is a Financial Model?- Differentiate versus Financial Statements
- Differentiate versus Business Models
- Differentiate versus Business Cases
- Various definitions
- Basic Principles
- Elements of Financial Models
- Inputs and Outputs
- Financial Statements
- Schedules
- Suggested Framework
- Key modeling tips
- Discuss overall flow of the modeling process
- Formatting tips
- Discuss key outputs/metrics/measures to use
- Revenue modeling
- Cost modeling
- Capital structure and interest modeling
- Income Statement, Balance sheet and Cashflows
- Financial highlights, graphs and dashboards
- Using Goal Seek and Solver
- Risk Analysis using Monte Carlo Analysis
- Tips to enhance assumption inputs through data validation, macro-buttons or codes.
Who Should Attend?
This course is taught at an introductory level for:- Finance staff
- Financial control staff
- Accounting staff
- Corporate Treasury staff
- Business Managers & Heads of Departments
***You will need to bring your own laptop computer to the course with Microsoft Excel (2003, 2007 or 2010 versions)installed.
Why Ethan Hathaway training courses?
- Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
- Applicable. Apply what you learn in your job and your career
- Specially designed courses by industry active experts for industry practitioners
- Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
- Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
- Enjoyable. Speakers who have a passion for their topic
- Clear. Turning complex concepts into easy to understand concepts
- Limited seats - each session is limited to between 18-25 seats
What do you receive from an Ethan Hathaway training course?
- You gain knowledge and skills that make you valuable to your company and your career
- Instruction by industry experts
- Course notes and reference package
- Daily lunch, snacks and refreshments
- Certificate of completion
- Meeting your industry peers
- Ask questions relevant to your job
Download the course brochure to learn more
Your course instructor
Juan (Bombet)Arangote: Bombet is a Canadian-based qualified finance professional holding the CMA and CPA designations.He has over 15 years of extensive experience developing financial models for various industries such as real estate, financial institutions, public concessions, education, telecoms, hospitals, and equity issues. He has held various positions across the full spectrum of finance such as planning, treasury and equities, both in the private and public sectors.Bombet's experience includes stints with the Greater Toronto Airports Authority, the Ministry of Finance (Ontario Government), Canadian Securities Institute, Palladium Development Corporation, Benpres Holdings Corporation, Citicorp, Bank of America and SGV & Co. (now Ernst & Young formerly Arthur Andersen).
Dates & Locations & Fees
| Date | Location | Venue | Course Fee | Early Bird Fee | Register |
|---|---|---|---|---|---|
| 17 Oct - 19 Oct, 2012 | Toronto, Canada | TBA | CAD$2997 | See Brochure | ![]() |
Financial Modelling in Excel courses in other regions: Singapore, Hong Kong & Dubai, UK & Europe
Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more
Limited seats - Email us:
for availability.
* Venue, dates, course fees, promotions, course content, course instructor are all subject to change
** Selected courses only
Can't find a session in a city near you?
If there's no session scheduled in a city near you, you have the following options:
- In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
- Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
- Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
- Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand
Email us at:
for more information regarding the above options.
Register for the course
You may book your place on the course by any of these methods:
- Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
- Email us at:
- please include your full contact details. - Fax us the booking form (included in the brochure) to: +852 3014-0721
- Or call: +852 2273-4393 during normal office hours
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Learn more about this course


Inside the course information booklet you'll find:
- Detailed course agenda of what you'll learn
- Eligible discounts
- Our course quality guarantee
- Course expert biography
- Course venue details
- Cancellation & refund policies
- Course registration form
- Printer-friendly PDF
- Small file size for fast & easy download
- Easy to share with colleagues & friends
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