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Fundamentals of Financial Modelling in Excel Training Course

This training course teaches you the fundamentals of building financial models.

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Dates, Locations & Fees | Instructor | Download brochure | Book your seat

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

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

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

II. Effective Design of a Financial Model

Basic Principles
Elements of Financial Models
- Inputs and Outputs
- Financial Statements
- Schedules
Suggested Framework
Key modeling tips

III. Building a Financial Model (you will build financial models based on various case studies)

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

IV. Incremental topics

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 should have knowledge of basic accounting concepts.

***You will need to bring your own laptop computer to the course with Microsoft Excel (2003, 2007 or 2010 versions)installed.

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

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 Bird Savings 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

Related Courses

Related Online Courses

Introduction to Financial Modelling

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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
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