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Fundamentals of Financial Modelling in Excel (2-days) Training Course

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

Financial Modelling in Excel courses in other regions: Singapore, Hong Kong & Malaysia, UK & Europe and Dubai

Financial Modelling Training Course Overview:

This course teaches you the fundamentals for finance & accounting professionals in building financial models used in everyday business finance.

Course Objectives

By the end of this course, you will gain foundational skills in creating financial models.

You will learn to:

• Understand concepts and techniques in designing a financial model
• Apply the concepts and techniques learned in this workshop in building an actual financial model

Have a question? Email us at: or call us at: (+852) 2273-4393

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

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Have a question? Email us at: or call us at: (+852) 2273-4393

What do you get from Ethan Hathaway 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
• 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
• You gain knowledge and skills that make you valuable to your company and your career
• Instruction by industry experts
• Course notes and reference materials package
• Daily lunch, snacks and refreshments
• Certificate of completion
• Meeting your industry peers
• Ask questions relevant to your job
• Limited seats - each session is limited to between 18-25 seats
• Much, much more
• 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).

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Dates & Locations & Fees

Date	Location	Venue	Course Fee	Early Bird Fee	Register
3 Jun - 4 Jun, 2010	Manila, Philippines	TBA	US$900	See Brochure

Early Birds 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

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:

1. 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.
2. Email us at: - please include your full contact details.
3. Fax us the booking form (included in the brochure) to: +852 3014-0721
4. Or call: +852 2273-4393 during normal office hours

Financial Modelling in Excel courses in other regions: Singapore, Hong Kong & Malaysia, UK & Europe and Dubai

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