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Financial Modelling in Excel Training Course
This training course gives you knowledge of the most useful functions in Excel for financial modelling, a sound understanding of financial modelling and company valuation concepts, and experience in designing solutions to real-world financial modelling challenges.
What will you get out of this Financial Modelling in Excel training course?
This course provides a sound understanding of both the principles of financial modelling and the practical application of these to real-world situations through the use of spreadsheets.The course then builds upon the financial modelling principles and practices learned to apply these to company valuations. In this, you will improve your mastery of company valuation principles and concepts, and then see how to apply these in practical applications.
Finally, the course describes how to both detect and prevent errors from occurring.
In three days, you will:
- Gain a good working knowledge of the most useful functions in Excel for financial modelling
- Gain a sound understanding of financial modelling and company valuation concepts
- Gain experience in designing solutions to real-world financial modelling challenges
Have a question? Email us at:
![support [at] ethanhathaway [dot] com](/images/support-email.gif){kind=small}
or call us at: (+852) 2273-4393Financial Modelling in Excel Training Course Agenda
“The pace of the course is good. Attendees are able to seek help during the training exercises. It’s a good start to gain confidence in building a model.” - T.C., National Australia Bank, China
“Practical usage of excel functions to achieve financial modeling results.” - T.L., Corporate finance, CLP Ltd, Hong Kong
“The coverage of the syllabus & the material is well-fit. A very good introduction to Financial Modelling. The course well-fit my knowledge & met my expectation perfectly.” - C.A., Corporate finance, CLP Ltd, Hong Kong
For those that are not familiar with Excel functions needed for this modelling course should also attend the Advanced Excel Workshop.
Part 1: Financial Modelling Principles & Practices
Introduction to Financial Modelling
- What is a model?
- Spreadsheet models
- Types of models
- Steps in model building
- Best practice guidelines and spreadsheet modelling standards
- Designing for flexibility and scalability
- Designing for consistency
- Designing for usability and functionality
- Designing checks and balances
- Using VBA in financial models
Principles of Risk and Return
- Volatility
- Capital Structures
- Weighted Average Cost of Capital (WACC
- Cost of Equity Capital
- Role of valuation
- Approaches to valuation
- Accounting concepts behind balance sheet, income statement and cash flow.
- Free cash flow to the firm and financial statements
- Analysing past performance
- Forecasting future performance
- Discounted cash flow modelling
- Sensitivity analysis and an introduction to Monte Carlo simulation
- Capitalisation of earnings and other valuation methodologies
- Interpreting results
Financial Model Auditing/Review
- Why audit?
- Excel’s auditing tools
- Automated testing tools: role, purpose and limitations
- Demonstration
- Model documentation
- Overview: purpose, advantages, disadvantages
- Demonstration
Who should attend this Financial Modelling in Excel training course?
- Corporate treasury staff
- Finance staff
- Corporate financiers and Investment bankers
- Financial controllers
- Commercial bankers
- Business and financial analysts
Have a question? Email us at:
or call us at: (+852) 2273-4393Why 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
Jeff Robson: Jeff Robson has extensive experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world.He is skilled in the development and maintenance of analytical tools and financial models for middle-market to large corporate transactions and clients, at all levels of complexity, in both domestic and international settings.He has worked with companies such as Chevron, BankWest, Great Southern Plantations, Rio Tinto, Glencore, KPMG, Grant Thornton and Toyota.Jeff previously worked in the Corporate and IT Consulting divisions of a large, multi-national Chartered Accounting firm and in banking & finance.
Dates & Locations & Fees
| Date | Location | Venue | Course Fee | Early Bird Fee | Register |
|---|---|---|---|---|---|
| 24 Nov - 26 Nov, 2010 | SG, Singapore | Marina Mandarin Hotel | US$3998 | 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:
- 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
- Financial Modelling in Excel - UK & Europe and Middle-East
- Corporate Finance Masterclass
- Mergers & Acquisitions Masterclass
- Business and Company Valuation
- ICAEW International Certificate in Business and Finance
- ICAEW International Certificate in Techniques of Accounting
- Financial Modeling in Excel - Americas
- Advanced Financial Modelling & Company Valuation
- Finance for Non-Financial Managers & Executives
- Finance for Non-Finance Managers & Professionals - Asia
- Fundamentals of Financial Modelling in Excel (2-days)
- Financial Modelling with Excel & VBA for Traders, Risk Managers & Quants
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
Complete the details to the right and click on "Send me the booklet" to have the course booklet emailed to you immediately.
We will never bombard you with emails and/or pushy sales calls.