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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.

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

See more Financial Modelling in Excel sessions in the USA or UK & Europe and Middle-East

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

What Do Past Delegates Say About This Course?

“There are lots of exercise so that it makes me understand more about formula & model.” - M.K., Finance, Chevron Energy Development, Thailand

“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

Have a question? Email us at:

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

Financial Modelling in Excel Training Course Agenda

Optional Pre-Course Advanced Excel Workshop
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

Principles of Financial Modelling

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

Part 2: Applications of Financial Modelling

Principles of Risk and Return

Volatility
Capital Structures
Weighted Average Cost of Capital (WACC
Cost of Equity Capital

Company Valuation: Theory and Application

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

Part 3: Control of Financial Models

Financial Model Auditing/Review

Why audit?
Excel’s auditing tools
Automated testing tools: role, purpose and limitations
Demonstration
Model documentation

Automated Model Generation Tools

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

Supporting organisations:

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

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
14 Jul - 16 Jul, 2010	HK, Hong Kong	Marco Polo Prince Hotel	US$3998	See Brochure
24 Nov - 26 Nov, 2010	SG, Singapore	Marina Mandarin Hotel	US$3998	See Brochure

Early Bird Savings 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

See more Financial Modelling in Excel sessions in the USA or UK & Europe and Middle-East

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Learn more about this course

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Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
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