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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 modeling, a sound understanding of financial modelling and company valuation concepts, and experience in designing solutions to real-world financial modeling challenges.

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

Double Your Efficiency with Financial Models and Reduce Time Spent Error-Checking with this Financial Modelling in Excel Training Course

Here's a few key benefits you receive from this course:

Discover how to use specific Excel functions that can increase your speed by 100%
Create financial models that are easy to maintain so you don't waste precious time tweaking complex models
Discover how to create effective models from the start so you save time spent on error-checking models
Much, much, more

This course gives you a sound understanding of both the principles of financial modelling and the practical application of these to real-world situations.

Once you are comfortable with these financial modelling principles, you are shown how to apply these principles in valuation scenarios.

Finally, you will discover how to detect and prevent errors from occurring - saving you endless hours of headaches trying to figure out what went wrong with your model.

By the end of this course, you will be armed with the knowledge and skills to design and create a financial model that can tackle any scenario you face.

Download the course brochure and also receive a complimentary Excel rating tool to rate your level of Excel knowledge. (This is sent to you within 48hrs of your request)

"The speaker has successfully made the course fun and meaningful. Lot of discoveries can relate things
effectively...what I liked most about this course was the discovery of significant functions of Excel which was previously I have no interest in making use of it." – A.A., DHL, Singapore

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

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

Financial Modelling in Excel Training Course Agenda

"The speaker has successfully made the course fun and meaningful. Lot of discoveries can relate things effectively ... what I liked most about this course was the discovery of significant functions of Excel which was previously I have no interest in making use of it." – A.A., DHL, Singapore

"There were a lot of practical examples that could be brought into my daily work. Good & clear explanations of difficult concepts...I'm impressed by the instructor's professionalism & clear explanations of functions that I've never heard of that I could use." - K.S., DHL, Singapore

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

“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

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

"Lesson was well presented. Hardly fell asleep during the course! Excellent presenter." – A.B., DHL, Singapore

“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

"Examples/exercises which contains real life models which we can actually copy & use/apply in other
files...there was a lot of new functions in Excel I never touched! Inspiring." – P.S., DHL, Singapore

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

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

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, Woodside, Petronas, PetroVietnam, BankWest, Great Southern Plantations, Rio Tinto, Glencore, KPMG, Grant Thornton, Wesfarmers, Gindalbie Metals, Moly Mines 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
20 Feb - 22 Feb, 2012	Dubai, United Arab Emirates	Four Points by Sheraton	US$4198	See Brochure
17 Jul - 19 Jul, 2012	HK, Hong Kong	Royal Garden Hotel	US$4198	See Brochure
21 Nov - 23 Nov, 2012	HK, Hong Kong	Royal Garden Hotel	US$4198	See Brochure
21 Nov - 23 Nov, 2012	SG, Singapore	Marina Mandarin Hotel	US$4198	See Brochure
27 Nov - 29 Nov, 2012	Dubai, United Arab Emirates	Four Points by Sheraton	US$4198	See Brochure

See more Financial Modelling in Excel sessions in Canada or UK & Europe and Australia

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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