Double Your Efficiency with Financial Models and Reduce Time Spent Error-Checking

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.

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 canincrease your speed by 100%
  • Create financial models that are easy to maintain so you don’t waste precious time tweaking complex models
  • Discover “hidden” tools in Excel that help you work smarter
  • Discover how to create effective models from the start so you save time spent on error-checking models
  • Strengthen your data analysis / decision making skillswith spreadsheets
  • Best practices in building financial models in Excel
  • Practical Examples
  • Reusable Excel Templates
  • 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.

BONUS: As an attendee, you also receive a CD full of:

  • Worked examples
  • Suggested Solutions
  • Reference Materials
  • Large variety of templates

FREE Financial Modelling Toolkit

Download the Course Info Kit below and you'll also receive:

  • Excel skills rating tool
  • Financial Modelling in Excel Tips Series
  • Course Information Booklet

View the detailed course content and the latest discount promotions:

Have a question? Email us at: support@ethanhathaway.com or call us at: (+852) 3018-3221

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

  • Agenda highlights
  • Who should attend
  • Reviews

Financial Modelling in Excel Training Course Agenda

*Note: Course agenda for The Fast-Track Sessions varies from the Masterclass. 

Advanced Excel Workshop
Areas Covered:

  • Advanced range names, including formulas and naming conventions
  • Advanced conditional formatting, including formula-driven formatting
  • Aggregation functions
  • Financial functions: IRR, NPV, PV, FV, PMT
  • Goal seek and Solver
  • Pivot Tables
  • Scenarios
  • Data tables
  • Lookup functions: VLOOKUP, HLOOKUP, INDEX, MATCH
  • Advanced data validation techniques and forms controls
  • Introduction to macros and user-defined functions

Included are explanations of how these could typically be applied to Financial Modelling and Company Valuation.

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

View the detailed course content and the latest discount promotions:

Have a question? Email us at: support@ethanhathaway.com or call us at: (+852) 3018-3221


18-25 Seats Only

Only 18-25 seats available per session so you get more personal attention.

Reference Package

You also receive a Course Reference Kit to take away for future reference. (Value of $200.00)

Get Answers

All our trainings are built for interaction and for you to get the most out of the training for your job and situation.

​Ask questions specific to your situation. It's the closest you can get to getting personalised coaching.

Certificate of Completion

After completing the training, you receive an Ethan Hathaway gold-embossed certificate of completion to mark your achievement.


Book Your Seat

Date

Location

Venue

Course Fee

Early Bird

Book Your Seat

14-15 December 2017

Manila, Philippines

To be confirmed

USD 1500

Download brochure

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

Available for In-House Training

There are currently no scheduled public sessions for this training, however, it is available as an in-house training.

Request an in-house training proposal below or learn more about In-House Training


Accredited By

BAC AccreditedEthan Hathaway is accredited by the British Accreditation Council for Independent Further and Higher Education as an International Centre.