Financial Modelling Workshop

Speaker:  Alastair Day  |  CPD Hours: 6.0

Price £645 plus VAT

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OBJECTIVES

This is a one-day highly interactive workshop which will provide delegates with all the basic knowledge needed to understand financial modelling and be able to put together a model.

This course will incorporate exercises to reinforce teaching points and will allow delegates to gain practical hands-on experience in financial modelling. In addition to course materials the delegates will take away example spreadsheets containing lists of shortcuts, a comprehensive directory of Excel functions, with worked examples to illustrate the key functions. They will also take copies of the sheets they have built themselves, together with model answers.

CONTENT

Introduction and Overview

  • Outline of financial modelling
  • Examples of Excel financial models
  • Useful Excel features and techniques
  • Exercise – analysing examples of modelling techniques

Spreadsheet Best Practice – Part 1

  • Model design and structure – key steps
  • Case outline – introduction
  • Exercise – defining a model plan
  • Exercise – techniques for building models

Spreadsheet Best Practice – Part 2

  • Building case models
  • Sensitivity techniques
  • Reporting

Auditing and Testing

  • Examples of spreadsheet errors
  • Essential testing and auditing techniques
  • Example – testing financial analysis model with cash flows and ratios
  • Exercise – debugging and checking a financial model

Questions and answers

WHO SHOULD ATTEND

Anyone needing a good basic grounding in financial modelling. Delegates will be expected to have a good working knowledge of Excel.

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