Excel financial modelling – 3 day course
This course is designed for people who would like an opportunity to practise and improve their ability to model cash flows in Excel. The course is conducted in a work shop format, with the emphasis on “learning by doing”. During the program delegates work as a team to create a cash flow model from scratch.
Delegates are guided through a complete model build up and are shown all the steps they need to take. All through the course plenty of guidance and help is given by the course instructor.
Case work relevant to the training group: as part of their work on this course delegates work with their colleagues to “build up” their own integrated financial statement model, using an interesting case study chosen before training by class participants.
As part of their work on the course, starting from a blank spreadsheet, delegates create a full set of forecast financial statements for the business. Delegates can then choose a scenario to see how the business performs under stress and, for example, how key financial ratios and bank covenant tests change with a change in circumstances.
At the end of the course participants will have a record of their own work and a permanent record of the steps they have taken to create their own cash flow forecast. The course covers:
- Cash flow modelling
- Determining debt capacity
- Developing key outputs for credit analysis
- Scenario analysis
- Guidelines for good modelling practice
- Excel tips and tricks.
Excel financial modelling course outline
A full outline for this Excel training program is available here:
Financial modelling course methodology
The three days is designed to provide participants with the tools they need to continue with their own modelling efforts as they return to their workplace.
Taught by an experienced corporate finance advisor, this is a highly practical course that explores the application of financial modelling to real-life transactions.
The course methodology is well proven and regularly receives excellent feedback from corporate and banking institutions, and other participants.
Exploring good financial modelling practice on the course
During the course delegates work to create their own models, establishing and observing spreadsheeting best practice as they progress. Good modelling techniques are observed throughout the course, discussed in groups and demonstrated during the program.
A relevant financial modelling case study, unique to the course and fresh for the training group
Right from the start of training delegates form teams and select their own case study, a business that is of interest to them and relevant to their work.
An emphasis on practical financial modelling group work, and learning by doing
On day one delegates work quickly to develop key linkages within financial statements, and produce key calculations in their financial model. Participants work in groups, sharing their experiences with each other and the course tutor. Just like they might be required to in their jobs, delegates make rapid progress towards building up a core financial model for the case business from scratch. As the course progresses into days two and three course delegates continue to practise and improve their skills, considering more advanced financial modelling topics.
Excel financial modelling help
Early on in the course delegates are surveyed and provided with the opportunity to ask for help with particular Excel functions. During the remainder of the programme, and as delegates continue to work on their models, these functions are demonstrated in class (supplemented with a set of spreadsheet exercises which the class works through together).
Enquire about an in-house financial modelling course
Our financial modelling
course feedback is consistently high. If you have 4-5 staff who are interested in a financial modelling course, in-house training will prove cost-effective for your company. To enquire about an in-house modelling course for a small group of your firm's employees, please use Financial Training Associates' company contact details at the top right.
Book the financial modelling training course
To book on the Excel financial modelling training course please click on the
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