Excel Financial Modelling Training Course

Specifically designed for finance professionals, this Excel Training for Finance Specialist London is the perfect course for those working with budgets on a regular basis. Further to this syllabus, many delegates went on to take the Effective Budgeting and Beyond course.

Who Is This Course For? 

Anyone looking to learn or extend their knowledge of using Excel to assist with financial decision making in a business context.

Prerequisites:

Attendance or equivalent knowledge of Excel Advanced Part 1 and Introduction to Finance for Non-financial managers.

Benefits:

This course will show you why Excel is an essential tool for financial modelling, guide you through some key models and also introduce the practice of rolling forecasting. There will also be the opportunity to explore tying up actual models with reporting.

Course Syllabus:

• Fundamentals of financial modelling
• Applications for financial models
• Vital differences between financial models and spreadsheets
• Best practice in developing and building financial models
• Getting the best results with Excel
• Financial models and techniques for forecasting
• Using Excel’s data analysis toolkit
• Avoiding common forecasting problems
• Using moving averages to isolate trends in time series data
• Using linear regression to isolate trends in time series data
• Using exponential smoothing to forecast sales demand
• Building a financial model to make sales forecast
• Using Excel Solver to minimise forecast error
• Using Excel correlation tools to identify links between variables
• Building a financial model to forecast costs
• Understanding the drivers of business cash flow
• Building a financial model to forecast cash flow
• Financial models for capital investment decision-making
• Principles of capital budgeting
• Common approaches to capital investment decision-making
• Understanding the time value of money
• Principles of discounted cash flow (DCF)
• Understanding and using Excel DCF functions
• Building a financial model for capital investment decision-making
• Financial models for forecasting and improving business performance
• The elements, structure and dynamics of financial statements
• Understanding the shareholder value concept
• Measuring profitability with Return on Net Assets (RONA)
• Managing the key drivers of RONA
• Understanding and managing business risk
• Building a financial model to forecast financial statements
• Using rolling forecasts in adaptive management processes
• Building a financial model to make rolling forecasts
• Financial models for business valuation
• The need for and approaches to business valuation
• Understanding the shareholder value added (SVA) method
• Building a financial model for business valuation