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Financial Modelling in Excel

Key Learning Outcomes

  • Assess the Best Practice framework for developing spreadsheets
  • Appreciate Excel functionalities, functions, tips, tricks and short cuts for developing spreadsheets
  • Know the robust methodology for developing integrated financial statements models
  • Learn the theory of financial modelling, including an examination of key accounting principles
  • Master Excel® Skills for Best Practice spreadsheet use and financial modelling
  • Enhance your ability in building integrated financial statements models that can be used by you or your sponsor organization

 

Note: It is ideal for participants to have an intermediate knowledge of Excel. To maximize learning, participants are required to bring their own laptops with Excel 2003/2007 or even 2010 version.

 

Who Should Attend

Chief Financial Officers • Financial Controllers • Financial Managers • Financial Analysts • Accountants • Credit Managers • Treasury Managers • Risk Managers • M &A Specialists • Group planning and analysis • Strategy • Decision support

 

Course Leaders

Matthew Jones has a broad range of financial modelling experience having developed consolidated Financial Statements models, budget and planning models, valuations and acquisitions models, data capture models and scenario evaluation models.

Neil Macdonald, CFA, has worked in Private Wealth Management at a large Investment Bank and has significant financial modelling experience.

 

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