Finance Modelling
Category : Digitalization in finance
Duration: 5 days
Financial modelling is a critical skill for finance professionals, enabling them to make informed business decisions through analysis, forecasting, and valuation. This training equips participants with the knowledge to build dynamic financial models using best practices, focusing on forecasting financial statements, business valuation, and scenario analysis. The hands-on approach of this program will provide participants with the practical skills needed to create models that drive strategic decisions in corporate finance.
Learning Objectives
Build and modify financial models to support decision-making
Master techniques for forecasting financial statements
Perform scenario and sensitivity analysis in financial models
Use models for business valuation and risk assessment
Training Program
Introduction to Financial Modelling
The role of financial models in decision-making
Common uses of financial models in corporate finance
Best practices for building structured and dynamic models
Practical case: Design the framework of a financial model for a retail company
Building a Basic Financial Model
Introduction to Excel functions and tools used in financial modelling
Building income statements, balance sheets, and cash flow forecasts
Handling assumptions and variables in financial models
Practical case: Build a simple three-statement financial model for a startup
Advanced Financial Modelling Techniques
Modeling complex financial instruments (loans, equity, debt)
Advanced forecasting techniques for revenue and expenses
Incorporating key performance indicators (KPIs) into financial models
Quiz: Test your understanding of advanced financial modelling techniques
Scenario and Sensitivity Analysis
Understanding the importance of scenario analysis in financial planning
Using sensitivity analysis to evaluate key assumptions
Building scenarios for best, base, and worst-case outcomes
Practical case: Perform scenario analysis on a company’s financial performance
Business Valuation and Risk Assessment
Introduction to business valuation methods (DCF, comparable company analysis)
Incorporating risk and uncertainty into financial models
Assessing the impact of financial risks on business valuation
Practical case: Build a discounted cash flow (DCF) model to value a company
Key Points
Numerous practical examples illustrating the different studied concepts
Practical cases to draw parallels with the concepts learned
Who Should Attend This Training
Financial analysts and corporate finance professionals
Investment bankers and equity researchers
Accountants and financial controllers
Business consultants and strategy professionals
Prerequisities
Basic knowledge of Excel and financial statements is recommended
Teaching Methods
Training structured around skill transfer
Acquisition of operational skills through practice and experimentation
Collaborative learning during synchronous sessions
Multi-stage learning path to allow engagement, learning, and transfer
Training promoting participant engagement for better anchoring of lessons
Satisfaction and Evaluation
Skill evaluation will be conducted throughout the training by the participant (self-evaluation) and/or the trainer according to the training methods.
Online training evaluation on your participant space:
Immediate evaluation at the end of the training to measure your satisfaction and perception of skill improvement against training objectives. With your agreement, your overall rating and comments will be published on our site via Verified Reviews.
Post-training evaluation 40 days later to validate the transfer of your acquired skills in the workplace
Attendance tracking and issuance of an individual training certificate or a certificate of completion
LONDON
128 City Road, EC1V 2NX London
PARIS
38 Rue Boulard, 75014, Paris