Course Overview:
This course introduces the fundamentals of financial modeling using MS Excel, equipping participants with essential skills to build, analyze, and interpret financial models. The course covers the core concepts of financial modeling, spreadsheet design, data analysis, and basic forecasting techniques. Participants will learn to create dynamic and functional financial models that can be used for decision-making in budgeting, valuation, and financial analysis.
Course Duration:
5 Days
Target Audience:
- Financial analysts and accountants
- Business analysts and planners
- Finance managers
- Professionals seeking to enhance their financial modeling skills
- Entrepreneurs and business owners
Personal Impact:
- Master the fundamentals of financial modeling using MS Excel.
- Learn how to build and interpret financial models for real-world applications.
- Gain practical experience in using Excel functions for financial analysis.
- Improve forecasting, budgeting, and decision-making capabilities.
Organizational Impact:
- Improve the accuracy and reliability of financial forecasts and budgets.
- Strengthen financial decision-making processes with data-driven models.
- Enhance the analytical skills of the finance team, improving overall performance.
- Increase the efficiency and effectiveness of financial planning and analysis.
Course Level:
Course Objectives:
By the end of this course, participants will be able to:
- Understand the key principles of financial modeling.
- Utilize MS Excel for data analysis, charting, and model building.
- Create simple yet dynamic financial models for business applications.
- Apply basic forecasting techniques to develop financial projections.
- Conduct scenario analysis and sensitivity testing on financial models.
- Improve financial reporting and presentation of model outputs.
Course Outline:
Day 1: Introduction to Financial Modeling
- What is financial modeling?
- Basic concepts and purpose of financial models
- Overview of Excel functions relevant to financial modeling
- Case study: Introduction to a simple financial model
Day 2: Building a Basic Financial Model
- Structuring and organizing financial models
- Data inputs, assumptions, and linking cells
- Designing dynamic models: Relative and absolute cell references
- Project: Creating a basic financial model from scratch
Day 3: Financial Statements and Forecasting in Excel
- Building financial statements (Income statement, balance sheet, cash flow)
- Forecasting techniques: Simple growth, trend analysis, and assumptions
- Introduction to financial ratios and their calculations in Excel
- Real-life project: Forecasting financial statements for a sample company
Day 4: Scenario Analysis and Sensitivity Testing
- What-if analysis and scenario planning in financial models
- Using Excel tools: Data tables, Goal Seek, and Solver
- Sensitivity analysis: Understanding the impact of changing variables
- Case study: Applying scenario analysis in financial modeling
Day 5: Reporting and Presenting Financial Models
- Formatting financial models for clarity and ease of use
- Creating charts and graphs for data visualization
- Best practices in reporting financial model outputs
- Real-life project: Presenting a financial model to decision-makers
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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