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Certificate in Financial Modeling

Fitch Learning
Training overview
Professional Course
3 days
From 1,995 GBP
2,495 USD
Start dates
Online
1,995 GBP
Live Online - 27-29 May, 9:00-17:00 BST (Europe)

Online
2,495 USD
Live Online - 27-29 May, 9:00-17:00 SGT (APAC)

Online
2,495 USD
Live Online - 27-29 May, 9:00-17:00 EST (Americas)

Course description

*With many businesses now working from home, we have introduced virtual learning so we can continue to deliver high quality training to the financial community as we accommodate this new way of working. Since 2003, Fitch Learning has been delivering virtual learning programs to clients and learners. Building on this extensive experience, we are now able to offer a range of public courses in a live online environment, whilst ensuring you will get the same value as you would in our classroom courses.

Certificate in Financial Modeling

This course can either be taken in a classroom environment or live online. Get in touch to find out more.

This three-day certificate program consists of two courses; Fundamentals of Financial Modeling, and Best Practice Financial Modeling (Intermediate). Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.

Who should attend?

The program is designed for professionals who wish to raise their financial valuation skills to a superior level.

Training content

Analytic Overview

Introduction to Modeling

  • Using Excel as a spreadsheet
  • Effective construction of a model
  • Objective and structure
  • Initial preparation

The Fundamentals of Model Building

  • Use of shortcuts
  • Workbook set up
  • Formatting data professionally
  • Style basics
  • Inputting base data
  • Setting up date flexibility throughout the model using EDATE, EOMONTH, and other date functions
  • Breakdown and grouping of accounting elements
  • Determine drivers of the model
  • Assumptions for projections
  • Effective use of short keys and functions
  • Applicable financial and logical functions
  • Data transfer and links
  • Professional use of Excel – protection, range names, data validation
  • Maximum use of Excel applications
  • Flexible and user-friendly models
  • Sensitivities
  • Model diagnostics

Auditing

  • Using existing models
  • How to become comfortable with ‘new’ models
  • Auditing models

Formatting and Showcasing

  • Formatting
  • Professional showcase
  • Use of graphs
  • Using switches

Basics of financial modeling

  • Projection of P&L, balance sheet, and cash flow
  • Balancing numbers, circular references
  • Professional use of excel -protection, range names, data validation
  • Overview of useful functions (IF, MAX, MIN, NPV, IRR etc.)
  • Overview of effective short keys
  • Model exercises

Professional models

  • What is a good model?
  • Modeling - from basic to professional
  • Flexible and user-friendly models
  • Scenario analyses
  • Sensitivity testing

Build your own model

  • Building models from scratch
  • Provided with annual report and equity research report
  • Building a model with assumptions and key drivers
  • Is the share undervalued or overvalued?

Valuation concept reviewed

  • Refresher of company valuation techniques
  • Practical application of valuation constituents
  • Concept of valuation techniques
  • Key value drivers
  • WACC exercises
  • FCF exercises
  • TV exercises
  • From enterprise value to equity value

Additional applications of integrated financial models

  • Additional applications reviewed
  • How to expand your model for additional analysis including:
    • Discounted cash flow
    • Leveraged finance
    • Overview of level of ratios in line with covenants

LBO modeling

  • LBO financing concept reviewed
  • Different leverage options
  • Purchase considerations

About Fitch Learning

Fitch Learning

*With many businesses now working from home, we have introduced virtual learning so we can continue to deliver high quality training to the financial community as we accommodate this new way of working. Since 2003, Fitch Learning has been delivering...


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Contact info

Fitch Learning


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www.fitchlearning.com


Reviews

Average rating 5

Based on 1 reviews.

Andy Lee
(5)
The tutor is very experience in his modeling teaching. I learnt many habits, modeling, cash flow calculation and practices which I will be able to apply to my work and interests
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Training reviews
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Based on 1 reviews.

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