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.
Fundamentals of Financial Modeling
This course can either be taken in a classroom environment or live online. Get in touch to find out more.
This one-day course practically applies Excel within a financial framework to explore how forecast financial models can be efficiently created and modified. The efficient use of Excel is key and so the course starts by ensuring the participants can quickly and accurately harness Excel’s tools and functionality. We then apply these skills to the best practice modeling guidelines to build, and then flex, the structure and modules of a forecast model.
Upcoming start dates
Who should attend?
Professionals in corporates and financial institutions who need to create useful and robust financial models. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.
Training content
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
Reviews
Contact this provider
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...
Very informative and hands-on, which is great