Financial Modelling Overview

 

A financial model is simply a tool that’s built in Excel to forecast a business’ financial performance into the future.  The forecast is typically based on the company’s historical performance and requires preparing the income statement, balance sheet, cash flow statement and supporting schedules.

About Our Company:

Financial Modelling is the task of building a model representing financial asset and performance of a business. Financial Modelling skills are must for finance and commerce professionals especially for almost all mid-senior management professionals worldwide. The added skills gained through MS Excel advanced training  helps finance and commerce professionals to gain an in-depth understanding of financial modelling techniques to succeed in today’s demanding environment.

 

What are the course objectives?
  • Valuation Modelling
  • Project Finance Modelling
  • Mergers and Acquisition Modelling
  • Macros for Financial Modelling
  • Advanced Excel functions for Financial Modelling
  • Advanced Charting and Dash boarding Techniques
  • Comparative Company Analysis
  • Discounted Cash Flow
  • Leveraged Buy Out (LBO)
  • Option pricing
Financial Modelling Course Duration?

Financial Modelling course  can be learnt just in 14 Days ( 70 hrs ) . It is a certification course which has less time duration but no importance.

Financial Modelling Certification?

To earn the financial modeling certificate you must:

  • Enroll in the financial modeling course
  • Download the included Excel files
  • Complete all of the video-based chapters
  • Pass all of the quizzes with a 100% grade (you can always retake the quizzes)
  • Complete the exercises in your downloaded Excel files

Your certificate will be automatically emailed to you in PDF and you can add a verified link to your LinkedIn profile. We will also verify certificates for employers if you request us to.

Our Training Features:

N

Experienced Trainers

N

Flexible Timings

N

Placement Assistance

N

Hands on Training

N

Online Training

Financial Modelling Course Syllabus 

Basic Excel :

  • Formatting of Excel Sheets
  • Use of Excel Formula Function
  • Advanced Modelling Techniques
  • Data Filter and Sort
  • Charts and Graphs
  • Table formula and Scenario building
  • Lookups: Vlookup Match & offset, pivot tables

Financial Statement Analysis :

  • Introduction to Financial Statement Analysis
  • Financial Reporting Mechanics
  • Understanding Income Statement, Balance Sheet
  • Cash Flow Statement
  • Financial Analysis Techniques
  • Inventories, Long Lived Assets
  • Non Current Liabilities
  • Financial Statement Application

Financial Ratios :

  • Ratio analysis of industries
  • Du point Analysis
  • Peer to peer analysis
  • Preparation of Financial Analysis report on an industry

Financial Management & Corporate Finance :

  • Time value of money
  • Long term financing
  • Cost of capital
  • Measure Of Leverage

Project Finance :

  • Project evaluation; stage of project; construction & development phase
  • funding during investment phase
  • costs during investment phase
  • life of project
  • decision making
  • cash flow waterfall & resolve circular reference problem in interest during construction.

Equity Research Modeling :

  • Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, Segment Revenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers
  • Forecast Geographic & Segment Revenues, Cost Statement, Debt, Income Statement, Balance Sheet, and Cash Flow Statement.
  • Performa Adjustments, Income Statement – Compute Margins, Balance Sheet -Compute Ratios
  • Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation – Relative Valuation (Football Field Chart)
  • Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet, Prepare Company Overview , Sector Overview

VBA and Macros

  • Understanding Macros and VBA
  • Recording Macros Understanding basics of coding
  • Understanding objects and
  • Control statements in VBA code
  • Application of macros to Financial modelling
  • Developing solution to circular reference problem
  • Developing sensitivity table
  • Developing scenario analysis
  • Developing simulation
  • Examples will be based on Project Models

Investment Banking M & A

  • Introduction to Investment Banking
  • Merger and Acquisitions
  • Types of M&A: Merger ,Acquisition
  • Consolidation Spin-off
  • Drivers for M&A
  • Accounting for Mergers: Purchase
  • Method & Pooling Method
  • Differentiate between financing and
  • Operating synergies
  • M&A Regulatory Environment
  • Developing M&A Models: Integration of
  • Financial Statements between (Target and Acquirer),
  • Valuation -DCF, Relative and Transaction  
  • Comps
  • Developing Merger Model
  • Developing Synergies

SQL

  • Introduction to Databases
  • Terminologies – Records, Fields, Tables
  • Database normalisation
  • Primary Key
  • How data is accessed
  • Introduction to SQL – Table creation
  • SQL Syntax, SQL data Types, SQL Operators
  • Table creation in SQL :Create, Insert, Drop , delete and updating
  • Introduction to SQL – Table access & Manipulation  Select with Where Clause (In between, logical operators, wild cards, order, group by)
  • SQL constraints, Concepts of Join – Inner, Outer
  • Case Study

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Our Student Reviews

However, for candidates that want that extra bit of edge for their investment banking interviews, or people like me that had no finance background from a liberal arts college, it can be valuable. 

 

Naveen

 

I have done extensive research on what are the best courses to take and I found that  live training and online courses are one of the best, and top rated financial modeling courses on the market.

 

Vickram

So I reached out to a really sharp coworker. I took him out to lunch and asked “What’s your secret?” He told me something that was both basic and profound: “Take an online self-study financial modeling course . 

 

Prashanth