Financial Modelling Fundamentals Course

This 4-day entry level course is designed to introduce aspiring modelers to best practice modelling methods and processes using MS Excel as the model building tool.

Financial Modelling Fundamentals Course

This 4-day entry level course is designed to introduce aspiring modelers to best practice modelling methods and processes using MS Excel as the model building tool.
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About the Class

Financial models are predictive financial tools that give insight to management to make informed decisions. 

The key to successful modeling lies in the application of correct modeling procedures, model design, and structure.

These core principles are explained and demonstrated using a combination of detailed course notes and Excel files. 

Delegates work through various practical exercises under the supervision and with the help of the instructor to get to grips with practical modeling techniques. 

All Excel functionality necessary and essential to model building is comprehensively explained and supported by appropriate Excel examples and exercises.

This hands-on, non-intimidating course is a must for those persons required to build financial models or wishing to add this highly valuable capability to their skills base.

Goalfix training courses are based on the principle of "meaningful learning" and as such, delegates learn all the relevant theories relating to the process of financial modeling and are equipped to apply the knowledge in a real-life and practical way.

Delegates will build a complete model during the course.

Outcomes

By the end of this 4-day course, delegates will fully understand international best practice modeling methodology and be capable of building a model from first principles.

Requirements

Successful financial modeling requires knowledge of the following process and activities:

   a.  knowledge of specialized Excel functions and techniques applicable to financial modeling
   b.  working knowledge of accounting and basic financial statements
   c.  an understanding of corporate financial performance - terminology, and metrics
   d.  an understanding of the best practice modeling methodology

While it is useful for delegates to have an understanding of the points listed above, it is not a prerequisite as these issues will be addressed during the course.

It is recommended that delegates execute the pre-course reading as indicated in the course manual.

Teacher

Jack Colin Human CA(SA)

Financial Modelling Expert
Colin is one of South Africa's leading financial modellers and has extensive business experience. He is currently a director of a number of companies, and CEO of GoalFix (Pty) Ltd, a financial management consultancy, which operates specifically in the arena of building complex financial models using Excel, and financial modelling training...

Schedule

Location

Web conference
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Additional Details

Language: English
Level: Intermediate
Skills: Accounting, Excel, Corporate Finance, Financial Management, Modelling Methodology
Age groups: 25-34 years, 35-44 years, 45-54 years, 55-64 years

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