Training Excel for Financial Professionals: Building Financial Models

Syllabus Training

Excel for Financial Professionals: Building Financial Models

Training Methods : Offline Public/ Online/ Inhouse

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Training Description: This training is tailored for finance professionals aiming to enhance their Excel skills for financial modeling. Participants will learn to build robust financial models, perform scenario analysis, and create dynamic reports for informed decision-making.

Training Objectives:

• Develop proficiency in financial modeling using Excel.
• Understand the principles of building dynamic financial models.
• Gain insights into scenario analysis and forecasting techniques.

Training Prerequisites: Participants should have a foundational understanding of financial concepts and basic Excel skills, including formulas and functions.

Outline Materi:

1. Introduction to Financial Modeling:

   • Understanding the role of financial models in decision-making.
   • Overview of key financial modeling principles.

2. Building a Basic Financial Model:

   • Setting up assumptions and inputs.
   • Creating a simple income statement and balance sheet.

3. Cash Flow Modeling:

   • Developing a cash flow statement.
   • Incorporating cash flow projections and analysis.

4. Scenario Analysis and Sensitivity Testing:

   • Performing "what-if" analysis on financial models.
   • Understanding sensitivity to changes in key variables.

5. Financial Modeling Best Practices:

   • Designing models for transparency and flexibility.
   • Avoiding common pitfalls in financial modeling.

6. Advanced Financial Functions:

   • Leveraging financial functions for NPV, IRR, and more.
   • Using Excel's built-in financial tools effectively.

7. Dynamic Data Tables and Goal Seeking:

   • Creating dynamic data tables for scenario testing.
   • Utilizing Excel's Goal Seek for iterative analysis.

8. Forecasting Techniques:

   • Time-series forecasting using moving averages and trends.
   • Building forecast models for revenue and expenses.

9. Advanced Financial Modeling Techniques:

   • Incorporating macros and VBA for automation.
   • Creating scenario dashboards for comprehensive analysis.

10. Risk Analysis and Monte Carlo Simulation:

    • Understanding risk factors in financial models.
    • Implementing Monte Carlo simulation for risk assessment.

11. Integration with External Data Sources:

    • Importing and linking external data for real-time updates.
    • Utilizing Power Query for seamless data integration.

12. Case Studies and Practical Applications:

    • Applying financial modeling techniques to real-world scenarios.
    • Hands-on exercises for building comprehensive financial models.

13. Q&A and Troubleshooting Session:

    • Addressing participant questions and challenges.
    • Troubleshooting common issues in financial modeling.

Upon completion, participants will possess the skills to create sophisticated financial models, enabling them to make informed financial decisions and effectively communicate financial insights.

Categories: Excel Building Financial Models, syllabus, Training Excel, Training Excel for Financial