Financial Modelling In Excel 2 Days Training in San Antonio, TX
Course Description: Our financial modelling course provides a sound understanding of both the principles of financial modelling and the practical application of these to real-world situations by using Excel to build financial models. The course builds upon the financial modelling principles and practices learned, to apply these to company or project valuations. In this, participants improve their mastery of valuation principles and concepts, and learn how to apply these in real-life situations. Finally, participants will receive training in how to both detect and prevent errors from occurring. Excel is the tool of choice for most financial modellers so before we start building financial models, it’s critical that we have a good understanding of the key functions and tools in Excel that can help us build models that are robust, easy-to-use, and flexible. Here are just some of the areas we cover in our in-depth, hands-on workshop: ● Working with large data sets ● Summarising and aggregating data ● Extracting data that matches criteria using flexible formulas ● Error handling ● Ways of improving structure ● Techniques for keeping formulas consistent yet flexible ● Combining and splitting cells according to the content they contain ● Advanced techniques for creating automatically expanding charts and ranges ● Introduction to macros & when to use these ● We then apply and practise these functions during the remainder of the course. Course Topics: Bring Your Models! Everyone’s models are different. As such, participants are encouraged to bring along their own financial models to obtain assistance, ideas, guidance and suggestions from the trainer in private.This is a key step in applying the concepts learned on the course to improve real-life models so please take the opportunity to draw on the trainer’s experience and expertise! COURSE OUTLINE Course Overview, Objectives & Introductory Concepts ● Financial modelling concepts: Aims, design, structure and development ● Corporate finance and valuation concepts ● Introductory Concepts ● Cash vs Profit ● Time Value of Money ● Cost of Capital ● Risk, return & value ● Scenario Analysis Financial Forecasting & Analysis ● Common difficulties, problems and limitations with financial analysis ● Defining the decision ● Availability of information ● Defining model scope ● Knowing the limitations of financial analysis ● Information overload ● Financial Forecasting ● What is it? ● Steps involved ● Best practices & financial modelling standards Financial Decision Making & Evaluation ● Common financial / investment decisions ● Understanding the Time Value of Money concept ● Understanding Discounted Cash Flows ● Evaluation of different methodologies (including NPV, IRR, Payback Period) ● Introduction to valuation concepts including NPV ● Identifying & dealing with IRR difficulties Valuation tools and methodologies ● Reviewing valuation concepts ● Valuation methodologies (including evaluation of different methodologies) ● Dealing with common valuation issues ● Compare & contrast alternative valuation methods to know when to apply each Discounted Cash flow ● Overview of DCF methodology ● The role of Cash Flow Forecasts ● Cost of Capital Ratios and Key Performance Metrics ● Performing a Ratio Analysis ● Understanding Profitability Ratios ● Interpreting Liquidity and Solvency Ratios Financial Modelling & Forecasting in Excel ● Overview & Objectives ● Defining the scope of your model ● Objectives: What are the aims of the model? ● Understanding model limitations ● Development and structuring ● Planning the financial model ● Ensuring the model structure matches the objectives ● Incorporating best practice techniques into your models ● Compare a selection of best practice guidelines/standards Structuring the Cash Flow Model ● Setting Up the Work Book & structure ● Time scale ● Separate business areas ● Timing and frequency formats ● Data Sources ● Managing the Input Section ● Building the
18756 Stone Oak Pkwy #200
San Antonio, TX
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