Financial Modelling Course QMTS

Financial Modelling Course


Updated on 27 June, 2016

Course details

Introduction to Financial Modeling (4 Hours)

1.  Introduction to Financial Modeling (4 Hours)

1.1  Financial Modeling Introduction

  • Introduction
  • What is Financial Modeling?
  • Model Design
  • Overview of Scenario Methods

1.2  Fundamental Tools

  • Upgrading to Excel 2007/10
  • Building Error Checks
  • Absolute & Relative Referencing
  • Calculating Project Costs
  • Common Error Values

1.3  Building a Financial Model

  • Model Build - Inputs & Assumptions
  • Model Build - Revenue
  • Model Build - Expenses
  • Model Build - P&L
  • Model Build - Cash flow

1.4  Model Analysis Tools

  • Assumptions Documentation Tools & Hiding
  • Protecting a Model
  • Charting Cash vs Profit
  • Modeling Scenarios
  • Dynamic Charts

Financial Modeling - Intermediate (8 Hours)

2.1 About Financial Modeling

  • What is Financial Modeling?
  • Model Design
  • Skills needed for Financial Modelling
  • Best Practice in Financial Modelling

2.2 Tools

  • Excel Versions
  • Conditional Formatting
  • Hiding & Grouping
  • Bullet-proofing your model
  • Goal Seeking

2.3 Financial Modeling Techniques

  • What Makes a Good Financial Model?
  • Strategies for Reducing Errors
  • Building Error Checks
  • Overview of Scenario Methods

2.4 Essential Formulas

  • Cell Referencing & Named Ranges
  • Logical Functions & Nesting
  • Aggregation Functions
  • Using a VLOOKUP Function
  • Using the FORECAST / TREND Function

2.5 Building a Business Case

  • Building a Business Case (Parts 1 & 2)
  • Business Case Financial Calculations
  • Business Case Scenario Analysis

Advanced Financial Modeling (12 Hours

3.1 Theory and Best Practice

  • Choosing between Excel versions
  • Overview of best practice financial modeling techniques
  • Common error values in financial modeling
  • Correcting  and suppressing errors
  • Locating and fixing circular references
  • Allowing iterative calculations when circular references are maintained

3.2 Advanced Tools and Functions

  • Selecting the formula or tool which is most appropriate for each modeling situation
  • Nesting formulas
  • Useful functions in financial modeling such as COLUMN, CHOOSE, OFFSET, LOOKUP and TRANSPOSE
  • Using LOOKUP functions in tiered pricing models (volume break discounting)
  • Pros and cons of using array functions and their use in financial modeling
  • Use of form controls such as spin buttons and combo boxes

3.3 Advanced Techniques

  • Rebuilding an inherited model
  • How long should a formula be?  Deciding when to break a complex formula in several steps to maintain transparency and allowing ease of model auditing
  • Comparison of different methods of modeling escalation and growth calculations
  • Presenting model output using a chart on two different axes  and chart types
  • Creating a Waterfall Chart
  • Pivot tables - summaries, dissect and analyze large amounts of data
  • Why pivot tables are not commonly uses in financial modeling, and other alternative tools
  • Automate your financial model for the user with Macros.  Recording and modifying VBA code and creating macro buttons

3.4 Scenarios & Sensitivity Analysis

  • Learn different methods of what-if, scenario and sensitivity analysis using:
  • Show multiple scenario outcomes simultaneously with one and two-dimensional  Data Tables
  • Learn how to automatically highlight selected scenarios using complex conditional formatting
  • Using the Scenario Manager
  • Manual scenario building
  • In-cell drop-down boxes
  • Combo-box drop down boxes

At each step during the course, participants build and practice each formula, tool and technique.  Record your own macro with buttons, build a pivot table, and create drop-down boxes.

3.5 Practical Financial Modeling

Building on the tools and techniques covered, we will learn to apply advanced modeling skills to build complex, yet robust and user-friendly financial models.

Course Location

About QMTS

Qatar Milestone Training Solutions (QMTS) was established to offer our clients and trainees the opportunity to improve and support their skills and abilities needed to develop fulfilling and sustainable opportunities for employment and entrepreneurship and help them be part of the most current and latest knowledge in both, business and English Language fields.

Our Vision 

To be a key milestone in the fields of business and English language training and be a pioneer in corporate and organization training and development in the Middle East.

Our Goals 

To develop the abilities and capabilities of people of Qatar through internationally standardized and accredited programs.

To promote and facilitate the highest standards in Business and English Language training

To develop the abilities and capabilities of people of Qatar through Internationally standardized and accredited programs.

To provide complete training solutions for corporations and government

organizations that need to train their staff on the latest business skills and English language.

To improve the clients workplace performance by helping them to attain a higher standard of proficiency and confidence in their English and Business skills.

To play a significant role in the achievement of the prosperous

education future of Qatar and to address tomorrow's business growth.

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