Financial Modelling Forecasting and Analysis using Excel 2007/2010 Central

Course details

Financial modeling is used regularly by operating businesses to make a variety of decisions. This workshop is designed especially to provide financial professionals looking to build complex models for financial, real investments and development projects using Excel. Properties with multiple complex leases particularly benefit from the use of Excel spreadsheets to evaluate the effect of leases terminating and being renewed overtime. It can also be used to evaluate complex iterative scenarios with multiple options. The course material is covered comprehensively over two days with a combination of lectures and practice problems. The overall objective is to integrate financial concepts with accessible but powerful Excel tools to facilitate greater analytical accuracy and rapid investment analysis.

• Integrate financial concepts with accessible but powerful Excel tools to facilitate greater analytical accuracy and rapid investment analysis
• Construct flexible and reusable models which can be applied to a wide range of different investment scenarios
• Understand how to interpret the results of the excel models to analyze the risks and returns of the investment projects

Excel Functions And Tools

In addition to covering a wide range of finance topics, the course specifically covers the following Excel tools and functions.

COURSE OUTLINE

• Module 1. Building Financial Models
• Module 2. Financial Statement Modeling
• Module 3. Investment Modeling
• Module 4. Building Your Own Models

LEARNING OUTCOME

Through a combination of case studies, practical exercises and Excel based models you will learn how to adjust and apply the theoretical techniques used. Delegates are encouraged to ask questions and highlight areas of particular interest. The concepts taught are designed to be of practical benefit to attendees and are transferable to the workplace.

TARGET AUDIENCE

This course is intended for:

• Lending Bankers/Real Estate Finance Executives
• Analysts
• Financial Managers and Consultants
• Fund Managers
• Investment Bankers and Consultants
• Lawyers and Accountants
• Corporate Property Managers
• Property Fund Management Staff
• Property Analysts and Developers
• Real Estate Investors
• Insurance Professionals
• Valuers
• Leasing Executives
• Securitization Executives

Pre-requisite

Participants will need to have at least a fundamental understanding of the basics of finance and be familiar with how to use Microsoft Excel, but will not need to have any prior modeling experience. This course will be conducted using Excel 2007 and anyone familiar with other versions of Excel will not be disadvantaged as the concepts and the spreadsheet functions and formulas remains unchanged.