Fundamentals of Financial Modeling

Fitch Learning
Training overview
1 day
995 USD
English
Classroom / Public
Next start date: 9/23/2019 - New York City
Start dates
New York City
9/23/2019   (English)
995 USD
11/18/2019   (English)
995 USD

Course description

Fundamentals of Financial Modeling

This one-day course practically applies Excel within a financial framework to explore how forecast financial models can be efficiently created and modified. The efficient use of Excel is key and so the course starts by ensuring the participants can quickly and accurately harness Excel’s tools and functionality. We then apply these skills to the best practice modeling guidelines to build, and then flex, the structure and modules of a forecast model.

Who should attend?

Professionals in corporates and financial institutions who need to create useful and robust financial models. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.

Training Content

Introduction to Modeling

  • Using Excel as a spreadsheet
  • Effective construction of a model
  • Objective and structure
  • Initial preparation

The Fundamentals of Model Building

  • Use of shortcuts
  • Workbook set up
  • Formatting data professionally
  • Style basics
  • Inputting base data
  • Setting up date flexibility throughout the model using EDATE, EOMONTH and other date functions
  • Breakdown and grouping of accounting elements
  • Determine drivers of the model
  • Assumptions for projections
  • Effective use of short keys and functions
  • Applicable financial and logical functions
  • Data transfer and links
  • Professional use of Excel – protection, range names, data validation
  • Maximum use of Excel applications
  • Flexible and user-friendly models
  • Sensitivities
  • Model diagnostics

Auditing

  • Using existing models
  • How to become comfortable with ‘new’ models
  • Auditing models

Formatting and Showcasing

  • Formatting
  • Professional showcase
  • Use of graphs
  • Using switches

About supplier

Fitch Learning - Financial Training in the Americas

Fitch Learning

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...


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Contact info

Fitch Learning

33 Whitehall Street
10004 New York

 Show phone number
www.fitchlearning.com

Reviews

Felix Minnoh
(5)
Very informative and hands-on, which is great
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