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To learn practical skills and concepts for:

• developing project appraisal and business planning applications
  
• building accurate, efficient and reliable project and planning models
  
• using advanced techniques in Excel to customise and manipulate models
• sensitivity testing and other risk analysis techniques
• producing professional Excel-based presentations
• using both fundamental and advanced Excel techniques
  

Design & Content

Design: The content will cover a conceptual framework for financial / mathematical modelling but will be taught within a practical context using Excel as the modelling tool. The programme will follow a workshop format to encourage an interactive rather than didactic approach to help develop practical modelling skills. Real-life case studies will be used throughout the course to provide continuity and to allow participants to apply their new skills. Additional exercises will be used to enhance the learning process.

This is a hands-on course, structured with a high tutor/student ratio to ensure that delegates can gain the maximum benefit rather than waiting to ask questions such as “How do I...?”
For this reason, a cap on the number of delegates is imposed.

There will be no more than 8 delegates per FSMD tutor.

Content: The objective of the course is to provide delegates with the practical skills to build the key elements of an integrated business planning model.

Efficient and effective financial modelling is a powerful tool for housing associations and related agencies seeking to optimise their financial decision making and planning. Models that facilitate accurate financial forecasting and “what-if” analysis are essential in areas such as project appraisal, funding and business planning.

In addition accurate presentation of a model’s outputs is often critical in creating an efficient decision making process. Communicating financial data to an association’s board can be made much more effective by use of some readily-available modelling tools.

This workshop will enhance understanding of the use of Excel’s sensitivity tools and look at more advanced approaches to managing scenarios. These techniques will help participants to analyse more effectively and efficiently the financial dynamics of a particular situation.

The workshop will also enhance understanding of techniques and develop advanced spreadsheet handling skills for communication purposes.

Course Timetable

For a course timetable, click here.