Advanced Financial Modelling with Excel 2007
(For Corporates & Banks) |
Course Objectives
To develop practical skills
and concepts for:
• financial modelling
within a robust financial / accounting framework
• use of Excel as an advanced modelling tool
• modelling complex financial situations
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 maximum of 12 delegates is imposed.
There
will be no more than 6 delegates per FSMD tutor.
Content: The objective of the course is to provide
delegates with the practical skills to build the key elements
of integrated financial models. The models will be appropriate
for a wide range of situations building from analysis of current
data to forward projections. They are particularly appropriate
for acquisition modelling and project
finance.
The content will focus on the staged
development of the models using a modular structure so that
all the main components can be used as stand-alone models
until the final linkages are made.
The course will also develop modelling techniques suitable
for a range of applications. These techniques will be developed
using realistic examples and will form the building blocks
for the implementation of robust models of complex financial
situations.
Pre-requisite Knowledge
In
advance of the course, a basic knowledge of Excel is assumed.
This knowledge should include at least the following:
• the Excel screen menu and toolbar
• moving around a worksheet and between worksheets in
a workbook
• changing column width
• entering labels
• entering, selecting, copying & editing cell contents
• centring titles
• saving, closing & retrieving the worksheet
• auto fill
• entering formulae
• relative and absolute cell referencing
• formatting, previewing and printing
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