Introducing
FINANCIAL MODELING IN EXCEL
This module unlocks the power of Microsoft Excel as a useful financial modelling tool. The knowledge of Microsoft Excel has become essential skills for finance practitioners in both financial and non-financial firms. Most of the tasks performed in an organisation require sound and working knowledge of computers, particularly, Microsoft Office, with Microsoft Excel in particular.听
Financial Modeling In Excel
Course Details
Background
Financial Modelling is a core skill that is almost mandatory for anyone who wants to build a career in finance. It is also important for anyone who wants to start his or her own business and even useful for sales/marketing professionals as it comes in handy in bidding for projects, determining payback/utility of campaigns etc.
Whenever, we need to make a financial decision, we make a projection of what revenue and costs are likely to be and on the basis of such projections, evaluate if that is a wise decision. In a stock market analysis, we look at the past performance of a company as project what the revenue, costs and profit of the company are likely to be and therefore if we should buy, sell or hold that share.
Rationale
Code
FMO111Fees
K4,000 <div> Groups of more than 5 persons K3,500 per personLocation
OnlineContact
Coordinator: Mr. K ChunguDates
ONLINE: 1ST JUNE - 15TH JUNE, 2022 1730hrs to 1930hrsAim
Objectives
After the completion of this course, students will be able to:
- Design and build a basic financial model
- Develop a practical driven approach derived from the theory underlying financial models
- Understand and apply the in-built formulae to work out financial problems
- Use financial modeling for concepts of cost of capital, project and company valuation
- Communicate the financial decision making based on the financial models
Competencies
Entry requirements
You will need a working computer that is able to support Microsoft Excel 2010 version or any later version
Expected prior knowledge
Must have competency in accounting, corporate finance and Microsoft Excel.
COURSE DELIVERY.
Intensive 4 days of 听face to face lectures, hands-on practical and tutorials sessions
QUALIFICATION
Course Content
听A famous Chinese proverb reads 鈥淚 hear, I forget. I see, I remember. I do, I learn鈥. The structure of the course 鈥淔inancial Modelling with Spreadsheets鈥 tries to capture the wisdom of this proverb. A typical session consists of three steps. First, the instructor lectures about academic concepts from the fields of Management Science, Accounting and Finance (I hear). Second, the instructor applies these concepts to a particular business situation (I see). Third, the students themselves apply the concepts to a real-world business case with the help of the instructor (I do). Students who have taken this course emphasize as strength that the course structure (lecture + example + workshop) facilitates the learning of otherwise complex quantitative models. The software used in the course is Microsoft Excel, with the add-ins Solver for optimization. We will discuss spreadsheet modelling best practices, and review useful spreadsheet features such as data tables, database operations, pivot tables and charts, the data analysis tool pack, and other statistical built-in functions.
The course will be conducted over the weekends and the program outline will be as follows:.
Day | Topics and Areas to be Covered |
---|---|
Day 1 |
鈥 09:00-10:00-Introduction to Financial Modelling Best Financial Modelling Practices Introduction to Excel 鈥10:00-13:00- Three Statement Financial Modelling (Case Study) Income Statement & Cash flow Statement 鈥 14:00-15:00- Three Statement Financial ModellingStatement of Financial Position 鈥 15:00-16:00-Forecasting Financial Statements (Case Study) 鈥 16:00-Close for the day. |
Day 2 |
鈥 09:00-10:00- Financial Analysis Trend Analysis Common Sizing Ratio Analysis 听鈥 10:00-12:00-Industry Specific Model Microfinance, Banking, Construction, Investments etc 听鈥 12:00-13:00-Financial Model Reporting & Displaying Techniques Graphing Pivot Tables & Dashboards 听鈥 14:00-16:00- Data Analysis in Excel (Case Study) Sorting and Filtering Data Use of Countif, Countifs,听听Sumif & Sumifs听Pivot Tables Dashboards and Slicers 听 |
Lesson Schedule
Teaching Methods
Timing and schedules
Time: 09hrs to 13hrs Thursday to Sunday
Last 4 Days of the Month
Assessment Method
- Assignment 30%
- Quizzes 10%
- Financial Modeling project 60%
Certifications
禁漫天堂 certificate will be provided
Upon successful completion, the candidates will be awarded a certificate in Financial Modeling in Excel and a grade appended to the certificate. This qualification will only apply to a student who passes the project and completes the assignment or quizzes.