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Learn to develop an integrated monthly and annual financial model in an interactive, step-by‐step and hands on introductory course that is designed for all financial professionals.  After completing the course, students will be equipped with the skills necessary to build a financial model on their own as well as a template for future projects. The course places particular emphasis on:

  • Understanding the accounting necessary to construct a financial model;
  • Conducting financial analysis to determine the right choices for assumptions;
  • Building a model for a mid-sized private business;
  • Constructing supporting debt, asset, working capital and tax schedules;
  • Understanding interest rate circularity and how to ensure that the balance sheet balances;
  • Testing the financial model for errors and tricks for diagnosing the source of errors;
  • Learning modelling best practices and Excel shortcuts that save time;
  • Conducting sensitivity analysis on assumptions such as growth, gross margin, exchange rate, and working capital turnover; and
  • Demonstrating how the financial model may be used as a decision making tool, including for such uses as discounted cash flow valuations, raising capital or bank reporting.

 For:             Professionals in Valuation, Corporate Finance, Restructuring, Due Diligence, Capital Providers / Lenders, Investment Bankers, Financial Consultants, Entrepreneurs, Accountants, students and prospective financial professionals

Click here for more information.

 

This event is currently only available for users in the following groups: everyone.
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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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