Building a Financial Model

Course

Online

£ 75 + VAT

Description

  • Type

    Course

  • Methodology

    Online

  • Class hours

    4h

  • Duration

    Flexible

  • Start date

    Different dates available

Every financial model is built on the same foundations: an understanding of its purpose,
who it is for, and its scope.
This course explains how to set up the Excel spreadsheet and complete the initial steps of:
• building a financial model,
• structuring calculations
• looking into costs and revenues,
• time periods,
• cash balances and
• reporting.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

Understanding Building a Financial Model
enables the learner to:
• Set up and build a comprehensive financial model
• Calculate costs and revenues
• Decide which time periods you need to use and when and where to use flags
• Create understandable and useful reports

Accounting and finance professionals in practice and in industry.

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Reviews

Subjects

  • Financial Training
  • Financial
  • Financial Modelling
  • Transactions
  • Strategic Finance
  • Investment Management
  • Capital Budgeting
  • Banking Investment
  • Equity Finance
  • Quantitative Finance

Teachers and trainers (1)

Financial  Fluency

Financial Fluency

Online Learning

Course programme

Setting up a Financial Model
• Who uses a financial model?
• How should I set up a financial model?
• What are the MS Excel settings for financial model build?
• What should be included in a template?
• How should I incorporate FAST principles?

Costs and Revenues
• What are the different ingredients required to calculate the operating costs?
• What would the concept diagram look like?
• How do I build a calculation that I can use to quickly model the operating costs?
• What would be different in the calculation on the revenue?
• How do I build a calculation to quickly model the revenue?

Time Periods
• What time periods should I use?
• What do I need to know about flags?
• Which ingredients are required to calculate the forecast period flag?

Cash Balances
• Why is the cash balance particularly important?
• What is a “balance corkscrew”?
• What should I know about interest?
• How is interest calculated?

Reporting
• What will the recipient want from the summary report?
• Should I use the same rules for building output sheets?
• How do I construct the output sheet?

Building a Financial Model

£ 75 + VAT