Modeling week - financial statement forecast from scratch

Choose one, two, three... or all five of the one-day courses on offer during Modeling Week. Choose all five and receive the fifth for FREE!

For more information on this specific day please visit the Session Overview page.

This program has been designed to provide analysts and MBA associates with the modeling skills they need to succeed as bankers. With top quality training by Adkins Matchett & Toy (AMT) - the world''s leading financial training organization - participants will receive the very best training money can buy. You too can receive the same training as bankers in The City and on Wall Street at an affordable price.

Participants will learn from the leading trainers and study with the best students.

This 5-day program will introduce candidates to the fundamental concepts of modeling, instil best modeling practices and expose them to the types of financial models that are used extensively in banking.

The five courses that comprise Modeling Week are as follows:

Day 1 - Modeling standards and building an integrated financial model
Day 2 - Projecting a real company
Day 3 - Financial statement forecast from scratch
Day 4 - Merger modeling
Day 5 - Leveraged buy-out modeling
Financial statement forecast from scratch - December 3rd
Participants will start with a blank spreadsheet and build a template complete with styles for consistent formatting. The financial statements are analyzed and a detailed revenue forecast is built. Historical data is cleaned and prepared for sensible forecasts. Complex issues such as minority interest and affiliates are covered as part of the integrated model. Different modeling techniques for complex topics are initially highlighted with separate Excel files before being adapted for the case company.

Key topics:

• Analyzing a company''s financial statements, management discussion and analysis and notes
• Analyzing and making reasonable projections for a company''s operating costs, non-recurring items, and other income and expense
• Balance sheet operational accounts
• Fixed assets - capital expenditure and depreciation
• Intangible assets
• Operating working capital
• Provisions
• Effective tax rate, taxes payable and the various deferred tax items
• Balance sheet financing accounts
• Debt schedule
• Equity and share repurchases
• Cash sweep and complex cash flow statements
• Documentation techniques
• Styles to control formatting
• Integrity checking