Modeling week - modeling standards

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
Modeling standards and building an integrated financial model - December 1st
Participants begin with basic keyboard drills and shortcuts, and then rapidly progress to efficient formula construction and basic modeling and checking techniques. Although simple, the sample company contains the basic parts common to all projection models. Participants complete a basic projection model and stress test their assumptions. Interest income and expense are added and the resulting circularity is solved with iterations. Finally, the model is documented and integrity checked.

Key topics:

• Basic keyboard shortcuts
• Excel settings for efficiency
• Key modeling formulas and structures
• Simple 3-statement projections
• Standards for good models
• Income statement construction
• Balance sheet and cash flow statement construction
• Introduction to checking methodology
• Audit trails
• Incorporation of interest income and expense
• Circularity and iteration
• Ratios and summary
• Complete additional fully integrated models