In today’s data-driven business environment, financial modeling is an essential skill for professionals seeking to make informed financial decisions, evaluate business opportunities, and forecast future performance.

This comprehensive course will take you from the foundational principles of financial modeling to advanced forecasting techniques. You’ll learn how to build robust financial models using Excel, analyze real-world financial data, and create dynamic models for valuation, budgeting, and scenario analysis.

Through hands-on exercises, real-life case studies, and best practices, this course will equip you with the skills needed to develop reliable financial models that drive strategic business decisions.

By the end of this course, you will be able to:
Build structured and dynamic financial models
Conduct financial forecasting and scenario analysis
Perform company valuation using different modeling techniques
Apply best practices to enhance model accuracy and usability
Make data-driven decisions for business growth and investment

Course Outline

Module 1: Introduction to Financial Modeling

• What is Financial Modeling?
• Importance & Applications in Business and Investment
• Overview of Financial Statements (Income Statement, Balance Sheet, Cash Flow)
• Key Principles of Effective Financial Models

Module 2: Excel for Financial Modeling

• Essential Excel Functions for Modeling
• Data Validation & Error Checking
• Advanced Formatting & Model Structuring
• Creating Dynamic Models with Excel Formulas

Module 3: Financial Statement Modeling

• Building a Three-Statement Financial Model (P&L, Balance Sheet, Cash Flow)
• Linking Financial Statements
• Assumptions & Drivers in Financial Models
• Stress Testing & Error Checking

Module 4: Forecasting & Scenario Analysis

• Time-Series Forecasting Techniques
• Sensitivity & Scenario Analysis
• Monte Carlo Simulation for Risk Assessment
• Handling Uncertainty in Financial Models

Module 5: Valuation Techniques & Financial Decision Making

• Discounted Cash Flow (DCF) Valuation
• Comparable Company Analysis (CCA)
• Precedent Transaction Analysis
• Mergers & Acquisitions (M&A) Modeling

Module 6: Best Practices & Case Study Applications

• Common Financial Modeling Mistakes & How to Avoid Them
• Structuring Models for Clarity & Usability
• Real-Life Case Study: Building a Financial Model from Scratch
• Final Project & Certification

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.