Introduction to Financial Modelling in Excel Course

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This course is a combination of financial theory and practical application of financial concepts in Microsoft Excel.  A large component of the course will be centred around the application of the Discounted Cash Flow Model (DCF), a popular valuation method used to assess the value of projects and companies. At the completion of this course, participants should be able to construct a DCF Model, as well as have a good understanding of the underlying financial concepts used to build it.

Introduction to Financial Modelling in Excel
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Your Learning Outcomes
Introduction to Financial Modelling in Excel

  • Developing a Discounted Cash Flow Model (DCF)
  • Understanding and ability to apply Project
  • Evaluation Criterion (NPV, IRR, Payback Periods)
  • Calculating Free Cash Flows
  • Estimating Beta for public and private firms.
  • Estimating the Cost of Equity and WACC 
  • Understanding how key variables to the DCF impact upon project and business valuation. 
  • Ability to utilise Excel’s Data Tables and Goal Seek
Duration: 1.0 day course



Reviews

Introduction to Financial Modelling in Excel Reviews:

“The course made the application of theory to real life situations very interesting and engaging. The course was delivered in such a way that it made it obvious how what you were learning could be applied to a real life scenario.”  


More happy clients




Course Outline
Introduction to Financial Modelling in Excel

Download Introduction to Financial Modelling in Excel Course Outline

Foreword:

Financial modelling is widely employed within industry because it forces us to critically think about how a business or project will perform in the future, as well as how risky we believe it to be.  Additionally, in constructing a DCF model, you will need address many of the corporate finance issues commonly encountered within industry today. 

Finance plays a central role in almost all industries, and acquiring foundational knowledge benefits almost all working professionals.  Some examples include the following:  

Investment Bankers: employ financial models to help them triangulate a “market price” for the firm/business they are trying to sell.

Engineers: use financial models to help them evaluate the feasibility of new projects, such as mine sites, oil wells, and manufacturing plants.

Lawyers: are commonly asked to develop cases regarding the assumptions used to value assets/businesses/projects, and whether these assumptions were appropriate.

Board members/Executives: need a working knowledge of basic finance to understand merger and acquisition deals, as well as how best to structure their firm.

Introduction to Financial Modelling in Excel - Lesson 1
Developing a Discounted Cash Flow Model
  • Developing a Discounted Cash Flow Model
Introduction to Financial Modelling in Excel - Lesson 2
Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)
  • Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)
Introduction to Financial Modelling in Excel - Lesson 3
Calculating Free Cash Flows
  • Calculating Free Cash Flows
Introduction to Financial Modelling in Excel - Lesson 4
Estimating Beta for public and private firms
  • Estimating Beta for public and private firms
Introduction to Financial Modelling in Excel - Lesson 5
Estimating the Cost of Equity and WACC
  • Estimating the Cost of Equity and WACC
Introduction to Financial Modelling in Excel - Lesson 6
Understanding how key variables to the DCF impact upon project and business valuation
  • Understanding how key variables to the DCF impact upon project and business valuation

In-House Training We’ll focus on what matters most to you and tailor to your context


Delivery Options for In-house training

1-hour Motivator
one hour motivator
3-hour Power Sessions
3 hour power session
Full-day training
full day training
Conferences
Conferences
At your workplace At your workplace
In our Training Rooms In our Training Rooms
 In our Online Training  Room - the HIVE In our Online Training Room

We’ll make things easier so you can focus on adding more value

We provide the Trainng Management Centre which takes care of a heap of things before, during and after training.
(Let us know if there’s parts you don’t want to use)

Invites people to training

(So you don’t have to)

Generates Sign in Sheet

(So you don’t have to)

Generates Branded Flyer

If you if you want to ‘promote’ internally

PDF’s of Certificates

(can be co-branded with your logo)

Collects and Reports feedback

(So you don’t have to)

Complete Results Dashboard

(including trainer insights)


What are people going to do differently?

At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

Want to get clear on impacts and measure success? Our system and expert consultants support you.


Our systems and people make it easy to identify how you’ll be able to measure impacts,
and then report on the success in the weeks or months after training.

Do you already have systems and wish they were automatically up to date?

It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

Embed Learning A great training course is only the beginning to lasting change.

To help you get lasting change from training we engage your participants

Before training

Pre course activity & chat with the trainer about personal learning goals

During training

At the course conclusion participants are encouraged to add an action plan and select an accountability buddy

After training

  • Participants can access course materials and extension content + more
  • If they picked an accountability buddy, they will have that meeting as well

We welcome your participants for Refresher Training on our public classes at no cost for 12-months (subject to availability)

All made easy via our orgmenta participant app

More ways we can help achieve lasting change include:

1. Make it Stick Packs - 6 months of 10-15 minute activities to run at meetings

Designed to be easy to use for Team Leaders, Managers, Trainers or other nominated Learning Champions these packs have 6 simple and quick activities to reinforce learning from the original course.

When you choose this option, we provide your nominated Learning Champions with a 3-hour session in how to run the activities so they have the resources and confidence to integrate these into your normal team meetings or as stand alone lunch 'n' learn sessions.

Make it Stick packs are available for all PDT Signature Series courses.

2. Follow-Up Coaching by our Trainers

Our Trainers can come back onsite and run coaching and reinforcment sessions for your team members. These sessions are most commonly 90-minutes long, and are designed to help people share and collaborate, helping them gain insights and confidence to apply what they learned so you see value from the investment in training with a lasting change.

Our purpose is to deliver lasting impact, and we believe this is a powerful step in achieving lasting change, so to encourage you to give your people that extra opportunity to really see change, if you book a follow up session within 90-days of the original course date, we’ll come back onsite for 1/2 price.

3. Physical Products - visual reminders to keep key concepts alive

Many of the 'aha' moments in courses can come from the increased awareness of ourselves and our colleagues, these come through the REACH Profiles that is integrated into many of our courses.

The insights lead us to better recognise our tendencies and strengths, understand how to be more mindful of adapting to the needs and preferences of our team and our customers.

The insights are put into practice by appreciating the benefits of our diversity and either learning to adapt or implementing a strengths-based management approach.

We have a great range of high quality products that can keep these impactful moments top of mind back in the workplace.

REACH to my Team
Visualizer / Reminder

The REACH Team Visualizer/Reminder can be used in multiple ways in both training and in the office. When displayed in a high traffic area REACH will be kept top of mind. Below are guidelines for use of the REACH Team Visualizer / Reminder which is also in downloadable format.

The REACH Team Visualizer / Reminder comes in two sizes of A0 841 x 1189 mm and A1 594 x 841 mm and is made from a sturdy 5mm corflute.

REACH to my Team Visualizer / Reminder guidelines for use

  • For this activity the simplest way to plot all participants on the REACH Grid is by generating TEAM Insights Report from the REACH Ecosystem which will give the position of everyone participating.
  • Place the REACH Team Visualizer / Reminder on a flat surface, preferably a wall, where it is clearly visible. Ask participants to mark their REACH position on the grid with a sticky dot. Recommend that participants put their initials on the sticky dot so they can easily locate themselves later. Each person’s REACH can revealed one at a time in a group activity. This allows for everyone to identify the dynamic that they will have with each other. Are they in the same quadrant or are the polar opposites? How do they "REACH" each other?
  • When you construct this activity with participants who have not seen their REACH score, they begin to develop a sense of self-awareness and their blind spots as well as of those around them.
  • The REACH Team Visualizer / Reminder is a powerful way to keep Team Dynamics and REACH alive. It can be revisited on a regular basis, people can be added, removed or moved by simply adding, removing or moving dots.
Download REACH Team Dynamic Visualiser guidelines

Keep it Alive
REACH Cubes

REACH Cubes are designed to build empathy and grow an appreciation for thinking differently. They encourage productive and positive interactions in the workplace, workshop or personal development sessions. They can be used in any creative way to grow REACH and below we have provided two recommended activities for use. The REACH Cubes pack comes with 4 REACH Cubes one representing each REACH Quadrant. Each REACH Cube is 7.5 cm squared and are made from durable EVA Foam.

Keep it Alive REACH Cubes Activity 1 – Thinking Outside the Square

When people are participating in activities during REACH workshops, training or personal development sessions provide each participant with a REACH Cube and ask them to complete the activity or interaction Thinking and Behaving based on what REACH Cube was provided to them.

Are they the Advisor focused on detail and doing?

or a Coach focused on People and Action?

This brings a whole new level of empathy building and appreciation for the strength of thinking differently.

Keep it Alive REACH Cubes Activity 2 – Grow Your REACH in your space

After REACH has been introduced using the REACH Training continue to keep REACH alive in the workplace by providing each person with a set of 4 REACH cubes to take back to their work space.

Personal REACH and the REACH of their colleagues can be grown by using these cubes on a regular basis with these great ideas:

The Desk Stack:

Stack your REACH Cubes on your desk and on top of the stack place the cube that is reflecting your current REACH zone. Ensure that you have the side that says “Thanks for dropping by, right now I am in my __________ quadrant” facing outward so those approaching your work space know how you are feeling and acting at that current time. This is designed to help those around you recognise different behaviours/responses they may or may not receive from you based on the situation and REACH zone.

Think Before I Act:

Use your REACH Cubes to be mindful of your interactions with others. Whilst interacting use the cubes to review your behaviours and actions. Take up the cube of the quadrant you currently feel you are in and review these sides: Think before I act: Is this what I need to be right now? Flip the cube over to the side of the profile overview and think about the style in which you are Communicating, Conflict-handling, Delegating etc. Is this what you need to be to REACH the person you are interacting with? If not find the REACH Cube that best suits the situation and maximises your REACH with that person and use the profile overview to help guide your interaction.

Download REACH Cubes Activity File

Learn to REACH
Labels

Learn to REACH Labels are a great low-cost substitute for the REACH Caps or REACH Cubes or the more physically interactive REACH Floor Mat. They work well in small and large team activities and can be used as a quick way to identify how others act and think through a different quadrant that is not theirs. They can learn to appreciate the different communication, conflict handling, delegating, planning and learning styles of others and through this increase their REACH.

The REACH Labels are made of a high quality fabric sticky labels that are designed to last all day training sessions.

These work well after training when stuck to people’s monitors or workstations.

View all of the REACH Training and reinforcement products Here
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