Introduction to Financial Modelling in Excel

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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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Learning Outcomes
Course Outline
In-House
Training
  • 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 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 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

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    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

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    Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

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    An outstanding trainer

    On average PDT trainers have 15 years industry experience 7 years training experience.

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    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher course

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

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    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

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