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


Live Online or Hybrid Class Tailored to Your Needs

When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

live online & hybrid

We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

A hybrid class is with some people dialling in, and some people physically together in the same room.

Live Online Participant Feedback:

90% Overall Trainer Rating

88% Delivery was Adapted to me Personally

75% I Would Recommend this Course to Someone Else

Face to Face Options With Everyone in the same room

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