Introduction
In today’s fast-paced and highly competitive business world, having strong skills in financial modelling and valuation is essential for finance professionals, analysts, and corporate decision-makers. Understanding what financial modelling is, and being able to apply it effectively, enables businesses to make better financial decisions, assess investments accurately, and plan for sustainable growth.
This financial modeling course is designed to provide participants with the technical knowledge and hands-on experience required to build financial models, perform detailed financial valuations, and create compelling presentations for stakeholders. From financial forecasting models to risk modelling and scenario analysis, participants will be immersed in practical tools and techniques used by top professionals.
Whether you're just learning the basics of financial modelling or looking to enhance your skills in advanced financial modeling, this program is structured to help you excel with confidence.
Course Objectives
By the end of this financial modelling training, participants will be able to:
- Understand the definition of financial modeling, its purpose, and the different types of financial models used in real-world applications.
- Apply best practices in building a financial model that is reliable, transparent, and aligned with business realities.
- Construct financial forecast models that include future cash flows, income projections, and performance scenarios.
- Conduct comprehensive financial valuation using methods like Discounted Cash Flow (DCF), comparative analysis, and return-based evaluations.
- Present data-driven financial analysis models to support strategic planning and attract investors.
- Integrate financial risk modelling to evaluate uncertainty and stress-test financial decisions.
Course Outlines
Day 1: Introduction to Financial Modelling
- What is financial modelling? Understanding its role in decision-making.
- Overview of financial modeling basics and tools used in financial analysis.
- Setting up integrated financial statements: Balance Sheet, Income Statement, Cash Flow.
- Practical Workshop: Building your first financial model step-by-step.
Day 2: Advanced Financial Modelling
- Creating robust Discounted Cash Flow (DCF) models.
- Using Excel to apply financial modelling techniques and logic structures.
- Conducting scenario analysis and sensitivity testing.
- Workshop: Developing a full business financial model for a commercial project.
Day 3: Financial Valuation Methods
- Introduction to financial valuation: Market-based vs. accounting-based approaches.
- Applying ROI, ROA, and financial ratios in valuation.
- Exploring different types of financial models used in valuation.
- Case Study: Valuing a service-sector company using real-world data.
Day 4: Risk Analysis & Scenario Modelling
- Integrating financial risk modelling into forecasts and strategic planning.
- Simulating crises and assessing impacts on valuation outcomes.
- Scenario-based decision-making using financial data.
- Workshop: Building a risk-aware financial forecast model.
Day 5: Reporting & Presentation of Financial Models
- Creating compelling financial reports for boards and investors.
- Visualizing data: charts, dashboards, and professional presentations.
- Communicating insights using best practices in financial modeling presentations.
- Final Project: Present and defend your financial model and valuation report.
Why Attend this Course: Wins & Losses!
- Gain real-world financial modeling skills used by investment banks, consulting firms, and CFOs.
- Build accurate and efficient financial planning models that drive results.
- Master the use of Excel and professional tools for advanced financial modeling.
- Learn how to evaluate investment opportunities and corporate value using proven financial modeling techniques.
- Develop confidence in presenting complex financial data to decision-makers and investors.
- Position yourself for roles such as Financial Modelling & Valuation Analyst or consultant in financial modelling services.
Conclusion
This Financial Modelling & Valuation course is more than just technical training—it’s a career-enhancing journey. Participants will walk away with in-demand skills in building financial models, performing comprehensive financial analysis, and using financial data to influence key decisions.
With expert-led instruction, real-life case studies, and practical modelling exercises, you’ll gain a deep understanding of both what financial modelling means and how to use it effectively. Whether you're in finance, strategy, investment, or business development, this course gives you the tools to lead with insight and impact.
