Course Learning Objectives

The "Financial Modelling with Excel" course is designed to provide participants with the skills and techniques necessary to build and utilize financial models in Excel for business planning, investment analysis, and decision-making. The course covers the fundamental principles of financial modeling, including the creation of detailed financial statements, forecasting, valuation methods, and scenario analysis. Learners will gain hands-on experience in constructing robust financial models that can be used to evaluate business performance and make strategic financial decisions.

Course Learning Outcomes (CLOs) <

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Understanding Financial Modelling:

Comprehend the key concepts and components of financial modeling.

Recognize the importance and applications of financial models in business contexts.
Building Financial Statements:

Construct comprehensive financial statements (income statement, balance sheet, and cash flow statement) from scratch.

Ensure the integration and consistency of financial statements within a model.
Forecasting and Projections:

Develop realistic financial forecasts using historical data and assumptions.

Apply techniques for revenue, expense, and cash flow projections.
Valuation Techniques:

Perform company valuation using methods such as Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transactions.

Interpret and analyze the outputs of valuation models. Scenario and Sensitivity Analysis:
Conduct scenario analysis to evaluate the impact of different business scenarios on financial outcomes. Perform sensitivity analysis to identify key drivers and assess the risk in financial models.
Advanced Excel Functions for Financial Modelling:
Utilize advanced Excel functions and tools, such as nested IF statements, array formulas, and data tables, to enhance financial models. Implement error-checking and validation techniques to ensure model accuracy and reliability.

Student Learning Outcomes (SLOs): <

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Proficiency in Financial Statement Construction:

Demonstrate the ability to build and link financial statements accurately in Excel.

Ensure consistency and accuracy in financial model outputs.
Analytical Skills in Forecasting:

Apply appropriate methods to create financial forecasts and projections.

Evaluate and justify the assumptions used in financial forecasts.
Valuation and Investment Analysis:

Conduct thorough valuation analysis using various methods.

Interpret valuation results and provide insightful recommendations based on model outputs.
Scenario Planning and Risk Assessment:

Create and analyze multiple business scenarios to understand potential outcomes.

Identify and evaluate the impact of key variables on financial performance through sensitivity analysis.
Technical Expertise in Excel:

Master advanced Excel functions and tools specific to financial modeling.

Implement best practices in model design, including error-checking and model auditing.\
Effective Communication of Financial Insights:

Present financial model findings and recommendations clearly and concisely.

Develop professional reports and presentations to communicate financial insights to stakeholders.
By the end of the course, students will have the capability to construct sophisticated financial models that can support various business decisions, investment analyses, and strategic planning initiatives, thereby enhancing their proficiency in financial analysis and modeling using Excel.

Benefits

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