Microsoft Excel: Financial Modelling in Excel

Online Training

Time stretched?

If you would prefer something more flexible, we can now offer Online Training related to this topic.

Click to see a list of courses »

Course Overview

Our financial modeling courses are all "on the job" approach. Trainees are provided with material to and training to create their own models in Excel as they would be required to do on the job. Training aids and PowerPoint's are provided to provide guidance step by step.

Training is provided to build integrated models, learn advanced modeling tasks; employing step-by-step approach participants will depart this intensive course with confidence and ability to apply modeling skills in Excel.

CourseMonster have thousands of the latest IT, Technical, Sales, Marketing, HR, Finance, Project Management, Legal, Health & Safety, Management and Leadership training courses to choose from. Use our quick search bar to find the ideal Microsoft course for you. Alternatively call or email us.

Related Courses

Audience

The course is designed for users with some prior knowledge in Excel.

Course Outline

Financial Statements Modeling:

Financial Statements Modeling is the foundation for all subsequent modeling modules. Real case studies are used to build full fledge models in Excel. Step-by-step approach is used to instil modeling skills with the theoretical basics.

Excel techniques and shortcuts for financial modelling
Learn formatting and structural best practices
Income statement , Balance sheet , and Cash flow statement
Supporting schedules: Working Capital, Deferred Taxes, PP&E / Depreciation, Intangible Assets, Retained Earnings , and Debt & Interest
Financial Ratios Output Sheet
Learn best practices for check models for errors, accuracy and integrity
Check and fix circular reference and iteration problems (#REF)
Balancing the model and inserting automated crosschecks
Perform sensitivity analysis using data tables
Perform scenario analysis using data validation

Discount Cash Flows (DCF) Valuation Modeling:

Real life case studies are used to conduct a valuation of a target company using the DCF method. The trainees learn how to calculate WACC and terminal values.

Unlevered vs. levered FCF
Handling stub periods and midyear adjustments
Handling working capital items, deferred taxes and long-term accruals
Common pitfalls - enterprise vs. equity value, unlevered vs. levered FCF
Deriving the cost of debt
Derive the cost of equity using CAPM
Delevering and relvering beta
Estimating the weighted average cost of capital (WACC)
Perpetuity approach
EBITDA multiple approach
Calculating net debt and treatment of debt equivalents such as preferred stock, convertible securities , capital leases , and minority interest
Calculating options and convertible securities using both the standard and treasury stock methods
Using data tables to analyze a broad range of scenarios given different assumption

Transaction/Trading Comps Modeling:

Trainees work on real life case studies to calculate EV and Equity values of the company. These are the most common analysis performed by investment bankers.

Learn to select appropriate comparable companies by evaluating operational, financial, size, and other similarities
Select comparable companies
Input financial data
Calculate and interpret financial and market ratios
Common analytical challenges including calendarization, nonrecurring items, dilutive securities, and classification issues are addressed using industry best practices.
Structuring an output schedule
Selecting key valuation multiples using the VLOOKUP function
Building multiple tables

Learn to screen and identify appropriate trading and transaction comparables, and model financial and operating results.

Related Online Training

If you would prefer the flexibility of online training, use the link(s) below:

More Online Training>>

Top Selling Brands