Advanced Financial Modelling

Icon for course Advanced Financial Modelling
  • Course Duration 2 Days
  • Course Location Live Online or Classroom
  • Flexible Sessions Flexible Sessions
  • Course Support After Course Care
PPS prides itself in interactive courses which result in tangible skills, driven by practical exercises in all key areas based on real-world problems and solutions. Our objective is for attendees to complete the course having gained the required skillset, using guided exercises and joint problem solving.
Course reference: FMC03

Learning outcomes

  • Understanding and reviewing existing financial models
  • Inserting new functionalities in existing data flows
  • Overlaying growth while working with multiple timelines
  • Consolidation methods applicable to any business structures (divisional/functional etc)
  • Advanced debt and capital structures

Course content

Excel functionality and its uses in advanced financial modelling

  • Key functions relevant to case study
  • Excel do’s and don’ts - Tailored to case study
  • Advanced macro coding - Resolving circularities and logging - loops
  • Manipulation of named ranges with VBA

Accounting/finance knowledge

  • Advanced debt and capital structures
  • Advanced taxation

Modelling skills

  • Timeline – Working with multiple timelines
  • Flags - Multi-layer flags and counters for complex debt workings, including but not limited to: refinancing and step ups
  • Checks - Alternative check methods with informative warnings
  • Control Accounts - Advanced debt modelling: bullet, amortising, early repayment, auto-refinancing, interest rate set up
  • Scenarios - Different methods for applying sensitivities and layering scenarios
  • Review - Methodologies relevant to the case study
  • Best practice - Apply best practice principles on complex calculations

Who should attend

This course is for finance professionals with strong finance and accounting knowledge and intermediate modelling skills. The course is relevant to investors, analysts, accountants, and any other finance professionals responsible for maintaining and developing unfamiliar models or those who want to be able to solve advanced modelling problems.

Pre-requisites & equipment required

Attendees should have intermediate knowledge of Excel as well as understanding of accounting principles and the three financial statements. All relevant functions will be included in handouts to be provided in advance of course start and will be refreshed briefly on the first day. A windows PC with web camera, microphone and speakers (internal or external) is required with Microsoft Excel and Zoom/Teams application installed.

Make an enquiry
Download the brochure Course reference: FMC03

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