Financial Analysis Courses

 

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Please See Below For Course Information On 'Financial Statement Modelling'



Overview

This course will cover how to prepare a fully integrated financial statement model. Working from an Excel template, participants will learn how to complete a financial model that is accurate, flexible and user friendly. Short cuts, best practice and practical tips will also be covered. They will also be a session on how to avoid errors and what to do if errors arise. The course will be very participative and will be based upon modelling a real life company.

Who is it for?

This course is aimed at participants who have a basic knowledge of Excel and wish to utilise it to produce financial models which comply with best practice.

What will I learn?

PROGRAMME

INTRODUCTION
What is a fully integrated model?
Steps in creating a model
MODELLING BASICS
Modelling best practise
Key board short cuts
Modelling formulas
BUILDING ASSUMPTIONS
Historic data
Creating assumptions
PROJECTING THE INCOME STATEMENT
Dealing with depreciation
Non recurring items
Shareholder items
PROJECTING THE BALANCE SHEET
Forecasting capital expenditure
Calculations for operating working capital
Dealing with debt
Retained earnings

PREPARING THE CASH FLOW STATEMENT
Calculating operating, investing and financing cash flow
Linking cash flow to the balance sheet
FINALISING THE MODELLING
Balancing the balance sheet
Using cash and revolver accounts
Dealing with circular references
ERROR CHECKING
What to do if your model doesn’t balance

Address

MWB Strand
Golden Cross House
8 Duncannon Street
London
WC2N 4JF

Travel Information

The venue is close to Trafalgar Square and Charing Cross Station