Financial Modelling - Comprehensive

Pricing

Cost for BPP PD Members: £1120 + VAT 12 CPD Hours
(£1390.00 + VAT for non BPP PD Members Click Here for details of our membership scheme).

Course level

Intermediate

Delegates

This two-day course is designed for financial professionals needing to build, interpret, review and audit financial models (forecast integrated income statement, cash flow statement and balance sheet). It is suitable for both accountants and non-accountants, but an existing understanding of basic accounting concepts and terminology would be helpful. Delegates concerned about their basic excel ability should first attend the one-day Financial Modelling - Excel Essentials. Laptops (excel v.2013) are provided.

Overview

A forecast integrated set of financial statements is constructed, from scratch, for a real company (based on published historic data). Once the forecast is complete a basic discounted cash flow (DCF) valuation is performed in order to demonstrate the sensitivity analysis.

Learning outcomes include obtaining a greater understanding of:

  • Financial modeling “Golden Rules”: Best practice DOs and DON’Ts
  • Model set-up
    • Model planning
    • Worksheet grouping
    • Date functionality
  • Historic data: cleaning up the numbers
  • Integrating the statements
  • Balancing the balance sheet
  • Forecasting techniques: pros and cons
  • Forecasting the numbers and populating the financial statements
  • Valuation
    • Enterprise vs equity value
    • Essential financial maths
    • Discounted cash flow valuation
  • Scenario analysis
  • Sensitivity analysis
  • Rolling forward the forecast
  • Model audit and review
  • Circularity and trouble shooting

"A CPD certificate of completion will be provided by BPP Professional Education Limited upon request, following attendance."


Course Dates

Location Dates Time Availability  
London 11 - 12 Jul 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 08 - 09 Aug 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 12 - 13 Sep 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 07 - 08 Nov 2017 9:00 AM - 5:00 PM  Spaces Book Now
London 05 - 06 Dec 2017 9:00 AM - 5:00 PM  Spaces Book Now

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