This seminar is an intensive training course designed to enhance the financial modeling skills of the participants. It covers industry best practices, construction of dynamic forecasting models, and analysis of financial statements based on the FAST-modeling approach. On completion, participants will be able to design flexible financial models that can calculate alternative scenarios and analyze sensitivity to the most important variables. This seminar is particularly beneficial for consultants who are preparing for the Advanced Financial Modeler Certification (AFM) exam, or who want to master financial modeling to drive better business decision-making.
This seminar is designed to provide you with a range of techniques, concepts and methodologies that will take your financial modeling skills to the next level and allow you to gain maximum value on these vital issues:
- Enhance your financial modeling skills and build more flexible and standardized models to help in the analysis of financial data.
- Learn the details of developing a full-scale model to integrate the three major financial statements (balance sheet, income statement and cash flow statement) based on the FAST-Modeling Standard
- Model business operations (including revenue, costs, taxation and inflation / indexation / escalation)
- Learn how to model business assets (including non-current assets, accounting depreciation and working capital – and impacts on tax); and how to model financing (including debt principal and interest calculations)
- Learn how to perform sensitivity analysis, build alternative scenarios and tackle issues like inflation, escalation, corkscrews, error checking etc.
- LEARN to measure, identify potential trends, interpret and forecast company performance using Excel modeling.
- CREATE meaningful management reports and charts for communication.
KEY LEARNING POINTS
By applying FAST modeling principles, participants will improve their financial models’ design, style and structure. Participants will learn how to integrate all financial statements to produce a correctly balanced Balance Sheet, avoiding any circularity.
Using the forecasted financial statements, the application of DCF valuation is illustrated, focusing on the issues that come up when estimating discount rates, cash flows and expected growth and other key parameters; the model is then subjected to sensitivity analysis.
During each stage participants will get practical tips based on the FAST Standard that will help them upgrade the level of their work.
WHO SHOULD ATTEND
This hands-on workshop is designed for junior to senior business and finance professionals as well as general managers who need to use financial models to measure business performance, identify risk and perform sensitivity analyses, including:
Directors, GMs, VPs, Senior Managers, Managers, with responsibility in the following functional areas:
- Business & Financial Analysts
- Investment & Corporate Bankers
- CFOs & Finance Managers
- Risk Managers and Portfolio Managers
- Financial Controllers and Accountants
- MBA’s and Business Undergraduates
- Anyone seeking to improve their financial and valuation modeling skill set
- Industry Consultants
- Project Managers and Risk Analysts
- Corporate Finance and Business Development Professionals
- Finance & Accounting staff
- Heads of Business Units & Business Planners