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B1: Financial Modelling Fundamentals
Course Length: 3 days
Introduction to the principles of Financial Modelling, company valuation and corporate finance.
Dates, Locations & Fees | Facilitator |
Download Brochure | Run this course In-House | Back
What you get From this Course
- An excellent working knowledge of financial modelling functions in Excel that allow you to efficiently create robust and flexible models.
- A sound understanding of financial modelling and valuation concepts.
- Practical experience in designing solutions to real-world financial modelling challenges.
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Agenda Highlights
Download Brochure
This course provides a sound understanding
of both the principles of financial modelling and the
practical application of these to real-world situations
through the use of spreadsheets.
The course then builds upon the financial
modelling principles and practices learned to apply these
to company valuations. In this, participants improve their
mastery of company valuation principles and concepts,
and then see how to apply these in practical applications.
Finally, the course describes how
to both detect and prevent errors from occurring.
Part 1: Financial Modelling Principles
& Practices
Introduction to Financial Modelling
- What is a model?
- Spreadsheet models
- Types of models
Principles of Financial Modelling
- Steps in model building
- Best practice guidelines and spreadsheet
modelling standards
- Designing for flexibility and scalability
- Designing for consistency
- Designing for usability and functionality
- Designing checks and balances
- Using VBA in financial models
Part 2: Applications
of Financial Modelling
Principles
of Risk and Return
- Volatility
- Capital Structures
- Weighted Average Cost of Capital
(WACC)
- Cost of Equity Capital
Company
Valuation: Theory and Application
- Role of valuation
- Approaches to valuation
- Accounting concepts behind balance
sheet, income statement and cash flow.
- Free cash flow to the firm and
financial statements
- Analysing past performance
- Forecasting future performance
- Discounted cash flow modelling
- Sensitivity analysis and an introduction
to Monte Carlo simulation
- Capitalisation of earnings and
other valuation methodologies
- Interpreting results
Part 3: Control
of Financial Models
Financial
Model Auditing/Review
- Why audit?
- Excel's auditing tools
- Automated testing tools: role,
purpose and limitations, demonstration
- Model documentation
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Who Should Attend?
- Business & Finance Analysts
- Finance Managers
- Investment Managers
- Investment Analysts
- CFO's
- Financial Modellers
- Investment & Corporate Bankers
- Corporate Finance Managers
- Finance Professionals
- Accountants
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Facilitator: Jeff Robson
 Masters (Applied Finance) - Current, BCom (Accounting & Information Systems), CISA, AFAIM, A Fin, MAICD, MS Excel Expert
Jeff is the Principal Business Analyst and Founding Director of Access Analytic, a company which specialises in financial modelling, management reporting and spreadsheet auditing.
He has extensive experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world.
He is skilled in the development and maintenance of analytical tools and financial models for middle-market to large corporate transactions and clients, at all levels of complexity, in both domestic and international settings.
He has worked with companies such as Chevron, BankWest, Petronas, Rio Tinto, Glencore, KPMG, Grant Thornton and Toyota.
He provides training and financial modelling for companies throughout the Asia Pacific region.
Before working with Access Analytic, Jeff spent 6 years working in the Corporate and IT Consulting divisions of a large, multi-national Chartered Accounting firm.
Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing.
Earlier in his career, he spent five years in banking and finance.
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Feedback from Previous Participants
| Feedback |
Initials & Position |
| "Very useful to develop modelling skills. Thanks!" | R.H., Graduate,
Banking |
| "Excellent course content, very relevant to my work." | R.M., Associate,
Finance |
| "Very well-taught and extremely relevant to practical job application." | C.M., Analyst,
Finance |
| "Very good course with very knowledgeable presenter. Excellent CD with good live examples." | B.E., Analyst,
Banking |
| "Highly recommended and very useful for the banking and finance industry." | J.K., Associate,
Banking |
| "Very worthwhile, informative course. Very relevant in terms of my day-to-day work." | S.C., Trainee Analyst,
Finance |
| "Very good course with great mix of Excel and finance methodology." | B.M., Director,
Institutional Banking |
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Benefits & Inclusions
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Practical:
Jeff Robson is a highly experienced facilitator who
actively and regularly consults to clients also. |
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Applicable:
apply what you learn to your job to further your career. |
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Hands-on:
the course is designed to provide maximum hands-on
experience. |
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Passionate:
Jeff Robson loves this subject! |
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Clear: we
specialise in translating complex subjects into concepts
that are easy to understand. |
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On-going help:
you can always e-mail the facilitator. |
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CD: includes
worked examples, suggested solutions, reference materials,
and a large variety of templates that can be immediately
applied to kick-start your projects. |
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Comprehensive course
notes. |
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Networking:
meet industry peers and hear how they approach this
subject. |
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Small groups:
seats are strictly limited to ensure maximum interaction
with the facilitator. |
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Certificate
of completion. |
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... and much more! |
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Dates & Locations
Book for Open Sessions of
"Financial Modelling Fundamentals"
Book one or more staff to attend an open session of this course:
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Date(s)
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Location
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Last Earlybird
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Start Time
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Price
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Book/
Info
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| 12-13 Oct 10 |
Perth, WA
Note: this session is a customised 2-day version of this course |
10 Sep 10 |
9:00 AM |
AUD2855 |
Click
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| 24-26 Nov 10 |
Singapore |
24 Nov 10 |
9:00 AM |
USD3998 |
Click
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Alternatively, register your interest below and we will notify you when future sessions are scheduled in your area. No courses near you?
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Register/Enquiries
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Online: click
any link above to use our secure online registration |
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Phone: call
+61 8 6210 8500 & speak to our facilitators (GMT+8) |
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E-mail: |
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Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.
We can bring all the equipment for up to 8 people so all you need is a room!
Benefits
- Flexibility: we can combine
content from multiple courses to create a custom course
just for you, add-on a workshop or some mentoring sessions
then run everything at the times that suit you.
- Timing options: if you're
in Perth, we can split courses into half or single days
and schedule these at times to suit you
- No hidden extras: our fixed
fee includes all materials and equipment costs for up
to 10 participants
- Cost effective: no extra
fees for extra participants (maximum of 8 per session)
Optional Workshop Add-on
A Workshop is a half or full-day group session where participants bring along their Excel models to gain help, ideas and suggestions on how their models could be improved.
Clients often book a Workshop in addition to the standard training course since the Workshop provides a fantastic way for participants to:
- apply and reinforce the knowledge and principles from the course
- gain immediate productivity benefits in their Excel models
- better understand the models that are used in their office
For all these reasons, clients booking workshops gain a far greater return on their training investment.
Cost: AUD3,000 (full day), or AUD1,600(half-day)
To gain all these great benefits, just book your workshop when arranging your course.
In-house Course Fees
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Recommended Add-ons |
| Location |
Fee per Day |
1 Mentor Session |
6 Mentor Sessions |
| Perth metropolitan area |
AUD3,000 |
AUD400/person |
AUD2,160/person |
| Other Australia |
AUD3,500 |
AUD400/person |
AUD2,160/person |
| Overseas |
AUD4,000 |
AUD400/person |
AUD2,160/person |
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Notes:
- Prices exclude GST
- Fees are per day, NOT per participant
- A 10% discount applies when booking 5+ full days
of training
- Fees include all disbursements
- Many courses can also be split into half-days (please enquire)
- Fees for locations outside of Perth do not include equipment
Call Jeff Robson on +61 8 6210 8500 to discuss your requirements.
Bundled Course & Mentoring
Mentoring sessions are 2-hour, individual, one-on-one sessions with the facilitator
where participants use their own files and work on any issue they choose.
Training in this manner allows participants to reinforce the principles they learned
on the course by applying them to real-life situations and get personalised assistance in private with anything they'd like to discuss.
This ensures a deeper understanding and therefore a much longer-lasting benefit by bridging the gap between what was learned on the course and what happens in real-life.
As a further benefit, it also provides an immediate payoff by improving and enhancing participants' productivity.
Mentoring Details
Booking
To take advantage of the bundled mentoring options, just discuss this when booking your
course and we'll arrange everything.
Call Jeff Robson on +61 8 6210 8500 to discuss
your requirements.
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