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B2: High-Powered Financial Modelling
Course Length: 3 days
Master company valuation and corporate finance principles and concepts together with real-world practical application.
Dates, Locations & Fees | Facilitator |
Download Brochure | Run this course In-House | Back
What you get From this Course
- To provide experienced modellers with a deeper understanding of financial modelling methodologies, techniques and approaches.
- To broaden the range of tools and techniques experienced modellers can apply to their models to enhance reliability, usability and robustness.
- To provide participants with a structured approach to modelling that not only generates models that are reliable, robust, controlled, extendable and easy to use, but also speeds-up model development.
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Agenda Highlights
Download Brochure
This Advanced Financial Modelling
training program exposes participants to the sophisticated
tools and techniques used to efficiently build financial
models that are robust, reliable and easy to use.
The course is designed for participants
who have already had some experience in financial modelling
and are now seeking to further develop their skills and
take their modelling to the next level by learning a range
of new tools and techniques.
Being an advanced course, the program
focuses on sophisticated techniques that save time when
building models, increase reliability and improve usability
of the models developed.
Topics include areas such as:
- Scenario and sensitivity analysis
(including probability-weighted sensitivities)
- Capital budgeting (S-curve allocation
of expenditure, depreciation modelling etc)
- Debt modelling
- Monte Carlo simulations
- Introduction to VBA Macros
- Model automation
The unique combination of both
Excel techniques and the application of finance principles
allows participants to expand their Excel expertise, their
skill in applying its functions to solve common modelling
issues, and their knowledge of project evaluation/company
valuation issues and techniques.
Benefits from attending this
course:
- Learn new ways to improve
efficiencies in your financial modelling processes by
gaining valuable skills
- Discover a range of sophisticated
techniques that will improve the usability and reliability
of your financial models
- Learn how to integrate &
align your financial models with business strategy
- Learn how to properly incorporate
imprecise data and allow for uncertainties in model
assumptions and variables
- See how to properly utilise
spreadsheet modelling best practices into action to
create better financial models
- Learn about alternate financial
modelling approaches, when to use these and how to make
the best decision
- Gain the confidence that
comes from knowing that your financial models are robust,
accurate, and reliable
Key Take Aways:
Full course notes, plus a CD
full of practical templates, exercises & solutions,
reference guides, add-ins and other useful tools that
can be used to efficiently build effective and robust
financial models.
Day 1: Building Blocks
Financial Modelling in Excel
- How to use advanced Excel functions
that will allow faster model development and provide
greater reliability.
- Techniques to create and use advanced
dynamic range names, including formulas and naming conventions
- Sophisticated methods of data analysis
and visualisation that present information easily or
highlight anomalies and areas of interest
- How to create, manage, and present
multiple scenarios and perform sensitivity analysis
- Techniques for working with time
series in models that allow automated date generation
and summarisation at any level
- Best practice guidelines and spreadsheet
modelling standards: learn how to create models like
the professionals do!
- Advanced techniques for sophisticated
model optimisation
- How to apply the new features of
Excel 2007 to increase advanced financial modelling
productivity
Financial Modelling Overview
- The 7 key factors affecting value
- Calculating the cost of equity,
debt and WACC
- The 7 steps involved in building
financial models
- 3 different approaches to terminal
value
- The 9 essential steps in calculating
discounted cash flows
- NPV vs IRR vs RRR …
in plain English!
Day 2: Advanced Modelling Techniques
- Using probability-weighted sensitivity
analysis as a proxy for stochastic simulation
- Multiple methods for automated
S-Curve allocation of capital budget expenditures
- Managing multiple capital budget
projects
- Earned Value project management
& reporting
- Easy ways to perform depreciation
modelling
- Debt modelling: senior debt,
mezzanine finance, and hybrid instruments
Day 3: Advanced Modelling Applications
- Techniques for working with linked
workbooks to ensure robust and reliable linking
- Mergers & Acquisitions
- Multi-variable Monte Carlo Simulations
and stochastic modelling
- Introduction to VBA Macros: useful
functions and macros, and how to apply these to models
- Model automation using controls
to enhance usability
- Clever ways to produce and manage
financial model documentation to provide models that
are easily understood and reviewed.
- Model auditing/review and
control including demonstration of financial model auditing
software
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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
- Business Bankers
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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 |
| "Great to learn new formulas and how to apply these to every day spreadsheets." | J.G., Finance Analyst,
Perth Airport |
| "Very good course! Right level of Excel detail and finance proficiency.Excellent examples - plus I can practice them using the answers at my own pace." | C.B., CFO,
Perth Airport |
| "The course was appropriately targeted and level of difficulty well-assessed. Enjoyed the use of live, relevant examples and templates to demonstrate key functions and reference material that can be used at a later date." | F.T., Senior Financial Analyst,
Infrastructure |
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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
"High-Powered Financial Modelling"
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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| 29-1 Dec 10 |
Singapore |
29 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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