Do Feel Like You're Under Using Excel: Do You Feel Like You Can Do More?

• You’ve got the basics down, now you’re ready to really delve into the hidden tools and functions that make Excel even more powerful for you

• Discover how to save more time and work even fast with a financial model

• How to automate tasks and processes so you can just sit back

• Gain frameworks to know with confidence your models are reliable and robust

• Much, much more

Imagine yourself blazing through a financial model using hidden functions most normal people have no idea exist Excel.

The satisfaction of knowing you are the specialist of Financial Modelling using Excel in your company.

That’s what this Advanced Financial Modelling training does for you: helps you be that Excel Modelling specialist.

Who should attend?

• Accountants

• Corporate financiers & Investment bankers

• Financial Controllers

• Finance staff

• Commercial bankers

• Business and financial analysts

This is an intermediate to advanced level course. It is assumed you have a basic working knowledge of working with Financial Models in Excel.

Online Presentation

Because of the remote nature of online training, the intimacy of physical presence is lost: there is little chance for familiarity. Initially, at least, whilst it is relatively easy for the trainer to work in as normal a way as possible, the remoteness of distance is often a barrier, at least in the initial stages of the course.

Schedules:

Investment based on 3 sessions of up to 3 hours each (total up to 9 hours), SGT

14 Sept 2020, Monday - 9:00 AM -12:00NN

16 Sept 2020, Wednesday - 9:00 AM -12:00NN

18 Sept 2020, Friday - 9:00 AM -12:00NN

*Similar live in-person program investment is US$ 2995 to 3995 per person

Workshop prerequisites

• Delegates should have a good working knowledge of Microsoft Excel: you don’t need to be an advanced user, just aware of and be confident in the use of basic Excel

• Delegates should also be in possession of their laptops loaded with Microsoft 365/Excel 2016

• You will also need to ensure that Power Query and Power Pivot are fully operational: you will receive a delegates’ pack in advance of the course and full instructions will be given then

Module 1: Financial Modelling Fundamentals

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

Review of Financial Modelling Fundamentals

• 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 v 1RR v RRR ... in plain English!

Module 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

Module 3: Advanced Modelling Applications

• Techniques for working with linked workbooks to ensure robust and reliable linking

• Multi-variable Monte Carlo Simulations and stochastic modelling

• Introduction to VBA Macros: useful functions and macros, and how to apply these to your 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

Mr. Duncan Williamson

Distinguished Trainer & International Consultant

Highlights: Duncan combines his extensive academic and training experience with significant manufacturing and commercial work. In addition to working as a teacher and trainer, Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe and the oil and gas industry in the Middle East. Duncan has worked in and around a number of oil and gas-based companies over recent years.

He has published books, articles and case studies. His latest books Introduction to Power Pivot and Introduction to Power BI for Desktop to be published by www.bookboon.com

Countries of Work Experience: Bosnia and Herzegovina, Kyrgyzstan, Kazakhstan, Uzbekistan, Romania, United Kingdom, Afghanistan, Dubai, Abu Dhabi, Kuwait, Oman, Saudi Arabia, Switzerland, Hungary, Thailand, Singapore, Vietnam, Philippines, Malaysia, Pakistan, Holland, Sudan, Albania, Qatar, Mexico, Angola

Significant Areas of Expertise: cost and management accounting, financial accounting and bookkeeping, financial reporting under IFRS, financial modelling, spread sheet modelling, and product cost modelling.

Disclaimer, Terms & Conditions:

• Location is subject to change for face to face training
• Minimum number of participants has to be reached prior to confirmation of event
• Please note that trainers and topics were confirmed at time of publishing, however, CTS may necessitate substitution, alterations or cancellations. CTS reserves the right to change or cancel any part of its published programmed due to unforeseen circumstances.
• Registrations should be made 4 weeks prior to training date for face to face and 1 week before training date for online
• Full payment for the course should be made prior to training date unless you have pre-arranged terms with us.
• Cancellation 3 weeks prior to event date or no shows are liable to pay the full course with no refund, however you may substitute delegates at any time with notice
• Participants are required to attend at least 80% of the course program prior receipt of Certificate
• Rates are exclusive of taxes unless otherwise indicated in the invoice
• Receipt of this email to participate and/or register in any of the learning activities organized by CTS should not in any way be taken as a promise for employment or contract of employment of any kind.
• Force Majeure: Should for any reason outside the control of CTS, the trainer changes his dates or event cancels due to the act of terrorism, extreme weather conditions, industrial action or epidemic, CTS shall reserve the rights to replace the trainer or reschedule the event but the client hereby indemnifies and holds CTS harmless from and against any and all costs, damages and expenses, which are incurred by the client.