Programs / School of Banking & Finance / EM_001_Financial Modelling School
School of Banking & Finance

EM_001_Financial Modelling School

BA
Instructor

Beltone Academy

Last Updated

July 20, 2025

0 /0

About Course

This program is in cooperation with our partner Euromoney Learning. 

Program Overview

In an uncertain economic environment, it is vital to plan ahead using robust financial models.

 

The program is designed to support junior and middle-ranking staff in setting-up their own financial models, or in using models received from other sources. The principal aim of the course will be to learn to build and use financial models as tools to understand transactions, identify risk and perform sensitivity analysis.

The principal aim of the course is to enable participants to use Microsoft Excel to prepare logical and easy-to-use financial models to support transactions, forecasts and planning for ongoing business streams. These skills can also be used to support credit approvals and reviews by lenders and to support the organization to run or sponsor projects.

By the end of this program, participants will be able to: 

· Create financial models on a consistent and focused basis

· Structure Excel books logically and accurately

· Build consistent, robust structures that are error-free

· Make themselves and their staff more productive by using Excel better

· Reduce the danger of spreadsheet errors

· Build simple macros in Excel

· Review Excel spreadsheets more easily

Participants who have some experience of financial modeling, but need more in-depth exposure to correct structuring of models, better tools for building them and experience in using them to understand and analyze transactions.

Financial Modelling School: Module 1 – Best Practice Financial Modelling in Excel Financial Modelling School: Module 2 – Advanced Financial Modelling in Excel

Module 1:

Day1: 

  • Introduction & Course Objectives
  • Overall Model Structure & Design
  • Modelling Techniques for Revenue and Cost Forecasts

Day 2:

  • Inflation / Escalation Factors
  • Cash Flow Modelling
  • Comparing a Model to Previous Versions of the Model

Day 3:

  • Sensitivity Analysis in a Model
  • Reporting Outputs
  • Advanced Excel Functions

Module 2:

Day 4 & Day 5:

  • Revision of Principles of Financial Modelling
  • Review of Financial Functions in Excel
  • Modelling Taxes
  • More Advanced Cashflow Analysis
  • Modelling the Balance Sheet
  • Model Auditing
  • Using the Model for Valuations
  • Creating Simple Macros

Virtual Instructor Led (VIL)

5 Days

Instructor Bio

BA
Beltone Academy
0 Rating 34 Programs 0 Learners

This Program includes:
Duration 60h
Skill Level All Levels
Language English
... February 28, 2025
Certificate Yes
Share Course
Page Link
Share On Social Media