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 Financial Modeling F1732 QR Code
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Financial Modeling



Financial modeling is the core skill required for Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis, etc.The best way to learn financial modeling is to practice. It takes years of experience to become an expert at building a financial model and you really have to learn by doing. Reading equity research reports can be a helpful way to practice, as it gives you something to compare your results to.

Course Objectives:

At the end of this course the participants will be able to:

  • Define the world of finance

  • Explain the cash flows and investor returns for different asset classes

  • Understand the information in the financial reports of organizations

  • Describe internal budgeting control performance evaluation and project analysis

  • Determine how to make big investment decisions based on costs and benefits

  • Specify investment options and their purpose

Targeted Audience:

  • Head of Departments

  • Managers

  • Finance Professionals who want to enhance their skills

Course Outlines:

Unit 1: Introduction to Financial Markets

  • Use the key elements of financial markets to make investment decisions

  • Explain factors that affect a market's efficiency

  • Discuss how transparency and disclosure ensure the integrity of financial markets

  • Determine the economic impacts of inflation.

Unit 2: The Language of Investments

  • Explain what the role of securities is in financing an organization

  • Compare the rates of return of simple versus compound interest

  • Calculate the expected present and future value of a fixed income.

Unit 3: The Language of Financial Reports

  • Identify balance sheet and income statement account categories

  • Relate them to the financial performance of the organization.

  • Assess the financial statements of an organization

  • Including measuring key attributes to make cross-sectional and time series comparisons.

Unit 4:Management Accounting and Project Analysis

  • Distinguish between total variance

  • Price variance and quantity variance

  • Explain how you would prioritize a series of capital projects.

Unit 5: Corporate Finance

  • Identify the difference between an annuity and perpetuity

  • Appraise an investment project using the four investment decision rules.

  • Reflect on how market expectations move markets

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