

Financial Modeling
Overview:
Introduction:
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