Financial Analysis Modeling and Forecasting Training Course
5 DaysFinancial Analysis Modeling and Forecasting Training Course
The British Academy for Training and Development offers an in-depth learning experience through its Financial Analysis Modeling and Forecasting Training Course, designed to offer attendees skills for advanced financial considerations and practical tools for strategic business decisions. This comprehensive programme will provide real-world financial analysis, financial modeling, and forecasting techniques. Attendees will practice their skills in building integrated financial models, interpreting financial statements, and assessing performance and risk through ratio analysis. The training will also cover cash flow forecasting, budgeting methods, and scenario analysis, which will help attendees to model the likely future outcomes of the business with confidence. Hands-on practical exercises impart knowledge in Excel-based financial modeling, creating dynamic models, sensitivity analysis, and valuation models. Also, strengthen investment appraisal techniques such as NPV, IRR, payback period, which are integral in the evaluation of capital projects. Forecast accuracy will be emphasized, followed by consideration of driver-based forecasting and trend analysis so that attendees will be properly positioned to support strategic planning and corporate financial decisions. At the end of this course, the learners will polish their knowledge in model auditing, error checking techniques, and best practices in financial modeling that can demonstrate reliable and professional financial forecasts that would really add value to any organisation.
Overview
Course Objectives
Objective:
The primary objective of this course is to refine participants' skills in comprehensive financial analysis, sound financial modeling, and precise forecasting. The course seeks to refine the decision-making process through financial interpretation of data, assessment of alternative investment opportunities, and business simulations under different scenarios.
Target Audience
This course is well suited for:
Financial analysts and personnel working on budgeting and forecasting.Accountants and auditors seeking improvement in their modeling skills.Investment analysts and advisors.Business consultants and strategic planners.Finance managers and controllers.Anyone involved in financial planning and any decision-making related to it.
Course Outline
1. Introduction to Financial Analysis
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Understanding financial statements
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Importance of financial ratios
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Basics of profitability, liquidity, and solvency analysis
2. Fundamentals of Financial Modeling
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Structure and logic of a financial model
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Best practices in model building
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Working with Excel functions and templates
3. Building Integrated Financial Models
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Creating income statements, balance sheets, and cash flow statements
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Linking models for dynamic updates
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Understanding model drivers and assumptions
4. Ratio and Trend Analysis
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Calculating key performance indicators
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Conducting historical trend analysis
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Analysing efficiency, leverage, and market valuation ratios
5. Forecasting Techniques
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Introduction to forecasting methods
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Driver-based forecasting
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Techniques for cash flow forecasting
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Dealing with uncertainty using scenario and sensitivity analysis
6. Budgeting and Planning Models
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Developing operational budgets
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Rolling forecasts and long-term planning
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Aligning budgets with strategic objectives
7. Valuation and Investment Appraisal
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Principles of company valuation
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Using Net Present Value (NPV) and Internal Rate of Return (IRR)
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Discounted Cash Flow (DCF) modeling
8. Risk Management in Financial Forecasting
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Identifying key financial risks
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Applying stress testing and break-even analysis
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Integrating risk assumptions in models
9. Model Review and Audit
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Conducting model audits
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Identifying errors and inconsistencies
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Ensuring accuracy and transparency in modeling
10. Final Project and Case Study
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Building a full financial model from scratch
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Applying course knowledge in a real-world case study
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Presenting forecast results and recommendations
Schedule & Fees
No upcoming sessions at the moment. Contact us for custom scheduling.