B2: Advanced Financial Modelling & Valuations
EXCELERATE YOUR FINANCIAL INTELLIGENCE
Recent Training Course Feedback:
““Exceed my expectations.” - S.M., Finance Director, Veolia Water, China
“The training course was very well
conducted. Lots of examples to work
with, including completed examples
to work on later and opportunity to
work on an actual financial model.”
“The size of the course is fantastic,
which allows for good discussion
and sufficient attention. Good mix
of Excel and industry / business
information and knowledge.”
“No question was too “silly’’ to ask.”
COURSE OBJECTIVES
• To provide experienced modellers with a deeper understanding of financial modelling methodologies, techniques and approaches.
• To provide participants with a structured approach to modelling that generates models that are reliable, robust, controlled, extendable and easy to use.
• To provide solutions to common modelling problems.
3 Days: Advanced Financial Modelling and Company Valuation
Part 1: Building Blocks
Financial Modelling in Excel• Key functions used in modelling• Advanced range names, including
formulas and naming conventions• Pivot Tables
• Scenarios, sensitivity, data tables• Best practice guidelines and
spreadsheet modelling standards
Financial Modelling Overview• Modelling fundamentals• Steps in model building• Key concepts in modelling & oil and
gas
Part 2: Advanced Modelling Techniques
Model Components• Capital budgeting & depreciation
modelling• Debt modelling• Modelling different Capital Structures
in a project• Ratio analysis• Tax considerations• Options for dealing with Inflation• Reporting considerations: changing
timescales, changing currencies, units
This course is designed to provide participants with a range of techniques, ideas, concepts and methodologies that will take their modelling skills to the next level.
COURSE DETAILS
DurationThree days
PrerequisitesThis is an intermediate to advanced level course. This is good continuation for past attendees of the Financial Modelling in Excel course
Who should attend • Accountanting and Finance staff• Corporate financiers &
Investment bankers• Financial Controllers• Commercial bankers• Business and financial analysts
InclusionsHandbook and USB/CD containing coursework and exercises
CPD Hours22.5 hours
Fees and RegistrationW: accessanalytic.com.au/trainingE: [email protected]: +618 96210 8500
Specific Purpose Modelling• Company valuation & financial
statement simulation• Project evaluation• Mergers & Acquisitions• Divestiture• Using real options for project
evaluation
Part 3: Advanced Modelling Applications• Multi-variable Monte Carlo
Simulations• Introduction to VBA Macros: useful
functions and macros, and how to apply these to models
• Tracking and recording model changes
TRAINING FOR FINANCE PROFESSIONALS
Why train with Access Analytic?
3 Learn from highly qualified and experienced finance professionals
3 Benefit from ‘hands-on’ training with practical exercises and real-world application
3 Contact hours towards continuing education requirements
3 Save with earlybird offers and group booking discounts
3 In-house training and customised course options available.
Contact us on +618 6210 8500 to discuss your training requirements.
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FACILITATOR
Jeff Robson Principal Business Analyst
Masters (Applied Finance & Investment), B.Comm (Accounting & Information Systems), CISA, FAIM, F Fin, Microsoft Certified Excel Expert
Jeff Robson has over 20 years’ experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world. He is skilled in the development and maintenance of analytical tools and financial models for middle-market companies to large corporates, at all levels of complexity, in both domestic and international settings.
He provides training in financial modelling for companies throughout the Asia, Oceania, Middle East and African regions. Before his current role, Jeff spent six years working in the Corporate and IT Consulting divisions of a large, multi- national Chartered Accounting firm.
Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing.
He has worked with companies such as Chevron, BankWest, Petronas, Rio Tinto, Glencore, KPMG, Grant Thornton and Toyota.
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Suite 143, Level 1, 580 Hay StPerth, Western Australia 6000
t: +61 8 6210 8500e: [email protected]: www.accessanalytic.com.auLet’s connect!Excel® is a registered trademark of Microsoft
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