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Corporate Financial Modelling: Setting up Financial Models – eLearning

This activity is published by accountingcpd.

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Financial models are essentially just tools to help people make business decisions. The financial model allows decision makers to test scenarios, observe potential outcomes, and hopefully make an informed decision. This course sets out a methodology for building models in Excel.
Content Description:
Financial modelling is essential to any business. You may need to build models for financial analysis, loan sizing, debt restructuring, valuation – the list is endless. Even though financial models are an integral part of business, many models fail due to a lack of planning and poor structure. 

This course provides an introduction to applied financial modelling and shows you how to design, develop and build corporate financial models. In particular, it demonstrates the benefits of solid model planning and design, and how to build models in accordance with international best practice.

Corporate Financial Modelling: Setting up Financial Models is the first course in a three-part series:
• Corporate Financial Modelling: Building Forecasts and Cash Flows leads you through a series of steps required to create your own model.
• Corporate Financial Modelling: Valuation and Sensitivity Reporting.

Upon satisfactory completion of this activity you will be able to:
Establish the ground rules for building a spreadsheet model, including guiding principles and the core elements.
Build a model including input data, intermediate calculation and output data.
Construct an executive summary of your model along with any appendices necessary.
Use a range of different techniques to assess the impact of potential changes in inputs or variables.

This course arms you with the all the basics you need to know to be able to create financial models.
No prerequisites.

No materials distributed.

No assessments required.


Topic: Corporate Finance, Reporting

Sub-Topic: Business Planning & Analysis, Financial Modelling, Financial Reporting

Format: Self-paced

Proficiency Level: Intermediate

CPD: 4 hours