Financial Modelling - Virtual Classroom

This activity is presented by SumProduct.

This activity will enable you to build efficient and effective models for business decision making, focusing on the construction of the Income Statement, Balance Sheet and Cash Flow Statement.

COVID-19 update:
Due to the COVID-19 pandemic that is currently spreading around the globe, we are suspending our in-person courses until further notice.  However, to accommodate the new working-from-home dynamic, we are switching our public and in-house courses to an online delivery stream, presented via Microsoft Teams, with a live presenter running through the same course material, downloadable workbooks to complete the hands-on exercises during the training session, and a recording of the sessions for your use within 1 month for you to refer back to in the event of technical difficulties.  To assist with the pacing and flow of the course, we will also have a moderator who will help answer questions during the course.


Content Description

This workshop uses an interactive case study to develop a model from a blank Excel canvas, enabling you to build a full set of financial statements and apply it to your own model developments.

Learning Outcomes

Upon satisfactory completion of this activity you will be able to;
• Explain the concepts of an Income Statement, Balance Sheet and Cashflow Statement.
• Construct a financial model to meet your organisation’s needs.
• Use checks intelligently to eliminate spreadsheet error.
• Build Balance Sheets that balance in seconds.
• Determine the appropriate methodology and sequential process of building your own models.


This workshop ensures participants understand the fundamentals of financial models and are able to use a model building approach applicable for all of their financial modelling requirements.


Topic: Future Focused

Sub-Topic: Information & Communication Technology

Format: Workshop

Proficiency Level: Intermediate

CPD: Upto 13 hours