
COURSE f100 | 2-DAY SESSION
Financial Modeling Boot Camp
A Powerful Hands-On Workshop for Financial Professionals. Combine your financial knowledge and the power of Excel® to create dependable Financial Models that work for you.
Bring a laptop running Excel - This is a hands-on course!
In this class, you will learn:
- Design Principles for building a solid financial model
- Using Excel’s modeling and financial tools to their fullest potential
- Combining finance and accounting principles and spreadsheets into a model
- Understanding the theory, logic and components of a great financial model
- The essentials of Excel for best modeling techniques
- Incorporating critical financial information for accurate results
- Combining valuation methodologies into your model building
- Logical techniques and layout skills for the financial model
- Accounting principles inherent in reliable modeling
- Creating a “presentable” and understandable model for your firm
Master the Art and Science of Building the Financial Model: Reliable, Dependable, Flexible, Robust and Complete!
With today’s ever changing and volatile financial landscape – more than ever, the financial and investment industries need the comfort of dependable and accurate forecasting when making critical business decisions. Often, investment professionals have a solid financial background, some Excel skills but limited modeling skills, having learned “as they go” - using modeling techniques and forecasting measures that are less than reliable.
This dynamic two-day Financial Modeling Boot Camp will help to put all of your knowledge to use, allowing you to combine your financial background with improved Microsoft Excel® modeling skills and modeling techniques to give you the tools you need to create workable, flexible and reliable Financial Models. You and your staff will learn to build the solid foundation necessary to create valuations that you can rely upon and skills that will work over time in all aspects of your business.
Combining Financial Knowledge, Excel Skills and Model Building Technique
In two action-packed days you’ll gain the skills, knowledge and “know how” to create solid and robust financial models. You’ll examine the components of a good model, review accounting principles incorporated in a model, learn what information you’ll need to create accurate results, and how Excel can be used to your advantage to develop a great valuation tool.
20 Immediate Benefits of Attending This 2-Day Boot Camp
- Learn to logically arrange the parts of your model and understand the design principles behind good modeling
- Learn how to create macros for your repetitive modeling functions and how to record them
- Understand how to use Excel Macros to their fullest potential in your model building to save you time and frustration
- Gain the comprehensive skills sets you need to become a capable Financial Modeler
- Know what toolbox functions you’ll need and which to customize to suit your needs
- Understand scenario testing and other testing techniques you will need before you go “live” with any model
- Know how to accurately record historical and projected operating assumptions into your model
- Know how to confidently combine all valuation methodologies into your financial modeling process
- Easily link your income statement, balance sheet and statement of cash flows
- Know how to quickly detect errors in formulas and how to correct them without adverse effects
- Incorporate the best designs for usable spreadsheets, using input cells, cell names and financial functions
- Understand how to accurately import all of your financial data into your model
- Create a flexible and robust financial model that can easily incorporate your own needs, changes and modifications over time
- Become a pro at sensitivity analysis using the data tools available to you
- Incorporate graphics and logical layout to create a “Presentable” model to professionally communicate results to others
- Know how to link all of your worksheets for interactive modeling and valuation
- Master the skills to create a model that will work for all types of valuations in all types of business and industry
- Learn to rely on the Excel financial functions and tools that are already available to you
- Learn from a renowned course developer and course instructor with years of successful investment experience and solid teaching abilities
- Quickly get up to speed as you "learn by doing” in this hands-on class — enjoy a fast-paced, boot camp approach to learning
Step-by-Step: Your Modeling Skills Come Together With Ease
This rigorous, hands-on class will cover the essentials step-by-step, and you will quickly discover how to put the power of what you know into building a dynamic, robust financial model. Confidently, you’ll know how to:
- Logically plan, design and layout a model that works in your environment
- Use Excel to it’s fullest potential to help in the building process
- Build a Financial Model, Integrating Financial Statements
- Create Financial Forecasts Based On Your Model
- Analyze And Value a Company Or Project
- Test and retest your results for robustness and accuracy
- Confidently present your results to management and make informed decisions












