Introduction to Financial Modeling

Introduction to Financial Modeling Course Content

Business financial modeling is one of the most under-rated skills at University, but a must-have skill in business. You can’t start or run a business without a solid forecast or ability to evaluate “what-if” scenarios. Your boss, or your investors, will expect a professional financial model.

This course will bridge the gap from theory to reality. Develop a best-practice financial model based on a real-life case study, in a framework that you can use to evaluate your own business. Understand the impact of leverage and equity dilution due to multiple capital raises, using CAP tables.

Course Schedule and Pricing

Financial Modeling for Business Plans In-House

Course Price: Contact Us

On Request

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Inhouse Training

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Course Syllabus

SECTION	OVERVIEW
Pre-course material	Course requirements, objectives, and overview
Introduction to financial modeling	Different types and uses of financial models How to start building a financial model Best practice principles Best practice accounts and flags Critical Excel functions and shortcuts
Historic data and forecasting	Analyzing historic data from your business Forecasting methods Forecasting revenue and costs EBITDA, margins and other metrics Assess the impact of capital costs
Working capital	Receivables and payables Inventory Why Starbucks has loyalty cards
Capital structure and investment decisions	Introduction to debt and equity The benefits of leverage Debt service – repaying Principal and paying interest The net present value (NPV) Internal rate of return (IRR) Making sensible investment decisions Funding stages for a business Dilution of shareholder value and CAP rate tables
Core Outputs	Cash flow statement Income Statement Balance Sheet Build graphs and other outputs required for decision making A note about tax
Sensitivities and business optimization	Creating scenarios and sensitivities Breakeven analysis Solving the price required to achieve a specific return Understanding scale vs profit vs cashflow Removing model circularities
Modeling quality checks and maintenance	File structures, version control, and sign-off protocols Tracking changes in Excel models How to review a model Keep your financial model current, how to update it

Delivery Options

Who should attend this course?

This course is suitable for all-levels – there is something for everyone.

Financial analysts at banks, investors, developers, and operating entities looking to standardize approaches to modeling or solve new problems
Senior participants changing careers or looking to up their skill-set
Students wishing to enter a finance role – get ahead of your competition now
Anyone else responsible for financial modeling!

Why Pivotal180

Discounts and Cancellations

Cancellation Policy for Public Courses

4 weeks before the course: Full Refund*
1-4 weeks before the course: 50% Refund
<1 week before the course: No Refund

*Refund is less any merchant fees incurred on payment

What's Included

Course completion certificate

Equipment & Prerequisites

Basic knowledge of, and access to Excel
Computer/Laptop
Power cord

Introduction to Financial Modeling