Course Content
Financial modeling is a critical yet often underappreciated skill, essential for success in corporate finance and business. Whether you’re launching a new venture, managing operations, or evaluating “what-if” scenarios through sensitivity analysis, the ability to create a robust financial model is indispensable. Your boss, clients, or investors will demand professional and reliable forecasts that inspire confidence.
This course bridges the gap between theoretical learning and practical application. Participants will build a best-practice financial model using a real-life case study. You will learn frameworks for evaluating your business and project, including future cash flows, income statement balance sheet and cash flow integration, and financial statement analysis. Key topics include understanding leverage, equity dilution from multiple capital raises, and CAP tables.
By the end of this course, participants will have mastered the ability to build professional financial models that project future cash flows and evaluate business scenarios. You will gain expertise in performing sensitivity analysis to identify risks, applying discounted cash flow DCF models for valuation, and conducting comprehensive financial statement analysis. Additionally, you will understand the mechanics of income statements, balance sheets, and cash flow integration, allowing you to make informed business decisions.
Explore tailored training options for your team. Whether you need foundational courses in financial modeling or advanced lessons on preparing business plans , our experts deliver customized training solutions to meet your needs. Invest in your future and master financial modeling with Pivotal180 today!
Financial Modeling Fundamentals
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| Introduction to financial modeling
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Historic data and forecasting
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Working capital
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Capital structure and investment decisions
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Core Outputs
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Sensitivities and business optimizations
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Modeling quality checks and maintenance
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Delivery Options
- Self-Paced Online: Complete this course at your own pace, with flexible access to materials. Register online today to begin learning immediately.
- In-House Training: Customized to address the unique challenges faced by your organization. This course can be delivered live-streamed or in-person based on your needs.
This course is designed for participants at all levels, providing something for everyone. Whether you’re a financial analysts at a bank, part of a private equity firms or an operating entity, you will learn to standardize modeling approaches or tackle new challenges. Senior professionals looking to change careers or enhance their skill sets will find this course invaluable while students preparing for roles in finance can gain a competitive edge. Anyone tasked with financial analysis or model building will acquire the tools to excel.
Pivotal180 is a global leader in teaching financial modeling and project finance. Unlike firms where training is a side business, we are focused on delivering world-class education. Our courses are led by senior practitioners with deep, practical transactional experience, not just theoretical knowledge. We have trained top advisors, developers, lenders, and funds worldwide, helping them master concepts like discounted cash flow (DCF) analysis, leveraged buyout models, and financial planning for business units.
Our training approach is uniquely tailored to your needs. We offer a blended learning solution, combining instructor-led training with 12 months of online access to our comprehensive materials, including lecture slides, DCF analysis tools, and downloadable spreadsheet models. This ensures continuous learning and support long after the course is completed.
Discounts and Promotions
Discounts include 50% off for students and non-profits, a 15% group discount for bookings of three or more participants, and a 10% early bird discount for interactive public sessions booked eight weeks in advance.
Cancellation Policy for Public Courses
- 4 weeks before the course: Full refund (less any merchant fees).
- 1-4 weeks before the course: 50% refund.
- Less than 1 week before the course: No refund.
- Course Completion Certificate: Validates your expertise in financial modeling.
- 12-Month Online Access: Access comprehensive course materials, including lecture videos, transcriptions, and interactive resources.
- Access to Discussion Forums: Connect with instructors and peers to resolve questions and share insights.
- Subscription Renewal: Extend your access annually for $100 per year after the first 12 months.
- Pivotal180 Communities: Join an active network of professionals for ongoing discussions and insights.
There is no prerequisite for the course other than a basic knowledge of, and access to Excel.
During the course you will need a Computer/Laptop, power cord and having two monitors is preferrable.