Advance Financial Modeling with Business Intelligence Course

BENEFITS OF ATTENDING:

• Constructing an informed decision based on outweighing the benefits associated with using either Excel or Access
• Employing the use of Excel functions to develop a high end, user-friendly model
• Designing an analysis worksheet and maintaining a comprehensive log of data for your model
• Appreciate insights into using the R Statistical language in the context of financial modelling
• Applying a variety of predictive modelling techniques to financial modelling
• Gaining valuable provision for flexibility in your model to allow leeway within your model
• Analysing and summarising the results of your model critically
• Testing the efficiency and measuring the practicality of your model through sighting the initial goal and objective

Benefiting from a comprehensive toolkit on advanced financial modelling using Microsoft Excel

Course Overview:

• Systematically analysing financial statements for improved model performance
• Highlighting key financial management principles for effective model development
• Reviewing Capital Budgeting
• Leasing v borrowing and buying Term structure of interest rates
• Algorithms
• Predictive Modelling Process
• Design and Efficiency
• Using risk and diversification for overall portfolio mitigation
• Producing and Publishing Model Output for effective communication and workability
• Reinforcing Risk Management as an effective financial modelling tool
• Linking Systems and Matrices through alternative arrays
• Portfolio and Financial Risk Management Models

Cases and Scenarios:

• Use stochastic modelling to measure or affirm risk and to analyse and explore a variety of hedging situations
• You will be introduced via case analysis to a data set that calls for yet more advanced analysis: using array functions and formulas including matrix algebra.
• Using the SOLVER functionality, recommend the optimal use of resources or the most appropriate outcome of a scenario.
• It is fine to spend time on the development of financial models and so on but since we usually need to share them with someone at some time, you will be required to turn some or all of a financial model into a presentation or document that you can use to explain or defend a position.

After completing this workshop the delegate should be able to:

• Construct a financial statement based and other financial models using Excel.
• Test and demonstrate the models you are given or that you build.
• Produce output from a model for use at work and in presentations.

Workshop Prerequisites:

• Delegates should have a good working knowledge of Microsoft Excel
• Delegates should also be in possession of their laptops loaded with MS Excel
• 2013 as a minimum, preferably Excel 2016.
• Laptops should also have the R language and RStudio installed and operational
• You will also need to ensure that Power Query and Power Pivot are fully operational: you will receive a delegates’ pack in advance of the course and full instructions will be given