Financial Modeling and its Business Applications

Fundamentals and concepts of building a financial model from scratch using a real-world client’s work-brief

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Financial Modeling and its Business Applications

What You Will Learn!

Understanding how the business operates and how it flows into financial modeling concepts
Understanding business & accounting cycle in business and financial modeling.
Getting Information/data needed to build a financial model with the use of an Information Request List document (using a client-based practical case study).
Building a professional model template.
Extracting and structuring of Inputs using FAST Standard.
Building the calculations and schedules.
Creating the projected financial statement (profit or loss, balance sheet, cash flow statement).

Description

This course adopted a practical and hand-holding approach to understanding and applying financial modeling concepts to business. The concepts covered in this course will serve as a base for building any financial model.

This course has been developed using tested materials, and practical techniques used in real-world business applications. It will teach you a step-by-step guide to building a financial model for a business that has no historical data, or financial.

What you will learn:

Understanding how the business operates, and how it flows into financial modeling concepts.
Understanding business & accounting cycle in business and financial modeling.
Getting information/data needed to build a financial model with the use of an Information Request List document (using a client-based practical case study).
Building a professional model template.
Extracting and structuring of inputs using FAST Standard.
Building the calculations and schedules.
Creating the projected financial statement (profit or loss, balance sheet, cash flow statement).

The prerequisite skills needed for this course are:

Accounting: ability to build and interpret 3-financial statements and understand how the financial statements are linked.
Finance: understanding the fundamentals of finance, understanding investment evaluation, and application of macroeconomic factors in forecasting.
Microsoft Excel: application of formulas and functions in Microsoft Excel.
Analytical skills: ability to analyze and interpret data.