Date
February 21, 2023
COURSE DELIVERY
Online
START TIME
9.30am

Course Description

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Critical to business and investment decision-making is the ability for finance executives to create robust, flexible, and dynamic financial models that are logical and easy to follow, and which can be relied upon to be error-free.

This one-day training course is intended for finance, accounting and investment professionals or students who want to learn how to design and develop best-practise financial models in Microsoft Excel.

By doing so, participants will learn a key skill set which is in high demand by employers in industry, corporate finance, investment banking, private equity, fund management and the public sector. This course will teach you the characteristics of what makes a good financial model, the process of designing, developing, and testing a financial model, the key functions and formulae needed to build Excel-based financial models, and together we will work through a step-by-step case-study where we will build an integrated, dynamic, 3-statement financial model in Excel.

Course Content

• Characteristics of best practise financial models

• Golden rules – dos & don’ts

• Designing a financial model

• Building an integrated, dynamic, 3-statement financial model in Excel:

             - Revenues

             - Variable costs

             - Fixed costs

             - Working capital

             - Capital expenditure, fixed assets, and depreciation

             - Financing

             - Corporation tax

             - Indexation

             - Control accounts

             - Integrity and signal checks

             - Integrated income statement, cash flow statement and balance sheet

• Testing the financial model

• Some of the Excel functions that you will learn on the course include: - SUM - IF - SUMIF - EDATE - MIN - MAX - AND - PPMT – ROUND

Who Should Attend

This course has been designed for aspiring and experienced finance professionals who are familiar with the fundamentals of Excel and who have a good grasp of basic accounting and who want to learn how to build best practice financial models in Excel.

Certification

On completion of this one-day training course, you will receive your Certificate of Attendance. Please note certificates are issued at the close of the training course to participants on completion of the course.

Please check directly with your association or awarding body to see how many points they will award.

Cost

An ‘Early Bird’ discounted rate of €535 is currently available. This training course normal rate is €635. Places are limited and are allocated on a first come first served basis. PLEASE NOTE THE EARLY BIRD RATE CLOSES 3 WEEKS PRIOR TO COURSE DATE. The course cost includes all course documentation and Certificate of Attendance.

Tutor

Marcos Elvira
Head of Financial Modelling Centre of Excellence, KPMG Ireland
Colin O’Brien
Associate Director, KPMG Corporate Finance team

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