Advanced Financial Analysis and Management

The rigorous course equips you with practical and hands-on experience to design your own financial model. Get prepared for the level 1 of the Advanced Financial Modeller (AFM) certification examination with our detailed online exam prep course. The rigorous course equips you with practical and hands-on experience to design your own financial model. Our course offers a step-by-step and in-depth knowledge on the use of Excel tools and techniques, thereby enabling the participants to gain an understanding on the best financial modelling techniques. The trainees will also gain a thorough understanding for constructing dynamic and interactive financial models, which meet the greatest industry standards. Overview The skills related to financial modelling and analysis are the most sought-after skills in the business arena and most desired by employers. The intensive course helps you to effectively prepare for the level 1 of the AFM certification examination. On completion of the course, you will be able to: · Gain an understanding about the concepts and methods in financial modelling; · Improve and upgrade your skills; · Be a part of a bigger team to offer assistance for improving projects or work on new assignments; · Significantly use Excel in your routine work, thereby enabling you to make concrete financial decisions. Who should attend All individuals who want to improve their financial modeling skills should attend this course § Middle to senior managers from different industries § All professionals who want to deal or currently deal with financial modeling in their company § Consultants, advisors and other professionals who wish to improve their modeling skills Methodology The non-theoretical methodology which includes interactive discussions, case studies, and assignments to understand the concepts and their applicability. As a policy, we limit the class size so that we can provide attention to each participant and ensure their objective is achieved. We request you to please bring your laptop with Microsoft Excel installed to the class. Trainer All our trainers are carefully chosen by us and possess a rich and vast experience in the financial sector. This course conducted by an experienced training consultant having more than 16 years of industry experience with some of the world’s leading business institutions, specializing in corporate finance, investment banking, and private equity. Course Content Module – 1 Setting up a financial model and building projections • Overview of best industry practices for financial modeling • Steps to create the models as required in exams • How to create well design model in electronic and printed form • Steps for creating financial models • Proper presentation of various sheets and setting up the model input dashboard Module – 2 Preparation of Income statement, cash flow statements and balance sheet • Importance of historical information • Analysis of company and industry information • Analysis of industry assumptions and their rationale for revenues & costs, assets and liabilities’ assumptions - operating cost, capex, leverage, modeling of historical ratios and trends • Shortlisting assumptions and applying adjustments • Applying various forecasting tools, etc Module – 3 Importance of key schedules and their application • Working capital schedule • Fixed assets and depreciation • Schedule of amortization of intangible assets • Preparation of debt and interest • Taxation • Equity fundraising • Equity gap and funding Module –4 How to create working capital schedule • Components of cash and non-cash working capital • Working capital ratios and their interpretation • Forecasting working capital requirements Module – 5 How to create Capex and funding schedules including multiple debts • Equity and debt fund raising and repayment structure • Debt waterfall mechanism and revolver • Checking debt repayment ratios, leverage, and covenants Module – 6 Integration of income statement, balance sheet, and cash flow statement • Industry practices on handling exceptions integration of Cash Flows, Income Statement and Balance Sheet How to handle Circular References in financial modeling Module – 7 Establish scenario and sensitivity analysis • Use of data for sensitivity analysis • Identifying suitable scenarios and sensitivities and their impact on financial analysis • Managing critical pitfalls in the analysis Module – 8 How to use excel formula and shortcuts • Key shortcuts and quick usage of excel sheets and formulas • Formatting Skills including Custom Formatting • Lookup Functions • Absolute References • Paste Special • IF Statements • Conditional Formatting • Forms and Drop-Down Boxes • Printing If you need further information, please visit www.riverstonetraining.com.sg or send mail at [email protected] Riverstone – Corporate Training https://www.riverstonetraining.com.sg