Financial
modeling
using MS
Excel
Improve your financial
modeling skills for
accurate business
decisions
Financial toolkit
21-22 March 2017
Dubai
KPMG Business Academy
Financial toolkit
Key learning benefits:
Learn Analyze Identify
what financial modeling is modeling techniques and uncertainty and
and how to create financial strategies to reduce errors scenarios
models in modeling
Course overview Meet your course leader
This two day course will focus on financial management,
budgeting theory, financial modeling methodologies and Our trainer has over 23 years of general,
leading practice. During the practical parts of the course, financial, administration and project
participants will build their own financial models to management experience. He has 11 years
practically apply the skills learnt. Participants should have of professional international business
a sound knowledge of MS Excel and be at ease using consulting and analysis experience, as
spreadsheets. well as six years' extensive finance
training in Australasia and the Middle
East.
Course methodology Our experienced trainer has led consulting
and training engagements within the
This course is very practical. You will create your own electrical, hospitality, tourism, resort,
financial business case model. Time will be spent on mining, property development,
financial modeling theory as well as the practical thought construction, telecommunications,
process and implementation of these skills to produce a agriculture, engineering, retail, IT,
model aligned with leading practice. The course will manufacturing and consumer industries in
include real data samples as well as MS Excel exercises. Australasia, Sri Lanka and the Middle
East.
He specializes in business management,
Course prerequisites finance, strategy, budgets, cash flow,
forecasting, modeling and dashboards.
You should have a good deal of understanding of MS
Excel and financial terms and their applications. The
course includes extensive use of Excel modeling so it is
essential that you use MS Excel confidently to gain
maximum benefit from this course. Everyone will receive
a pre-course questionnaire to give the course leader an
understanding of your learning objectives.
Software requirement
Kindly bring your laptop with the version of Microsoft
Excel you use on a day-to-day basis.
Who should attend
This course is designed for professionals ranging from financial accountants, business analysts, finance managers,
reporting and financial analysts, management accountants, commercial managers, financial controllers and budget
managers - anyone asked to create financial models as part of their day-to-day job.
Financial toolkit
Course outline
Day one Day two
Financial modeling techniques, theory and leading Building a financial model business case
practice — Practical use of knowledge and training material to
— Skills needed for financial modeling build a business case from start to finish
— Model layout
— Attributes of a good model Assumption documentation
— The technical, design, business and industry — Why document assumptions?
knowledge required for financial modeling — Linking to source referencing
— Importance of assumptions when assessing risk
Excel as a tool for modeling — Mitigate liability by including appropriate caveats
— Reducing file size and key assumptions
— Hiding sections of the model
— Linking Insights into analyzing and presenting your model
— What is a macro and should I use it? — Summarizing results and display of findings
— Writing operation instructions
Error prevention — Communicate the results of your model clearly and
— Modeling techniques and strategies to reduce concisely whilst getting the key message across to
potential for error the audience
— Identifying and correcting common errors — Summarizing key assumptions, documentation and
— Avoiding error displays in formulas source referencing
— Creating in-built, self-balancing error checks and — Presentation of model output
error alerts — Tips for proper model presentation
— Dealing with links and the potential errors they can — Presentation structure
cause
— Errors and their interpretation Essential tools, formulas and functions
— Applying absolute and relative cell referencing and
its importance in financial modeling
— Which formula or tool is most appropriate in which
modeling situation?
— Selecting the correct formula and adjusting
formulas manually
— Named ranges and functions
— Use of LOOKUP functions, aggregation functions
and nested formulas within a financial model and
others
— IRR (Internal Rate of Return) and NPV (Net Present
Value)
— How to model compounding inflation
— Calculating customer acquisition numbers from the
potential pool of customers
— Modeling market penetration in a business case
— How to calculate a payback period
Financial
modeling using
Three ways to register:
Register
MS Excel [email protected]
+971 4 356 9616
Certificate
21-22 March 2017 Participants who attend all sessions and complete
assessments successfully will be awarded a KPMG
8am-4pm certificate of attendance.
Dubai Payment
To reserve a seat at our courses, please complete a
registration form and pay the full fees before the due
Early bird (before Participant fee date. All registrations are subject to acceptance by
21 February 2017) KPMG and will be confirmed with you in writing.
Cancellation
US$1,695 US$1,895 If, having registered and paid for a place, you are unable
to attend the course, a substitute delegate is welcome to
attend in your place. Fees canceled seven days or less
before the course begins are payable in full.
KPMG reserves the right to cancel this course, change
its date or alter the venue, speakers or topics.
All registrations are subject to our terms and conditions which are
available at
Customized training
http://kpmgbusinessacademy.kpmguae.com/TermsandConditions
.aspx. By submitting your registration you agree to be bound by solutions
the terms and conditions in full.
To create a more tailored learning
experience, you may want to run this
Please bring a laptop course in-house. Please contact
with MS Excel installed Sonali Perera to discuss further:
Sonali Perera,
Manager
E: [email protected]
T: +971 4 356 9616
KPMG’s professional training and management development programs are licensed by the Government of Dubai's Knowledge and Human
Development Authority.
© 2017 KPMG Lower Gulf Limited and KPMG LLP, operating in the UAE, member firms of the KPMG network of independent member firms
affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. The KPMG name and logo are
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