Financial Analysis, Modelling & Forecasting

Essential Skills for Managing Business Risk and Performance

Format availability:

In-Person, Online streaming

Duration:

5 Days

Introduction to the course

This leading-edge  Financial Analysis, Modelling and Forecasting course will provide you with the essential financial modelling skills to analyse and manage risk and business performance in the turbulent conditions of the 21st century. In today’s globally competitive world decision-makers face unprecedented levels of risk and uncertainty and traditional financial analysis and forecasting tools do not provide the flexibility and responsiveness to manage in these demanding conditions.

This practical hands-on workshop will provide you with the methods and techniques of financial modelling in Excel that will equip you with a set of powerful financial tools with which to anticipate and manage the opportunities and threats confronting your organisation. 

This KC ACADEMY Financial Analysis, Modelling & Forecasting training course will highlight:

  • Competitive challenges for 21st century business
  • Advanced skills in financial modelling with Excel
  • Mastering the tools and techniques of financial analysis
  • Improving forecasting quality and minimising error
  • Effective capital investment decision-making
  • Models and techniques for managing risk and uncertainty

Course details

This training course has been designed to provide you with up to date knowledge and practical skills in the preparation and interpretation of public sector financial statements and budgets.

By the end of this Financial Analysis, Modelling & Forecasting training course you will have learned to:

  • Design and build practical and effective financial models in Excel
  • Improve your skills in analysing and interpreting financial statements
  • Build financial forecasting models for a range of business applications
  • Apply financial modelling techniques to investment decision-making
  • Use a range of tools to analyse and manage business risk

This KC ACADEMY training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel with one of our laptops, or your own.

The organisation will benefit from the practical implementation of up to date techniques in financial analysis, forecasting and financial modelling that can be applied to improve the quality and relevance of business decision-making in the context of raised levels of risk and uncertainty – specifically:

  • Advanced skills in financial analysis and interpretation of financial data
  • Highly developed financial modelling capabilities
  • Application of critical analysis to capital investment decisions
  • Development of high quality forecasting skills
  • Flexible approach to risk analysis and management

Delegates will benefit from this hands-on workshop that has been designed to provide them with the essential theory of financial analysis, forecasting and financial decision-making whilst focusing heavily on building the practical skills to develop their own financial models in Excel. This Finance & Budgeting training course on Financial Analysis, Modelling & Forecasting will greatly enhance their contribution to organisational performance and improve their career prospects by:

  • Raised awareness of management of risk and uncertainty
  • Greater involvement in management planning and decision-making processes
  • Advanced knowledge of Excel and its most powerful financial functions
  • Using powerful Excel financial modelling skills for forecasting and decision-making
  • Ability to model and apply investment decision-making techniques

This Financial Analysis, Modelling & Forecasting training course is designed to provide useful insights and practical skills to professionals from a wide range of disciplines and industry sectors, but particularly those involved in planning, forecasting and investment decision-making in an age of risk and uncertainty.
This Financial Analysis, Modelling & Forecasting training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial Accounting Team Members
  • Cost and Management Accounting Staff
  • Finance Managers
  • Planning Managers
  • Commercial Managers
  • Capital Investment and Project Team Members

Daily Agenda

DAY 1:
The Competitive Challenge in the 21st Century
  • Identifying and Managing Stakeholder Needs
  • Business Models and How They are Disrupted
  • An Integrated Approach to Risk Management
  • The Essentials of Business Performance Management
Fundamentals of Financial Modelling
  • Financial Statements Basics
  • Fundamentals of Financial Modelling
DAY 2:
Mastering Financial Analysis
  • Building a Financial Ratio Database in Excel
  • Practical Modelling: The Cost-Volume-Profit Relationship
  • Measuring and Improving Return On Investment
  • Measuring and Improving Asset Management Efficiency
  • Measuring and Managing Capital Structure and Risk
  • Practical Modelling: The Effect of Gearing on Shareholders’ Earnings
DAY 3:
Improving Financial Forecasting
  • Practical Modelling: Using Excel Statistical Analysis Tools
  • Avoiding Common Forecasting Problems
  • Using Moving Averages to Analyse Time Series Data
  • Using Linear Regression for Sales Trend Analysis
  • Using Excel Solver to Minimise Forecasting Error
  • Using Regression and Correlation to Forecast Costs
  • Practical Modelling: Cash Flow Forecasting
DAY 4:
Financial Models to Improve Investment Decision-making 
  • Principles of Capital Investment Decision-making
  • Sources and Cost of Business Finance
  • Practical Modelling: Using Excel Discounted Cash Flow Tools
  • Practical Modelling: Capital Investment Analysis
  • Essentials of Business Valuation
  • Practical Modelling: Business Valuation Based on Shareholder Value Added
DAY 5:
Managing Risk and Uncertainty
  • Identifying and Analysing Business Risk
  • Probability Based Approach to Decision-making
  • Monte Carlo Simulation
  • Sensitivity Analysis and “what-if” Forecasting
  • Identifying the Key Drivers of Financial Performance
  • Practical Modelling: Key Driver “what-if” Forecast

Frequently Asked Questions

There are no prerequisites. Our courses are open to students of all backgrounds who are 18 years of age and older. All courses are conducted in English. Video lectures include English subtitles and the option to slow-down, pause, or replay lectures for better retention. Discussion boards are a critical component of each of our courses; therefore, we suggest students have a conversational knowledge of English when pursuing a Certificate of Completion. For any of the art writing courses, students need to be 100% proficient in written English.

You should have an up-to-date web browser such as: Chrome, Safari, Firefox, or Internet Explorer. For more detailed information, please see the guides for supported browsers and basic computer specifications. Our Online Courses can be accessed on a mobile or tablet device, although we strongly encourage you to have access to a desktop or laptop computer and reliable internet connection for certain course components. Former students have told us it is easiest to read discussion threads and complete written assignments on a laptop or desktop computer.

Registration is available on our website. Just follow these simple steps: Click the “Apply Now” button in the top right corner of your screen. Select “Online Courses.” Choose your course(s). You will be asked for basic contact information and your credit card payment. We require full payment at the time of registration and all tuition is billed in US dollars. Be sure to check with your bank or credit card company, as your financial institution may charge a foreign transaction fee.

Our classes are kept small, at no more than 30 students, to better facilitate and encourage personalized interaction with the instructor and fellow participants. Your classmates come from all over the globe and contribute their global perspectives and experience. Some are currently working within the arts while others are just beginning. All classmates share in their passion for the art world.

It is recommended that you begin your course promptly. If you do need to start the course a few days late, contact your instructor as soon as possible after the course has opened to discuss your options. Registration closes on the Friday after the course begins.

Enroll now

Click on a date to enroll and save your seat
Casablanca
13-17 Mar 2023
Fee: $5,950
Cairo
29 May-02 Jun 2023
Fee: $5,950
Online streaming
19-23 Jun 2023
Fee: $3,950
Dubai
19-23 Jun 2023
Fee: $5,950
London
14-18 Aug 2023
Fee: $5,950
Online streaming
30 Oct-03 Nov 2023
Fee: $3,950
Dubai
30 Oct-03 Nov 2023
Fee: $5,950
London
11-15 Dec 2023
Fee: $5,950
Course customization available
Course customization available

This training course is available to be conducted at your own page, at your own time. Request for a quotation now, our training advisor will contact you promptly

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