FINANCIAL MODELING TRAINING

Home » Training Programs » Financial Modeling Training

Financial Modeling training (Basic to Intermediate) participants across Mumbai, Kolkata, Bangalore, New Delhi, Gurgaon, Chennai, Hyderabad, Pune, Nasik, Ahmedabad, etc.

Financial modeling is a process of creating a financial representation of a business, project, or investment in order to understand its potential financial performance. Financial models are typically used to forecast and analyze the financial implications of different business decisions, such as capital expenditures, investments, and financing scenarios.

However, financial modeling training is designed to help professionals develop the skills and knowledge they need to create and analyze financial models and make informed business decisions.

With the aim of equipping with this Ninja-level power. We have developed a 1-day workshop, which has been conducted at prestigious companies, including PwC, EY, ITC, Coca-Cola, Flipkart, Asian Paints, etc.

Pre -Training Video

Enquiry For Corporate Training +91-8480002325

Financial Modeling training (Basic to Intermediate) | Course Outline

Program Name: Financial Modeling training
Software: Microsoft Excel
Level: Basic to Intermediate
Duration: 12 effective hrs.

Learning Material: Datasets-based case studies, PDF and YouTube videos from our channel for revision

Delivery Style:

Hands-on practice (Demo -> Practice side-by-side).
First, show a demo with the problem statement and solution.
Then, slow down the pace to let people practice along with the Instructor.

Objectives: This program will help the learners understand how to use specific Excel functions in the context of boilding Dynamic Financial Model. Additionally, the interlinkages between financial statements will help them build a model ground up.

Overview:

Essential Modeling Concepts & Formulas
One case study will be taken up to explain the general linkages between Assumptions, Working Schedules, Income Statement, Balance Sheet and Cash Flow Statement. This will ensure that the model is correctly integrated.
A full-blown Financial Model (Greenfield Coal-fired/ Hydro Power Plant Project) will be taken up

Pre-Training Work:
60 mins. video course from our YouTube channel or eLearning portal.

Post-Training Assignments:
15 mins. video course from our YouTube channel or eLearning portal.

A: Essential Model Components

→ Learning Objectives: Understand modeling techniques to incorporate commonly needed scenarios.

Timing and Event activation Flags (True/False)
– Logical Functions using IF, AND, OR
– Operation Start Flag
– Operation Continued Flag
– Periodic Flag
– Operational Year sequence counter
– Loan Repayment Flag
Building automated timeline (FY)
YoY Price/Cost Escalation
Loan Repayment Counter (Start & Stop)
Waterfall Structure of funding – Equity drawdown, followed by Debt and Govt Grant
Scenario Building using INDEX & MATCH – Base, Best, Worst [refer 1b – Pt 2]
Slabs-based Calculation using VLOOKUP w. TRUE
Discussion – Pre-Work eLearning

B: Interlinking Financial Statements

→ Learning Objectives: Understand modeling techniques to interlink the components of Financial Statements.

Overview of general linkages between Income Statement, Balance Sheet and Cash Flow Statement.
Basic Exercise based on the above
Overview of how a Financial Model looks like (Case Study – Hydro Power Plant – Greenfield Project)

C: Creating a Model based on a Hydro Power Plant

→ Learning Objectives: Work on a Financial Model end-to-end.
1. Shortlisting key drivers & setting up an Assumption sheet
2. Assumptions build-up (Project Start Date, Gestation Period, Project Commissioning Date etc.)
  – Accommodating project delays
  – Upfront capex in a phased manner
  – Building automated timeline (FY)
3. Timing and Event activation Flags (True/False)
4. Revenue Buildup (PPA / Merchant Sale) with YoY escalation in prices
5. Capex Schedule (The journey from Capex > CWIP > PPE or Gross Fixed Assets) + Expense projection
6. Using BASE for accrual-based accounts
7. Amortization/Depreciation schedule:
  – Building depreciation calculations that stops after the book balance is fully depreciated
8. Interest during Construction (IDC) – to be capitalized [relevant for Project Finance Models only]
  – Hard Capex vs. Soft Capex (IDC)
  – Dividing Interest accrued between IDC and P/L in the year of start of operation
9. Waterfall Structure of funding
10. Incorporating Revolver Balance & Minimum Cash Balances
11. Debt schedules & repayment
12. Working Capital schedule & Linkages
13. Building iterative calculation for Interest
  – Incorporating circularity switch to build a failsafe mechanism in case iteration leads to irreversible errors
14. Overview Formulas – XIRR, XNPV; Developer Tab’s Option Button – if time permits

FAQs:

What is the purpose of corporate Financial Modeling training?

The purpose of corporate financial modeling training is to help professionals develop the skills and knowledge they need to create and analyze financial models and make informed business decisions based on financial data.

Who typically attends corporate Financial Modeling training?

Corporate financial modeling training is typically attended by a variety of professionals, including financial analysts, investment bankers, business analysts, and other professionals who are responsible for making financial projections or analyzing the financial performance of a business.

What are the benefits of corporate Financial Modeling training?

There are several benefits to corporate financial modeling training such as: Improved financial analysis skills, Enhanced ability to make informed business decisions, Increased credibility & Improved financial literacy.

How can I ensure that my employees retain the skills learned in corporate Financial Modeling training?

It’s important to create a supportive environment that encourages your employees to continue learning and practicing their financial modeling skills after the training has ended. This can help them retain the skills they learned and continue to improve their ability to create and analyze financial models.

What are the prerequisites to learn Financial Modeling?

There are no specific prerequisites to learn financial modeling, but having some basic knowledge and skills in such areas can be helpful: Finance and accounting, Excel skills, Data analysis, Presentation skills.

Enquiry For Corporate Training
+91-9167847797

WHAT STUDENT SAYS

Pre-Training Prep Course Testimonials

It is highly appreciating the way he teaches us. We are a much more comfortable zone to understand since we are in the beginning.

The video and modules illustrated were good with the proper shortcuts mentioned. a great training prep.

This Excel Speed Training was really helpful and informative. Shortcuts were really good to know. Flash Fill. Vlookup and Pivot Table as well. Helped me get to the next level. A big thanks to PwC and Yoda Learning Team for introducing me to this course.

It's short, and concise yet pretty informative, your way of describing things and the edits mentioning the shortcuts on the screen helped me with the learning.

The way these sessions are planned is way more helpful than physical training in the classroom. These are very much helpful.

Now I can easily and efficiently use excel. Also really good and quick coverage Of the topics.

Pre-Training preparation is very crisp and really useful to refresh the formulas for advanced training.

All the concepts were explained very clearly and were easy to understand. The information conveyed was relevant and is really going to be handy.

All the topics were relevant and can be used in day-to-day projects. Very insightful and informative topics were covered.

WHAT STUDENT SAYS

Post-Training Testimonials

It was a superb and 2 ways session. The trainer made it so comfortable and easy for everyone though for almost everyone this is was the very first time to be working on Power BI.

It was excellent!! Very very worthwhile to attend it. Thank you so much, and I hope to have more sessions.

Just excellent. Such detailed explanation and patience, Sir, has no word other than 'excellent.' When training can be tedious, Sir has made the session interactive and not just for the namesake; because it's so exciting and accurate to its name Sir has done justice to the 'advanced excel training.' Kudos!!

The presenter was able to explain all aspects clearly. He was patient and was able to answer all Qs.

The session was great, and the way the trainer told things was convenient and easy to understand.

So far, I have enjoyed the session. It was very informative and exciting. I like the pace that the trainer conducts the session. Looking forward to learning more new and exciting stuff.

FINANCIAL MODELING TRAINING

Pre -Training Video

Financial Modeling training (Basic to Intermediate) | Course Outline

A: Essential Model Components

B: Interlinking Financial Statements

C: Creating a Model based on a Hydro Power Plant

FAQs:

Pre-Training Prep Course Testimonials

Post-Training Testimonials

Most Demanded Programs

Company

Call us:

Email us:

Recent Posts

Excel TEXT Function – Formula, Examples, How to Use?

Excel REPT Function – Formula, Examples, How to Use?