Financial Forecasting, Analysis, and Modelling Training
Course Overview:
Welcome to this exclusive financial analysis course, which has been meticulously crafted by our experienced professionals at the Corporate Finance Institute. This program is more than a finance course; it's a pathway to understanding complex financial dynamics in the simplest terms. Primarily designed as finance for non-finance managers, it aids in bridging the gap between financial and non-financial roles, demystifying finance and accounting courses. It will equip you with an understanding of advanced financial modeling training, financial forecasting course methods, and the principles of financial statement analysis training. This financial modelling course could be the stepping stone to professional certificates in finance, which could elevate your career trajectory.
Target Audience:
- Non-Finance Managers
- Middle to Senior Level Executives
- Project Managers
- Financial Analysts
- Risk Analysts
- Consultants
This course aims to benefit those who need finance training for non-finance managers, enhancing their financial literacy and decision-making capabilities. Those seeking professional certificates in finance will also find value.
Targeted Organizational Departments:
- Finance and Accounting Departments
- Project Management Teams
- Risk Assessment and Management Teams
- Business Strategy and Planning Units
The course is ideal for departments that directly or indirectly interact with financial operations, equipping them with necessary financial modeling course tools.
Targeted Industries:
- Banking & Financial Services
- Retail
- Manufacturing
- Healthcare
- Information Technology
Considering the increased need for financial forecasting in these industries, this course could be a valuable asset for many professionals. The focus on financial analysis course methodologies makes it highly relevant.
Course Offerings:
By the end of this course, participants will be able to:
- Understand and apply financial forecasting and analysis techniques.
- Create and validate their financial models.
- Comprehend and analyze financial statements.
- Make sound financial decisions using their financial knowledge.
- Have the confidence to communicate finance-related matters effectively.
Training Methodology:
This course offers a blend of theoretical knowledge and practical application, ensuring participants grasp the nuances of financial modeling, forecasting, and analysis. We engage in case studies, group discussions, and interactive sessions, enabling learning from real-world scenarios. The course is curated by experts who offer finance for non-finance managers, ensuring an inclusive learning environment. Participants will receive constructive feedback, facilitating improved performance.
Course Toolbox:
Participants will be provided with:
- Comprehensive Workbooks
- Proprietary Financial Modelling Software
- Reading Materials
- Access to Online Resources
- Financial Analysis Checklists
- Financial Modelling Templates
The course toolbox is designed to align with the content of our financial modelling and valuation course, catering to your needs.
Course Agenda:
Day 1: Introduction to Financial Modelling
- Topic 1: Understanding Financial Modelling
- Topic 2: Inputs and Outputs of Financial Models
- Topic 3: The Financial Modelling Process
- Topic 4: Excel for Modelling - Capabilities and Limitations
- Reflection & Review: Understanding the basics of financial modelling, recognizing inputs and outputs, and realizing the capabilities of Excel
Day 2: Financial Statements and Analysis
- Topic 1: Basics of Accounting
- Topic 2: Overview of Balance Sheet, Income Statement, and Cash Flow Statement
- Topic 3: Accounting Equation
- Topic 4: Financial Statement Analysis and Ratio Analysis
- Reflection & Review: Grasping the concept of financial statements, understanding the accounting equation, and applying ratio analysis.
Day 3: Financial Statement Modelling and Forecasting
- Topic 1: Understanding How Financial Models Work
- Topic 2: Collection and Analysis of Historical Data
- Topic 3: Selection of Key Forecast Drivers
- Topic 4: Modelling of Income Statement, Balance Sheet, and Cash Flow Statement
- Reflection & Review: Applying historical data to forecast drivers and creating comprehensive financial models.
Day 4: Forecasting Performance and Business Valuation
- Topic 1: Designing a Dashboard-like Control Panel
- Topic 2: Basic Statistical Methods Used for Forecasting
- Topic 3: Forecasting Sales and Costs
- Topic 4: Forecasting CAPEX and Depreciation
- Reflection & Review: Creating sales and cost forecasts, learning to forecast CAPEX and depreciation.
Day 5: Planning for Uncertainty
- Topic 1: Utilizing Sensitivity Analysis
- Topic 2: Understanding and Applying Scenarios
- Topic 3: Introduction to Monte Carlo Simulation
- Topic 4: Building Uncertainty Directly Into the Modelling Process
- Reflection & Review: Implementing sensitivity analysis, scenario application, and understanding Monte Carlo simulation.
How This Course is Different from Other Financial Courses:
Our course stands out because it caters specifically to non-finance managers and professionals, unlike generic finance courses. We provide a nuanced understanding of financial forecasting and analysis, stemming from our experience as a leading corporate finance institute. Our curriculum isn't just theoretical; it's built on practical, real-world examples, ensuring you can apply your knowledge effectively. You're not just joining a financial modelling course; you're embarking on a journey towards becoming a more competent, confident, and successful professional.
