Financial Modelling and Forecasting Training Overview

Financial Modelling and Forecasting Training Course Outline

Module 1: Financial Modelling Overview

  • What is Financial Modelling?
  • Inputs and Outputs of Simple Financial Model
  • Financial Modelling Process of More Complex Models
  • Capabilities and Limitations

Module 2: Short Primer in the Accounting of Financial Statements

  • Accounting Equation and Balance Sheet
  • Income and Cash Flow Statement
  • Articulation of Income Statement, Balance, Sheet, and Cash Flow Statements
  • Financial Statement Analysis: Ratio Analysis

Module 3: Financial Statement Modelling

  • How Financial Models Work?
  • Collecting and Analysing Historical Data
  • Selecting the Key Forecast Drivers
  • Modelling the Income Statement
  • Modelling Interest and Circular References
  • Modelling the Cash Flow Statement

Module 4: Forecasting Performance

  • Designing a Dashboard like Control Panel
  • Statistical Model Used for Forecasting
  • Forecasting Sales and Costs
  • Forecasting CAPEX and Depreciation
  • Forecasting Working Capital and Funding Needs

Module 5: Business Valuation

  • Valuation Approaches
  • Steps for Applying the DCF Method
  • Calculation of Free Cash Flows
  • Calculating the Weighted Average Cost of Capital
  • Estimating the Terminal Value
  • Enterprise Value Adjustment

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Who should attend this Financial Modelling and Forecasting Training Course?

The Financial Modelling and Forecasting Training Course is designed to equip individuals with the skills and knowledge needed to create accurate financial models, perform data analysis, and make informed business decisions based on projections and forecasts. This course will benefit the following professionals:

  • Financial Analysts
  • Investment Bankers
  • Portfolio Managers
  • Risk Managers
  • Credit Analysts
  • Business Analysts
  • Financial Controllers
  • Data Analysts

Prerequisites of the Financial Modelling and Forecasting Training Course

There are no formal prerequisites for this Financial Modelling and Forecasting Training Course. However, prior experience in Finance or related roles is recommended but not mandatory. Also, familiarity with excel might prove to be beneficial for the delegate.

Financial Modeling and Forecasting Training Course Overview

Financial Modeling and Forecasting involve creating abstract representations (models) of real-world financial situations to predict future financial performance. These models are typically built using Excel or specialised software, incorporating historical data and assumptions about future conditions.

Engaging in Financial Modeling and Forecasting offers several benefits. It enables decision-makers to test various scenarios, facilitating strategic planning and risk management. This process helps in understanding how different variables affect financial outcomes, allowing for more informed decision-making. It is crucial for Financial Analysts, Investment bankers, and Portfolio Managers.

The Knowledge Academy's 1-day course in Financial Modeling and Forecasting equips delegates with essential skills for making sound financial decisions. It provides hands-on experience in building and interpreting financial models, enhancing delegates analytical capabilities. The course covers key concepts, techniques, and best practices in modeling and forecasting, ensuring learners can apply these skills in real-world situations.

Course Objectives

  • To master the fundamentals of financial modeling and forecasting techniques
  • To gain proficiency in using Excel and other relevant software for financial analysis
  • To develop skills to construct and interpret complex financial models for decision-making
  • To learn to perform scenario analysis and risk assessment in financial planning
  • To enhance the ability to communicate financial insights effectively to stakeholders
  • To enhance skills in forecasting financial performance

This course is designed to empower professionals with a comprehensive understanding of financial modeling and forecasting. Through practical exercises and expert guidance, delegates will acquire skills that are crucial for strategic financial decision-making, thereby enhancing their professional competence and contribution to their organisation's financial success.

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What’s included in this Financial Modelling and Forecasting Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Financial Modelling and Forecasting Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Financial Modelling and Forecasting Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Global Reach

With classes running in all timezones, access any of our courses and course material from anywhere, anytime.

Unlock your potential with The Knowledge Academy's Financial Modelling and Forecasting Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Financial Modelling and Forecasting Training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Financial Modelling and Forecasting Training sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Financial Modelling and Forecasting Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our Financial Modelling and Forecasting Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Financial Modelling and Forecasting Training FAQs

Financial modeling and forecasting involve creating representations of a company’s financial performance to predict future outcomes. It combines historical data with assumptions about future conditions to guide decision-making and assess financial strategies.
The four types of financial forecasting include qualitative forecasting, which relies on expert judgment; time series analysis, focusing on historical data; causal forecasting, linking financial outcomes to other variables; and scenario forecasting, exploring different potential future scenarios.
The four principles of forecasting are to ensure accuracy through data analysis, maintain simplicity for ease of understanding, consider the specific context of the forecast, and incorporate regular updates to improve reliability.
In financial planning and analysis (FP&A), forecasting involves predicting future financial outcomes based on historical data, market trends, and economic indicators to aid in strategic decision-making and resource allocation.
The two main types of forecasting are qualitative forecasting, which relies on expert opinions and market research, and quantitative forecasting, which uses statistical methods and historical data to predict future outcomes.
Typically, prerequisites for the Financial Modeling and Forecasting courses include a basic understanding of financial concepts, familiarity with Excel, and prior experience in finance or accounting to grasp advanced topics effectively.
This training is ideal for anyone who wants to gain in-depth knowledge of Financial Modeling and Forecasting.
This training covers topics such as building financial models, cash flow analysis, valuation techniques, scenario planning, sensitivity analysis, and forecasting methods. Delegates learn to create dynamic models to support strategic decision-making and financial planning.
The training typically requires proficiency in Microsoft Excel, as it's the primary software used for building models and conducting analysis. Additionally, familiarity with financial analysis tools and data visualisation software is beneficial.
This course takes 1-day to complete during which delegates participate in intensive learning sessions that cover various course topics.
In this certification training, you will learn essential financial modeling techniques, forecasting methods, data analysis skills, Excel applications for financial scenarios, and how to create comprehensive financial models to support decision-making.
You will gain skills in building complex financial models, analysing data for accurate forecasting, and making informed business decisions. This training enhances your ability to create detailed financial projections, assess risks, and optimise financial strategies effectively.
Yes, The Knowledge Academy offers 24/7 support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
The Knowledge Academy in the United Kingdom stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this course.
This Financial Modeling and Forecasting Certification aims to equip participants with practical skills in building robust financial models, enhancing forecasting accuracy, and improving analytical abilities to facilitate informed financial decision-making in various business contexts.
The benefits of this training include enhanced analytical skills, improved accuracy in financial predictions, greater proficiency in Excel, and the ability to create actionable financial models that support strategic business decisions.
The Financial Modeling And Forecasting Course is designed to be accessible to all levels, making it suitable for both beginners and experienced professionals. It covers foundational concepts while offering in-depth insights into personal and organisational growth strategies.
This Financial Modeling and Forecasting training course is ideal for Finance Professionals, Analysts, Accountants, and Business Managers seeking to improve their forecasting abilities and financial modeling skills for better decision-making and strategic planning.
Holding this certfication signifies a professional's expertise in creating accurate financial models and forecasts, enhancing their credibility, career prospects, and ability to make informed financial decisions within an organisation.
In this Financial Modeling And Forecasting Course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
This Financial Modeling And Forecasting Course required by individuals in roles such as Financial Analysts, Investment Bankers, Accountants, Business Managers, and Corporate Strategists will benefit from this training to enhance their skills in financial analysis and decision-making.
Yes, we provide corporate training for this course, tailored to fit your organisation’s requirements.
You should take this Financial Modelling Training to develop essential skills in constructing reliable financial models, improve your analytical capabilities, and enhance your career prospects by equipping yourself with tools for effective financial decision-making.
After completing this course, you should apply your new skills in real-world scenarios, seek opportunities for practical experience, pursue advanced certifications, and continually update your knowledge to stay current with financial modelling and forecasting trends.
The Knowledge Academy provides flexible self-paced training for this course. Self-paced training is beneficial for individuals who have an independent learning style and wish to study at their own pace and convenience.
If you are unable to access your Financial Modelling and Forecasting Training, contact the support team at The Knowledge Academy via their customer service email or phone number provided on their website for prompt assistance and resolution of your issue.
Based on this certification training, you can expect to pursue jobs such as Financial Analyst, Investment Banker, Financial Modeler, Corporate Strategist, or Business Consultant, all requiring strong financial modelling and forecasting skills.
No formal exam is required at the end of the Financial Modelling and Forecasting Training Course. However, delegates are assessed through practical exercises and projects to ensure they have a solid understanding of Dart and can apply their skills effectively in real-world scenarios.
The training fees for Financial Modelling and Forecasting Trainingin the United Kingdom starts from £995
The Knowledge Academy is the Leading global training provider for Financial Modelling and Forecasting Training.
Please see our Finance Courses courses available in the United Kingdom
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Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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