Location

Date

Duration

Language

Discipline

Introduction

COURSE INTRODUCTION

In today's fast-moving and data-driven business environment, the ability to accurately analyze financial data, build robust financial models, and forecast future performance is critical for strategic decision-making and long-term success. The "Financial Analysis Modeling & Forecasting" course is designed to equip professionals with the analytical tools, modeling techniques, and forecasting methods needed to transform financial information into actionable insights.

Objective

COURSE OBJECTIVE

Upon successful completion of this course, the delegates will be able to:

• Understand the key components of financial statements and critical financial metrics.
• Build dynamic, integrated financial models using industry best practices.
• Apply forecasting techniques using historical data, trend analysis, and regression methods.
• Use financial models for business valuation, budgeting, and investment decision-making.
• Present financial insights effectively to support executive-level strategies.

Audience

COURSE AUDIENCE

• Financial Analysts: Professionals responsible for analyzing financial data, building models, and supporting strategic business decisions.
• Accountants: Accountants who want to expand their capabilities into financial forecasting and dynamic modeling.
• Investment Analysts: Professionals in investment banking, private equity, or venture capital looking to refine their financial modeling and valuation skills.
• Corporate Finance Professionals: Staff involved in financial planning, budgeting, or M&A activities.

Content

COURSE CONTENT

Day 1: Fundamentals of Financial Analysis and Modeling

Theme: Building a Strong Foundation

• Introduction to Financial Analysis and the Role of Modeling
• Understanding Key Financial Statements (Income Statement, Balance Sheet, Cash Flow Statement)
• Financial Ratios and Metrics: Profitability, Liquidity, Solvency, and Efficiency
• Basics of Financial Modeling: Structure, Design, and Best Practices
• Introduction to Spreadsheet Tools (Excel for Financial Modeling)

Day 2: Building Financial Models

Theme: Constructing Practical Financial Models

• Revenue and Expense Modeling Techniques
• Forecasting Financial Statements (Pro-forma Income Statement, Balance Sheet, and Cash Flow)
• Linking Financial Statements in a Model
• Sensitivity and Scenario Analysis Basics
• Error Checking and Validation Techniques for Models

Day 3: Advanced Financial Forecasting Techniques

Theme: Enhancing Forecasting Accuracy

• Introduction to Financial Forecasting Concepts and Methods
• Forecasting Using Historical Data and Trend Analysis
• Regression Analysis and Statistical Methods in Forecasting
• Bottom-up vs. Top-down Forecasting Approaches
• Incorporating Macroeconomic Variables into Forecasts

Day 4: Financial Modeling Applications

Theme: Using Models for Business Decision-Making

• Valuation Techniques (DCF, Comparable Company Analysis, Precedent Transactions)
• Budgeting and Financial Planning Models
• Project Finance Models: Risk and Return Analysis
• Business Case Modeling and Investment Appraisal
• Stress Testing and Risk Management Using Models

Day 5: Best Practices, Presentation, and Final Project

Theme: Delivering Insights through Models

• Best Practices in Financial Model Design, Documentation, and Auditability
• Presenting Financial Models and Forecasts to Stakeholders
• Building Dynamic Dashboards and Reports from Financial Models
• Course Wrap-Up: Key Takeaways and Future Learning Pathways

Certificate

COURSE CERTIFICATE

TRAINIT ACADEMY will award an internationally recognized certificate(s) for each delegate on completion of training.

Methodology

COURSE METHODOLOGY

The training course will be highly participatory and the course leader will present, guide and facilitate learning, using a range of methods including formal presentation, discussions, sector-specific case studies and exercises.  Above all, the course leader will make extensive use of real-life case examples in which he has been personally involved. You will also be encouraged to raise your own questions and to share in the development of the right answers using your own analysis and experiences.  Tests of multiple-choice type will be made available on daily basis to examine the effectiveness of delivering the course.

• 30% Lectures
• 30% Workshops and work presentation
• 20% Case studies & Practical Exercises
• 10% Role Play
• 10% Videos, Software or Simulators (as applicable) & General Discussions

Fees

£5,500 per Delegate. This rate includes participant’s manual, Hand-Outs, buffet lunch, coffee/tea on arrival, morning & afternoon of each day.