Financial modeling is one of the most ubiquitous skills in the world of finance! Learn how to build models quickly and error-free, critical for the decisions and recommendations that they underpin. Employ multiple techniques and develop your essential modeling skills to facilitate best practice. Take your Microsoft Excel skills to the next level with the advanced days.

Key Learning Objectives

Learn how to integrate and model the three major financial statements using real accounts

Build a detailed debt schedule & cash sweep mechanism

Discover how to resolve complex modeling issues and debug common errors

Build a financial statement forecast from scratch, using information from an annual report, including templates, input cleaning and error checking

Dramatically improve modeling efficiency and accuracy by exploring a range of Excel functions including the programming capabilities via VBA and Macros

Course Structure

Day 1

Introduction to Modeling and Three Statement Modeling – Build a full three statement model with an iterative circular reference

Day 2

Financial Forecasting, Cash Sweep Repayments and Error Checking – Learn how to introduce consensus/management forecasts, a debt schedule and a cash sweep as part of the three statement model

Day 3

Financial Forecasting and Scenario Building – Build a financial statement forecast for a company from scratch

Day 4

Advanced Excel Modeling – Explore the practical usage of advanced Excel functions in a financial model

Day 5

Excel, VBA and Macros – Learn how to make the most of programming possibilities in Excel

Courses take place from 9-5 with an hour break for lunch.

The Accountant Online

Before your course even begins you will receive access to The Accountant Online*. The Modeler builds on accounting foundations, maximize your time with our instructors by learning the fundamentals first. Access 114 bite-sized videos, 82 practical exercises and test yourself against 7 tryouts.

The Investment Banker

After your classroom training you can access all of the online courses from The Investment Banker for a whole year! In addition to The Accountant you will unlock The Modeler, Valuer and Deal Maker. With over 15 hours of instructor-led content, you can continue to develop your skills or refresh them months later.

Core Publication Pack

The perfect pack of complementary corporate finance learning resources:

• Analyst & Associate Guide
• Practice & Prepare Pack
• 6 Laminated Fact Sheets

*Access is granted 3 weeks prior to course start date. If you have accessed The Accountant Online and can no longer attend your course its retail price will be deducted from any refund due, in accordance with our open course cancellation policy.

Prospero House | London Bridge

Located in central London, Prospero House offers ultra-modern spaces and superb amenities. We take great care to ensure the training venue provides excellent comfort and convenience for our participants. We’ve even included a continental breakfast to help fuel your learning!

• 241 Borough High St, London SE1 1GA
• 3 minute walk from Borough tube station Northern
• 9 minute walk from London Bridge tube station Jubilee Northern