Code Date Venue Fees
FI009 24 - 28 Jun 2018 Dubai - UAE $4,750 Register
FI009 12 - 16 Aug 2018 Abu Dhabi - UAE $4,750 Register
FI009 04 - 08 Nov 2018 Dubai - UAE $4,750 Register
Home » Seminars » Finance & Budgeting » Financial Analysis, Modelling & Forecasting

Introduction

In the globally competitive world of the 21st century business decision-makers face unprecedented levels of risk and uncertainty - to survive and flourish in this challenging environment organisations need the right tools with which to analyse problems and anticipate and manage the many opportunities and threats that may emerge.

Traditional forms of financial analysis and forecasting no longer meet these needs and the most progressive firms are using the power of financial models to help them analyse the challenge and take a more powerful approach to managing risk in their planning and forecasting. 

This leading-edge training course will focus on the financial analysis and modelling skills that the modern finance professional need to manage the risks and uncertainties in today’s challenging world, providing high-quality business support to the organisation’s key decision-makers.

This training course will highlight:

  • The challenge of risk and uncertainty in modern business
  • Principles of business planning and performance management
  • How financial models can be used to improve business decision-making
  • Practical skills in designing financial models using Excel
  • The design of financial models for forecasting and decision-making

Objectives

This hands-on training seminar has been designed to provide delegates with real practical skills to design and build financial models that will have highly relevant applications in their own organisations to assist in financial analysis, forecasting and business decision-making. The training seminar takes delegates through the key steps in Excel and makes best use of the built-in functions featured in this popular spreadsheet application.

At the end of this training seminar, you will learn to:

  • Plan the design and functionality of financial models in Excel
  • Use powerful functions built in to Excel for statistical and financial analysis
  • Apply financial analysis techniques to improve investment decision-making
  • Design and build financial models for forecasting sales, costs and profit
  • Implement up to date techniques for managing risk and uncertainty
  • Use financial models to assist in business decision-making

Training Methodology

This is a highly participative workshop style seminar focused on developing practical skills that delegates can apply in real life business situations on return to their own organisation. Each module includes a thorough review of the relevant theory before focusing on life-like business case studies with which delegates can practice the design and construction of financial models, analysis tools and forecast applications in Excel, using laptops provided for the training seminar.

Organisational Impact

The organisation will benefit from the practical implementation of up to date techniques in financial analysis, forecasting and financial modelling that can be applied to improve the quality and relevance of business decision-making in the context of modern levels of risk and uncertainty – specifically:

  • An integrated approach to managing business risk and uncertainty
  • The use of financial analysis tools improve business information and insights
  • Application of financial model tools to add sensitivity analysis to decision-making
  • Improved forecasting tools and performance management systems
  • Better quality information as the basis for capital investment decisions

Personal Impact

Delegates will benefit from this hands-on workshop that has been designed to provide them with the essential theory of financial analysis, forecasting and financial decision-making whilst focusing heavily on building the practical skills to develop their own financial models in Excel. The training seminar will greatly enhance their contribution to organisational performance and improve their career prospects by:

  • Developing an awareness of the nature and management of risk and uncertainty
  • Greater involvement in management planning and decision-making
  • Improved knowledge of Excel and its most powerful financial functions
  • Using powerful Excel financial modelling skills for forecasting and decision-making
  • Applying up to date methods to planning and forecasting
  • Understanding and applying investment decision-making techniques

Who Should Attend?

The training seminar is designed to provide useful insights and practical skills to professionals from a wide range of disciplines and industry sectors, but particularly those involved in planning, forecasting and investment decision-making in an age of risk and uncertainty.

This training seminar is suitable to a wide range of professionals but will greatly benefit:

  • Finance professionals
  • Budgeting and planning managers
  • Commercial managers
  • Divisional managers
  • Purchasing and supply chain managers
  • Project managers

Seminar Outline

DAY 1

Tools to Meet the Challenges of the 21st Century

  • The Nature and Challenge of Competitive Business
  • Managing Risk and Uncertainty
  • Business Planning and Performance Management
  • Measuring the Key Drivers of Business Success
  • Financial Models – What they are and how to use them most effectively
  • Best Practice in Building Financial Models
  • How to Get the Best Results using Excel

DAY 2

Building Models for Financial Statement and Ratio Analysis

  • The Financial Analysis Tool kit
  • Building a company Financial Database in Excel
  • Excel Charting Basics
  • Analysing the Cost-Volume-Profit relationship
  • Understanding the drivers of shareholder value
  • Modelling and Interpreting Financial Rations
  • Using the model to improve Business Performance

DAY 3

Building Forecasting Models

  • Understanding the drivers of Profit and Cash Flow
  • Designing and Building a Cash Flow Forecast Model
  • Using Excel’s built-in Data Analysis Tools
  • Analysing trends in past data – moving averages and regression tools
  • Designing and building a Sales Forecast Model
  • Designing and building a Cost Forecast Model
  • Avoiding common problems in Forecasting

DAY 4

Building Models for Capital Investment Decisions

  • Principles of Capital Investment decision-making
  • Building a model to Calculate Company Cost of Capital
  • The Time Value of Money and Principles of Discounted Cash Flow (DCF)
  • Understanding and using Excel’s built-in DCF functions
  • Designing and building a Capital Investment Appraisal model
  • Principles of Business Valuation
  • Designing and building a Business Valuation Model

DAY 5

Building Models for Managing Risk and Uncertainty

  • The impact of risk on Financial Performance
  • Identifying the key drivers of Financial Performance and Strength
  • “What if” forecasts and how they work
  • Designing and building a Financial Statement Forecasting model
  • How to use Excel Goal Seek tool
  • Using Excel’s Scenario Manager tool
  • Building Rolling Forecast models in Excel

Accreditation

  • Quality Logo

In Association With

Oxford Management Centre

Oxford Management Centre

A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients

Visit website

You may also be Interested in...

Home » Seminars » Finance & Budgeting » Financial Analysis, Modelling & Forecasting

© 2017. Material published by GLOMACS shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

DMCA.com Protection Status

Send to Colleague

© 2017. Material published by GLOMACS shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.





Sending your message. Please wait...

Send Successfully

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.

Print Page

© 2017. Material published by GLOMACS shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.






Sending your message. Please wait...

Close

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.

Download PDF

© 2017. Material published by GLOMACS shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.






Sending your message. Please wait...

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.



Financial Analysis, Modelling & Forecasting


Upcoming Dates

Code Date Venue Fees
FI009 24 - 28 Jun 2018 Dubai - UAE $4,750
FI009 12 - 16 Aug 2018 Abu Dhabi - UAE $4,750
FI009 04 - 08 Nov 2018 Dubai - UAE $4,750

Introduction

In the globally competitive world of the 21st century business decision-makers face unprecedented levels of risk and uncertainty - to survive and flourish in this challenging environment organisations need the right tools with which to analyse problems and anticipate and manage the many opportunities and threats that may emerge.

Traditional forms of financial analysis and forecasting no longer meet these needs and the most progressive firms are using the power of financial models to help them analyse the challenge and take a more powerful approach to managing risk in their planning and forecasting. 

This leading-edge training course will focus on the financial analysis and modelling skills that the modern finance professional need to manage the risks and uncertainties in today’s challenging world, providing high-quality business support to the organisation’s key decision-makers.

This training course will highlight:

  • The challenge of risk and uncertainty in modern business
  • Principles of business planning and performance management
  • How financial models can be used to improve business decision-making
  • Practical skills in designing financial models using Excel
  • The design of financial models for forecasting and decision-making

Objectives

This hands-on training seminar has been designed to provide delegates with real practical skills to design and build financial models that will have highly relevant applications in their own organisations to assist in financial analysis, forecasting and business decision-making. The training seminar takes delegates through the key steps in Excel and makes best use of the built-in functions featured in this popular spreadsheet application.

At the end of this training seminar, you will learn to:

  • Plan the design and functionality of financial models in Excel
  • Use powerful functions built in to Excel for statistical and financial analysis
  • Apply financial analysis techniques to improve investment decision-making
  • Design and build financial models for forecasting sales, costs and profit
  • Implement up to date techniques for managing risk and uncertainty
  • Use financial models to assist in business decision-making

Training Methodology

This is a highly participative workshop style seminar focused on developing practical skills that delegates can apply in real life business situations on return to their own organisation. Each module includes a thorough review of the relevant theory before focusing on life-like business case studies with which delegates can practice the design and construction of financial models, analysis tools and forecast applications in Excel, using laptops provided for the training seminar.

Organisational Impact

The organisation will benefit from the practical implementation of up to date techniques in financial analysis, forecasting and financial modelling that can be applied to improve the quality and relevance of business decision-making in the context of modern levels of risk and uncertainty – specifically:

  • An integrated approach to managing business risk and uncertainty
  • The use of financial analysis tools improve business information and insights
  • Application of financial model tools to add sensitivity analysis to decision-making
  • Improved forecasting tools and performance management systems
  • Better quality information as the basis for capital investment decisions

Personal Impact

Delegates will benefit from this hands-on workshop that has been designed to provide them with the essential theory of financial analysis, forecasting and financial decision-making whilst focusing heavily on building the practical skills to develop their own financial models in Excel. The training seminar will greatly enhance their contribution to organisational performance and improve their career prospects by:

  • Developing an awareness of the nature and management of risk and uncertainty
  • Greater involvement in management planning and decision-making
  • Improved knowledge of Excel and its most powerful financial functions
  • Using powerful Excel financial modelling skills for forecasting and decision-making
  • Applying up to date methods to planning and forecasting
  • Understanding and applying investment decision-making techniques

Who Should Attend?

The training seminar is designed to provide useful insights and practical skills to professionals from a wide range of disciplines and industry sectors, but particularly those involved in planning, forecasting and investment decision-making in an age of risk and uncertainty.

This training seminar is suitable to a wide range of professionals but will greatly benefit:

  • Finance professionals
  • Budgeting and planning managers
  • Commercial managers
  • Divisional managers
  • Purchasing and supply chain managers
  • Project managers

SEMINAR OUTLINE

DAY 1

Tools to Meet the Challenges of the 21st Century

  • The Nature and Challenge of Competitive Business
  • Managing Risk and Uncertainty
  • Business Planning and Performance Management
  • Measuring the Key Drivers of Business Success
  • Financial Models – What they are and how to use them most effectively
  • Best Practice in Building Financial Models
  • How to Get the Best Results using Excel

DAY 2

Building Models for Financial Statement and Ratio Analysis

  • The Financial Analysis Tool kit
  • Building a company Financial Database in Excel
  • Excel Charting Basics
  • Analysing the Cost-Volume-Profit relationship
  • Understanding the drivers of shareholder value
  • Modelling and Interpreting Financial Rations
  • Using the model to improve Business Performance

DAY 3

Building Forecasting Models

  • Understanding the drivers of Profit and Cash Flow
  • Designing and Building a Cash Flow Forecast Model
  • Using Excel’s built-in Data Analysis Tools
  • Analysing trends in past data – moving averages and regression tools
  • Designing and building a Sales Forecast Model
  • Designing and building a Cost Forecast Model
  • Avoiding common problems in Forecasting

DAY 4

Building Models for Capital Investment Decisions

  • Principles of Capital Investment decision-making
  • Building a model to Calculate Company Cost of Capital
  • The Time Value of Money and Principles of Discounted Cash Flow (DCF)
  • Understanding and using Excel’s built-in DCF functions
  • Designing and building a Capital Investment Appraisal model
  • Principles of Business Valuation
  • Designing and building a Business Valuation Model

DAY 5

Building Models for Managing Risk and Uncertainty

  • The impact of risk on Financial Performance
  • Identifying the key drivers of Financial Performance and Strength
  • “What if” forecasts and how they work
  • Designing and building a Financial Statement Forecasting model
  • How to use Excel Goal Seek tool
  • Using Excel’s Scenario Manager tool
  • Building Rolling Forecast models in Excel

Quality Logo

GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.



© 2017. Material published by GLOMACS shown here is copyrighted.
All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Print Logo
P.O. Box 74653, Dubai, United Arab Emirates
Tel : +971 - 04 - 425 0700, Fax : +971 (04) 425 0701, Email : info@glomacs.ae

Download Training Calendar

Want to stay in touch with what's happening in Glomacs?
Join the conversation on our social media channels:

Facebook Twitter LinkedinYouTube