Building a Financial Model in Excel (CF)

Participants will learn to build a financial model from scratch by working in Excel and following along with the video.

Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance and supporting skillsets. 
After registering for a CFI On Demand Course, CPA Saskatchewan will send you information on how to access the course within 2 business days.
On completion of the CFI courses, CFI will issue a certificate as supporting documentation for CPD audit purposes.
Click HERE for more information.



OBJECTIVE:

Upon successfully completing the course and all quizzes, participants will obtain a Financial Modeling Certificate from the Corporate Finance Institute.

WHO WILL BENEFIT:
Finance professionals and industry practitioners who want to master the art of corporate finance. Participants typically include professionals in entry to mid-level positions in financial planning & analysis (FP&A), corporate development, treasury, investor relations, and capital markets.

LEARNING OUTCOMES:
Participants will develop the following financial modeling skills through the four modules:

Module 1 - A Structured Approach to Financial Modeling

  • Apply a structured approach to financial modeling in Excel
  • Understand the hallmarks of good financial models 
  • Explain the importance of planning, and prep your model structure
  • Building from operating revenues down to operating profit

Module 2 - Forecasting the Income Statement and Balance Sheet 

  • Forecast property, plant and equipment and other operating assets
  • Forecast the various components of working capital:
    • Accounts receivable
    • Inventories
    • Accounts payable

Module 3 - Debt and Financing Schedules 

  • Forecast debt financing and related interest costs
  • Forecast equity financing and dividends
  • Use an iterative analytic approach to managing circular references

Module 4 - Building a Free Cash Flow Forecast

  • Understand the importance of error checking
  • Derive a forecast cash flow statement based on a forecast income statement and balance sheet
  • Derive a free cash flow statement that can be used for equity valuation
Course Code CF2039
Passport Credit 4
Price $250
CPD Estimated Hours: Total - 4
Competency Finance
Course Level Intermediate
When
12/1/2020 - 3/31/2021
Where
On Demand
Online registration not available.
Event Code
Estimated CPD Hours
Format
Passport Credits
Estimated Ethic Hours
Competency
Price
Estimated Licence Hours
Course Level

Personal Passport Eligibility

Corporate Passport Eligibility

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