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 |
Online registration not available.