Course Detail

Advanced Financial Modelling and Business Analysis Duration: 1 Week/s

Course Information

  • Course Price £4895 Plus VAT
  • Location UK Courses
  • Course Code AFMBA
  • Course Date 5 Aug - 9 Aug 2024

Course Description

Build more powerful and more accurate financial models to better analyse financial data, predict revenues and costs, assess risks, and justify critical business decisions.

In this course, you will build robust financial models, learn tips and tools, analyse the results, and learn how to communicate key data to decision makers in your organisation. Build the model and generate the forecast that will drive the business. Create more powerful and accurate forecasting models that steer you to fast-track, business-improving decision making.

Course Objectives

  • Working with advanced Excel modelling techniques such as data analysis and add-ins

  • Creating your own model from real-world examples

  • Analysing and applying diagnostics to validate your forecast

  • Understanding how risk models handle uncertainty

  • Transforming Excel skills to advanced knowledge of Excel for financial modelling

  • Enhancing the ability to apply business statistics

  • Effective data analysis to improve day-to-day operation activities


  • Who should attend?

    This training course is designed for professionals in every area of business:
  • Decision Makers and Performance Monitoring Specialists

  • Budgeting and Financial Modelling Specialists

  • Finance Officers

  • Business Analyst

  • Accountant and Analysts

  • Business & Financial Analysts

  • Project Managers

  • Project Accountants. Etc.


  • Course Overview

    Financial Modelling Principles

  • Using Data Analysis to Solve Business Problems

  • Learn the Steps to create good Financial Models

  • The steps to improving traditional financial models

  • Types of Data –

  • o Primary & Secondary Data
    o Quantitative and Qualitative Data
  • Understanding the Concept of Normal Distribution

  • Learn to use Flowcharting Tools & Techniques in Excel

  • Trend Analysis Using Excel

  • Time Series Analysis

  • Essential Models for Financial Analysis
  • Make vs. Buy decision models (Excel model)

  • Lease vs. Buy decision models (Excel model)

  • Calculating the Mean; Median and Mode of a range of data

  • Regression Techniques to Calculate the Cost of Equity Financing

  • Deciding on Benchmarks & industry standards, Breakeven analysis, and options (Excel model)

  • Leverage: Operating vs. Financial vs. Combined (Excel model)

  • Versions of Altman’s Z-Score for predicting insolvency (Excel model)

  • Scenario & Sensitivity Analysis
  • Install & Utilise the Excel Analysis ToolPak

  • Ways to use Excel’s Scenario Manager

  • Build Data Tables to create large ranges of results

  • Goal Seek (Excel model)

  • Optimisation with Excel’s Solver

  • VLOOKUP & HLOOKUP functions (Excel model)

  • INDEX and MATCH functions (Excel model

  • Use of Scenario Analysis and Stress Testing


  • Forecasting Fundamentals

  • Forecasting Vs Budgeting

  • Revenue vs. Costs vs. Profits Forecast

  • Calculate the Internal (IGR) & Sustainable (SGR) Growth Rates


  • Data Analysis of Project Investment Decisions

  • Keep vs. Replace analysis side by side

  • Learn why the Weighted Average Cost of Capital (WACC) is used in Capital Budgeting Models

  • Use Net Present Value (NPV) and Internal Rate Return (IRR) Models in Making Capital Expenditure Decisions

  • Why is Profitability Index (PI) & MIRR (Modified Internal Rate of Return) are good alternatives?

  • Evaluating Projects with different lives using an Equivalent Annual Cost (EAC) method

  • Establishing the Firm’s Optimal Capital Structure


  • Modelling Risk, Uncertainty & Decisions

  • Solve Lease vs. Buy decision

  • Risk in the real world

  • Develop a risk matrix


  • How You Will Benefit

    By the end of the training, participants will be able to:
  • Improve the quality of the quantitative analysis of corporate presentations

  • Create effective financial models that meet your business needs

  • Quantify the uncertainty inherent in forecasting models with various risk analysis techniques

  • Use the model investment appraisal techniques

  • Use business statistics to enhance operations and target setting for the organization

  • Make better, more profitable business decisions using advanced financial modeling methods

  • Identify and Utilise key business drivers and integrate them into your forecast

  • Effectively communicate the results of your models to team members and senior Management

  • Identify uncertainty in the model and design methods to address it


  • Teaching Approach
    This course combines instructor-led with case studies, group discussion and hands-on expansion of instructor-provided templates to produce a greater return-on-investment for the employer and the seminar participant.