Course Detail

Advanced Financial Forecasting, Modelling & Capital Budgeting Workshop Duration: 2 Week/s

Course Information

  • Course Price
  • Location UK Courses
  • Course Code AFFMCB
  • Course Date 9 Nov - 20 Nov 2020

Course Objectives

In this course, you will learn little known, yet powerful, forecasting approaches & tools; build financial forecasts & models, analyse the results and learn how to communicate key data to decision makers in your organization. Build the model. . .generate the forecast. . .drive the business. Create more powerful and accurate forecasting models that steer you to fast-track, business-improving decision making.
From forecasting, move into the real challenge of finance; Capital Budgeting. Capital Budgeting gives the attendee an overview of capital budgeting; the methods for discounting cash flows, the 6 tools for decision making and how discount rates are determined. This program includes a process for assembling a capital budget and for building a case to justify it to those who make the final decision. Additionally, the program outlines how capital budgets are evaluated and approved. Creating & using a risk profile for critical adjustments is included.

Who Should Attend

Analysts, Forecasters, Executive-level managers, Decision-makers, Strategic planners, Financial planners. Everyone wanting to expand their understanding of Excel’s more powerful tools

Prerequisite Courses
None

Course Overview

  • Working with advanced Excel modelling techniques such as forecasting options & simulation add-ins.

  • Data tables (1 & 2-way) to see an entire range of outputs

  • Solver for the more complex challenges

  • Creating your own model from real-world examples

  • Analysing and applying diagnostics to validate your forecast

  • Understanding how Monte Carlo simulations handle uncertainty

  • Applying risk/reward weights to models for better results


  • Learning Goals

    At the end of the course, participants will be able to:
  • Use Mainstream Financial Concepts and Terminology

  • Describe Fundamental Statistical Methods

  • Develop Financial Models in Excel®

  • View More Advanced Excel® Modelling Techniques Such as Monte Carlo

  • Create Your Own Model and Provide Diagnostics

  • Analyse Your Model and Provide Diagnostics

  • Identify Uncertainty in the Model and Design Methods to Address It

  • Present Your Models to a Decision-Making Audience


  • Course Materials

    Course notes, handouts. Please bring your laptop loaded with the latest version of Excel so that you can work through the templates provided along with the class.