B2: Advanced Financial Modelling & Valuations

EXCELERATE YOUR FINANCIAL INTELLIGENCE

Recent Training Course Feedback:

““Exceed my expectations.” - S.M., Finance Director, Veolia Water, China

“The training course was very well

conducted. Lots of examples to work

with, including completed examples

to work on later and opportunity to

work on an actual financial model.”

“The size of the course is fantastic,

which allows for good discussion

and sufficient attention. Good mix

of Excel and industry / business

information and knowledge.”

“No question was too “silly’’ to ask.”

COURSE OBJECTIVES

• To provide experienced modellers with a deeper understanding of financial modelling methodologies, techniques and approaches.

• To provide participants with a structured approach to modelling that generates models that are reliable, robust, controlled, extendable and easy to use.

• To provide solutions to common modelling problems.

3 Days: Advanced Financial Modelling and Company Valuation

Part 1: Building Blocks

Financial Modelling in Excel• Key functions used in modelling• Advanced range names, including

formulas and naming conventions• Pivot Tables

• Scenarios, sensitivity, data tables• Best practice guidelines and

spreadsheet modelling standards

Financial Modelling Overview• Modelling fundamentals• Steps in model building• Key concepts in modelling & oil and

gas

Part 2: Advanced Modelling Techniques

Model Components• Capital budgeting & depreciation

modelling• Debt modelling• Modelling different Capital Structures

in a project• Ratio analysis• Tax considerations• Options for dealing with Inflation• Reporting considerations: changing

timescales, changing currencies, units

This course is designed to provide participants with a range of techniques, ideas, concepts and methodologies that will take their modelling skills to the next level.

COURSE DETAILS

DurationThree days

PrerequisitesThis is an intermediate to advanced level course. This is good continuation for past attendees of the Financial Modelling in Excel course

Who should attend • Accountanting and Finance staff• Corporate financiers &

Investment bankers• Financial Controllers• Commercial bankers• Business and financial analysts

InclusionsHandbook and USB/CD containing coursework and exercises

CPD Hours22.5 hours

Fees and RegistrationW: accessanalytic.com.au/trainingE: info@accessanalytic.com.auP: +618 96210 8500

Specific Purpose Modelling• Company valuation & financial

statement simulation• Project evaluation• Mergers & Acquisitions• Divestiture• Using real options for project

evaluation

Part 3: Advanced Modelling Applications• Multi-variable Monte Carlo

Simulations• Introduction to VBA Macros: useful

functions and macros, and how to apply these to models

• Tracking and recording model changes

TRAINING FOR FINANCE PROFESSIONALS

Why train with Access Analytic?

3 Learn from highly qualified and experienced finance professionals

3 Benefit from ‘hands-on’ training with practical exercises and real-world application

3 Contact hours towards continuing education requirements

3 Save with earlybird offers and group booking discounts

3 In-house training and customised course options available.

Contact us on +618 6210 8500 to discuss your training requirements.

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FACILITATOR

Jeff Robson Principal Business Analyst

Masters (Applied Finance & Investment), B.Comm (Accounting & Information Systems), CISA, FAIM, F Fin, Microsoft Certified Excel Expert

Jeff Robson has over 20 years’ experience in financial modelling, forecasting, valuation, model auditing, and management reporting for clients throughout the world. He is skilled in the development and maintenance of analytical tools and financial models for middle-market companies to large corporates, at all levels of complexity, in both domestic and international settings.

He provides training in financial modelling for companies throughout the Asia, Oceania, Middle East and African regions. Before his current role, Jeff spent six years working in the Corporate and IT Consulting divisions of a large, multi- national Chartered Accounting firm.

Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing.

He has worked with companies such as Chevron, BankWest, Petronas, Rio Tinto, Glencore, KPMG, Grant Thornton and Toyota.

INFORM | IMPROVE | EMPOWER

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t: +61 8 6210 8500e: info@accessanalytic.com.auw: www.accessanalytic.com.auLet’s connect!Excel® is a registered trademark of Microsoft

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