financial modeling week - clariden globalclaridenglobal.com/...certifiedfinancialmodeling...session...

• Co-Author of highly acclaimed 550-page workbook “Financial Modeling”• Advised, coached and trained some of the most senior executives from leading multinational corporations

around the world including SingTel and BHP Billiton for over 18 years• Previously a Senior Lecturer on Accounting and Finance, Monash University (Australia’s Largest

University)

• Awarded the Commonwealth Medal for his contribution on privatization as a Senior Analyst at the N.Z.Offi ce of the Minister of State Owned Enterprises

• Chairman and Director of several companies (i.e. Tasman Pacifi c Insurance and Munich Capital Limited etc.) as well as a Trustee on several trusts

• Chief Equities Strategist of Amanah US Equities Fund, for NZ retirement and pension KiwiSaver scheme• Member Institute of Finance Professionals New Zealand Inc. (INFINZ) and Certifi ed Securities Analysis

Professional (CSAP)

Faculty Director Credentials

Knowledge for the world business leaders C L A R I D E N 15 - 17 February 2016

2 - 4 March 2016 Shangri-La Hotel, Singapore

Dr. Ian Beaman

Dr. Brent Wheeler

Certifi ed By:

Certifi ed By:

BSc NSW DiplndEng PhD N’cle MACS

Session A: Certifi ed Financial Modeling (CFM)TM

Certifi ed Financial Modeling (CFM)™ is certifi ed by the International Academy of Business and Financial Management (IABFM) which is recognized in over 145 countries with over 200,000 members worldwide 15 - 17 February 2016 (Monday - Wednesday)

Session B: Financial Modeling for Investment Analysis and Evaluation of New Business Opportunities

gg

Creating Value Through Strategic Financial Modeling Techniques 2 - 4 March 2016 (Wednesday - Friday)

Financial Modeling Week

Program:Dates: Location:

Certifi ed Financial Modeling (CFM)™ 15 - 17 February 2016 (3 days program) Shangri-La Hotel, Singapore

Early Bird 1 (Register & pay by 21 December 2015):Early Bird 2 (Register & pay by 18 January 2016): Regular Tuition Fee:

Group discount of 10% for 2nd participant from the same organization. For limited time only by 18 January 2016, registration for 3 participants, the 4th participant will receive a complimentary seat (one discount scheme apply)

S$3,390S$3,590S$3,690

EXECUTIVE SUMMARY

This comprehensive and highly interactive Executive Program “Certifi ed Financial Modeling (CFM)™” is designed to equip participants with a practical understanding of eff ective fi nancial modeling. The course covers 20 major subject areas and utilizes a variety of training techniques. Through real-life case studies, the emphasis will be on practical and pragmatic approaches.

This fully certifi ed course by International Academy of Business and Financial Management (IABFM) has been designed to strengthen model structuring skills. By adopting a structured design strategy, bett er models can be developed in less time and with greater accuracy – thus streamlining processes, enabling sound decisions and increased profi ts.

At the end of the program and upon completion of the exam, you will receive the designation of Certifi ed Financial Modeler™ that you can use on your resume and business card.

ProgramEssence:

2016 Clariden Financial Modeling Week

Certifi ed Financial Modeling (CFM)TM

FACULTY DIRECTOR

Dr. Ian Beaman is the author of books on “Small Business Computing” and co-author of a 550-page workbook “Financial Modeling”. He has also consulted for a large number of leading multinational corporations across Asia Pacifi c including Singapore Telecom and BHP Billiton. Dr. Beaman was a Senior Lecturer with the Department of Accounting and Finance at Monash University, Australia’s largest university. His teaching and research specialties are in Financial Modeling and Information Systems. He also has considerable international experience which includes having visiting appointments at the National Computing Centre in Manchester (UK) and at the California State University (Sacramento).

• Co-Author of highly acclaimed 550-page workbook “Financial Modeling”• Advised, coached and trained some of the most senior executives from leading multinational corporations

around the world including SingTel and BHP Billiton for over 18 years• Previously a Senior Lecturer on Accounting and Finance, Monash University (Australia’s Largest

University)

Dr. Ian BeamanBSc NSW DiplndEng PhD N’cle MACS

Note: GST is applicable only to participants from Singapore registeredcompanies. Check your eligibility for 60% Cash Back at IRAS website.

Session A: 15 - 17 February 2016, Shangri-La Hotel, Singapore

2Contact Admissions Offi ce at +65 6899 5030 | [email protected] | www.claridenglobal.com


WHO WILL BENEFIT MOST

• Financial Controllers & Managers• Financial, Business & Investment Analysts• Strategic, Business & Financial Planners• Risk & Treasury Professionals• Accountants• Commercial Managers• Commercial Bankers• Portfolio Managers• Model Auditors• Company Controllers• Insolvency Professionals• Corporate Valuation Specialists• Project Finance Professionals• Economists & Quants• Transaction Advisors• Business Development Managers

PROGRAM INTRODUCTION

This 3-day comprehensive and highly interactive Executive Program “Certifi ed Financial Modeling (CFM)™” is”designed to equip participants with a practical understanding of eff ective fi nancial modeling. This course covers 20major subject areas and utilizes a variety of training techniques. Through real-life case studies, the emphasis will beon practical and pragmatic approaches.

Designed for fi nancial and investment professionals in Singapore, participants will gain an in-depth knowledge onhow to build and design eff ective fi nancial models. You will learn to develop robust capital investment models,handle risks in uncertain scenarios and build rigorous models to evaluate major investment decisions for yourorganization. You will also learn how to forecast key fi nancial statements, develop fi nancial analysis and use fi nancial models as the centerpiece of strategic planning for your organization. Led by a leading authority infi nance, participants will also gain the latest cutt ing edge insights on volatility, capital structures and costs of capital.

At the end of the program and upon completion of the exam, you will receive the designation of Certifi ed FinancialModeler (CFM)™ that you can use on your resume and business card. CFM™ is certifi ed by the InternationalAcademy of Business and Financial Management (IABFM), which is recognized in over 145 countries with over200,000 members.

This executive program is designed for




ADDITIONAL BENEFITS OF ATTENDING THIS HIGHLY INTERACTIVE 3 DAY COURSE

• Successful completion of the course makes you a Certifi ed Financial Modeler™. You can use the designation of CFM™ on your business card and resume

• Membership to the only professional body recognized by the AACSB, the world’s leading collection of business schools

• Up to 18 months membership to the IABFM professional body• Access to the IABFM network and body of information online• Preferred access to education centers in USA, UK, Europe, Asia, Middle East, and Latin America• Access to the IABFM journal published online• Gold Embossed Certifi cate with your name and designation as MIABFM (Member of the International Academy

of Business and Financial Management)

LEARNING OBJECTIVES

• Learn the most eff ective ways to design and structure your fi nancial models• Learn to analyze and manage fi nancial risks with hands-on simulation practices on risks• Design and develop diff erent types of investment models that can be used to evaluate and assess diff erent

investment and fi nancial projects• Analyze cutt ing edge techniques for estimating cost of capital and capital budgeting• Develop skills and an appreciation of shareholder value and its contemporary application to corporate

performance• Discover optimal techniques to handle large data for fi nancial forecasting• Improve your skills in fi nancial analysis techniques• Identify your applicability to assess the fi nancial health of your organization• Understand how to interpret fi nancial statements• Understand the complete range of techniques used in forecasting and projecting fi nancial statements and

managing them• Enable management to make truly uniformed decisions• Become a Certifi ed Financial Modeler (CFM)™

COURSE REQUIREMENTS AND CERTIFICATES

• Att endance - delegates must att end all sessions of the course. Delegates who miss more than two hours of the course sessions will not be eligible to sit for the course exam.

• Successful completion of the course assessment - aft er successfully passing the exam, the certifi cate will be prepared by the IABFM and will be directly posted to your company address.

Delegates must meet the following criteria to be eligible to become CFM™:






DAY ONE - MORNING

SPREADSHEET DESIGN PRINCIPLES

REVIEW OF SPREADSHEET BUILDING CONCEPTS• Importance of good spreadsheet building habits• Types of spreadsheet errors• Practices to detect and prevent spreadsheet errors• Seven good spreadsheet building habits

EXPLORING FUNCTIONS IN A SPREADSHEET MODEL• General Format and use• Selected fi nancial functions• Selected statistical functions• VLOOKUP and other logical functions

EXERCISE:Participants will be provided with a template that uses a number of Excel functions.

SENSITIVITY ANALYSIS• What is sensitivity analysis?• How is it performed?• “Add-in” products available

EXERCISE:Participants will perform a sensitivity analysis on a spreadsheet.

DAY ONE - AFTERNOON

MODELING APPLICATIONS

EFFECTIVE DESIGN OF A FINANCIAL MODEL• Basic Principles• Elements of fi nancial models• Inputs and outputs• Financial statements• Schedules Suggested framework• Key modeling tips

PRINCIPLES OF RISK AND RETURN• Volatility• Capital structures• Weighted Average Cost of Capital (WACC)




PROGRAM OUTLINE

DAY TWO - MORNING

MODELING APPLICATIONS

FORECASTING• Approaches to forecasting• Analyzing historical data to identify components• Long-term trends• Cyclical variations• Seasonal variations• Random variations• Introduction to modeling time series analysis

EXERCISE:Participants will use historical data for a company to prepare a revenue forecast.

FORECASTING FINANCIAL STATEMENTS• The fundamentals of using sound judgment• Forecasting the income statement• Forecasting the balance sheet• Forecasting the cash fl ow statement• Evaluation of the reliability of forecasts

EXERCISE:Participants will be provided with historical company data from which they will model the forecasting of fi nancial statements.

COST-VOLUME-PROFIT (CVP) ANALYSIS• Determining fi xed and variable costs• Calculating break-even point• Constructing CVP graph

EXERCISE:Using a pre-built model, participants will calculate the break-even point for sales, and then construct a CVP graph.

DAY TWO - AFTERNOON

THE PRINCIPLES OF CORPORATE FINANCE

PROJECT APPRAISAL AND DECISION MAKING• The principal of Discounted Cash Flow techniques• Alternative methods of project evaluation• Why use cash fl ows• Identifi cation of relevant cash fl ows (revenues and costs)• Calculating project returns• Understanding the nature of risk and its eff ect• Building risk into a project appraisal

EXERCISE:Participants will be provided with case studies relating to a number of Middle East companies where they will be able to model the cash fl ows, calculate the appropriate discounting factor, and calculate the expected return.






OPTIMIZATION TECHNIQUES IN FINANCIAL MODELING• Elements of optimization techniques• Understanding and using linear programming• Using the Solver facility in Excel to solve linear programming problems

EXERCISE:Participants will use linear programming and the Solver facility in Excel to solve a problem of resource allocation between competing projects with diff erent rates of return and diff erent risk characteristics.

DAY THREE - MORNING

MONTE CARLO SIMULATION, MACROS, AND USER-DEFINED FUNCTIONS

INTRODUCTION TO SPREADSHEET MACROS• Understanding the nature of macros• Using the Excel macro recorder to create macros• Editing and enhancing recorded macros• Identifying and correcting errors in macros• Att aching macros to command butt ons

EXERCISE:Participants will create a simple macro and att ach the macro to a command butt on. They will then examine a prewritt en macro that is not operating as intended. They will use the facilities of Excel to debug and att empt to correct the error(s) as appropriate.

MONTE CARLO SIMULATION• The nature and uses of simulation techniques• The way Monte Carlo Simulation works• Reviewing statistical measures and how to calculate them• Mean, variance, standard deviation• Probability distributions and the normal distribution• Running a simulation and interpreting results• Exploration of a basic program to perform Monte Carlo Simulation

DAY THREE - AFTERNOON

FINANCIAL MODEL AUDITING / REVIEW• Why audit?• Excel’s auditing tools• Automated testing tools: role, purpose and limitations• Demonstration• Model documentation

AUTOMATED MODEL GENERATION TOOLS• Overview: purpose, advantages, disadvantages• Demonstration

CFM™ EXAMINATION**Only those who successfully complete the exam will receive the Certifi ed Financial Modeler™ designation




Dr. Brent Wheeler has been advising on corporate fi nance, investment analysis, fi nancial economics and business planning for the past 30 years. With a comprehensive repertoire of fi nancial skills and investment acumen, he has been involved with various projects concerning valuation of companies, projects and investment, asset allocation, evaluation and assessment of capital markets, and business strategy. Notable ones include:

• Annual Fonterra valuation with $19 billion turnover• Team Leader for valuation and establishment of NZ Rail Limited• Team Leader for $30 million Provincial Finance bond issue

Dr. Wheeler was awarded the Commonwealth Medal for his contribution on privatization during his tenure as a senior analyst at the N.Z. Offi ce of the Minister of State Owned Enterprises. He was also a senior analyst at the N.Z. Treasure and a N.Z. delegate to the Economic Co-operation and Development (OECD). Presently, he is an independent appraiser for the New Zealand Stock Exchange and a senior lecturer at the University of Otago and Massey University while running his own economics advisory.

Dr. Wheeler has taught courses in fi nance for the public, private organizations and NGOs over the last two decades. Outside of New Zealand and Australia, his training activity has extended into the Asian markets of Singapore, HongKong, Malaysia and Thailand. The particular strength he brings to this area is that he has been, and continues to be, aChair and Director of several companies across a wide spectrum of commercial activities, as well as being a Trustee onseveral trusts.

Partial list of companies that have benefi ted from Dr. Wheeler’s expertise:

“I would like to again thank Brent for his time over the past two days. We were all so inspired and re-energized and lookingforward to the next session.” - Partner, Bank of New Zealand

“Interesting and informative with a good down to earth presentation and philosophy. The use of real examples and anecdotes from Brent’s vast experience really helps illustrate points.” - CEO, New Zealand Milk Product Company


Financial Modeling for Investment Analysis and Evaluation of New Business Opportunities

FACULTY DIRECTOR

• Awarded the Commonwealth Medal for his contribution on privatisation as a Senior Analyst at the N.Z.Offi ce of the Minister of State Owned Enterprises

• Chairman and Director of several companies (i.e. Tasman Pacifi c Insurance and Munich Capital Limited etc.) as well as a Trustee on several trusts

• Chief Equities Strategist of Amanah US Equities Fund, for NZ retirement and pension KiwiSaver scheme• Member Institute of Finance Professionals New Zealand Inc. (INFINZ) and Certifi ed Securities Analysis

Professional (CSAP)

Dr. Brent Wheeler

Session B: 2 - 4 March 2016, Shangri-La Hotel, Singapore


• Fertco Limited (Chairman)• Tasman Pacifi c Insurance (Chairman)• The Boardroom Practice Limited (Executive Chairman)• Amanah New Zealand (Chief Equities Strategist)• Munich Capital Limited (Director)• Fonterra, New Zealand

• Watercare Services Ltd, New Zealand• Amanah New Zealand• Singapore Airlines Terminal Services Corp• Singapore Mass Transit Corp• Standard Chartered Bank, Hong Kong• NSW Premiers Department, Australia

This Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board

Program:

Dates:Location:

Financial Modeling for Investment Analysis and Evaluation of New Business Opportunities2 - 4 March 2016 (3 days program) Shangri-La Hotel, Singapore

Early Bird 1 (Register & pay by 21 December 2015):Early Bird 2 (Register & pay by 18 January 2016): Regular Tuition Fee:

Group discount of 10% for 2nd participant from the same organization. For limited time only by 18 January 2016, registration for 3 participants, the 4th participant will receive a complimentary seat (one discount scheme apply)

S$3,390 S$3,590S$3,690

EXECUTIVE SUMMARY

New business investment is a risky business. Wise investment decision making is more challenging than ever with the harsh competition and complex macroeconomic environment, making it imperative for fi nance and investment leaders to have a solid foundation in performing sharp and concise analysis and appraisal of investments.

This intensive 3-day program on Financial Modeling for Investment Analysis and Evaluation of New Business Opportunities is designed to provide you with an extensive range of analytical and forecasting skills required to perform high quality investment evaluation to aid short-term and long-term investment decisions. By discovering the essential features in Excel, your investment planning and analysis processes will be greatly enhanced as sophisticated fi nancial models facilitate bett er data analysis; calculate projected costs and returns, perform risk analysis, predicts investment project outcome, and justify critical investment decisions. Beyond that, you will also gain access to a comprehensive database from both emerging and world markets, including cost of capital variables and operating statistics, to help you perform your investment appraisal more eff ectively.

At the end of the program, you will gain the confi dence to undertake a variety of investment analyses by building customized fi nancial models backed by the latest datasets, and apply them to your future business investment assessments.

ProgramEssence:

Note: GST is applicable only to participants from Singapore registeredcompanies. Check your eligibility for 60% Cash Back at IRAS website.




Session B: 2 - 4 March 2016, Shangri-La Hotel, SingaporeThis Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board


PROGRAM INTRODUCTION

Businesses are gett ing increasingly competitive. Executives across the board are required to constantly improve decision making and understanding of investments and project proposals. As project investment is a very risky business, it is imperative that fi nance and investment leaders have an in-depth knowledge of fi nancial analysis in order to make quality decisions about the fi nancial merits of a project.

This 3-day program on Financial Modeling for Investment Analysis and Evaluation of New Business Opportunitiesprovides a post-GFC update on the latest thinking on project valuation for investment decisions, and focuses on thefi nancial analysis required of making high quality decisions. It is designed to provide you with an extensive rangeof analytical and forecasting skills, which will be highly relevant in today’s business and fi nancial world. You will learn how to use your corporate resources most effi ciently to maximize profi tability. Your investment planning process will be greatly enhanced as sophisticated fi nancial models facilitate accurate evaluation for both the long andshort-term investment projects. Besides that, you will learn about the specifi c current topics as well as “traditional” methods and techniques, including:

• Investment in a post-GFC world with low growth• New methods for cost of capital estimates• The new macroeconomic environment for investing

This is a completely updated version of a hugely popular “Financial Analysis and Modeling for Investment” program which has been running successfully in Singapore, Malaysia, Hong Kong and Thailand since 2007. You will gain accessto the latest database, from both emerging and world markets, including cost of capital variables and operating statistics, as well as capture changes in concepts and data since the economy meltdown.

FREE TAKEAWAYSAll delegates will receive:• Up to date (2015) data for all major global capital markets (major securities parameters)• 122 industry breakdown model for all major world markets (major company fi nancial metrics)• Spreadsheet models for every session which delegates can use in their own work• Models and assessments built during the course• Writt en templates for developing own analyses and appraisals• Handbook covering all material in the course plus additional reference and instruction material (electronic)

As this program incorporates extensive spreadsheet valuation models, you are required to bring alongyour laptops, equipped with Excel spreadsheets, to maximize learning.

WHO WILL BENEFIT MOST

• Corporate Finance• Financial Management / Finance Business

Partners • Financial Analysis / Financial Planning and

Reporting• Investment Project / Project• M&A and Business Valuation • Strategic Planning / Corporate Planning /

Capital Planning

CFOs, VPs, MDs, GMs, Chief Accountants, Directors, Managers and Senior Analysts in:• Business Development / Corporate Development• Commercial Management• Profi t Centre Management• Corporate Financing• Portfolio Management / Product Control• Management Accounting / Revenue Accounting

and Controls




DAY ONE

Fundamental Evaluation Framework - Defi ning And Analyzing Investment OpportunityThese sessions create the framework, illustrate and demonstrate the process of investment analysis, demonstrate with exercises and case studies. Delegates build their own “usable” models and databases which can be applied directly to their “back at the offi ce” investment appraisals and business opportunity assessment.

The Appraisal Process• Assessing the type of investment – diff ering approaches lead to diff erent investments• Defi ning what investment you are seeking• Passive versus active• Asset classes and the investment portfolio• How are you planning to add value?

The Operating Climate• The investing climate• Asset classes returns • Investment in low, slow and high growth markets• Markets for investment and their risks• How to appraise the operating climate and incorporate assessments into appraisals

Accounts, Cash and Financial Information• The three “big” statements and investment appraisal• Ratios for measuring fi nancial performance and health• Exercises – interpreting investment implications of “the fi nancials”• Problems, pitfalls and trade-off s with fi nancial information

Exercise Analyzing a Company• Performance. The business and operating result.• Health. Assets and liabilities. How strong is the company• Comparative analysis – using the databases and sources• Special situations – stress, re-structure, growth

PROGRAM OUTLINE


LEARNING OBJECTIVES

• PERFORM a comprehensive fi nancial analysis for identifying fi nancial strengths, problems and risky areas in investment decisions

• DEVELOP an understanding of how to gain maximum benefi t from investment appraisal processes• INTEGRATE economic, political and organizational factors with fi nancial decision making• MITIGATE investment risks by defi ning, measuring and controlling risks• DEVELOP skills in a range of investment analysis techniques• UNDERSTAND how the debates in fi nance should be taken into account• FAMILIARIZE yourself with investment appraisal methods and comparison of decision rules, advantages

and limitation • FIND OUT what factors are most important to consider when undertaking a capital investment project• DISCOVER why and when traditional valuation techniques fail• EXPLORE and work on valuation methods using Discounted Cash Flow (DCF), Economic Value Added (EVA)

and Options




This course has been independently certifi ed as conforming to accepted CPD guidelines. On average, thisexecutive program contributes 16 hours towards your CPD.

Delegates must register at the start and close of each workshop to be awarded a certifi cate of completion.

CPD CERTIFICATION DETAILS

DAY TWO

Methods and Techniques - Data, Modeling and Excel SkillsDay two is concerned with giving delegates the tools to analyse fi rst then model second. Once the tools of analysis are familiar we build those into models using best practice methods in Excel. Practical exercises are used so that we understand both concept and practice.

Improving Excel modeling Skills• Best practice modeling• Sett ing up soft ware and spreadsheets• Tips and tricks for excel• Building a core model• Exercise in investment modeling

Value Analysis - Building a Model of the Opportunity• What exactly is value? Margin, volume and risk• Building up a value story. The supermarket example• Linking accounts to the value story• Finding value drivers in the accounts. What to look for

The Basic Model• How to scope the model. What capabilities do we want• The main sections. What goes where and why• The control variables. What are they and how should they work?• Output considerations. From spreadsheet to reports

Forecasting Techniques and their Modeling• Linear forecasting arithmetic and spreadsheet modeling• Plausible assumptions for forecasting. Errors and noise• Forecasting variable and fi xed costs• Applying the techniques to our basic model

Free cash fl ow modeling• What is profi t, cash, cash fl ow, free cash fl ow• Using control accounts to generate free cash fl ows• Ways to compute present values• NPV, IRR functions in Excel – diff erences and quirks






DAY THREE

Applications - Estimating and Modeling Investment ValueDay Three is concerned with practical applications of investment appraisal. Models, data and concepts developed on Days One and Two are used to “feed” practical exercises and examples. Delegates again build models - most notably valuation models – for undertaking appraisals.

Valuing Investments• Choosing the correct model – pitfalls and merits• Cost of capital, risk and capital structure concepts• Cash fl ow valuation• Valuation with multiples• Adjustments - dealing with exceptions, diffi cult to value assets and liquidity problems

Building A Financial Appraisal Model• DCF Valuation Model - Delegates build their own fi nancial appraisal model• Estimating the cost of capital• Forecast the revenues - certainty equivalents and orthodox forecasting• Cost estimation - methods for variable and fi xed costs• Testing, calibrating the model and sensitivity runs

The Value Add: Modeling Improvements• Forecasting and modeling economies of scope and scale• Marketing, productivity, cost cutt ing savings• Pitfalls, costs of re-structures, value erosion and risk• Running scenarios - what could happen? What are the value impacts?• How to incorporate “potential” into the investment decision

Capital Considerations – Financing investment• The signifi cance of working capital in investment and modeling• Dealing with volatility – options for managing and their implications• How to model working capital requirements – how can it be done• Sensitivity runs on the model with diff erent working capital assumptions

Concluding Discussions




REGISTRATION PAGE

Knowledge for the world business leaders C L A R I D E NFINANCIAL MODELING WEEK

15 - 17 February 2016 | 2 - 4 March 2016 Shangri-La Hotel, Singapore

Booking Contact (Approving Manager) Mr/Mrs/Ms:_____________________Job Title:_________________________ Department:_____________________Telephone:_______________________ Fax:____________________________Email:____________________________________________________________Organization:_____________________________________________________Address:___________________________________________________________________________________________________Postal Code:____________

I would like to receive more information on hotel accommodation using Clariden Global coporate rate.

Please register the following participant for this seminar.(Please tick □ to select your seminar(s). You may tick more than one.)

PAYMENT METHODS

GROUP DISCOUNTS

4 WAYS TO REGISTER

Email: [email protected]

Fax: +65 6567 4328

Call: +65 6899 5030

Website: www.claridenglobal.com

HOW TO REGISTER AND PAYAn invoice and registration confi rmation will be sent within 7 days, please contact us if you have not heard from us within 7 days. Payment can be made by credit card, by bank transfer or by cheque. ALL PAYMENTS MUST BE RECEIVED IN ADVANCE OF THE EVENT.

ACCOMMODATIONAccommodation is not included in the program fee but you will be entitled to use our corporate rate for your accommodation. Information will be sent along with your registration confi rmation.

CANCELLATIONS AND SUBSTITUTIONS

VENUE AND ACCOMMODATION INFORMATION

Once we have received your booking, the place(s) are confi rmed. No refunds will be made for any cancellations, however, program credits of equivalent value only applicable for Clariden Global events will be provided. Credits can only beredeemed for 1 program and is valid for only one (1) year from date of issue.Substitution with a qualifi ed candidate is allowed by providing at least 5 working days of advance notice to Clariden Global. One time substitution is allowed with no charges. Subsequent substitutions will be charged 10% admin fee.

Shangri-La Hotel, Singapore15 - 17 February 2016 | 2 - 4 March 201622 Orange Grove Road,Singapore 258350Tel : +65 6737 3644Fax : +65 6737 3257Website : htt p://www.shangri-la.com/en/property/singapore/shangrila

ALL CANCELLATIONS MUST BE RECEIVED IN WRITTEN FORM

PLEASE NOTE: CLARIDEN GLOBAL PTE LTD reserves the right to change the content and timing of the programme, the speakers and the date and venue due to reasons beyond their control. If in the unlikely event that the course is cancelled, CLARIDEN GLOBAL PTE LTD will refund the full amount and disclaim any further liability.

ENQUIRIES: If you have any queries about registration or payment please do not hesitate to contact our client services department on +65 6899 5030.

PRIVATE DISCLOSURE STATEMENT: Any information provided by you in relation to this event is being collected by CLARIDEN GLOBAL PTE LTD and will be held in the strictest confi dence. It will be added to our database for the primary pur-pose of providing you with information about future events and services.

Visit us at www.claridenglobal.com for upcoming events

FOR OFFICIAL USEFEE RECEIVED REFERENCE L6033_L6034/EC/MS

Session

Session A: Certifi ed Financial Modeling (CFM)™

(15 - 17 February 2016)S$3,390

S$3,390

S$3,590

S$3,590

S$3,690

S$3,690

Session B: Financial Modeling for Investment Analysis and Evaluation

of New Business Opportunities

(2 - 4 March 2016)

1st Early Bird Fee Per

Participant (If payments

& registrations are received by

21 Dec 2015)

2nd Early Bird Fee Per

Participant (If payments

& registrations are received by

18 Jan 2016)

Regular FeePer Participant

PROGRAM FEES

1st Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

2nd Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

3rd Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

4th Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

Session(s): A□ B□

ENJOY 60% CASHBACK

Productivity and innovation Credit (PIC) scheme allows registered Singaporean businesses to claim 60% cash back or enjoy 40% tax deduction for training.

For more information, please visit htt p://www.claridenglobal.com/pic.php

Group discount of 10% for 2nd participant from the same organization. For limited time only by 18 January 2016 register 3 participants and the 4th participant will receive a complimentary seat (One discount scheme applies).

Note: GST is applicable for Singapore-registered companies.

BY CHEQUE / BANK DRAFT :Made payable to CLARIDEN GLOBAL PTE LTD and mail to: 3 International Business Park, #04-29, Nordic European Centre, Singapore 609927

BY TELEGRAPHIC TRANSFER TO:Bank Name: DBS BANKBank Branch code: 027Bank Address: 6 Shenton Way, DBS Building, Singapore 068809Bank Account No: 027-903583-8Bank Account name: CLARIDEN GLOBAL PTE LTDSWIFT Code: DBSSSGSG

Please note that all bank charges are to be borne by participants. Please ensure CLARIDEN GLOBAL PTE LTD receives the full invoiced amount.Note: Please include invoice number on all payment types and yourcompany’s name in your payment instructions for our reference.CREDIT CARD:To make payment by credit card, please call our client services hotline at+65 6899 5030.




financial modeling week - clariden globalclaridenglobal.com/...certifiedfinancialmodeling...session...

Documents