Certificate in Financial Modelling

Increasing your financial knowledge

This Financial Modelling in Excel course is an introduction to financial modelling for those who are new to the subject.

Learn the practical skills needed to construct robust financial models that can be used for business planning and evaluation. Students learn best practice design principles required for building flexible models using a range of excel techniques and functions which are applied when building a detailed financial model case study from scratch.

The Financial Modelling course assumes a sound understanding of the structure and composition of financial statements, specifically income statements, balance sheets and cash flow statements. Additionally, a good working knowledge of Excel up to using Excel functions is required. This course has specific eligibility requirements listed below.

Course Information

  • Day – Saturdays
  • Duration- November 2017
  • Start Time – 12:00
  • End Time – 16:00

Duration & Certification

This is a 4 weeks programme. A certificate of completion is granted on successful
completion of the programme. This certificate will assist you in gaining employment in the Investment banking industry.

Location & Fees

The programme will be held in StartCredits Lagos Office.
Course fees for tuition and certification is ₦10,000.

Eligibility

This course assumes a sound understanding of the structure and composition of financial statements, specifically the Income Statement, Balance Sheet and Cash Flow Statements.

In addition, a good working knowledge of Excel up to using Excel functions is required. At commencement of the course participants are expected to be able to:

  • Create and move between worksheets
  • Improve and modify general layout using different fonts and colours
  • Delete, clear, copy and paste cells
  • Build formulas with and without Autosum
  • Understand the difference between relative, absolute and mixed cell references
  • Build IF statements
  • Construct graphs

Participants are required to have a laptop with Microsoft excel or any other sufficient spreadsheet software.

What will I learn?

  • Excel hints, techniques and tips in a financial context
  • Keyboard shortcuts
  • Best Practice techniques for financial modelling
  • How to establish suitable driver based models for forecasting
  • Modelling Income Statements, Balance Sheets and Statements of Cash flow
  • Sensitivity Analysis
  • Ways to minimize errors
  • Advanced modelling techniques

By the end of the Financial Modelling in Excel course, you will be able to:

Use best practice modelling principles to design and build robust financial models

Recommended Reading

Currently there are no books available that cover the entire syllabus  or could be categorized as ‘strongly recommended’. However, the following may provide useful background reading:

* The Economist Guide to Business Modelling (John Tennent & Graham Friend)
* Practical Financial Modelling (Jonathan Swan)
* Accounting and Finance for Non-Specialists (Peter Atrill & Eddie McLaney)