Financial Modelling & Forecasting in Excel is a practical one-day training course in Ireland for finance professionals who need to design, build and review robust financial models.

Delivered live online from CMG Studios, this course covers best-practice financial modelling techniques in Microsoft Excel, from structuring three-statement integrated models to revenue forecasting, cost modelling, working capital, capital expenditure, financing and corporation tax.

Participants leave with practical Excel financial modelling skills they can apply immediately in budgeting, forecasting and strategic financial planning.

Course Content

• ‍Fundamentals & Best Practice
• Golden Rules – Dos & Don’ts‍
• ‍Designing a Financial Model‍
• ‍Excel Techniques for Financial Modelling – Application of Core Functions
• Automation Approaches in Excel‍
• ‍Building an Integrated Financial Model in Excel
• Completing the Integrated Model – Linking the Core Statements
• Testing & Reviewing Financial Models – Ensuring Models are Reliable and Credible

Feedback

The course gave me a much better insight into financial modelling, and it was all so well explained - Cathy Cagney, Internal Auditor

I'm glad I took the course. Learned new formulae and methods for building interactive sheets. - Eoin Brennan, Asset Manager

Very informative with a great deal to process. Great to have spreadsheets to look back on. - Nicola Mc Mahon, Senior Staff Officer

I found the Financial Modelling course extremely helpful. The content was very relevant and it was expertly delivered by the trainer. - Pamela Duignan, Strategic Finance Manager

Pre-Requisites

• You will need Excel 2010 or later installed on the device you will be using
• Key things you will need to know already in Excel is how to add, subtract, multiply and divide, as well as how to use $ sign to fix the absolute reference of cells, how to navigate Excel generally (e.g. how to copy & paste formula and how formatting works, such as how to change font colours, backgrounds, fonts etc).
• From an Accounting perspective, you will need to know the fundamentals of debits & credits and double-entry, the difference between the income statement, balance sheet and cash flow statement and how they interact with each other and you will need to be familiar with basic financial concepts like working capital, depreciation, debt financing as well as KPIs such as EBITDA, gross profit margins, debtor days etc.

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Who Should Attend?

This Financial Modelling & Forecasting in Excel course is designed for aspiring and experienced finance professionals who are familiar with Excel fundamentals and basic accounting, and who want to build best-practice financial models.

Certification

On completion of this one-day training course, you will receive your Professional Certificate. Please note certificates are issued at the close of the training course to participants on completion of the course.

This course may qualify for CPD points. Please check directly with your association or awarding body to see how many points they will award.

Cost

An ‘Early Bird’ discounted rate of €545 is currently available. This training course normal rate is €645. Places are limited and are allocated on a first come first served basis. PLEASE NOTE THE EARLY BIRD RATE CLOSES 3 WEEKS PRIOR TO COURSE DATE. The course cost includes all course documentation and Certificate of Attendance.