Introduction to Financial Modelling in Excel

This course is a combination of financial theory and practical application of financial concepts in Microsoft Excel.  A large component of the course will be centred around the application of the Discounted Cash Flow Model (DCF), a popular valuation method used to assess the value of projects and companies. At the completion of this course, participants should be able to construct a DCF Model, as well as have a good understanding of the underlying financial concepts used to build it.

Your Learning Outcomes

  • Developing a Discounted Cash Flow Model (DCF)
  • Understanding and ability to apply Project
  • Evaluation Criterion (NPV, IRR, Payback Periods)
  • Calculating Free Cash Flows
  • Estimating Beta for public and private firms.
  • Estimating the Cost of Equity and WACC 
  • Understanding how key variables to the DCF impact upon project and business valuation. 
  • Ability to utilise Excel’s Data Tables and Goal Seek
Download PDF Outline Duration: 1.0 Days
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Financial modelling is widely employed within industry because it forces us to critically think about how a business or project will perform in the future, as well as how risky we believe it to be.  Additionally, in constructing a DCF model, you will need address many of the corporate finance issues commonly encountered within industry today. 

Finance plays a central role in almost all industries, and acquiring foundational knowledge benefits almost all working professionals.  Some examples include the following:  

Investment Bankers: employ financial models to help them triangulate a “market price” for the firm/business they are trying to sell.

Engineers: use financial models to help them evaluate the feasibility of new projects, such as mine sites, oil wells, and manufacturing plants.

Lawyers: are commonly asked to develop cases regarding the assumptions used to value assets/businesses/projects, and whether these assumptions were appropriate.

Board members/Executives: need a working knowledge of basic finance to understand merger and acquisition deals, as well as how best to structure their firm.

Course Outline for Introduction to Financial Modelling in Excel

After completing this course, participants will have learned to:

Topic 1

Developing a Discounted Cash Flow Model

  • Developing a Discounted Cash Flow Model

Topic 2

Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)

  • Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)

Topic 3

Calculating Free Cash Flows

  • Calculating Free Cash Flows

Topic 4

Estimating Beta for public and private firms

  • Estimating Beta for public and private firms

Topic 5

Estimating the Cost of Equity and WACC

  • Estimating the Cost of Equity and WACC

Topic 6

Understanding how key variables to the DCF impact upon project and business valuation

  • Understanding how key variables to the DCF impact upon project and business valuation

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Introduction to Financial Modelling in Excel Now

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