Advanced Excel with Financial Modeling

Advanced Excel with Financial Modeling is a financial spreadsheet application developed by Microsoft for Microsoft Windows and Mac OS X. It features calculation, graphing tools, pivot tables,

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Course Objectives

By the end of the course, participants will be able to:

  • Prepare effective financial models utilizing powerful Excel functions
  • Use core financial modeling techniques
  • Forecast investments and calculate valuations of projects and companies in an effective manner
  • Develop comprehensive financial models to support investments decisions
  • Recognize special modeling and valuation considerations and best practices

Course Module

  • Excel tips and tricks that will help you speed up your spread sheet
  • Logical tests
  • Protecting your data
  • Database activities
  • Pivot Tables
  • Grouping data
  • Vertical and horizontal lookup tables
  • The magical choose function
  • Interactive formulas to extract data
  • String functions
  • Data tables
  • Interactive Graphs

  • Time value of money
  • Present Value (PV) Future Value (FV) and Net Present Value (NPV)
  • Internal Rate of Return (IRR) and Multiple IRR (MIRR)
  • Equity IRR and project IRR
  • Using XNPV and XIRR
  • Contradicting NPV and IRR
  • Amortization of loan schedule
  • Enterprise value, market capitalization, firm value and equity value
  • Effective interest rate
  • Compound Annual Growth Rate (CAGR)
  • Investment assumptions and cash flows
  • What needs to be included?
  • Forecasting revenues
  • Forecasting costs and expenses
  • Focusing on income statement or cash flow?

  • Analyzing historical information and developing a projection basis
  • Using ratio analysis to prepare projected financial statements
  • Debt capacity and credit analysis for the acquisition
  • Sensitivity analysis on cash flows
  • Weighted Average Cost of Capital (WACC)
  • Adjusted Present Value (APV)
  • Using Capital Assets Pricing Model (CAPM) to determine cost of equity
  • Implied risk premium in the current Price Earnings (PE) multiple
  • Gordon model to determine cost of equity
  • Using PE multiple to determine cost of equity
  • Accrual accounting valuation
  • Valuation using multiples
  • Transaction multiples

  • How financial models work
  • Modeling income statements
  • Modeling balance sheets
  • Sensitivity analysis
  • Developing an integrated financial model
  • Automotive
  • Hospitality
  • Real estate
  • Education

  • Structured valuations
  • Financial modeling best practices
  • Return on Investment (ROI) and Return on Equity (ROE)
  • Investment structures
  • Direct ownership
  • Partnership and joint venture
  • Build, Operate and Transfer (BOT)

Learning Approch

  • Designed with a focus on real world relevance
  • Real-world case studies
  • Hands-on Assignments
  • Individualized Instructor
  • Career Guidance
Program
Dates

Certification (LP Certificate)

Earn a Course Completion Certificate, an official Learners Point credential that confirms that you have successfully completed a course with us.

Certification (KHDA)

Earn a KHDA attested Course Certificate. The Knowledge and Human Development Authority (KHDA) is the educational quality assurance and regulatory authority of the Government of Dubai, United Arab Emirates.

Expert Instructors & Teaching Methods

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Our Trainer

We, at Learners Point, take immense pride in our teaching methods and instructors. Our instructors are some of the best experts from their fields and employ a practical approach to learning. Many of them are globally recognised and have a diverse set of experience in their field of expertise. You are always sure to have the best in the industry as your teachers who are ready to guide you at every step and make the experience informative yet enjoyable. Apart from the focus on learning your chosen course, our instructors also encourage students to develop communication skills and interpersonal skills necessary to excel in the practical world. 

 

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Our Trainer

Learners Experience

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Harish H. :Finance Manager

"I have thoroughly enjoyed this course, as well as all the courses in the Specialization. The instructors do an excellent job of breaking down each subject in an easy to understand logical progression."

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Dr. Priyanka Verma :Finance and Accounts Faculty and trainer and content Creator

"I'm a trainer and I enrolled in many training courses overall the GCC. The Learners Point center made me realize another angle of how to train people. It was my first training experience in Dubai, I liked it. I will recommend them for anyone if they need professional training in any new technologies. My training was an AWS solution architect and I can't wait to take the exam and get my certificate. Thanks to the management, trainer, and special thanks for my course consultant. Thanks for the Learners Point center for having me and thanks for your hospitality."

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Harish H. :Finance Manager

"I have thoroughly enjoyed this course, as well as all the courses in the Specialization. The instructors do an excellent job of breaking down each subject in an easy to understand logical progression."

img
Dr. Priyanka Verma :Finance and Accounts Faculty and trainer and content Creator

"I'm a trainer and I enrolled in many training courses overall the GCC. The Learners Point center made me realize another angle of how to train people. It was my first training experience in Dubai, I liked it. I will recommend them for anyone if they need professional training in any new technologies. My training was an AWS solution architect and I can't wait to take the exam and get my certificate. Thanks to the management, trainer, and special thanks for my course consultant. Thanks for the Learners Point center for having me and thanks for your hospitality."

Frequently Asked Questions

Our trainings are mostly instructor led and classroom based. However, we also offer high quality live and interactive online sessions.

Our highly skilled faculties from around the globe are experts in their fields and come with decades of diverse industry experience. Our trainers are internationally recognized and locally preferred with rich research driven experience which will ensure highly customizable, engaging and top in the class learning experience.

Choosing LearnersPoint is true value for money as our trainings are right blend of theory and practice and specially developed keeping tomorrow's business needs in mind. All the training sessions are closely monitored through specially designed progress tracker to ensure reinforced and unparalleled learning experience.

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