KPME Introduction to Financial Modelling

What does the Introduction to Financial Modelling program cover?

In today’s fast-paced business environment, being able to quickly and accurately analyse financial data can give you a competitive advantage over your peers or competitors. By automating many of the tasks associated with financial modeling, such as data entry and manipulation, financial modelling programs can help you save time and increase efficiency.

Kaplan’s Introduction to Financial Modelling programs will enable you to analyse and interpret complex financial data in a more accurate and comprehensive way. This, in turn, can help you make more informed and effective financial decisions.

The Introduction to Financial Modelling by Kaplan Professional ME is approved by KHDA in the UAE.

Learning Objectives

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Learn and apply excel tools useful in financial forecasting

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Understand and design a layout of a flexible model

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Forecast the financial statements of a public or private company

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Perform financial analysis

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Apply scenario and sensitivity analysis to the forecasted financials

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Prepare the management dashboard for model presentations

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Who is it for?

The course is suitable for anyone in the financial services industry who wants to learn financial modelling.  Professionals who are working or aspiring to work in the field of of equity research, investment banking, financial accounting and analysis, budgeting and data analytics can pursue this course.

Program Agenda

  • Overview of Financial Modeling
  • Basic Math Functions: SUM, AVERAGE, MAX, MIN, SUMIF, COUNTIF, LARGE, SMALL, etc.
  • Logical Functions: IF and nested IFs, AND, OR
  • Date functions: EOMONTH, EDATE,
  • Absolute and Relative cell referencing
  • Cell styles and quick access tool bars
  • Model design and structure for the case study company
  • Know the key model outputs and their drivers
  • Understand the requisite inputs
  • Developing cell styles for model transparency and review
  • Incorporating historical financial statements of the subject company
  • Building Balance Sheet error check in the model
  • Forecasting revenue
  • Forecasting key operating expenses and margins
  • Projecting key schedules: debt & interest, capex & depreciation and working capital, and more.
  • Stepwise projection of income statement, balance sheet and cash flows
  • Incorporating scenario analysis
  • Incorporating sensitivity analysis
  • Financial Statement Analysis – Ratio Analysis
  • Different chart types – Single axis and combo charts
  • Using dynamic chart titles and data labels
  • Combo Charts
  • Prepare effective management dashboards for presenting key model outputs
  • Developing the model from scratch using an interactive case study

Our Expert Trainers

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Rahul Sonthalia

AFM, CFA, CMA

Rahul Sonthalia

AFM, CFA, CMA

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Rahul has more than 13 years of experience in the area of investment banking, equity research, macro-economic research, and training. He has been teaching financial modeling and investment banking courses in UK, Singapore, and the MENA region.

He has delivered advanced financial modeling related programs for Sovereign wealth funds and banks in the GCC and for large asset management companies in the UK and Singapore. He was a guest speaker on “Best Practices in Financial Modeling” at the Modeloff Global World Financial Modeling championship in London.

What Our Students Say

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Financial Modelling (2019) – Eva Reinerova
44 months ago
Financial Modelling (2019) – Eva Reinerova

The trainers at Kaplan Professional ME are very understanding, knowledgeable, and patient. I have studied for the CMA and CFA courses, therefore I know the quality of the training team. They are very experienced in terms of industry and course expertise.

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Financial Modelling (2019) – Tichaona Maviyo
63 months ago
Financial Modelling (2019) – Tichaona Maviyo

Rahul was exceptional! He ensured that he explained the concepts really well and I truly felt like I got more value than I paid for. I received financial modeling manuals, case studies, and beyond classroom support that has helped me develop models efficiently.

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Financial Modelling (2019) – Nikhil Kapoor
46 months ago
Financial Modelling (2019) – Nikhil Kapoor

Rahul is a fantastic trainer who is very coherent and gets his ideas across perfectly. He takes his time to answer all questions in-depth and ensures we learn the concepts thoroughly. I would 100% recommend Kaplan Professional ME to everyone.

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Financial Modelling (2019) – Umar Masood
63 months ago
Financial Modelling (2019) – Umar Masood

The course has been really detailed right from the steps to follow to the outcomes to expect. I would highly recommend the course to anyone that would like to learn about the practical application of financial models.

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