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


Learn and apply excel tools useful in financial forecasting


Understand and design a layout of a flexible model


Forecast the financial statements of a public or private company


Perform financial analysis


Apply scenario and sensitivity analysis to the forecasted financials


Prepare the management dashboard for model presentations


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

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