Course Overview
Course Overview
Financial Modelling in Action is a guided, hands-on course that teaches you how to build professional-grade, Integrated 3-Statement Financial Models from scratch. You'll also learn how to build valuation and returns modules to drive informed analysis.
In this course you will learn to build investment banking style models – not the inflexible and clunky consulting or project finance style models.
You’ll learn how to build fast, flexible models that drive real-world decision-making. We have deconstructed the Integrated Model template we use for our clients and broken it down into step by step modules that explain the why and the how.
Whether you're aiming to break into high finance or stand out from the crowd, this course gives you the toolkit to model anything with confidence, speed and accuracy. Financial modelling is not only essential for investment banking but valuable anywhere you need to forecast the future and assess the financial impact of changing conditions.
You’ll be learning directly from former bulge-bracket investment bankers, who’ve lived through the high stakes, high pressure environment where the margin for error is zero. When it comes to learning a craft, there’s value in learning from the best.
Course Outcomes
Understand the first principles of building financial models
Build Integrated Models, value companies & assess potential returns from scratch, with reported listed company financials
Enhance Excel skills with techniques used by Investment Bankers
Course Delivery Format
8-week course delivered in-person weekly in 2-hour lessons
Each lesson will incorporate slides & modelling exercises
Small class size of 8 - 10 enabling interaction and Q&A
Lesson Overview
Lessons 1-3 will cover the basics of financial modelling
Introduction to the Financial Model
Introduces financial modelling and the key concepts and use cases
Covers Excel best practices for efficiency and accuracy, model navigation and essential model design principles
The Integrated 3-statement Model
Introduces the Integrated 3-Statement Model, its structure and the key linkages
Breaks down building a simple Integrated Model into a step-by-step process that follows a logical flow while maintaining integrity
Replicating Business Models
Understand how companies generate revenue and incur costs and replicate this in a financial model
Forecast revenues and costs for companies in various industries, while keeping the core structure of the Integrated Model
Lessons 4-6 will cover the basics of financial modelling
Building the Income Statement
Build the Forecast Income Statement using reported financials
Covers key accounting concepts, adjustments to reported financials and outlines a step-by-step process for projecting revenues, costs, and key financial metrics
Building the Income Statement
Build the Forecast Balance Sheet using reported financials
Covers key accounting concepts and outlines a step-by-step process for projecting key balance sheet items (e.g. net working capital, PPE, intangible assets etc.)
Building the Cash Flow Statement & Integration
Build the Forecast Cash Flow Statement using reported financials and link together to integrate the 3 Statements
Covers key accounting concepts and outlines a step-by-step process for building the cashflow and funding waterfalls
Lessons 7-8 will cover building the Dashboard and Valuation & Returns
DCF Valuation Model & Dashboard
Build a DCF Valuation Model on top of the Integrated Model built in lessons 4 to 6
Build the Dashboard that lays out the assumptions and key outputs in a combined easy-to-use user interface
LBO Model
Build a LBO Model on top of the Integrated Model built in lessons 4 to 6
Covers sources & uses, returns analysis and outlines a step-by-step process for building the LBO Model
