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03 November 2020

Financial modelling - comprehensive

Category: MASTER COURSE

Find out how to build, input, review and audit financial models (forecast integrated income statement, cash flow statement and balance sheet).

Who should attend?
Financial professionals needing to build, interpret, review and audit financial models (forecast integrated income statement, cash flow statement and balance sheet). It is suitable for both accountants and non-accountants.

What you will gain
A forecast integrated set of financial statements is constructed, from scratch, for a real company (based on published historic data). Once the forecast is complete a basic discounted cash flow (DCF) valuation is performed in order to demonstrate the sensitivity analysis.

Programme outline

  • Financial modelling 'golden rules': best practice DOs and DON’Ts
  • Model set-up: model planning, worksheet grouping, date functionality
  • Historic data: cleaning up the numbers
  • Integrating the statements
  • Balancing the balance sheet
  • Forecasting techniques: pros and cons
  • Forecasting the numbers and populating the financial statements
  • Valuation: enterprise vs equity value, essential financial maths, discounted cash flow valuation
  • Scenario analysis
  • Sensitivity analysis
  • Rolling forward the forecast
  • Model audit and review
  • Circularity and trouble shooting

Laptops are provided.

Information for Online Live dates
Please read the following guidance carefully, which applies only if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
  • It is difficult (but not impossible) to do this with only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen, or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • You are strongly recommended to perform the exercises on a PC rather than a MAC. Using a MAC is possible but the trainer will be unable to help you with the required shortcuts.

An existing understanding of basic accounting concepts and terminology would be helpful. If you are concerned about your basic excel ability please first attend Financial modelling - introduction.

The course starts at 9.00am on each day. Lunch and refreshments are included, but not accommodation.
12 CPD hours (where applicable).

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
3 November 2020 - 09:00 London - 2 day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
3 December 2020 - 09:00 London - 2 day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.
9 December 2020 - 09:00 Manchester - 2 day course Price: GBP 1,450.00
Member price: £1,305. Plus VAT on all prices. Accommodation not included.


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Financial modelling - comprehensive

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: https://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

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