The Art of Financial Planning, Modelling and Analysis (FP&A) Certification Course
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Course overview
Looking to take your financial modeling skills to the next level? Our five-day Financial Modeling for Business Planning and Analysis course is the perfect opportunity to do just that. Designed for professionals with a basic understanding of financial concepts and Excel, this course will equip you with the skills and knowledge needed to develop effective financial models for strategic business planning and decision-making.
Our expert instructors will guide you through a hands-on, practical approach to financial modeling, using real-world case studies and exercises to ensure you get away with a solid understanding of the key concepts and techniques. You’ll learn how to build comprehensive financial models that can be used to analyze and interpret financial data, evaluate investment opportunities, and make informed business decisions.
This course covers all the key financial modeling techniques you need to know, from forecasting and budgeting to sensitivity and scenario analysis. Plus, you’ll learn the best model design and documentation practices, ensuring that your models are accurate, reliable, and easy to understand.
By the end of the course, you’ll be equipped with the skills and tools needed to develop complex financial models for a wide range of business scenarios. Don’t miss this opportunity to take your financial modeling skills to the next level – sign up for our Financial Modeling for Business Planning and Analysis course today!
Introduction
The target audience for this course would be professionals who have a basic understanding of financial concepts and Microsoft Excel and are looking to enhance their financial modeling skills, including:
- Financial analysts analyze and interpret financial data to support business decision-making.
- Business professionals must build financial models to support strategic planning and forecasting.
- Investment professionals need to evaluate investment opportunities and assess risk.
- Accounting and finance professionals who need to create financial models for budgeting and forecasting.
- Entrepreneurs who want to learn how to develop financial models to support business planning and decision-making.
Essentially, anyone who wants to improve their financial modeling skills and gain a deeper understanding of how to use financial models to support business planning and analysis activities would benefit from taking this course.
Learning Objectives
- Develop a solid understanding of key financial modeling concepts, including forecasting, budgeting, and scenario analysis.
- Learn how to use Excel to build comprehensive financial models that can be used for strategic business planning and decision-making.
- Gain hands-on experience building financial models based on real-world case studies and examples.
- Understand best practices for model design and documentation, ensuring your models are accurate, reliable, and easy to understand.
- Build skills and confidence in your ability to analyze financial data, evaluate investment opportunities, and make informed business decisions.
- Become familiar with common pitfalls and challenges in financial modeling, and learn how to avoid them.
- Effectively communicate financial analysis and modeling results to executives, investors, and board members.
- Build a professional network and gain insights from peers in the course.
The participants and their employers may gain the following benefits from completing the Financial Modeling for Business Planning and Analysis course:
Benefits to Participants:
- Improved financial modeling skills to enhance career prospects and professional development opportunities.
- Increased confidence in financial analysis and decision-making abilities.
- Enhanced ability to create accurate and effective business planning and analysis financial models.
- Improved communication skills, enabling participants to communicate financial analysis and modeling results more effectively to stakeholders.
- Opportunity to build a professional network and learn from peers in the course.
Benefits for Employers:
- More accurate financial analysis and decision-making, enabling the organization to make more informed business decisions.
- Improved business planning and forecasting, enabling the organization to plan better for the future.
- Better investment decision-making enabling the organization to make more informed investment decisions.
- Increased efficiency, saving time, and reducing errors.
- Enhanced ability to communicate financial analysis and modeling results to executives, investors, and board members.
- Competitive advantage through creating more accurate financial models and making better-informed business decisions.
Overall, completing the Financial Modeling for Business Planning and Analysis course will provide participants with a range of practical skills and knowledge that will enable them to be more effective in their roles and benefit their organizations by driving better decision-making, improved planning, and increased efficiency.
Our Unique Training Methodology
Let me explain to you how this course is different from the thousands of other courses available on the internet.
- Pre-Assessment – Before beginning, a pre-assessment will be provided to assess the knowledge and skills of the participants.
- Lecture/Discussion – Lecture & discussion interactive session on the basics of human resource management to make participants more engage with the course.
- Guided Group Exercises – Dividing the class into small groups, an exercise, or a case study to work through.
- Hands-on Application – Providing participants with a hands-on application of the concepts they have learned.
- Post-Assessment – Question & answer session for solving all queries.
Training Medium
This Behavioral Interviewing training is designed in a way that it can be delivered face-to-face and virtually.
Course Duration
The Financial Modeling for Business Planning and Analysis course is a five-day program. The course is designed to provide participants with a comprehensive understanding of financial modeling techniques and their applications in business planning and analysis.
Each day of the course will be structured around a mix of lectures, case studies, and hands-on exercises. Participants can work with real-world financial data and build their financial models using Microsoft Excel. The course will also discuss best practices for model design and documentation and common pitfalls to avoid.
Pre-course Assessment
Refer to the email sent by us after you register for this course.
Course Modules
Day 1: Introduction to Financial Modeling
- Overview of Financial Modeling
- Financial Modeling Best Practices
- Financial Statements Modeling
Day 2: Advanced Financial Modeling
- Sensitivity Analysis and Scenario Modeling
- Building a Cash Flow Model
- Model Design and Documentation
Day 3: Valuation Modeling
- Discounted Cash Flow (DCF) Analysis
- Relative Valuation Analysis
- Building a Valuation Model
Day 4: Corporate Finance Modeling
- Capital Budgeting and Investment Analysis
- Mergers and Acquisitions (M&A) Modeling
- Leveraged Buyout (LBO) Modeling
Day 5: Business Planning and Analysis
- Forecasting Techniques
- Business Planning and Budgeting
- Dashboard and Visualization Techniques
Lessons Learned
The Financial Modeling for Business Planning and Analysis course is designed to provide participants with a comprehensive understanding of financial modeling techniques and their applications in business planning and analysis. Throughout the five-day program, participants can learn from experienced instructors, work with real-world financial data, and build their financial models using Microsoft Excel.
By the end of the course, participants will have gained practical skills and knowledge that they can apply in their roles and will be better equipped to analyze financial data, make informed business decisions, and communicate financial analysis and modeling results to stakeholders.
