Financial Modelling Course

This course tackles the age-old issue of financial modelling head on and breaks down the seemingly complicated process into small segments that are easily digestible.

Furthermore, it offers you the ability to learn at your own pace, jumping in and out as and when you like!

Quick Stats:

• 465 interactive slides
• 6+ hours of video lessons
• 25 questions
• 1 financial model broken down into 28 easy steps
• 30+ hands-on Excel workbook walkthrough files.

Who Is This Course For?

Anyone who needs to understand the three primary financial statements: namely, the Income Statement, Balance Sheet and Cash Flow Statement. These should be understood thoroughly by everyone involved in the business decision making process.

Only through understanding the core concepts can you avoid the common mistakes that people make when working with these three statements.

Our Financial Modelling online course allows you to learn the core concepts of the three financial statements, at your own pace!

This course also offers flexibility in learning methods, presenting key knowledge points in interactive slides, for the hands-on learner, or presenting the same knowledge points in videos for the visual learner.

Who Is the Instructor?

Dr. Liam Bastick FCA FCMA CGMA MVP

Liam has 30+ years’ experience in the development of financial models, auditing, valuations, M&A, strategy, training and consultancy.

His experience covers many different sectors including banking, energy, media, mining, oil and gas, private equity, transport and utilities.

Liam headed Ernst & Young’s modelling team in Melbourne as well as being Assistant Director in London for their strategic valuations team.

He was a senior member of the UK Post Office’s M&A and strategy teams, and worked for / assisted various Australian companies including BPM, Corality, Navigator Project Finance, PKF and SumProduct.

He has worked with many internationally recognized clients throughout Europe, Asia, Australia and New Zealand, constructing and reviewing strategic, operational and valuation models for many high profile IPOs, LBOs and strategic assignments.

Liam regularly contributes to the Institute of Chartered Accountants in Australia (ICAA), Certified Practising Accountants Australia (CPAA), the Chartered Institute of Management Accountants (CIMA), Finance 3.0 and various LinkedIn specialist groups. He is also an experienced facilitator for ICAA.

Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of the Institute of Chartered Management Accountants (CIMA) and is a professional mathematician.

Course Description

This course is jam-packed full of interactive slides that break down the modelling process, walking you through a step-by-step guide to to create your own financial model.

The 6+ hours of videos will also guide you through the entire modelling process, highlighting key practices along the way.

Our developers have crafted the questions to test key knowledge points for you to pick up on, to ensure you walk away with the most important points.

Finally, you get to keep the 30+ Excel walkthrough files for future reference.

Interactive Case Study

Starting with a blank Excel workbook at the beginning of the course, you will work through the course and develop a small, straightforward model that enables our methods to be demonstrated readily and practiced comprehensively.

Break down the complicated financial modelling process into bite sized, digestible chunks to be consumed at your own pace!

At the end of this course, users will have built a complete set of financial statements and will be able to repeat this process when building their own models.

Key Benefits

• Understanding the differences between the three primary financial statements
• Develop a straightforward approach that can be employed again for future financial modelling projects
• Balance the dreaded balance sheet in seconds
• Learn to avoid common mistakes
• Learn at your own pace, anytime, anywhere!

Programme Outline

• Layout Tips
• Time Series Analysis
• Error Checks
• Financial Model Template Example
• Financial Statement Theory
• Control Accounts
• Initial Structure of the Financial Model
• Linking the Financial Statements
• Example Model Build
• Initial Structure
• Adding Sheets
• Creating the Financial Statement Worksheets
• Revenue
• Inventory
• Costs of Goods Sold (COGS)
• Operating Expenditure (OPEX)
• Capital Expenditure (CAPEX)
• Debt
• Taxation
• Equity
• Single Entry Accounting
• Opening Balance Sheet
• Indirect Cash Flow
• Wrap-up

Requirements:

• Working internet connection
• Computer or handheld device
• Either Excel 2010, 2013, 2016, 2019, or Office 365
• We do not recommend the use of the Edge browser