The trainer has over 30 years’ experience in a wide range of roles in finance. He has delivered training courses on behalf of a number of international training companies since 2005.
For the past 18 years, he has worked as a specialist financial modeller, trainer and analyst for a range of blue-chip clients, building financial models for major projects, structured financing, restructuring, outsourcing and PPP transactions in numerous sectors. He has built, developed and used models to support commercial negotiations, analyse risk, test scenarios and forecast results.
The trainer has trained others in his specialism of financial modelling, running both in-house tailored courses for clients and public courses with major training companies all around the world.
Review - Examples of poor modelling style
Demonstrations of all of the above
Exercise – build a simple cash flow model with revenues, fixed and variable costs, flags and switches
Exercise - add a capital structure to the previous model, with debt and equity injections, interest costs, debt amortisation and constrained dividend payments
Cash flow schedule
Adding a basic income statement (profit and loss account)
Basic balance sheet
Exercise - add a simple income statement and balance sheet to the previous model
Exercise – add accounting returns, project ratios and discounted cash flow measures to the previous model
Exercise – add sensitivity analyses to the previous model
Exercise – add an executive summary and charts to the previous model
Business Case Modelling will allow users to improve the reliability, quality and construction of their Excel models. Financial modelling demands a logical consistent approach and this workshop builds a business case model through a series of practical stages.
Upon completion, attendees will have a comprehensive understanding of advanced modelling, as well as how each technique can practically be applied through the use of Excel.
On completion of this highly practical, hands-on training course, attendees will:
The workshop starts with a discussion of modelling techniques and methods. Each session reviews the next stage of the model in terms of the financial theory, modelling techniques and potential difficulties and delegates build the model in stages.
This is an intensive workshop and delegates will be spending the majority of the time on practical model building tasks. With the help of the Course Director and through a proven step-by-step approach, delegates will leave this intensive two-day workshop with the confidence and ability to apply advanced modelling techniques in Excel effectively.
This programme will be delivered through a practical and interactive case study and worked examples, demonstrating how and why each technique is used. Emphasis is placed on the delegates gaining practical, hands-on experience of the design and construction of financial models in Excel. Attendees will also benefit from formal lectures, demonstrations and group discussions. Comprehensive product notes and example models will be provided for future reference.
Attendees need basic Excel skills to be able to participate fully in the modelling workshops. For example:
Basic Excel functions and the ability to insert functions:
What Redcliffe’s clients are saying about the training course;
“Easy to follow, well structured, perfect handouts & files”
“Explanation very simple and easy to understand”
“The “structure”, the excel templates and the teacher were very good”
“Very interactive with challenging exercises and an excellent teacher”
“The examples used in excel were very useful and helped me to understand in a logical manner”
Training Course Summary
|The Modelling for M&A Course||Master the modelling of integrated financial statements|
|The Advanced LBO Modelling Course||Get an overview of the LBO process, including how to determine the capital structure and assess the value creation.|
|Project Finance Modelling||Learn how to build a project finance model using best practice principles|