Financial Modelling
Quartic Training is proud to present a new suite of courses on Financial Modelling with Microsoft Office Excel.
Financial modelling is a set of practical skills, techniques, methodology and discipline adopted in developing a financial model; a core analytical tool used by businesses to aid decision making in financial planning, investment analysis, valuation and strategy.
The modern-day business environment has become so complex and highly competitive that just having good spreadsheeting skills is not enough. While employers consider these spreadsheet skills essential for business professionals, specialists in financial modelling are highly sought after within the marketplace. The ability to develop high quality financial models is a valuable asset to the successful finance professional.
Learning about the latest financial modelling techniques, and how to apply them in different situations, will give participants of this course the confidence and ability to develop highly sophisticated financial models and a strong competitive advantage.
Start-up: Mastering Excel for Financial Modelling
Overview
This exciting 2-day course focuses mainly on key Excel functionalities and mechanics useful to financial modelling and spreadsheet analysis. It involves customising the Excel environment, reviewing certain features and functions, and their practical application.
Why attend?
o Become an Excel power user in just two full days
o Significantly enhance your speed and confidence in performing spreadsheet analysis
o Discover Excel functionalities used by fewer than 15% of users
o Learn amazing tips, tricks and keyboard shortcuts that will wow your colleagues
Who is it for?
o Anyone new to financial modelling and those with limited Excel knowledge
o Professionals looking to enhance their analytical skills using Excel
o Those looking to progress to our financial modelling foundation course
Financial Modelling Foundation Course
Overview
This course provides a comprehensive introduction to financial modelling. It will teach delegates how to use Excel effectively to design and build financial statement models, perform what-if-analysis and apply industry best practices. It adopts a simple, intuitive, step-by-step, hands-on approach to the model build process using real-life cases.
Why attend?
o Learn how to build integrated financial statement models from scratch
o Enhance your speed and confidence in performing financial statement modelling analysis
o Learn how to create dynamic charts and produce smart management reports
o Discover more amazing tips, tricks and keyboard shortcuts
Who should attend?
This course is ideal for all those who are new to financial modelling and have a reasonable basic knowledge of Excel. The course provides a solid foundation for delegates wishing to attend our intermediate financial modelling course.
Prerequisites
Basic Excel knowledge, such as:
o Opening, saving and closing an Excel workbook
o Entering and editing data or text
o Performing and editing simple calculations in Excel such as Additions, Subtractions, Divisions, Multiplications
Accounting knowledge
o An introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement).
Delegates with little or no Excel or accounting knowledge are highly recommended to enrol on the 2-day Start-up course.
Intermediate Financial Modelling
Course Overview
A highly interactive, practical and hands-on course that will enable candidates to develop strong financial modelling skills that are highly sought after by top accounting/consulting firms and major financial institutions. Delegates will learn to construct comprehensive state-of-the-art financial models quickly and to solve complex analytical problems using advanced Excel formulae and functionalities.
Who should attend?
If you currently perform financial and business analysis that requires the design of Excel based financial models, or if you are planning to do so in the future, then this is the programme for you.
Prerequisites
Participants require a reasonable understanding of financial concepts and Excel, though any specific financial or technical terms will be clearly explained as they arise.
Course Director
The course director is Atem Akoh-Arrey, a senior consultant at PKF (UK) LLP, a top 10 UK firm of accountants and business advisers. He has many years of experience developing complex financial models for infrastructure projects funded by corporate or project finance or bond financing. His clients include Barclays, HSBC, Nationwide, Royal Bank of Scotland, Bank of Ireland, Allied Irish Bank, Nord LB and SMBC.
Course Date and Prices
The next course dates are as follows:
Start-up: Saturday 12, Sunday 13 June 2010
Start-up: Saturday 2, Sunday 3 October 2010
Financial Modelling Foundation: Saturdays 3, 10, 17, 24 July 2010
Financial Modelling Foundation: Saturdays 9, 16, 23, 30 October 2010
Intermediate Financial Modelling: Saturdays 14, 21 August & 4, 11 September 2010
Intermediate Financial Modelling: Saturdays 20, 27 November & 4, 11 December 2010
Additional specialist modules will also be added soon.
The course fees are just £450 + VAT for the two-day Start-up, £800 + VAT for the Foundation and £980 + VAT for the Intermediate programme. All delegates also have access to post-course technical support from the instructor.
Application Form
Please download the Financial Modelling Application Form and Terms and Conditions here.