Master Financial Modelling in just 2 days

Financial Modelling is a powerful analytical tool that involves creating a dynamic representation of a company’s financial performance through mathematical models. This intricate process allows individuals to project future outcomes, assess risks, and make informed decisions crucial for success in the dynamic world of finance.

Financial Modelling serves as a bridge between raw financial data and strategic decision-making. From startups seeking to attract investors to established corporations optimizing their operations, the ability to create accurate financial models is a skill that transcends industries. Investors use financial models to evaluate the potential return on investment, while companies employ them to guide resource allocation and strategic planning.

Come and learn financial modelling

Financial Modelling

In this class, our Financial Modelling course is ideal for business analysts, data analysts, managers, accounting and finance professionals, project managers, business owners, entrepreneurs, and students or recent graduates in finance or accounting seeking practical skills for strategic decision-making and career advancement.

Who is it for: To optimize the learning experience in our Financial Modelling course, our Financial Modelling course is perfect for business professionals, analysts, managers, and students seeking essential skills for informed decision-making and career growth.

Take Note: Participants must have basic knowledge of Excel and basic knowledge of finance and accounting principles.

Duration: 2 Days

Cost: Normal price RM2350 – *Promotional Price* RM1890

 

Details & Booking

Duration: 3 Days

Cost: Normal price RM2850 – *Promotional Price* RM2450

 

Details & Booking

Course Content
Day 1
1) Introduction to Financial Modelling
  • What is financial modelling?
  • Why is financial modelling important?
  • Benefits and Pitfalls of Microsoft Excel
  • The different types of financial models
  • The benefits of financial modelling
  • Steps of Building a financial model

2) Basics in Microsoft Excel
  • Getting started with Excel
  • Keyboard Shortcuts
  • Working with data
  • Creating Formulas

3) Intermediate and Advanced in Microsoft Excel
  • Date Formulas
  • Relative and Absolute Reference
  • Data Validation
  • Goal Seek
  • Scenario Manager
  • What If Analysis
  • Camera Tool
  • Conditional Formatting
  • Form Controls
  • Using functions
  • Creating charts and graphs

Day 2
4) Building a Financial Model (Case Study 1 – SME)
  • Creating a financial model from scratch
  • Entering data
  • Building formulas
  • Creating charts and graphs
  • Testing the model

5) Financial Ratio Analysis
  • Understanding financial ratios
  • Using financial ratios to analyse a company
  • Identifying potential problems with a company’s financial performance

6) Preparing Financial Models (Case Study 2 – Public Listed)
  • Building formulas
  • Creating charts and graphs
  • Testing the model
  • Financial Statement Analysis
  • Valuation Techniques

Who Should Attend

Professionals in roles such as business analysts and data analysts would benefit from a Financial Modelling course as it enhances analytical skills and the ability to extract insights from data. Managers and executives can benefit by gaining proficiency in interpreting financial models, enabling more informed decision-making for strategic planning.

However, accounting and finance professionals can leverage the course to advance their careers, using advanced financial modelling skills for risk assessment and contributing effectively to financial strategies.

 

 

Class Duration and Schedule

Aside from this we also conduct courses that cover all the essentials of Finance.

Financial Modelling Essentials – 2 days
Financial Modelling Intermediate – 3 days

Our classes start at 9:00 am to 5:00 pm with regular breaks. These breaks give the participants time to rest and to process the information that they receive during the course.

**Free Repeats**

To help our participants better, we offer free repeat classes. Students can revisit the institute and refresh their skills if needed. These free repeat classes are available every month. 

View Schedule Now

 

Classroom Training and Facilities

 

Our training centre is located in Bandar Puteri, Puchong and is only a 2-minute walk from the Bandar Puteri LRT station with many restaurants nearby. For those who drive, nearby there is a shaded car park which is free. Due to its proximity, our centre gets many students from Kuala Lumpur and Klang Valley.

 

    • Our training sessions are held in a classroom setting. The instructor teaches the theory and shows various practical examples. 
    • Participants also get to try out numerous exercises and experience the learning-by-applying concept.
    • The training style consists of 70% practical and 30% theory, workshop style. We intend that students learn more by doing rather than just listening.
    • You will receive personal guidance from our trainers during the class. 
    • Our trainers will have Q&A sessions to answer the various questions throughout the class.
    • Our typical class size is between 6-10 students. This setup allows our trainers to spend more time with each of their students.

 

[Covid-19 Update]

At CAD Training Centre, we take social distancing and SOP regulations very seriously in the interest of the safety of our fellow participants.

Our training centre is sanitized and disinfected regularly. There are ample hand sanitizers placed around the room.

Our classroom settings follow the standard guidelines of 1-meter space between participants’ seating areas and 1.5 meters space between the table rows. Safety and wellbeing of our students is our number one priority.

 

Online Training

 

Our online classes are conducted via digital platforms such as Zoom and Cisco Webex. Classes are both exciting and relaxed as our trainers have a lively approach that works well for online training. We also designed the lessons to promote ease of learning. 

Our experienced trainers will teach and guide the students with practical hands-on exercises that are done via screen sharing.

Because there are no geographic limitations, our students are from all over Malaysia.

 

In-house and Corporate Training

 

We also conduct in-house training programmes based on request. 

Here are some of our corporate clients

Why Choose Us

 

Free Repeats & Tutorials

We offer free unlimited repeats, no questions asked. 

In rare instances, some students are unable to digest all the information at one go and may need a refresher.   

Also, we have our students’ best interests at heart and want them to leave the class with full confidence. 

Upon completing the course, we also provide free online tutorials for your continuous learning.

Professional Certification 

Upon completing the Excel Mastery course, a Certification of Achievement will be issued.

We have professional certification issued by our partners at UTM (University Technology Malaysia) and other professional bodies.

CIDB & MOF Registered Provider

Our institute is a registered training provider for the Construction Industry Development Board (CIDB). As such, we provide CCD points under the Continuous Contractor Development program as required by the construction industry. Participants from the construction industry will receive CCD points for attending our training courses. 

We are also a registered training provider with the Ministry of Finance, MOF.

HRDF Claimable

We are accredited by the Human Resource Development Fund, HRDFAll our courses offered by us are HRDF claimable under the ‘SBL’ Scheme.

Beginner Friendly

We are known for our tagline “Start from zero!” – students do not need any prior knowledge or experience to take our basic courses.

Conducive Learning Experience 

Our classes focus on the practical aspects and less about theory to the ratio of 70:30 – we found that this approach helps with learning and remembering. 

Our class sizes are small at about 4-12 pax per session, and this gets each student more attention from the trainer.

Learning Aids

We provide laptops during the classroom sessions for your convenience.

During your training, a handbook will be given for your reference.

Meal options are also provided.

Our intention is for you to focus on the training and not worry about what to bring to class.

 

Frequently Asked Questions

What is Financial Modelling course all about?

Our Financial Modelling course is a comprehensive program focused on developing the skills necessary to construct and interpret financial models effectively. Participants will learn to navigate complex financial data, perform scenario analysis, assess risks, and make informed decisions.

What are the benefits of learning Financial Modelling?

Learning Financial Modelling provides a competitive edge by enhancing decision-making skills, enabling strategic planning, fostering career advancement, facilitating risk assessment, optimizing business operations, offering versatility across industries, and providing valuable data-driven insights.

What are the prerequisites?

A prerequisite for this course includes having the understanding of finance and accounting principles, proficiency in using Microsoft Excel with knowledge of basic formulas and functions, and familiarity with financial statements, including the income statement, balance sheet, and cash flow statement.

How long does it take to learn Financial Modelling?

Our course is a two days course. It is designed to equip students with the necessary skills and knowledge to create and analyze financial models using Microsoft Excel.

What is the difference between classroom learning vs online courses? 

Classroom Learning

    • Participants will attend the course at the training centre in Bandar Puteri, Puchong.
    • Face to Face Interaction with the trainer in a classroom setting.
    • Immediate guidance & attention from the trainer
    • More focused
    • Learning among other participants during exercises

Online Course

    • Participants will attend the course using online platforms such as Zoom and Cisco Webex
    • Can save on travel and food expenses
    • Learn from the comfort of your own home/office
    • More flexibility
    • Able to discuss with people from different companies.

What Participants Say

We have trained many well-known companies and individuals who completed their course highly satisfied. We feel honoured to receive their encouraging feedback and positive reviews.

Here is our testimonies for financial modelling

Enrol Today

Begin your journey in mastering Financial Modelling today. Getting started is easy; just click an option below:

 

 

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