Financial Modeling and Excel Courses

Financial Modeling

and Excel Courses

“Both instructors were brilliant -

friendly, approachable, clear and

able to answer all questions.”

Emily Roberts,

Deutsche Bank

FINANCIAL MODELING AND EXCEL COURSES

Why choose Fitch Learning as your provider for Financial

Modeling and Excel courses?

Why register for a public course?

Enquire about our in-house training

• Use best practice modeling techniques and learn how to build models to increase your confidence and understanding of the modeling process

• Learn methods and tools for using Excel in a way that will make you more efficient and effective in the workplace

• Our experienced instructors will share their hints, tips and shortcuts developed over many years of building financial models

• A practical and hands-on approach is encouraged from the outset so you can practice everything you are shown during the course

• Practical, structured courses focused on specific professional development topics

• Suitable for individuals or small groups with specific needs

• Courses tailored to meet your specific requirements and the experience of the participants

• Bespoke content to meet your business objectives

• Delivered worldwide, ideal for groups of 6+

Email [email protected] to discuss your in-house training needs.

Over

1,300

global clients

Over

300

courses per year

94%

suggest a colleague

to take the same course

21

cities worldwide

PUBLIC COURSES: KEY FACTS

Offices

Modeling and Excel Learning Path

fundamental skills needed when working with financial data.

The following courses are our most popular though we offer a wide variety to suit all needs:

• Introduction to Financial Modeling ... p4

• Best Practice Financial Modeling (Intermediate) ... p4

• Advanced Modeling ... p5

• Intermediate Excel for Financial Professionals ... p5

• Introduction to VBA in Excel ... p6

• Intermediate VBA in Excel ... p6

• M&A Deal Structuring and Analysis ... p7

• LBO & Credit Modeling ... p7

To help you find the course which is most suitable for your level of experience, this learning path shows our recommended training journey. Our courses provide interactive and practical training on Excel’s features and aim to make your every day job more efficient.

Key:

Introductory Intermediate Advanced

“Publiccoursesareidealforindividualsorsmallgroups,withspecific

needs. You gain the expertise of Fitch Learning’s experienced

instructors and the diversity of participants leads to useful

perspectives and discussions.”

Financial Analysis Fast Track

Best Practice

Financial Modeling Financial ProfessionalsIntermediate Excel for Intermediate VBAin Excel M&A Valuation

Bootcamp in Excel

Advanced Modeling Introduction to

Financial Modeling Introduction toVBA in Excel

M&A Deal

FINANCIAL MODELING AND EXCEL COURSES

Introduction to Financial Modeling

This one-day introductory course will provide you with the skills to create useful and

robustfinancialmodels.

“ The instructor was very engaging, articulate and good at explaining

areaswhereIfounditdifficulttokeepup.”

• Design and construct useful robust financial modeling applications

• Understand financial forecasting

• Use support tools and techniques in spreadsheet programs

• Utilize sensitivity and scenario analysis

By the end of this course you will be able to:

Target Audience

Professionals in corporates and financial institutions.

Prerequisites

Basic Excel and accounting knowledge.

Best Practice Financial Modeling

(Intermediate)

Thistwo-daycoursewillprovideyouwiththebasicsoffinancialmodelingaswellaswhat

makesagoodmodelandhowtobuildyourown.Itwillenableyoutoraiseyourfinancial

valuation skills to a superior level.

“Very pleased with the quality of the course and the instructor.”

• Understand how to build integrated models with additional valuation or analysis

• Understand the sensitivity of key drivers

• Significantly improve efficiency by using shortcuts

• Optimize the use of financial functions

By the end of this course you will be able to:

Target Audience

Professionals in corporates and financial institutions who wish to improve their financial valuation skills.

Prerequisites

Intermediate Excel for Financial

Professionals

This two-day course is suitable for anybody needing to rapidly improve their Excel skills. It

would be useful for professionals needing to data mine, analyze and work with large data

volumes and those needing to build spreadsheets to stress and stimulate data outputs.

“ I met all of my objectives during this course as all aspects I wanted

to cover were included.”

• Develop a ‘toolkit’ of Excel tips and techniques including using shortcuts

• Sensitize and stress test Excel outputs from models

• Rank, analyze and data mine large data volumes

• Develop Excel formulae to build robust solutions

By the end of this course you will be able to:

Target Audience

Anybody needing to improve their Excel skills.

Prerequisites

None.

Thistwo-daycourseisaimedatanalystsandassociateswhohaveidentifiedproblems

adapting their own models and wish to take their skills to the next level.

“ThecoursewasaperfectfitformylevelandIadvancedmy

knowledge throughout.”

• Harness Excel’s tools within a best practice framework

• Add flexibility to your models through the use of switches and flexible lookups

• Work efficiency with large data volumes

• Model debt effectively

• Approach modeling for tax, debt, pensions and disposals with confidence

• Build flexible charts and sensitivity analysis to aid the presentation of results

By the end of this course you will be able to:

Target Audience

Financial modelers, M&A analysts and associates.

Prerequisites

FINANCIAL MODELING AND EXCEL COURSES

Introduction to VBA in Excel

Intermediate VBA in Excel

This one-day workshop will introduce you to the VBA language which resides within

Excel.AnyonewhousesExcelcanbenefitimmenselyfromthiscourse,learninghowto

automate repetitive tasks and simplify complex tasks.

Thisone-dayworkshopwillenableyoutobecomequickerandmoreefficientinVBA

programming and take your knowledge of VBA to the next level.

• Understand the framework of the VBA language and environment

• Navigate the VBA editor and functions within Excel

• Record, edit and write a macro

• Apply fundamental programming building blocks such as loops

• Design and code user forms

• Produce complex user interactions through advanced userforms

• Automate fundamental tasks such as emailing Excel content

• Understanding of full VBA data type

• Produce pivot tables with VBA

• Understand where to find and display the immediate window

• Concept of functions in Excel designed by the user

• The benefit of using add-ins

By the end of this course you will be able to:

By the end of this course you will be able to:

“ A great starting point to learn the basics of VBA. The course gave me a

formal understanding of how it works. A great day and well worth it.”

Target Audience

Anyone who uses Excel.

Prerequisites

No prior knowledge of programming is required and a basic knowledge of Excel will be enough to maximize benefit from this course.

“Clean explanations, very helpful and knowledgeable.”

Target Audience

Anyone who uses VBA programming.

Prerequisites

LBO and Credit Modeling

Thisone-daycoursewillenableyoutomodeltheimpactofdebtonthefinancialsaswell

as analyze the transaction structure of a deal in order to maximize returns.

• Understand how operating and financial leverage work

• Identify the value drivers of a LBO

• Determine the financing possibilities

• Construct a LBO model

• Identify interesting LBO candidates from an IRR or money multiple perspective

By the end of this course you will be able to:

“The instructor was very thorough, very knowledgeable and provided

excellent models. Better than other providers I have used before.”

Target Audience

Professionals in corporates and financial institutions as well as research, private equity and M&A analysts.

Prerequisites

Intermediate Excel for Financial Professionals course or the same level of knowledge.

This one-day course is for participants to build a tutor led merger model using 2 real life

companieswhichwillbefullyfunctioningandflexible.

“Very experienced instructor, able to spot mistakes with ease.”

• Understand the uses and sources of funds

• Consolidate pro forma group balance sheets and group income statements

• Understand whether an acquisition is worth doing, at what price it becomes worth doing and how it should be financed

By the end of this course you will be able to:

Target Audience

Analysts and associates working in M&A, corporate finance or research, as well as finance professionals within corporates who need to be able to analyze the impact of a transaction on EPS, credit metrics and multiples.

Prerequisites

REGISTRATIONS

CONTACT US

For group or company discounts contact:

Guy McCulloch +44 (0) 20 7496 3323

[email protected]

For in-house course enquiries contact:

+44 (0) 20 7496 8401

About Fitch Learning

We focus our training on four key areas:

Fitch Learning is a global leader in financial education, with over 25 years’ experience delivering specialized, technical training to the financial community.

With centers in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual, and the company across the entire employee lifecycle.

Professional Qualifications

Regulatory exam training including CFA® _{and CQF}

Tailored Learning

Bespoke programs customized to meet your business needs

Learning Solutions

Innovative program delivery and management including online learning and interactive portals

Public Courses