Financial Modelling Workshop Using Excel and Power BI

The programme

Programme overview

This interactive Financial Modelling Workshop provides a practical approach to financial modelling using Excel, integrating theoretical knowledge with hands-on exercises. Participants will engage with real-life case studies and have opportunities to present their work, enhancing both learning and practical application. reconciliation, covering all aspects from processing fixed and variable inputs to detecting and preventing fraud.

Who should attend

Who is this programme for?

• Corporate Finance
• Financial Analysis
• Investment Banking
• Financial Control
• Finance Management
• Project Valuation and Finance
• Portfolio Management
• Private Investment Sector
• Financial application development in Excel
• Capital budgeting and investment analysis
• Proficiency in PV, NPV, and IRR calculations
• Calculation and application of WACC
• Excel-based financial modelling and scenario analysis
• Presenting financial models through interactive Power BI dashboards

Learning outcomes

What you will learn

• Apply time value of money calculations accurately
• Conduct comprehensive financial analyses
• Calculate the cost of capital using various valuation techniques
• Build and evaluate forecast financial statement models, including sensitivity analysis
• Evaluate projects and companies using free cash flow valuation methods
• Develop advanced financial models using a range of Excel functions and analytical tools
• Present Excel-based financial models as interactive Power BI dashboards for non-financial stakeholders

Explore the programme

Detailed programme outline

• Time value of money principles: PV, NPV, IRR, MIRR
• Amortisation schedules and effective yield computations
• Comparative analyses of profit and loss versus balance sheet
• Techniques for comparable company and building block analysis
• Vertical, trend, and horizontal financial analysis
• Analysis of liquidity, solvency, and profitability metrics
• Understanding the Gordon dividend model and supernormal growth
• Calculating equity and debt costs
• Estimating market returns and computing WACC
• Principles of financial model construction
• Detailed modelling of income statements and balance sheets
• Measuring and valuing firms using Free Cash Flow
• Sensitivity and discounted cash flow analysis
• Building an integrated financial model
• Designing data tables and managing assumptions
• Employing array functions and advanced formulas
• Interactive data modelling with form controls
• Data acquisition from various sources, including text files, databases, and the web
• Connecting your Excel financial models to Power BI
• Building interactive, real-time dashboards for financial KPIs
• Designing visuals and reports for non-financial stakeholders
• Automated data refresh: keeping dashboards current without manual rebuilding
• Presenting a completed model as a dynamic dashboard rather than a static spreadsheet
• The workshop will include practical Excel and Power BI sessions, case studies, and group presentations.
• Customised modules can be arranged to address specific organisational needs.
• Participants are encouraged to bring their laptops for hands-on experience.

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.