Financial Modeling

Financial modeling is the core skill required for Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis, etc.The best way to learn financial modeling is to practice. It takes years of experience to become an expert at building a financial model and you really have to learn by doing. Reading equity research reports can be a helpful way to practice, as it gives you something to compare your results to.

 

  • Define the world of finance
  • Explain the cash flows and investor returns for different asset classes
  • Understand the information in the financial reports of organizations
  • Describe internal budgeting control performance evaluation and project analysis
  • Determine how to make big investment decisions based on costs and benefits
  • Specify investment options and their purpose

 

  • Head of Departments
  • Managers
  • Finance Professionals who want to enhance their skills

 

  • Use the key elements of financial markets to make investment decisions
  • Explain factors that affect a market's efficiency
  • Discuss how transparency and disclosure ensure the integrity of financial markets
  • Determine the economic impacts of inflation

  • Explain what the role of securities is in financing an organization
  • Compare the rates of return of simple versus compound interest
  • Calculate the expected present and future value of a fixed income.

 

  • Identify balance sheet and income statement account categories
  • Relate them to the financial performance of the organization.
  • Assess the financial statements of an organization
  • Including measuring key attributes to make cross-sectional and time series comparisons.

 

  • Distinguish between total variance
  • Price variance and quantity variance
  • Explain how you would prioritize a series of capital projects.

 

  • Identify the difference between an annuity and perpetuity
  • Appraise an investment project using the four investment decision rules.
  • Reflect on how market expectations move markets

 

Related Courses