Financial Modeling - Fundamentals

  • Description
  • Learning objectives
  • Key topics
  • Description
  • Learn to build a detailed, fully integrated three statement forecast model for a corporate. You will learn best practice in formula construction and how to use keyboard shortcuts to eliminate use of the mouse. Throughout the training you will learn the tried and tested habits and techniques to minimize errors, and make models easy to interpret, adapt and audit.

    2 hours of video content.
    Estimated 3.5 hours to complete.

  • Learning objectives
    • Forecast an Income Statement, Balance Sheet and Cash Flow Statement, given a set of forecast assumptions
    • Incorporate an operating cash requirement into the model and understand how this differs to the modeling of excess cash
    • Build all formulae clearly and correctly
    • Balance your balance sheet every time from your well-constructed CFS
    • Compute interest income and expense based on average balances, and carefully control the resulting intentional circularity
    • Check your complete model for errors and save it in a professional manner, ready to be shared with colleagues or clients
  • Key topics
  • Complete topics step by step or jump to any of the below at any time.

    • Model steps
    • Operating cash
    • Deriving the cash flow statement from scratch
    • Balancing the balance sheet
    • Calculating interest
    • Stress testing and final checklist

    Regular price $114.00 USD
    Regular price Sale price $114.00 USD
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    • Pre-requisites

      This course is open to all. To maximize the benefit of this course we recommend an understanding of Microsoft Excel.

    • Technical Requirements

      You will need an Internet connected device to access the videos and download supporting resources. Supporting resources can be used offline, which require Microsoft Excel 2003 or later and a PDF reader.

    • Comprehensive Resources

      Bite-size trainer led HD videos detailing step by step techniques and best practices. Download the slides and files as used in the videos, which can be completed while watching or saved for later. Open forum for quick problem solving.

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    Frequently Asked Questions

    How do I access the eLearning content?

    Once you have purchased our eLearning course, you will receive an order confirmation to access your course. You can also access using the 'My Courses' tab.

    What are the tech requirements?

    You can access your course either on desktop, tablet or mobile.

    You will also need access to a PDF reader in order to download and read the course notes.

    You will need a spreadsheet application to complete the practical exercises.

    How long will I have access?

    You will have access for 12 months from date of purchase

    Will I receive a certificate?

    Absolutely! All our eLearning comes with a digital certificate that can be added to your social media profiles, including LinkedIn!

    Can I learn through the AMT App?

    Yes! Complimentary app access is granted through your eLearning course.

    I have questions about the content

    Feel free to drop us an email at info@amttraining.com with any questions you have and we will have one of our experts respond

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