Course Overview
The Advanced Financial Analysis, Forecasting, and Modelling with Microsoft Excel Training Course is an intensive program designed to equip finance professionals with the technical prowess required for modern decision-making. In a volatile global economy, the ability to translate raw data into actionable insights is paramount. This course provides a deep dive into the integration of Financial Analysis, Financial forecasting, financial modelling, Microsoft Excel, ensuring that participants can build robust, flexible, and error-free financial tools that stand up to executive scrutiny.
The curriculum covers a comprehensive spectrum of technical skills, beginning with advanced Microsoft Excel functions and moving into the architecture of complex financial modelling. Participants will master the art of financial forecasting using time-series analysis and regression techniques to predict future performance. By blending theoretical frameworks with rigorous hands-on application, this training ensures that attendees can perform sophisticated Financial Analysis to evaluate project viability, company valuation, and strategic risk.
Upon the successful completion of this Advanced Financial Analysis, Modelling, and Forecasting with Microsoft Excel Training Course, participants will be able to:
ü Mastery of Microsoft Excel for high-level data manipulation and financial functions.
ü Design and construct professional, dynamic financial modelling templates.
ü Apply advanced financial forecasting techniques to project income statements and cash flows.
ü Conduct thorough Financial Analysis using ratios, vertical/horizontal trends, and NPV/IRR.
ü Implement sensitivity and scenario analysis to stress-test financial assumptions.
Training Methodology
The course is designed to be highly interactive, challenging and stimulating. It will be an instructor led training and will be delivered using a blended learning approach comprising of:
ü Instructor-led live technical demonstrations.
ü Hands-on laboratory exercises using real-world corporate datasets.
ü Collaborative peer-review sessions for model auditing.
ü Interactive case studies focused on diverse industry sectors.
ü Practical Session focused on building an integrated three-statement financial model.
Our facilitators are seasoned industry professionals with years of expertise in their chosen fields. All facilitation and course materials will be offered in English.
Who Should Attend?
This Advanced Financial Analysis, Modelling, and Forecasting with Microsoft Excel Training Course would be suitable for, but not limited to:
ü Financial Analysts and Investment Bankers
ü Finance Managers and Controllers
ü Corporate Accountants and Auditors
ü Budget Officers and Treasury Professionals
ü Business Development Managers
ü Data Analysts working within Finance departments
ü Strategic Planners and Risk Managers
Personal Benefits
ü Achieve expert status in the most critical software tool for finance professionals.
ü Enhance your ability to provide strategic value through data-driven storytelling.
ü Significantly reduce the time spent on manual data entry through advanced automation.
ü Improve career prospects in high-tier financial consulting and corporate finance roles.
Organizational Benefits
ü Improve the accuracy of corporate budgets and long-term financial plans.
ü Standardize Financial modelling across the organization for better collaboration.
ü Foster a culture of evidence-based decision-making through superior Financial Analysis.
ü Reduce the risk of financial errors in spreadsheets through best-practice auditing.
ü Course Duration: 5 Days
ü Training Fee
o Physical Training: USD 1,500
o Online / Virtual Training: USD 1,200
Module 1: Advanced Microsoft Excel for Finance Professionals
ü Master logical, lookup, and reference functions (XLOOKUP, INDEX/MATCH)
ü Working with dynamic arrays and financial formulas
ü Advanced data validation and conditional formatting for finance
ü Utilizing Power Query for data cleaning and transformation
ü Practical session: Automating a data cleanup process for an unstructured trial balance
Module 2: Core Principles of Professional Financial Modelling
ü Standardizing model structure: Inputs, Calculations, and Outputs
ü Best practices in spreadsheet design and "Fast" modelling standards
ü Using shortcuts and efficiency tools for rapid model builds
ü Documentation and version control in complex models
ü Practical session: Designing a scalable input sheet for a corporate model
Module 3: Techniques for Effective Financial Analysis
ü Vertical and horizontal analysis of financial statements
ü Advanced ratio analysis: Liquidity, Solvency, and Profitability
ü Dupont Analysis and Return on Equity (ROE) decomposition
ü Benchmarking and industry-specific performance metrics
ü Practical session: Conducting a comparative analysis of two competing firms
Module 4: Advanced Financial forecasting and Trend Analysis
ü Revenue forecasting using top-down and bottom-up approaches
ü Time-series analysis and moving averages
ü Incorporating seasonality and cyclicality into forecasts
ü Estimating cost structures: Variable vs. Fixed cost drivers
ü Practical session: Building a 5-year revenue forecast for a growth-stage company
Module 5: Building the Integrated Three-Statement Model
ü Linking the Income Statement, Balance Sheet, and Cash Flow
ü Managing the "Circular Reference" in debt and interest calculations
ü Balancing the model using a "plug" or cash sweep mechanism
ü Working with depreciation and tax schedules
ü Practical session: Constructing a fully integrated historical financial model
Module 6: Capital Budgeting and Investment Appraisal
ü Evaluating projects using NPV, IRR, and Modified IRR
ü Payback period and Profitability Index calculations
ü Lease vs. Buy analysis and replacement decisions
ü Incorporating inflation and tax impacts on project cash flows
ü Practical session: Comparing two capital investment projects for board approval
Module 7: Discounted Cash Flow (DCF) and Company Valuation
ü Calculating the Weighted Average Cost of Capital (WACC)
ü Estimating Terminal Value using the Gordon Growth Model
ü Enterprise Value vs. Equity Value
ü Performing comparable company analysis (Multiples valuation)
ü Practical session: Calculating the intrinsic value of a firm using DCF
Module 8: Scenario and Sensitivity Analysis in Microsoft Excel
ü Creating dynamic scenario managers for "Best" and "Worst" cases
ü Using Data Tables for one-way and two-way sensitivity analysis
ü Incorporating "Tornado Charts" to identify key risk drivers
ü Monte Carlo simulation concepts for financial risk
ü Practical session: Stress-testing a model against fluctuating interest rates
Module 9: Visualizing Financial Data and Dashboard Design
ü Designing interactive dashboards using Slicers and Timelines
ü Advanced charting: Waterfall, Bridge, and Combo charts
ü Using Sparklines for trend visualization
ü Communicating financial stories to non-finance stakeholders
ü Practical session: Building an executive summary dashboard for a CFO report
Module 10: Financial Model Auditing and Error Management
ü Using "Trace Precedents" and "Trace Dependents" for navigation
ü Implementing internal check-sums and error flags
ü Protecting models and managing user permissions
ü Final course review and capstone project presentation
ü Practical session: Performing a forensic audit on a corrupted financial model
About Our Trainers
Our trainers are seasoned Investment Bankers and Chartered Accountants with over 15 years of experience in corporate finance and strategic consulting. They have designed complex financial modelling frameworks for global conglomerates and are recognized experts in Microsoft Excel automation. They bring real-world transactional experience, having led numerous Financial Analysis projects including M&A and large-scale capital raises.
Quality Statement
Phoenix Training Center is committed to delivering the highest caliber of technical education. We ensure our curriculum for financial forecasting and modelling is updated monthly to reflect current market trends and the latest features in Microsoft Excel. We provide a safe, high-energy learning environment where theory meets practical mastery.
Tailor-Made Courses
We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives. We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com.
ü Participants should be reasonably proficient in English.
ü Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.
Terms and Conditions
ü Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
ü What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
ü Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
ü The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
ü Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.
Booking for Training
Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training. Or call us on +254720272325 / +254737296202
Payment Options
We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:
ü Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
ü Invoice: We can send a bill directly to you or your company.
ü Deposit directly into Bank Account (Account details provided upon request)
Cancellation Policy
ü Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
ü Participants may cancel attendance 14 days or more prior to the training commencement date.
ü No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.
Accommodation and Airport Transfer
For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202
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