Certificate in Advanced Financial Modeling Course |Smart

Overview

Why Attend

The British Academy for Training and Development offers a Certificate in Advanced Financial Modeling Course, designed for professionals to possess relevant tools and techniques useful for advanced financial analysis and decision making. It starts with financial statement modeling, integrating income statement, balance sheet, and cash flow statement in excel. Forecasting techniques will be mastered applying statistical tools to predict market trends and business performance.

The course has much in this section tied to incorporation of valuation modeling such as Discounted Cash Flow (DCF) and Comparable Company Analysis and Precedent Transactions types of valuation modeling. M&A modeling is also incorporated giving insights on how to structure and map potential financial impact on dealings. Through sensitivity analysis and scenario analysis, attendees will test their model reliability across the different economic climates.

This advanced course aims to improve the technical proficiency in Excel for financial modeling, where dynamic charts, macros, pivot tables, and data validations will be covered. It will also entail risk assessment and management, integrating stress testing and risk-adjusted returns in their models. Additional areas taught under this section cover budgeting and forecasting models to facilitate financial planning and organisational costs control. It offers specialised sessions in project finance modeling which teach attendees construction of structures for large-scale capital projects. Finally, the course covers best practices in financial modeling, which harmonises international standards, documentation, and error checking for building resistant and auditable models. It targets finance professionals, investment analysts, and consultants seeking to hone their financial modeling skills into expert levels.

Course Objectives

By the end of the course, participants will be able to:

Objective:

The objective of Certificate in Advanced Financial Modeling Course are:

Prepare effective financial models utilising powerful Excel functionsUse core financial modeling techniquesForecast investments and calculate valuations of projects and companies in an effective mannerDevelop comprehensive financial models to support investments decisionsRecognise special modeling and valuation considerations and best practicesWho Should Attend?

This course is ideal for:

Professionals in corporates and financial institutions who need to create useful and robust financial models. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.Corporate finance professionals, investment professionals, CFOs, financial controllers, finance managers, financial analysts, corporate bankers, and business development analysts.Target CompetenciesUsing advanced ExcelPerforming capital budgeting analysisForecasting cash flowCalculating cost of capitalPracticing financial modelingUnderstanding scenario analysisCalculating free cash flow

How will attendees benefit?

After completing the course attendees will gain many benefits:

Demonstrate fast, efficient and accurate Excel skillsDesign and construct functional and robust financial modeling applicationsApply efficient financial forecasting modeling techniquesCreate a basic 3-statement financial modelOptimise the use of Excel for modelingConstruct professional 3-statement operating models

Course Outline

Advanced Excel for financial modeling

Excel tips and tricks that will help you speed up your spreadsheet
Logical tests
Protecting your data
Database activities
Pivot Tables
Grouping data
Vertical and horizontal lookup tables
The magical choose function
Interactive formulas to extract data
String functions
Data tables
Interactive Graphs

Fundamentals of financial modeling

Time value of money

Present Value (PV) Future Value (FV) and Net Present Value (NPV)
Internal Rate of Return (IRR) and Multiple IRR (MIRR)
Equity IRR and project IRR
Using XNPV and XIRR
Contradicting NPV and IRR

Amortization of loan schedule
Enterprise value, market capitalization, firm value and equity value
Effective interest rate
Compound Annual Growth Rate (CAGR)
Investment assumptions and cash flows

What needs to be included?
Forecasting revenues
Forecasting costs and expenses
Focusing on income statement or cash flow?

Valuation techniques

Analyzing historical information and developing a projection basis
Using ratio analysis to prepare projected financial statements
Debt capacity and credit analysis for the acquisition
Sensitivity analysis on cash flows
Weighted Average Cost of Capital (WACC)
Adjusted Present Value (APV)
Using Capital Assets Pricing Model (CAPM) to determine cost of equity
Implied risk premium in the current Price Earnings (PE) multiple
Gordon model to determine cost of equity
Using PE multiple to determine cost of equity
Accrual accounting valuation
Valuation using multiples
Transaction multiples

Building real life models

How financial models work
Modeling income statements
Modeling balance sheets
Sensitivity analysis
Developing an integrated financial model

Automotive
Hospitality
Real estate
Education

Special modeling and valuation considerations

Structured valuations
Financial modeling best practices
Return on Investment (ROI) and Return on Equity (ROE)
Investment structures

Direct ownership
Partnership and joint venture
Build, Operate and Transfer (BOT)

Schedule & Fees

2026 Schedule & Fees

27 Sep - 1 Oct, 2026

English

Per participant USD 2,900

27 Sep - 1 Oct, 2026

Arabic

Per participant USD 2,900

18 - 22 Oct, 2026

English

Per participant USD 2,900

18 - 22 Oct, 2026

Arabic

Per participant USD 2,900

27 - 31 Dec, 2026

English

Per participant USD 2,900

27 - 31 Dec, 2026

Arabic

Per participant USD 2,900

2027 Schedule & Fees

17 - 21 Jan, 2027

English

Per participant USD 2,900

17 - 21 Jan, 2027

Arabic

Per participant USD 2,900

28 Mar - 1 Apr, 2027

English

Per participant USD 2,900

28 Mar - 1 Apr, 2027

Arabic

Per participant USD 2,900

18 - 22 Apr, 2027

English

Per participant USD 2,900

18 - 22 Apr, 2027

Arabic

Per participant USD 2,900

27 Jun - 1 Jul, 2027

English

Per participant USD 2,900

27 Jun - 1 Jul, 2027

Arabic

Per participant USD 2,900

18 - 22 Jul, 2027

English

Per participant USD 2,900

18 - 22 Jul, 2027

Arabic

Per participant USD 2,900

26 - 30 Sep, 2027

English

Per participant USD 2,900

26 - 30 Sep, 2027

Arabic

Per participant USD 2,900

17 - 21 Oct, 2027

English

Per participant USD 2,900

17 - 21 Oct, 2027

Arabic

Per participant USD 2,900

26 - 30 Dec, 2027

English

Per participant USD 2,900

26 - 30 Dec, 2027

Arabic

Per participant USD 2,900