World-class Business Analysis and Financial Modelling

This World-class Business Analysis & Financial Modelling training programme exposes you to the sophisticated tools and techniques used to build financial models that are efficient, robust, reliable and easy to use.

The course is designed for those of you who have already had some experience of financial modelling and are now seeking to further develop your skills and take your modelling to the next level by learning a range of new tools and techniques.

As an intermediate to advanced level course, the programme focuses on sophisticated techniques that save time when building models, increase reliability and improve usability of the models developed. 

Topics include areas such as:

  • Scenario and sensitivity analysis (including probability-weighted sensitivities)
  • Capital budgeting (S Curve allocation of expenditure, depreciation modelling etc.)
  • Debt modelling
  • Monte Carlo simulations
  • Introduction to VBA Macros
  • Model automation

The combination of both Excel techniques and the application of finance principles allow you to expand your Excel expertise, your skill in applying its functions to solving common modelling issues and your knowledge of project evaluation/company valuation issues and techniques.

Top Learning Objectives

This course is designed to provide you with a range of techniques, ideas, concepts and methodologies that will take your financial modelling skills to the next level to:

  • Provide experienced modelers with a deeper understanding of financial modelling methodologies, techniques and approaches.
  • Broaden the range of tools and techniques experienced modelers can apply to their models to enhance reliability, usability and robustness.
  • Provide you with a structured approach to modelling that not only generates models that are reliable, robust, controlled, extendable and easy to use, but that also speeds up model development.

Who Should Attend?

This masterclass is designed for financial professionals, CEOs, CFOs, VPs, MDs, GMs, Chief Accountants, Cost Controllers, Directors, Managers and Analysts, involved in:

  • Finance Planning
  • Treasury
  • Forecasting & Financial Analysis
  • Management Accounting
  • Project Finance
  • Budget Planning
  • Cash Management / Liquidity Management
  • Budget, Corporate, Business and Financial Analysis
  • Financial Advisors and Corporate Analysis
  • Heads of Business Units and Business Planners

From the following industries:

  • Banking & Finance
  • Manufacturing
  • Power & Utilities
  • Oil & Gas
  • Petrochemicals
  • Chemicals
  • Pharmaceuticals
  • Automotive
  • Government
  • Construction
  • Infrastructure
  • FMCG
  • Aviation

Outcome of this Workshop

By the end of this intensive masterclass, participants will be able to:

Personal Impact

Delegates will widen their financial analysis, modeling, and forecasting horizons considerably during this masterclass as they:

  • Review and analyze corporate financial data from such sources as an Annual Report
  • Prepare, analyze and evaluate the main values and ratios derived from Annual Report and financial databases
  • Use Excel spreadsheet software to create and evaluate corporate financial models
  • Share with fellow delegates any work based analysis, modeling, and forecasting problems and discuss them with a view to resolving them

Organizational Impact

In its current form, this masterclass is proven to be exceptionally valuable to the employer in that, more than ever, delegates are returning to work after the masterclass has finished being able to:

  • Apply and evaluate the methods and models presented throughout the masterclass
  • Speak with greater authority on the topics discussed throughout the masterclass
  • Apply and evaluate the spreadsheet methodologies presented during the masterclass
  • Apply the improvements made during the one to one consultancy, mini-case studies, and sessions

Trainer's Background

  • A World renowned finance and accounting expert with over 40 years of experience.  
  • He is an inspirational presenter whose excellent communication skills have been demonstrated across several countries and cultures assisting professionals to achieve their full potential.
  • He is the author of several bestselling finance & accounting books.
  • He combines his extensive academics and training experience with a wide variety of settings, ranging from working as a management accountant in process industries in UK to product cost consulting in Europe and the Middle East.
  • He has published several bestselling finance and accounting books and a variety of accounting topics and numerous articles in various magazines and journals.
  • His practice takes him to develop and conduct in-house & public training for industry leaders in the US, Europe, Middle East and Asia.

EVENT SCHEDULE

Face-to-Face Masterclass
Date: 26th – 28th February 2025
Time: 8:30 AM – 4:30 PM
Location: Makati, Philippines


Very useful especially for those who has limited or few experience in excel software.

– Financial Analyst, Global Business Power Corporation