Financial Modelling Best Practice


Financial Modelling Best Practice

completion time approximately 10 hours


This programme will train you on how to build robust forecast models for companies. We recommend (and provide as part of this programme) our Excel skills module. You should have basic competency in Excel and accounting to get maximum benefit from this programme.

You will progressively build an integrated balance sheet, profit and loss, and a cash flow forecasting model. We will also build a discounted cash flow valuation and sensitivities to make it useful as a credit analysis, debt structuring and capital structure optimisation tool. The model is of Unilever and gives an interesting insight into the drivers behind the Kraft-Heinz bid and how the market valuation has closely tracked the DCF valuation implied from Management’s guidance to equity researchers.

The key to our technique of integrated model building is “Building in Balance”: using the basic principles of double-entry book-keeping and carefully choosing the order in which we build and integrate we ensure that our forecasts balance from the beginning and stay in balance as we go. “Building in Balance” also gives us some simple troubleshooting tools to “shake-out” errors as soon as they arise, leading to a robust, error-free model straight out of the box.

The training will develop your Excel skills and show you how to reliably quickly and accurately build rigorous, flexible financial models. You’ll understand the flow and logic of typical forecasting models and you’ll be able to get more out of the peer/third party models you use.


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