Introduction to Financial Modelling in Excel

This course is a combination of financial theory and practical application of financial concepts in Microsoft Excel.  A large component of the course will be centred around the application of the Discounted Cash Flow Model (DCF), a popular valuation method used to assess the value of projects and companies. At the completion of this course, participants should be able to construct a DCF Model, as well as have a good understanding of the underlying financial concepts used to build it.

Introduction to Financial Modelling in Excel
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Your Learning Outcomes

  • Developing a Discounted Cash Flow Model (DCF)
  • Understanding and ability to apply Project
  • Evaluation Criterion (NPV, IRR, Payback Periods)
  • Calculating Free Cash Flows
  • Estimating Beta for public and private firms.
  • Estimating the Cost of Equity and WACC 
  • Understanding how key variables to the DCF impact upon project and business valuation. 
  • Ability to utilise Excel’s Data Tables and Goal Seek
Duration: 1.0 day course Live Online Experts



Reviews

Introduction to Financial Modelling in Excel Reviews:

“The course made the application of theory to real life situations very interesting and engaging. The course was delivered in such a way that it made it obvious how what you were learning could be applied to a real life scenario.”  


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Download Course Outline (PDF)

Financial modelling is widely employed within industry because it forces us to critically think about how a business or project will perform in the future, as well as how risky we believe it to be.  Additionally, in constructing a DCF model, you will need address many of the corporate finance issues commonly encountered within industry today. 

Finance plays a central role in almost all industries, and acquiring foundational knowledge benefits almost all working professionals.  Some examples include the following:  

Investment Bankers: employ financial models to help them triangulate a “market price” for the firm/business they are trying to sell.

Engineers: use financial models to help them evaluate the feasibility of new projects, such as mine sites, oil wells, and manufacturing plants.

Lawyers: are commonly asked to develop cases regarding the assumptions used to value assets/businesses/projects, and whether these assumptions were appropriate.

Board members/Executives: need a working knowledge of basic finance to understand merger and acquisition deals, as well as how best to structure their firm.

Course Outline for Introduction to Financial Modelling in Excel

Topic 1
Developing a Discounted Cash Flow Model
  • Developing a Discounted Cash Flow Model
Topic 2
Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)
  • Understanding and ability to apply Project Evaluation Criterion (NPV, IRR, Payback Periods)
Topic 3
Calculating Free Cash Flows
  • Calculating Free Cash Flows
Topic 4
Estimating Beta for public and private firms
  • Estimating Beta for public and private firms
Topic 5
Estimating the Cost of Equity and WACC
  • Estimating the Cost of Equity and WACC
Topic 6
Understanding how key variables to the DCF impact upon project and business valuation
  • Understanding how key variables to the DCF impact upon project and business valuation

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