Financial Modeling & Forecasting Using Excel

Financial Modeling & Forecasting Using Excel Course Overview

The Financial Modeling & Forecasting course is suitable for individuals who aspire to develop their financial modeling and Excel skills. The excel course will cover beginners to advanced tools and functions. The financial modeling module will cover income statement, statement of financial position and cash flow projections. The course will adopt a hands-on approach, and real-life cases will be used to develop models and taught concepts. It is the perfect option for stepping up your career and overall efficiency in Financial Modeling & Forecasting. Skilled financial modelers are in high demand, and are well paid as there is little to no competition in the industry. Hence, enrolling for this Financial Modeling & Forecasting course is an opportunity to increase your earning potential.

Who Should Attend

  • Experienced individuals who manage financial activities in diverse fields
  • Working professionals seeking to change career, job or industry to financial modelling related field
  • Individuals who meets the requirements and intend on starting a career in financial modelling
  • Mid to senior-level executives in any sector

Introduction to Financial Modeling & Advanced Excel Functions

  • What are Financial Models
  • Types of Financial Models
  • What is a financial model used for?
  • Best & Bad Practices in Financial Modelling

Advanced Excel Functions for Building Flexible Financial Models

  • SUM, SUMIF, SUMIFS, VLOOKUP
  • INDEX & MATCH, PMT
  • IF Statement
  • Data Validation & Duplicates

Income Statement & Statement of Financial Position

  • Review of Source Data
  • Introduction to Income Statement
  • Building the Income Statement output sheet
  • Populating the Income Statement
  • Introduction to Statement of Financial Position
  • Populate the Statement of Financial Position

Forecast Layouts & Calculations

  • Adding a Forecast Period to the Income Statement
  • Calculating Historical Percentage Ratios Income Statement
  • Building a flexible model with Scenario Manager (VLOOKUP) Income Statement
  • Adding a forecast period for the Statement of Financial Position
  • Forecasting DSO, DPO, DIO, Other Assets & Other Liabilities

Building Forecasting Schedules & Cash Flow Statements

  • Building a Fixed Asset Roll Forward
  • Building the Financial liabilities schedule Sheet
  • Building the equity schedule Sheet
  • Building the cash flow sheet

Deborah Osilade

I am Deborah Osilade, a Data Scientist, technical writer and a passionate facilitator. My specialization and core skills are Data Science, Business Intelligence, Finance, Machine Learning, and innovation & strategy. My qualification includes; Post Graduate Diploma in Data Science and Business Analysis from the University of Texas at Ausin, B.A. Accounting and Finance from Middlesex University. Professional Skills in Programming tools – R Programming, Python, SQL, Data Visualization tools –Tableau, Power BI, Excel, Soft Skills – Research, Writing. I have been privileged to work with; Identifying Gap in the Nigerian Justice System for Rape Cases of Dead Victims (Mirabel Centre) – Project Data Analyst, Predicting Insurance Payment Premium Payment Defaulters – Researcher, Identifying Potential Customers for Loan – Researcher, ECOFARE AIESEC Middlesex Mauritius – Assistant Project Manager, Presently a facilitator at Piston and Fusion Business Academy.

Adeola Badmus

I am Adeola, my 15-year professional career has spanned several roles, organizations, and sectors. I served as a project manager in IntroIT Consulting, Head of Institute / Chief Operating Officer for the Institute for Advance e-Studies, I currently hold the position as the senior project consultant & marketing director for Piston & Fusion. My qualification includes MSc. In Marketing, BSc. In Business Administration, Digital Marketing, Data Analytics, PMP, PRINCE 2, NEBOSH, Level 3 Award in Education & Training. I have been privileged to attend some of the best institutions globally, University of Lagos, Lagos Business School, and University of Liverpool (UK). I am a member of AMA, PMI & IOSH. I have trained over 4000+ professionals in marketing, branding, project management, data analytics and other business related programmes.

Adesanya Oluwaseyi

Adesanya Oluwaseyi Adekunle is a graduate of Accounting from prestigious Lagos State University. He also has his Master in Business Administration (MBA Executive) from Obafemi Awolowo University, Ile Ife in 2017. He is an Associate member of the Institute of Chartered Accountant of Nigeria and also an Associate Member Chartered Institute of Taxation of Nigeria (ACTI), with 14+ years of exceptional track record in financial analysis, accounting, auditing and Taxation, seeking a challenging opportunities and proffering solutions to identified challenges.
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Participants enrolling for this programme will be required to have minimum of 3 years’ professional experience. Participants who meet the programme requirement should pay the course fee and complete the enrollment form 2 weeks before the programme kick off date.

Prospective applicants who do not meet the programme requirement but wants to join the programme should should follow the process detailed below.

Application Process

  1. Start a chat with the online course adviser or complete the application form
  2. Application will be reviewed by programme committee
  3. Application acceptance will be communicated by programme committee
  4. Pay the programme fee after receiving acceptance from the committee
  5. Check your mail for programme schedule and payment confirmation


    Financial Modeling & Forecasting Using Excel Course Fees

    Standard
    ₦100,000
    Standard Plus
    ₦120,000
    Professional
    ₦160,000
    Professional Plus
    ₦200,000
    Standard
    ₦100,000
    Training Delivery
    Virtual
    Duration
    Weekday: 5 Days
    Weekday: 5 Days
    Manual & Cases
    (PDF)
    Templates & Exam Guide
    (PDF)
    Training Certificate
    (PDF)
    Project
    with final grading
    Refreshment
    x
    x
    Perks
    x
    x
    Additional Services
    CV Development |
    LinkedIn Optimization
    Available at N5000
    Standard Plus
    ₦120,000
    Training Delivery
    Virtual
    Duration
    Weekday: 5 Days
    Weekday: 5 Days
    Manual & Cases
    (PDF)
    Templates & Exam Guide
    (PDF)
    Training Certificate
    (PDF)
    Project
    with final grading
    Refreshment
    x
    x
    Perks
    x
    x
    Additional Services
    Exam Application
    Job Alerts
    CV Development |
    LinkedIn Optimization
    1 Package Included
    Professional
    ₦160,000
    Training Delivery
    Classroom
    Duration
    Weekday: 5 Days
    Weekday: 5 Days
    Manual & Cases
    Flash Drive (PDF)
    Templates & Exam Guide
    Flash Drive (PDF)
    Training Certificate
    Hard Copy
    Project
    with final grading
    Refreshment
    Tea Break
    Lite Lunch
    Perks
    x
    Notepad & Pen
    Additional Services
    Exam Application
    Job Alerts
    CV Development |
    LinkedIn Optimization
    1 Package Included
    Professional Plus
    ₦200,000
    Training Delivery
    Classroom
    Duration
    Weekday: 5 Days
    Weekday: 5 Days
    Manual & Cases
    Hard copy & PDF
    Templates & Exam Guide
    Flash Drive (PDF)
    Training Certificate
    Hard copy & PDF
    Project
    Review & grading
    Refreshment
    Maxi Breakfast
    Maxi Lunch
    Perks
    Back Pack
    Notepad & Pen
    Additional Services
    Exam Application
    Job Alerts
    CV Development |
    LinkedIn Optimization
    Both Package Included

    Financial Modeling & Forecasting Using Excel Course Fees & Dates for  Upcoming Classroom Classes In 2024

    Piston and Fusion offer the Course as Classroom in Lagos and Virtual Online Class in other states in Nigeria. See dates and fees for classroom and virtual online class.

    Programme Information

    Course Objective: The Programme focus is to impart the skills to manage financial modelling processes and the use of financial modelling tools
    Classroom
    Weekday Date: 20th May – 24th May 2024 | 5 Days: Mon – Fri | 8:30am – 4pm
    Weekend Date: Contact Us For Next Schedule
    Location: 122a Obadina Street, Omole Phase 1 Ikeja Lagos
    Virtual Class
    Weekday Date: 20th May – 24th May 2024 | 5 Days: Mon – Fri | 8:30am – 3pm
    Weekend Date: Contact Us For Next Schedule
    Location: Microsoft Teams | Zoom

    Why Piston & Fusion Ranked Amongst the Best Business Institute In Nigeria?

    • We have trained 6000+ professionals
    • We have over 10 years industry experience
    • Our facilitators are experienced and certified
    • We offer post training career advice and support

    People who enrolled for this course, also enrolled for the following courses

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