More details about this course:This is a Hands-On course. Please bring a laptop computer!

The best way to learn how to model is to "learn by doing". Please bring a laptop computer running Microsoft Excel 2003 or higher. This is the most popular and most accepted software for developing and building financial models today. Remember to have, if possible, the Data Analysis Toolpak and Solver loaded on your laptop. Although this course focuses primarily on Excel 2003 running on the Windows XP operating system, experience thus far has shown that the course also works well for registrants who are using Excel 2007 running on Vista.

Successful High Level Modeling — Sophisticated, Advanced, step by step

• A quick review corporate finance concepts - what's in a model?
• Learn the "right way to think" when planning your model
• Learn to use Excel tools and functions to their fullest potential
• Learn the order in which you need to construct your model
• Understand formulas and macros - how they work for you
• Using standard financial metrics in your model - which must be embedded
• Learn to use the right testing tools - and measure results
• Creating a more sophisticated model for advanced valuation

Immediately Useful Benefits of Attending This Two-day Boot Camp

1. Learn to model in the standard MS Excel - understanding the software toolset from top to bottom
2. Know the characteristics that differentiate a good financial model from an average one
3. Understand the difference between Absolute and Relative Macros
4. Learn how to enter array functions correctly
5. Learn the most efficient way to set up an assumptions worksheet
6. Plan your comprehensive design specs - knowing the order in which to build each component
7. Know the toolbar inside and out, what you can customize, what you shouldn't
8. Know simple and multiple linear regression; exponential smoothing; linear, quadratic and exponential forecasting
9. Know what features must be embedded into your model for reality and acceptable range results
10. Learn to use named ranges and other tools to make navigation easier throughout the model
11. Understand the three primary financial statements and how they interact in a financial model
12. Understand how key sub-models can drive outcomes of financial statements
13. Build models to perform Valuation, IRR, NPV and other management information
14. Understand how assumptions effect change on your components
15. Auditing and testing your model without reexamining every single step
16. Understand how to effectively test each component of your financial model before you go live!
17. Understand how to effectively use mission critical tools: PivotTables, Scenarios, DataTables and Goal Seek.
18. Be comfortable with problem solving techniques within Excel and helpful insights into using Goal Seek effectively
19. Understand Descriptive Statistics, how they affect your model
20. Use Excel’s built in auditing tools with ease, and dependability
    

Who Should Attend This Course:
Anyone using Excel to create Financial models for critical decision making will benefit from this advanced course, including

• Financial Analysts/ Sr. Financial Analysts
• Valuation Professionals
• Investment Professionals
• Mergers & Acquisitions Specialists
• Controllers
• CFOs

If you’re already creating models in Excel, this program is designed to help fine-tune your skills to develop the best possible model for your application.