Alexander Hamilton Financial Technologies
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Build A Better Financial Model -- Multidimensional with Expanded Capabilities

This two-day program will help you "rethink" your modeling techniques. You'll systematically plan, construct, test and implement a superior financial model that's multidimensional with expanded capabilities. You already know the finance, now you'll have the technical skills and insight to build an even better model. You'll learn a step-by-step process for planning and executing your model, using all the powerful tools, macros and advanced features that Excel can offer. You'll understand how each piece of construction and data input affects your reports and how your data interacts. You'll have everything in place to construct a solid, well-built and well-tested Financial Model.

Hit the Ground Running

You already know the basics of Financial Modeling and financial principles -- now learn the complex formulas and topics that enhance your financial modeling and your decision-making. If you're an analyst, planner, director, mergers/acquisitions specialist, buy/sell side, involved in any valuation applications -- this course is for your.

A Hands-On, Interactive Workshop - Bring a laptop

The best way to learn how to model is to "learn by doing". Please bring a laptop computer running Microsoft Excel 2003 or higher. Remember to have, if possible, the Data Analysis Toolpak and Solver Excel Add-Ins loaded on your computer. 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 Windows Vista.

Course Info

Course Outline

Course Schedule

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cfa

Immediate Benefits of Attending

Who Should Attend

  • Know the characteristics that distinguish a good financial model from an average one
     
  • Understand how to build for the "real world" - allowing for flexibility and future change
     
  • Know what features must be embedded within your model for acceptable range results
  • Understand the three primary financial statements and how they interact in a financial model
     
  • Learn to write formulas that automatically rebalance every month, quarter and year
     
  • Understand how to effectively test each component of your financial model before it goes live
  • Financial Analysts
  • Investment Professionals
  • Valuation Professionals
  • Mergers & Acquisitions Specialists
  • Financial Planners
  • Business Development Planners
  • Anyone creating advanced models in Excel will benefit. This course will help you fine-tune your skills.
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