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Transform Your Financial Analysis Skills to Next Level: Learn Financial Modeling & Valuation Now!

Duration:   36 hours
Difficulty Level:   Beginner to Intermediate
This Training also includes:
  • Physical On-Campus and Online Training
  • Hands-On Case Study based learning
  • Expert Guidance
  • Lifetime WhatsApp support
  • Networking community access
  • Government Endorsed Certificate
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    Financial Modeling and Analysis (Fundamental Level)

    ( 5.0 )
    Program Overview:

    Transform your data into decisions with Financial Modeling & Power BI! This competency-based course equips you to translate complex business insights into actionable strategies using advanced financial dashboards and data visualization tools. Gain mastery in delivering concise, impactful presentations to business leaders while leveraging Power BI's machine learning models to forecast trends and drive decisions with precision.

    Training Outline
    • Understanding data types, cell references, ranges, and calculation blocks
    • Utilizing basic and advanced functions
    • Utilizing data tools for effective data organization
    • Applying IF() conditions for consistent formulas
    • Income statement quick analysis
    • Creating charts and optimization
    • Creating dynamic charts to represent project timelines
    • Connect databases and integrate records
    • Develop a trial balance to ensure accurate financial representation
    • Compile a comprehensive summary of stock details
    • Highlight and analyze the top 5 balances for strategic insights
    • Create summaries for presentation on a dashboard
    • Develop and design an effective dashboard for data visualization and monitoring
    • Conduct preliminary research to gather essential data for the new business
    • Analyze financial ratios to assess the financial health and performance of the business
    • Evaluate investment parameters to determine the potential return on investment
    • Examine finance parameters to understand the financial requirements and structure of the business
    • Consider shareholdings and dividends to determine ownership structure and shareholder returns
    • Perform an in-depth analysis of income statements to understand revenue, expenses, and profitability
    • Analyze balance sheets to assess the financial position, assets, liabilities, and equity
    • Evaluate cash flows to understand the inflows and outflows of cash within the business
    • Perform ratio analysis to identify key financial metrics
    • Establish a centralized database for company financials
    • Perform comparative annual income statement and balance sheet analysis
    • Perform comparative quarterly income statement and balance sheet analysis
    • Utilize comparative graphical analysis and valuation ratios
    • Discount the FCFs (NPV of explicit period)
    • DCF calculator assumptions
    • WACC vs Share price sensitivity
    • Share price at Perpetual Growth
    • Share price at Exit EBITDA Multiple
    • Sensitivity analysis and impact of changes in assumptions
    • Develop a comprehensive forecast of the company's future revenues
    • Estimate the direct costs associated with producing or delivering the company's products or services
    • Identify and project the various operating expenses incurred by the company
    • Consider any additional sources of income or expenses that may impact the company's financial performance
    • Analyze and forecast the company's working capital needs
    • Create a detailed schedule of the company's assets
    • Evaluate and project the company's long-term investments
    • Analyze the company's long-term borrowing activities
    • Consider the company's equity structure
    • Prepare a comprehensive income statement
    • Develop a balance sheet that outlines the company's assets, liabilities, and shareholders' equity
    • Prepare a cash flow statement
    • Determine the value of the company using various valuation techniques
    • Create dynamic and Power dashboards
    • Overview of Power BI Desktop, Power BI Service, and Power BI Mobile
    • Data Importing from various data sources like Excel, SQL Server, and online services to Power BI
    • Data Transformation through Power Query Editor for cleaning and transforming data
    • Creating a Report with simple dashboards visualizations techniques using built-in Power BI features
    • Financial Data Modeling Techniques using tables, relationships, and calculated columns
    • Introduction to Data Analysis Expressions (DAX) formulas for creating complex calculations and financial metrics
    • Scenario and Sensitivity Analysis for various financial scenarios and perform sensitivity analysis within Power BI
    • Creating Charts, Graphs, and custom visuals to enhance insights
    • Building Advanced visuals like waterfall charts, gauge charts, and scatter plots to represent financial data
    • Interactivity and Drill-Down techniques to add interactivity and dynamic filtering to financial reports
    • Storytelling strategies to communicate financial insights effectively through dashboards and narratives
    • Apply 'Forecast' feature to predict future trends based on historical data
    • Evaluate Anomaly Detection to identify discrepancies and outliers in datasets
    • Trend Analysis to interpret trends within plotted data for better insights
    • Exploratory Data Analysis (EDA) for mean, median, minimum, maximum, and percentiles on visuals to explore and analyze their impact on data
    • Regression Models with 'Measures' to predict values and derive insights
    • Decomposition Tree to break down the dimensions of a particular matrix
    • Apply in-built machine learning algorithm to identify Key Influencer Visual
    • Examine data through Q&A visual by writing natural language queries and ask questions about your data interactively
    • Actual v/s Budget comparison
    • Variance Analysis
    • Linear forecast
    • Seasonality forecast
    • Forecast sheet
    • Dynamic v/s static reports
    • Create a macro for Sales Summary - sort and subtotal
    • Create a macro for posting records - locked cell and sheet protection
    • Add records in database - use relative references
    • Edit a macro for password protection
    • Bulk record postings
    • Fetch records from different database - Advanced filter with macro
    • Inventory Inwards and Outwards Setup
    • Picture lookup for items display
    • Locations for Available Stock
    • Automate Dispatch program
    • Stock Summary
    • Navigation Tabs
    • Object-oriented Dashboard
    • Database – Questions with MCQs
    • Record a Macro
      • To Start Interview
      • To Lock Answer
      • To Next Question
      • To Stop Interview and Save Statistics
    Learning Outcomes

    Build Financial Models and Valuations interactive Dashboards with MS Excel and Power BI

    Predict and Analyze Trends using Power BI's Machine Learning techniques to forecast and detect anomalies in financial models

    Deliver Strategic Insights by crafting concise presentations that turn complex data into actionable business strategies for business leaders

    Salient Features
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    Build a Strong Foundation in Financial Modeling

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    Create Accurate Financial Valuations

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    Leverage Advanced Power BI Visualizations

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    Integrate Machine Learning Models

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    Real-World Business Valuation

    Target Audience

    Accounting

    Finance Team

    Finance/Business Analysts

    Finance & Accounts

    Data Analysts

    Project Managers

    Prerequisites

    Basic computer literacy, familiarity with Windows operating system

    Trainer Profile
    Financial Modeling:

    Tanweer Bukhsh is a Masters degree holder in Economics from Karachi University. He is currently serving as GM Finance at Richko Group and is a visiting faculty member at YouExcel. He has vast practical experience of working in the equity market, which has enabled him to apply tools and techniques in Financial Modeling and Analysis training. He is passionate about sharing his practical experience of over 19 years in the industry with his students to help them learn from real-life case studies.

    About Img
    Power BI:

    Tahir Ali is a highly motivated corporate trainer with experience in training small and large groups across diverse industries. Proven success in leveraging educational theories and methodologies to design, develop, and deliver successful training programs and integrate instructional technology to provide onsite and virtual training.

    Professional Certifications:
    • Microsoft Certified Trainer
    • Microsoft Office Specialist Master – 2013 & 2016
    • Microsoft Excel Expert - 2013 & 2016
    • Microsoft Word Expert - 2016
    • Microsoft Office Specialist - 2013 & 2016
    About Img

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