Fundamentals of Insurance and Risk Management

Basics of Financial Modelling

The main goal of studying Financial Modelling is to enable you to use Microsoft Excel in your day-to-day data management and accounting applications. It focuses on the basic and advanced characteristics of Excel. This course starts with the basics of Excel and features of different versions of Excel. This course also explains conditional formatting, data protection, range names, absolute references, excel functions, tables, charts and pivot table features of Excel.

Commerce, Finance and Top Management people usually have to work with large volumes of numerical data. However, the key to successfully handle such data is the ability to organize and structure it meaningfully to render them useful to senior management for decision making. This entails creation of robust and dynamic financial models facilitating accurate and efficient analysis of historical data and appropriate projection of financial performance.

Course Objective

  • Describe the necessity of Excel
  • Demonstrate conditional formatting in Excel
  • Illustrate the methods to protect cells/worksheets
  • Demonstrate the use of mathematical functions
  • Illustrate the ways to use IF functions


Course Outcome

It is Very important for a Finance person to understand the Financials and Financial Statements of a Company. Over and above that interpreting them for taking a financial or a major decision relating to a Business or an Entity.

For example financial data usually results in some form of valuation and/or analysis. This is required in various instances like:

  • Amalgamation
  • Corporate Restructuring,
  • Planning and decision making,
  • Capital raising etc.

We have experienced that a robust and well-structured financial model is critical to achieving correct valuation analyses, which in turn, fuels well-informed and appropriate strategic organizational decisions.

The importance of sound Financial Modelling skills, deep understanding of Financial Statements and the assessment of outputs of valuations for finance professionals should never be underestimated.


Who Should Attend?

  • Any Graduate/Undegraduate


Learning Access

  • Handbooks
  • Lecture Slides
  • Videos
  • Quizzes

 

Course Duration

12 Weeks / 40 Hours

 

 Examination

Exam Duration

90 Minutes

Number of Questions

45

Total Marks

100

Types of Questions

Multiple Choice Questions

Pass Percentage

50% (min)

Exam Pattern

Online

 

Certification

After completing this course and successfully passing the certification examination, the student will be awarded the  “Financial Modelling” certification.

If a learner chooses not to take up the examination, they will still get a 'Participation Certificate'


1. Analysing Financial Statements

  • Introduction to Financial Statement Analysis
  • Interpreting Profit and Loss Account, Balance Sheet
  • Cash Flow Statement

2. Ratio Analysis

  • Ratio Analysis Methods
  • Du point Analysis
  • Peer to peer analysis

3. Financial Management

  • Understanding Present Value Concept
  • Future Value Analysis
  • Finally combined usage for interpreting Time value of money

4. Budgetary Analysis

  • Future Projections in the point of Sales, Production, Materials, Labour, etc.
  • Fixed Budget
  • Flexible Budget

5. Valuation

  • Valuation of the Business
  • Methods to Calculate

6. Comparative analysis of Financial Statements

  • Internal Comparison
  • External Comparison


  • 40 hours of high-quality eLearning
  • 12 Hrs Face to face delivery
  • High Student Engagement Platform - KRACKiN
  • Student e-Portfolio
  • Project/Case studies
  • Hands-on exercises
  • End module assessments
  • Dedicated Learning Advisors for training
  • 24x7 Online LMS


Programs in Financial Modelling are among the most sought after in the Financial Universe. After the successful completion of this course, applicants can look for opportunities as:-

  • Financial Accountant
  • MIS Executives
  • Financial Analyst
  • Financial Interpreters
  • Economic Forecasting Analyst





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