Financial Modelling — building a structured financial model
A hands-on video course for business owners, finance and accounting professionals, and students in the field. You build the fundamentals of financial modelling and complete an integrated financial model over roughly 20 hours of study and practice — from input data, assumptions and calculations through to integrated financial statements, model checks and a dashboard.
Common difficulties when working with financial models
The course suits business owners, accounting and finance staff, professionals who use models for forecasting, budgeting or reporting, and students in the field who face one or more of the following.
Scattered data
Inputs, assumptions and calculations are not organised in a clear structure.
Models that are hard to update
Difficulty linking the three financial statements; models that are hard to update, check or hand over.
Hard to catch errors
Not knowing how to set up model checks, and outputs or dashboards that do not support decisions well.
What you will be able to do
A clear structure
Organise inputs, assumptions and calculations in a clear structure, and define the model's purpose and scope.
Integrated model
Build a model linking the three financial statements and apply model checks to catch common errors.
Presenting and feedback
Present results through a simple dashboard and use expert feedback to improve the model. A model supports scenario analysis; it does not guarantee accurate forecasts.
Course content
Hanh Tran, MA
Senior Finance Analyst, CFO Office, Challenger Group Limited
- Certified Master Anaplanner
- Microsoft Office Specialist Excel Expert
- CFA — Level I completed [designation to be confirmed]
- 10+ years of experience in strategy, a research centre, a consulting firm and investment management
Financial Modelling
Initial access fee covering the first two months.
Extension fee for the following four months. [To be clarified: whether renewal is automatic or opt-in; how to cancel; whether the 1-on-1 session and materials continue during an extension.]
Early bird offer. [to be confirmed: early bird closing date]