Overview
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Use of financial modelling in different phases of business
4 mins
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Steps in building
20 mins
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Formatting and labels
37 mins
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Learn cost of investment for rainforest adobe through Excel
45 mins
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learn about consolidated working capital through Excel
72 mins
Course Description
Financial modelling, as the name suggests is to create models for making business decisions involving finance.
Financial modeling is the process of creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision.
The financial modeling process helps users make financial decisions and understand their impact on profit & loss statements, ROI, IRR, Cash Flow.
In this CPE course, we will teach you key aspects of financial modelling and will be doing a live case study & demonstrating.
Major topics covered in this online CPE course:
- Best Practices in financial modeling
- How to avoid errors and spot them
- How do we make assumptions
- What inputs are required for making decisions.
- How we model decision flow into excel model.
- How to make projections
This CPE course will also take you through the process of making assumptions about projections and how to justify them and defend when potential investors may ask questions.
Learning Objectives
- To evaluate the revenue and cost models.
- To calculate cash burns and the ability to project how much you need
- To create financial model including profit & loss, cash flow
- To discuss impact of various decisions and evaluate scenarios
- To discuss impact of different prices / costs / customer acquisition.
Recommended For
- This CPE course is recommended for CPAs, CMAs, CVAs, CFAs, ABVs and any other professional who is interested in getting an understanding of the concept of financial modelling.
Who Should Attend?
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- Certified Valuation Analysts
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Entrepreneurial CPA