certified financial modeling professional (cfmp) march 2017

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ProgramOverview

Howcanyouputdatatoworkforyou?Specifically,howcannumbersinaspreadsheettellusaboutpresentandpastbusinessactivities,andhowcanweusethemtoforecastthefuture?Theanswerisinbuildingquantitativefinancialmodels,andthiscourseisdesignedtohelpyouunderstandthefundamentalsofthiscritical,foundational,businessskill.WhoShouldLearnFinancialModeling?Anybodydealingwithanydecisionrelatedtomoney.Ifyouareinvolvedinfinancialdecisionmaking/planning,thenyouwoulddefinitelyneedfinancialmodellingdayinanddayout.Buildmorepowerfulandmoreaccurateforecastingmodelstobetteranalyzefinancialdata,predictrevenuesandcosts,assessrisks—andjustifycriticalbusinessdecisions.Financialmodellingrequiresabroadskillset:Accounting,finance,spreadsheet,design,presentationandcommunicationskillsareallessential.Thiscoursebringstogetherthoseskillsandshowshowtheycanbeappliedtoproducebest-practicefinancialmodels.ThroughtheuseofExcel,thiscoursewillteachyouhowtocreateandusefinancialmodelsinyourorganization.

IndependentlyAssessedandEndorsedbyNASBA,theofficialboardthatregulatesaccountingandfinancialeducationintheUnitedStatesofAmerica.

UponcompletionofthistrainingcourseyouwillreceiveyourcertificationthathasbeenfullyaccreditedbyQualifi.AnofficialUKgovernmentrecognizedawardingorganization.

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Learntheobjectives,principlesandmethodsoffinancialmodelling

Understandinwhichsituationsamodelwillbeahelpfultooltosupportdecisionmaking

Applymodelbuilding“bestpractices”toreduceerrorsandimproveusabilityofmodel

Masterandapplytheessentialfinanceprinciplesunderlyingthekeyconceptsofvalue,riskandreturn

Developeffectivefinanicalmodelsusingexcel

KeyTakeaways

BenefitsofanInternationallyAccreditedCertification

• Ouraccreditedcourseshavebeenindependentlyassessedtoensureaconsistentandhighqualityservice.

• Ouraccreditationprovidesproofthatwecomplywithindustrybestpractices.• Ouraccreditationdemonstratesthatourpresentershavevasttechnical

knowledgeandexperience.• Studieshaveshownthatindividualsthatattaininternational

accreditation/certificationaremorelikelytoachievehighersalariesandbepromotedoverthoseindividualsthatarenot.

• Earn42ContinuingProfessionalEducation(CPE)units.

Delegatesmustmeetthefollowingcriteriatobeeligibleforcertificateofcompletion:

1. Pre-requisites–delegatesmusthave3yearsindustryexperienceand/oraformalqualification.2. Attendance–delegatesmustattendallsessionsofthecourse.Delegateswhomissmorethantwohours

ofthecoursesessionswillnotbeeligibletositfortheCertifiedInternationalBusinessLeader(CIBL)TMExamination.

3. Successfulcompletionofthecourseworkandexam–Upon completion of this training course you will receive your certificate which has been fully accredited by Qualifi Limited; a UK recognized awarding organization.

4. TheprogramassumesyouhavebasicknowledgeofMSExcelandaccounting/financefundamentals.WewillteachyouvariousfeaturesExcelaspartofthecourse,itisadvisablethatyouknowhowtouseExcel.

CourseRequirements

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WhoShouldAttendThisProgram

Our unique approach brings together… • Internationally recognized and accredited learning center • latest case studies from the worlds top companies • most cutting-edge multimedia available

Our course content is designed to fit every learning style and support the non-English speaking audience.

WhyPeopleChoosetolearnwiththeiIET…

*Successful completion of the course makes you Certified Financial Modeling Professional. You can use the designation of CFMPTM on your resume and business card.

This course is suitable for anyone who needs to extend their modelling skills and understand the advanced aspects of project finance models. Including:

• Business professionals • Investors • Financial controllers • Commercial, financial, investment, planning,

risk and systems analysts • Principal advisors

CPECourseRequirements

ProgramLevel IntermediatePre-requisites 3-yearsworkexperienceand/orassociate’sdegreeand

preliminaryknowledgeofexcel.AdvancePreparationisnotrequiredforsuccessfulcompletionofthiscourse.

DeliveryMethod Group-LiveCPEUnits 42UnitsFieldofStudy Finance 12.0 Statistics 10.0 Economics 5.0 Accounting 5.0 SpecializedKnowledgeandApplications 5.0 ManagementAdvancedServices 5.0

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IntroductiontoModels• Definition and Uses of Models, Common

Functions • How Models Are Used in Practice • Key Steps in the Modeling Process • A Vocabulary for Modeling • Mathematical Functions

Review of Spreadsheet Building Concepts • Importance of good spreadsheet building

habits • Types of spreadsheet errors • Practices to detect and prevent spreadsheet

errors • Seven good spreadsheet building habits Exploring Functions In A Spreadsheet Model • General Format and use • Selected financial functions • Selected statistical functions • VLOOKUP and other logical functions Activity: Participants will prepare a simple spreadsheet and use the financial and statistical functions to evaluate operations using real time data. Evaluation Criteria: Net Present Value • Criteria for Evaluating Projects • Time Value of Money • NPV Analysis of Projects • The Cost of Capital • Evaluating Projects

Case Study: Syngenta: Investment appraisal in action

Probabilistic Models: Capturing Risk and Modeling Uncertainty • Examples of Probabilistic Models • Building Blocks of Probability Models • The Binomial Distribution • The Normal Distribution

Review of Fundamental Financial Statements • Income Statement • Balalnce Sheet • Statement of Cash Flows

Company and Project Valuation method • Discounted Cash Flow (DCF) analysis • Understanding unlevered free cash flow • Forecasting free cash flow • Forecasting terminal value • Present value and discounting • Understanding stub periods • Performing sensitivity analysis Activity: Participants will conduct a sensitivity analysis using excel and create a sensitivity diagram by altering assumptions.

-TopicsThatWillBeCovered-

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Weighted Average Cost of Capital (WACC)

• Learn the CAPM model • Why use CAPM to find value • Using the CAPM to estimate the cost of

equity • Understanding and analyzing WACC

Case Study: Project Evaluation-Tortuga Fishing Equipment Company

Regression Models • Use of Regression Models • The questions regression models can answer • Interpretation of Regression Coefficients • R-squared and Root Mean Squared Error

(RMSE) • Fitting Curves to Data • Multiple Regression Activity: Based on a data set you will look for and define relationships between variables and discuss the strength of the analysis.

Forecasting• Approaches to forecasting • Analyzing historical data to identify

components • Long-term trends • Cyclical variations • Seasonal variations • Random variations • Introduction to modeling time series

analysis Activity: Using historical data from a company you will use the tools of forecasting to forecast future sales or reveneue for an organization.

SpreadsheettoModel:UsingExcelToCreateModels

• Using assumptions and decision variables in spreadsheet models

• Structuring a spreadsheet to model variables, objectives, and objective functions

• Constructing simple cash-flow model • What-if analysis and sensitivity analysis • Limits to simple, deterministic models

Monte Carlo Simulation

• The Nature and Uses Of Simulation Techniques

• The Way Monte Carlo Simulation Works • Reviewing Statistical Measures and How to

Calculate Them • Mean, Variance, Standard Deviation • Probability Distributions and The Normal

Distribution • Running A Simulation and Interpreting

Results • Monte Carlo Simulation

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