Type Speaker CPD Hours Level
6 IntroductionInformation


All organisations need to pay attention to the money. Financial models create the link between what people in the organisation do, or intend to do, and delivery of the financial outcomes.

Spread over 2 sessions, this live broadcast is aimed at finance and accounting personnel who are required to model the expected financial outcomes of projects, options and decisions that their organisation or their client organisation faces, or who are asked what the organisation needs to do in order to achieve particular financial goals, such as in budgeting.

It also explores the powerful ways in which Excel can be used to deliver these results more easily and effectively.

What You Will Learn

This live and interactive online session will cover the following:

  • Part I - Introduction
    • What does a financial model do?
    • Different types and complexity of model - which will best suit my purposes? The pros and cons of Excel
  • Part II - Treating Model Building as a Project
    • Reminder of basic project management techniques so that your model does what its customers have agreed it should do and is built on time and to cost
    • Who owns the model? Responsibility, accountability
  • Part III - Structure of the Financial Model
    • Best practice: structuring the model to minimise errors, to make clear how it functions, and to deliver with clarity the outputs required by your customers
    • Excel facilities and functions that make your models easy to build, modify and document
    • Practical exercise in model building using some Excel functions
  • Part IV - Modelling Techniques
    • The key role of forecasting - different techniques we can use, including scenario planning
    • Financial statements: how the balance sheet, income and cash flow statements relate to one another
    • What quantified operational goals do you have to achieve in order to meet your financial objectives?
    • Using financial modelling in the budget
    • Project appraisal and company valuation
  • Part V - Operating and Maintaining the Financial Model
    • Ways to incorporate uncertainty into the model to provide a range of financial outcomes that reflect the risk profile - sensitivity analysis
    • Checking that the model does what you want
    • Documenting the model so it is easy to follow it and modify it

    Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

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Learn Live | 18.12.2019

N/A | 9:30am - 1:30pm

Financial Modelling - An Introductory Guide for Finance & Accounting Professionals - Learn Live

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18 2019
7 2020
Session 1 
9:30am - 12:30pm

Session 2 
10:30am - 1:30pm

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Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.