Course Overview
This course provides an overview and framework for preparing for professional financial modelling assessments. The course is designed for ambitious professionals seeking to move in to or advance in investment related areas such as investment banking, real estate investment, private equity or management consulting and covers the typical tasks, knowledge and skills that may be required as part of a modelling assessment.
Financial Modelling assessments are typically one of the first and most critical steps in assessing potential candidates for professional investment fields or high level corporate positions as cash flow modelling, valuation analysis and financial modelling will be among some of the most key day to day responsibilities. Tests will typically be conducted either remotely by case study or more often under classic controlled examination conditions at the employers offices in which time will be of the essence. It is therefore important to prepare as much as possible inadvance to maximise your chances of success.
Course Content
This course covers the core repertoir of excel modelling skills and techniques that will be typically required in assessments and wiil train participants through the completion of various types of mock assessments that reflect the kind of challenges that may arise. The course will cover the following:
- Key Excel functions and formulas;
- shortcuts and techniques;
- Essential data manipulation skills;
- Excel chart manipulation skills;
- Building a cash flow from a set of data;
- Discount cash flow and NPV theory and calculations;
- Depreciation calculations;
- Debt calculations;
- Equity Investment calculations;
- Calculating key valuation / option appraisal KPIs and analysis;
- Model review & best practices;
- Building integrated financial statements from scratch;
Mock Assessments
- Model build and analysis case study & interview assessment;
- Timed modelling / analysis assessment & interview assessment;
- Timed model review & interview assessment
