Financial Modeling and Excel Courses - Fitch Learning

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Our Modeling and Excel courses are designed to provide finance professionals ..... Innovative program delivery and management including online learning and ...
Knowledge | Skills | Conduct

Financial Modeling and Excel Courses

“Both instructors were brilliant friendly, approachable, clear and able to answer all questions.” Emily Roberts, Deutsche Bank Bangkok | Casablanca | Chicago | Doha | Dubai | Frankfurt | Hong Kong | Jakarta | London | New York Paris | Riyadh | São Paulo | Singapore | Stockholm | Sydney | Toronto | Washington, DC

[email protected]

www.fitchlearning.com/public-courses

FINANCIAL MODELING AND EXCEL COURSES

Why choose Fitch Learning as your provider for Financial Modeling and Excel courses? PUBLIC COURSES: KEY FACTS

• Use best practice modeling techniques and learn how to build models to increase your confidence and understanding of the modeling process

Over

• Learn methods and tools for using Excel in a way that will make you more efficient and effective in the workplace

1,300

300 21 94% Over

• Our experienced instructors will share their hints, tips and shortcuts developed over many years of building financial models

global clients

courses per year

cities worldwide

• A practical and hands-on approach is encouraged from the outset so you can practice everything you are shown during the course

suggest a colleague

to take the same course

Why register for a public course? • Practical, structured courses focused on specific professional development topics • Suitable for individuals or small groups with specific needs Amsterdam Frankfurt

Chicago San Francisco

Offices Public course locations

London Toronto New York Casablanca Washington DC

Stockholm Paris Doha Riyadh

Dubai Jakarta

Tokyo Hong Kong Bangkok Singapore

São Paulo

Sydney

Enquire about our in-house training •C  ourses tailored to meet your specific requirements and the experience of the participants •B  espoke content to meet your business objectives •D  elivered worldwide, ideal for groups of 6+ Email [email protected] to discuss your in-house training needs.

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For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

Our Financial Modeling and Excel courses Our Modeling and Excel courses are designed to provide finance professionals with the fundamental skills needed when working with financial data. The following courses are our most popular though we offer a wide variety to suit all needs: • Introduction to Financial Modeling........................................................................................................... p4 • Best Practice Financial Modeling (Intermediate)................................................................................. p4 • Advanced Modeling......................................................................................................................................... p5 • Intermediate Excel for Financial Professionals..................................................................................... p5 • Introduction to VBA in Excel......................................................................................................................... p6 • Intermediate VBA in Excel............................................................................................................................. p6 • M&A Deal Structuring and Analysis........................................................................................................... p7 • LBO & Credit Modeling.................................................................................................................................... p7

Modeling and Excel Learning Path To help you find the course which is most suitable for your level of experience, this learning path shows our recommended training journey. Our courses provide interactive and practical training on Excel’s features and aim to make your every day job more efficient. Key: Introductory Intermediate Advanced

Financial Analysis Fast Track M&A Valuation Bootcamp in Excel Introduction to Financial Modeling Best Practice Financial Modeling

Introduction to VBA in Excel Intermediate Excel for Financial Professionals

Intermediate VBA in Excel

Advanced Modeling M&A Deal Structuring and Analysis

Leveraged Buy Out (LBO) and Credit Modeling

“Public courses are ideal for individuals or small groups, with specific needs. You gain the expertise of Fitch Learning’s experienced instructors and the diversity of participants leads to useful perspectives and discussions.” For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

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FINANCIAL MODELING AND EXCEL COURSES

Introduction to Financial Modeling This one-day introductory course will provide you with the skills to create useful and robust financial models. By the end of this course you will be able to: • Design and construct useful robust financial modeling applications • Understand financial forecasting • Use support tools and techniques in spreadsheet programs • Utilize sensitivity and scenario analysis

“The instructor was very engaging, articulate and good at explaining areas where I found it difficult to keep up.” Target Audience Professionals in corporates and financial institutions.

Prerequisites Basic Excel and accounting knowledge.

Best Practice Financial Modeling (Intermediate) This two-day course will provide you with the basics of financial modeling as well as what makes a good model and how to build your own. It will enable you to raise your financial valuation skills to a superior level. By the end of this course you will be able to: • Construct models • Understand how to build integrated models with additional valuation or analysis • Understand the sensitivity of key drivers • Significantly improve efficiency by using shortcuts • Optimize the use of financial functions

“Very pleased with the quality of the course and the instructor.” Target Audience Professionals in corporates and financial institutions who wish to improve their financial valuation skills.

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Prerequisites Basic Excel and accounting knowledge. Introduction to Financial Modeling course or the same level of knowledge.

For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

Advanced Modeling This two-day course is aimed at analysts and associates who have identified problems adapting their own models and wish to take their skills to the next level. By the end of this course you will be able to: • Harness Excel’s tools within a best practice framework • Add flexibility to your models through the use of switches and flexible lookups • Work efficiency with large data volumes • Model debt effectively • Approach modeling for tax, debt, pensions and disposals with confidence • Build flexible charts and sensitivity analysis to aid the presentation of results

“The course was a perfect fit for my level and I advanced my knowledge throughout.” Target Audience

Prerequisites

Financial modelers, M&A analysts and associates.

Significant modeling experience.

Intermediate Excel for Financial Professionals This two-day course is suitable for anybody needing to rapidly improve their Excel skills. It would be useful for professionals needing to data mine, analyze and work with large data volumes and those needing to build spreadsheets to stress and stimulate data outputs. By the end of this course you will be able to: • Develop a ‘toolkit’ of Excel tips and techniques including using shortcuts • Sensitize and stress test Excel outputs from models • Rank, analyze and data mine large data volumes • Develop Excel formulae to build robust solutions

“I met all of my objectives during this course as all aspects I wanted to cover were included.” Target Audience Anybody needing to improve their Excel skills.

Prerequisites None.

For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

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FINANCIAL MODELING AND EXCEL COURSES

Introduction to VBA in Excel This one-day workshop will introduce you to the VBA language which resides within Excel. Anyone who uses Excel can benefit immensely from this course, learning how to automate repetitive tasks and simplify complex tasks. By the end of this course you will be able to: • Understand the framework of the VBA language and environment • Navigate the VBA editor and functions within Excel • Record, edit and write a macro • Apply fundamental programming building blocks such as loops • Design and code user forms

“A great starting point to learn the basics of VBA. The course gave me a formal understanding of how it works. A great day and well worth it.” Target Audience Anyone who uses Excel.

Prerequisites No prior knowledge of programming is required and a basic knowledge of Excel will be enough to maximize benefit from this course.

Intermediate VBA in Excel This one-day workshop will enable you to become quicker and more efficient in VBA programming and take your knowledge of VBA to the next level. By the end of this course you will be able to: • Produce complex user interactions through advanced userforms • Automate fundamental tasks such as emailing Excel content • Understanding of full VBA data type • Produce pivot tables with VBA • Understand where to find and display the immediate window • Concept of functions in Excel designed by the user • The benefit of using add-ins

“Clean explanations, very helpful and knowledgeable.” Target Audience Anyone who uses VBA programming.

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Prerequisites Introduction to VBA in Excel course or the same level of knowledge.

For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

M&A Deal Structuring and Analysis This one-day course is for participants to build a tutor led merger model using 2 real life companies which will be fully functioning and flexible. By the end of this course you will be able to: • Build a merger model using real life companies • Understand the uses and sources of funds • Consolidate pro forma group balance sheets and group income statements • Understand whether an acquisition is worth doing, at what price it becomes worth doing and how it should be financed

“Very experienced instructor, able to spot mistakes with ease.” Target Audience Analysts and associates working in M&A, corporate finance or research, as well as finance professionals within corporates who need to be able to analyze the impact of a transaction on EPS, credit metrics and multiples.

Prerequisites Working intermediate knowledge of Excel.

LBO and Credit Modeling This one-day course will enable you to model the impact of debt on the financials as well as analyze the transaction structure of a deal in order to maximize returns. By the end of this course you will be able to: • Understand how operating and financial leverage work • Identify the value drivers of a LBO • Determine the financing possibilities • Construct a LBO model • Identify interesting LBO candidates from an IRR or money multiple perspective

“The instructor was very thorough, very knowledgeable and provided excellent models. Better than other providers I have used before.” Target Audience Professionals in corporates and financial institutions as well as research, private equity and M&A analysts.

Prerequisites Intermediate Excel for Financial Professionals course or the same level of knowledge.

For course dates, registrations and prices, visit www.fitchlearning.com/public-courses

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About Fitch Learning Fitch Learning is a global leader in financial education, with over 25 years’ experience delivering specialized, technical training to the financial community. With centers in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual, and the company across the entire employee lifecycle.

We focus our training on four key areas: Professional Qualifications Regulatory exam training including CFA® and CQF Tailored Learning Bespoke programs customized to meet your business needs Learning Solutions Innovative program delivery and management including online learning and interactive portals Public Courses Continuing professional development courses delivered worldwide between 1-4 days focusing on practical skills required to succeed in the industry

REGISTRATIONS www.fitchlearning.com/public-courses

CONTACT US London: +44 (0) 20 7496 8401 New York: +1 800 974 0394 Singapore: +65 6327 1581 Dubai: +971 800 72489 [email protected] For group or company discounts contact: Grace Heighington +44 (0) 20 7496 8655 [email protected] For in-house course enquiries contact: +44 (0) 20 7496 8401 [email protected]

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