Corporate Finance: Robust Financial Modeling
46mIntermediate2019-10-04
Authors

Joshua Rischin
Company Director of Axium Solutions
Course details
Creating a sound financial model can empower businesspeople and organizations to make informed decisions on a quantitative level. Learn how to design a financial model and find out how it can benefit your business. Discover ways to plan for the unknown. Instructor Joshua Richin teaches the tools you’ll need, covering the importance of soft skills and how financial modeling can empower thought leaders. Once the model is created, learn how to present it to stakeholders and how to demonstrate flexibility through scenario analysis.
Learning objectives
Apply the concepts of financial modeling to both organizational and personal Recognize the relationship between financial models and the major decision points the models inform.
List examples of soft skills used as tools to achieve better results and relationships with stakeholders.
Explain how to create a plan and design brief of a model as a foundation to ensure robust modeling outcomes.
Identify how to produce a financial model using data from a variety of sources.
Question the integrity of a financial model using quality assurance techniques.
Describe the impact on financial model outputs using scenario analysis.
Demonstrate financial model longevity through effective documentation and other sustainability practices.
Learning objectives
Apply the concepts of financial modeling to both organizational and personal Recognize the relationship between financial models and the major decision points the models inform.
List examples of soft skills used as tools to achieve better results and relationships with stakeholders.
Explain how to create a plan and design brief of a model as a foundation to ensure robust modeling outcomes.
Identify how to produce a financial model using data from a variety of sources.
Question the integrity of a financial model using quality assurance techniques.
Describe the impact on financial model outputs using scenario analysis.
Demonstrate financial model longevity through effective documentation and other sustainability practices.
Skills covered
Personal FinanceCorporate FinanceFinance and AccountingProfessional DevelopmentDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Robust financial modeling
1. Understanding Financial Modelling
- 02 - What is a financial model
- 03 - Empowering decision makers
- 04 - Importance of soft skills
2. How to Design a Financial Model
- 05 - Planning, planning, planning
- 06 - Writing up a design specification
- 07 - Understanding data
3. How to Build a Robust Financial Model
- 08 - Tools available
- 09 - Preparing business rules
- 10 - Building the calculations
4. Quality Assurance
- 11 - Technical assurance
- 12 - Non-technical assurance
5. Finalizing and Presenting Your Model
- 13 - Performing scenario analysis
- 14 - Presenting results
- 15 - Sustainable modelling