Course Detail(IT038v : Practical Financial Modelling & Analysis with Excel and ChatGPT (Live Webinar))
Not Available

UTAP Funding

IT038v : Practical Financial Modelling & Analysis with Excel and ChatGPT (Live Webinar)

7.00 CPE Hours (Category 5)
Live Webinar

This course is formally known as Practical Financial Modelling & Analysis with Excel (Live Webinar).
 
Participants are required to have Excel installed on their laptop (preferably Office 365—app version, at least Excel 2013).


Programme Objective

In today’s rapidly changing financial environment, dynamic financial modelling plays a crucial role in achieving a firm’s optimal financial results. To move from “scorekeeper” role to top management’s strategic partner, one must acquire successful, modern financial modeling techniques.

An intense, interactive one-day workshop illustrating the professional way to construct and use financial models on spreadsheets incorporating the use of AI technology.

This practical one-day hands-on seminar is designed to give you a comprehensive on-the-job tools and techniques, which you will need to become an indispensable member of your firm’s strategic planning and top management team.

A combination of modeling methodology illustrated with Excel, R, Python with advanced Excel financial functions and tools focusing on:

  • Industry Practitioner Financial Model Construction Techniques
  • Black-Scholes Option Pricing Model
  • Present and Future-Value Modeling
  • Capital Expenditure Modeling
  • Advanced Excel Tips and Techniques for Instant Modelling incorporating ChatGPT

Programme Outline


• Understand professional modelling concepts and techniques using latest Excel spreadsheet functions and tools to calculate financial forecasts and projections.
• Professional principles of financial model construction, including the design of spreadsheets using input cells, cell names and financial functions.
• Using ChatGPT in building financial models for analysis and reporting.
• The following modeling tools of Excel will be examined, including:

  • Financial Functions
  • Scenario Analysis
  • Sensitivity Analysis
  • Optimization Analysis
  • Macros (for repetitive tasks)

• Black-Scholes option pricing model
• Capital expenditure model

Prerequisites
This course is suitable for those who already have an intermediate level knowledge of working with Excel and who want to become familiar with and mastering the Excel tools, formulas and functions necessary for building effective financial models.

Training Methodology

Lecture style, with computer hands-on Exercises

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

Professional Accountants and Finance Executives who need to expand their knowledge and their professional role to support effective financial decision-making in their jobs.

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees
Date & Time

21 Aug 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 318.28
For Non-Members: $ 382.59

Programme Facilitator(s)

Dr Lim Thou Tin

Venue

Online Classroom in or outside of
Singapore
Date & Time

08 Nov 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 381.50
For Non-Members: $ 458.89

Programme Facilitator(s)

Dr Lim Thou Tin

Venue

Online Classroom in or outside of
Singapore

Testimonial


The trainer is very knowledgeable and conducted the course is a very clear and concise manner

Past Participant


The usage of Excel commonly used commands will ease the data computation and allow more time to analyse
the records.

Past Participant


Good and beneficial!

Past Participant


Dr Lim is a great facilitator who is very patient in answering participants' query with a aim of instilling a better understanding of the concept.

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 03 April 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

This course is formally known as Practical Financial Modelling & Analysis with Excel (Live Webinar).
 
Participants are required to have Excel installed on their laptop (preferably Office 365—app version, at least Excel 2013).


Programme Objective

In today’s rapidly changing financial environment, dynamic financial modelling plays a crucial role in achieving a firm’s optimal financial results. To move from “scorekeeper” role to top management’s strategic partner, one must acquire successful, modern financial modeling techniques.

An intense, interactive one-day workshop illustrating the professional way to construct and use financial models on spreadsheets incorporating the use of AI technology.

This practical one-day hands-on seminar is designed to give you a comprehensive on-the-job tools and techniques, which you will need to become an indispensable member of your firm’s strategic planning and top management team.

A combination of modeling methodology illustrated with Excel, R, Python with advanced Excel financial functions and tools focusing on:

  • Industry Practitioner Financial Model Construction Techniques
  • Black-Scholes Option Pricing Model
  • Present and Future-Value Modeling
  • Capital Expenditure Modeling
  • Advanced Excel Tips and Techniques for Instant Modelling incorporating ChatGPT

Programme Outline


• Understand professional modelling concepts and techniques using latest Excel spreadsheet functions and tools to calculate financial forecasts and projections.
• Professional principles of financial model construction, including the design of spreadsheets using input cells, cell names and financial functions.
• Using ChatGPT in building financial models for analysis and reporting.
• The following modeling tools of Excel will be examined, including:

  • Financial Functions
  • Scenario Analysis
  • Sensitivity Analysis
  • Optimization Analysis
  • Macros (for repetitive tasks)

• Black-Scholes option pricing model
• Capital expenditure model

Prerequisites
This course is suitable for those who already have an intermediate level knowledge of working with Excel and who want to become familiar with and mastering the Excel tools, formulas and functions necessary for building effective financial models.

Training Methodology

Lecture style, with computer hands-on Exercises

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

Professional Accountants and Finance Executives who need to expand their knowledge and their professional role to support effective financial decision-making in their jobs.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

Upcoming Schedule

Date & Time

21 Aug 2024 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)

For Members: $ 318.28
For Non-Members: $ 382.59

Programme Facilitator(s)

Dr Lim Thou Tin

Venue

Online Classroom in or outside of
Singapore


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