SkillsFuture Credit, UTAP Funding
This session is delivered via live webinar (zoom platform).Programme Objective Learn how to build effective Financial Model quickly and effectively to meet Business NeedsPreparing What-if analysis to allow better Management Decision Makingunderstand the dos and don’ts in Building a Financial Model using Excelprepare Financial Models using Excel systematicallyleverage on some Excel Functions to enhance the Financial Modelsprepare Financial Forecast by years with detail supporting worksheets to ease future changesCourse Introduction Are you meeting your boss’s needs by providing quick, useful and up-to-date information for better decision making? Are you frustrated with the high demand from your boss for information and yet you were not able to get data from other functional teams to allow your financial tabulation? Are you able to immediately provide What-If Analysis during a Management Meeting? With globalization and rapid changes top management requires information quickly to make better business decisions. However, the general consensus are most Accountant or Finance Managers are too micro and not able to support such business needs and hence frustrating many top management. This training will equip you with the necessary tools, skills and also provide some insights of business sense you must possessed in order to support the Top Management more effectively.Expected Outcomes:At the end of the course, attendees should be able to:understand the dos and don’ts in Building a Financial Model using Excelprepare Financial Models using Excel systematicallyleverage on some Excel Functions to enhance the Financial Modelsprepare Financial Forecast by years with detail supporting worksheets for future changesSpecial FeaturesTemplate for Financial Statement & Investment ModelSamples of the Financial Statement and Investment templates will be given to ease future preparation.From General to Specific The approach in training is designed to cover from general, broad principles to specific and client focused scenariosManual with ‘Fill-in-the-Blank’ & in Outline Form The manual is prepared in a user friendly manner where the Fill-in-the-blank allows user to focus and the Outline form made it easy to refer80/20 80% of the training is to cover the course content specified, 20% to address participants’ Questions to ensure their specific needs are addressedReal Life Case Study Participants will be given real life scenarios to discuss and suggest and present ways to overcome and manage the given scenario
Programme Objective
Course Introduction
Are you meeting your boss’s needs by providing quick, useful and up-to-date information for better decision making? Are you frustrated with the high demand from your boss for information and yet you were not able to get data from other functional teams to allow your financial tabulation? Are you able to immediately provide What-If Analysis during a Management Meeting? With globalization and rapid changes top management requires information quickly to make better business decisions. However, the general consensus are most Accountant or Finance Managers are too micro and not able to support such business needs and hence frustrating many top management. This training will equip you with the necessary tools, skills and also provide some insights of business sense you must possessed in order to support the Top Management more effectively.Expected Outcomes:
At the end of the course, attendees should be able to:
Special Features
Template for Financial Statement & Investment Model
Samples of the Financial Statement and Investment templates will be given to ease future preparation.
From General to Specific
The approach in training is designed to cover from general, broad principles to specific and client focused scenarios
Manual with ‘Fill-in-the-Blank’ & in Outline Form
The manual is prepared in a user friendly manner where the Fill-in-the-blank allows user to focus and the Outline form made it easy to refer
80/20
80% of the training is to cover the course content specified, 20% to address participants’ Questions to ensure their specific needs are addressed
Real Life Case Study
Participants will be given real life scenarios to discuss and suggest and present ways to overcome and manage the given scenario
FINANCIAL MODEL 1: BUILDING LOAN SIMULATORCASE STUDY:BUILDING LOAN CALCULATION MODEL WITH…Financial Functions: PMT, CUMIPMTCreate: Combo Box, Check Box, Scroll BarUnderstand the principles behind the designEnhancing the model with more creative Excel functionsUnderstand the business perspective and how to effectively use the Financial Model to support management for better decision makingFINANCIAL MODEL 2: BUILDING FINANCIAL FORECAST & PROJECTIONSCASE STUDY:BUILDING MONTHLY FINANCIAL FORECAST WITH…BALANCE SHEETPROFIT & LOSSCASH FLOW PROJECTIONSFIXED ASSETSCHARTSUPPORTING WORK SHEETSMacro RecordingFINANCIAL MODEL 3: BUILDING PROJECT APPRAISAL MODELCASE STUDYBUILDING AN INVESTMENT MODEL TO CALCULATE..NPVIRRPAYBACK PERIODINTERGRATING VARIOUS EXCEL FUNCTIONSScenario Manager & SummaryFinancial Functions: NPV, IRR, PaybackIF FunctionMultiple IF FunctionGroup & UngroupMATCH FunctionCreating Form – Combo BoxUnderstand Basic MacroAssigning Macro to BoxSheet Protect Software Version MS Excel 2010 Pre-requisites• Must Possess at least: Intermediate Excel & Basic Financial KnowledgePlease take note of the following admission requirements:Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsoryMandatory for video camera to be turned on throughout the courseDisplay your official name (as per NRIC) in Zoom, to facilitate attendance taking Training MethodologyLecture Group Discussion Hands On Exercise
FINANCIAL MODEL 1: BUILDING LOAN SIMULATOR
FINANCIAL MODEL 2: BUILDING FINANCIAL FORECAST & PROJECTIONS
FINANCIAL MODEL 3: BUILDING PROJECT APPRAISAL MODEL
Software Version MS Excel 2010 Pre-requisites
• Must Possess at least: Intermediate Excel & Basic Financial Knowledge
Please take note of the following admission requirements:
Training Methodology
Finance Managers & Supervisors, Accountants, Participants who need to prepare & understand financials or investment
Category 5 = 14.00 Hours
16 Dec 2024 (9:00 AM - 5:00 PM)17 Dec 2024 (9:00 AM - 5:00 PM)
For Members: $ 610.40 For Non-Members: $ 732.48
Past Participant
1] SkillsFuture Credit (SFC)Funding Period: Until 31 Dec 2024Course Reference Number: TGS-2020501905
All Singaporeans aged 25 and above will receive an opening credit of S$500 from the government. You may wish to use your SFC to pay for partial/full ISCA course fees.
On 1 Oct 2020, the Government provided a one-off SkillsFuture Credit Top-up of $500 for all eligible Singaporeans aged 25 or above by 31 Dec 2020. Singaporeans aged 40 to 60 by 31 Dec 2020 will also receive an Additional SkillsFuture Credit (Mid-Career Support) of $500 which can be used for courses under: (i) SGUnited Skills Programme, (ii) SGUnited Mid-Career Pathways Programme – Company Training, and (iii) Career Transition Programmes. This additional SFC (Mid-Career Support) is NOT applicable for use on ISCA courses. (For more information on the SFC scheme, please visit http://www.skillsfuture.sg/credit)
If you wish to enrol for the course with SFC Funding, please proceed with the following steps:
Failure to submit claim application and obtain necessary approval before the course start date will result in topping up of the SFC indicated for use. Please note that there will be an administrative fee of $43.20 for any revision of invoice.
2] NTUC Union Training Assistance Programme (UTAP)UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members. To find out more on the UTAP funding and support validity period please click here. Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008
Terry Wong Mr. Terry Wong (ACCA) is an experienced trainer and heavy user of MS Excel. He started his career in IBM’s Shared Service Center as an Accounting Analyst where he is required to be involved in many process improvement projects and initiatives, including leveraging on creative Excel to build templates, streamline processes and automate reports and tools. Subsequently, he became an Accounting System Analyst in IBM where his role is involved in system technical support. This gave him a platform to provide numerous in-house training, to more than 300 accountants across finance and accounting department. His training received great feedback and was invited to provide training to non-accounting department and also to offices outside the region such as emerging market in Far East countries.Being the technical support that understand both the technical knowledge and with the proper finance professional qualification, Terry was able to quickly understand and help his audience to brainstorm, provide smart and practical insights in dealing and solving many real-life work challenges using MS Excel. His strong analytical skill, capability to quickly research coupled with detail process driven nature makes him a competent trainer in helping participants to come out with creative ideas in solving work problems. He is frequently engaged to conduct small group coaching in guiding internal advanced MS Excel users to further streamline and enhance the reports and work processes through MS Excel.
Online Classroom in or outside ofSingapore
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Do you wish to apply for SFC funding? (Singapore Citizenship Only)
30 Apr 2024 - 30 Apr 2024
02 May 2024 - 02 May 2024
02 May 2024 - 03 May 2024