Course Detail(IT084v : Financial Modelling & Analysis (Part II) (Live Webinar))

IT084v : Financial Modelling & Analysis (Part II) (Live Webinar) NEW

14.00 CPE Hours (Others)
Live Webinar

Programme Objective

Looking to improve your financial modelling skills?
Are you frustrated with the non-stop request of information and reports?
Do you then want to learn how to effectively present financial reports using Excel?

As business environment gets tough, business leaders demand even quicker analysis and recommendation from finance leaders in supporting their decision making.  However, most accountants or finance managers are too focused on day-to-day statutory compliance needs and have not spent enough time sharpening their Excel skills and understanding business needs to effectively support the making of important business decisions.  This becomes a frustrating factor for both decision makers as well as the accountants themselves.

This course aims to equip you with the necessary Excel skills and finance leadership mindset in building 6 different financial models that are commonly required in most businesses, allowing you to effectively present, discuss and support your management with useful, interactive and quick what-if analysis during meetings and discussions.

EXPECTED OUTCOME
At the end of the course, you should be able to: 

  • Create all the 6 Financial Models 
  • Creatively integrate various Excel functions to achieve the desired results 
  • Understand how to use the Excel smartly 
  • Increase your efficiency in leveraging on technology
  • Leverage on special features in Excel to enhance your analysis 


PRE-REQUISITE 

  • Must possess at least: Intermediate Excel & Basic Financial Knowledge
  • This course is an extension of IT037: Financial Modelling & Analysis. Completion of IT037 prior to this course is recommended, but not compulsory. 

Programme Outline

Model 1: Building Quick What-If Dashboard Model for Projection with Macros 
Learn to create What-If Dashboard with buttons, charts and macros, allowing one click changes and analysis to support better management decision making.
User-added image

Model 2: Creative Macros Applications
Learn to create buttons and record simple macros to allow automatic update from the current to the year-to-date column and at the same time creating a tracking number.
User-added image

Model 3: 3 Dimensions Financial Reporting Model with Chart I 
Participants will learn to build a model that allows flexibility to display results from 3 dimensions: different periods, different items of expenses and the sequence of companies. 
User-added image

Model 4: Interactive Financial Reporting Model with Chart II 
Participants will learn to build a model that extracts data from different databases with a click of macros button, dynamically updating the data table and presenting the results in different charts format.

User-added image

Model 5: Financial Feasibility Study Model 
Participants will learn to use data commonly available in business to generate the Profit & Loss study and ROI calculations. Participant will also understand the way to effectively link the worksheets for easy changes and reference.

User-added image

Model 6: One Click Interactive Progress Billing Forecast Model 
Participants will learn to build simple Cash Flow Forecast Model with one click interactive button, allowing changes to the monthly cashflow movements.

User-added image

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

Training Methodology

  • Lecture
  • Group Discussions
  • Hands On Exercises


Closing Date for Registration

  • 1 week before programme or until full enrolment.

Intended For

  • Financial Controllers
  • Accountants
  • Finance Managers
  • Financial Analysts
  • Participants who need to prepare and understand financials or investment appraisals 

Competency Mapping

Others = 14.00 Hours

Schedule & Fees

Date & Time

02 Nov 2021 (9:00 AM - 5:00 PM)
03 Nov 2021 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 749.00   $ 599.20
For Non-Members: $ 898.80   $ 719.04
Discount till 31 Dec 2021

Programme Facilitator(s)

Bryan Ng Chun Seong

Venue

Live Webinar in or outside of
Singapore

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Mr Bryan Ng, Chun Seong (MSc Mngt Psychology (UK), CA, CIMA, MSP, Satir), BSc(Hon)(UK) Acct & Fin Mngt, has extensive management and financial experience and was a Corporate General Manager of a Trading House. He has been conducting training for professionals nationally and internationally in transformational leadership for the past 14 years. Being the new edge leader, his diverse experience in leadership, management, finance as well as IT knowledge makes his training unique and is very well received by many participants as they now able to link what they learnt to what is required from the management.

Mr. Bryan believes that training and speaking reflects one commonality, transfer of knowledge and skills create greater productivity which in turn create better organizations. His unique training method combines teachings with positive psychology and creative thinking into a comprehensive integrated, behaviorally effective mind program. Many clients throughout the world have personally experienced his training approach and commitment to learning transfer principles. He worked hand in hand with CEOs in developing training modules and projects to develop and coach employees that have been ear marked as the next generation managers.

He has created excellent breakthrough results within a short period of time. Some of the projects have received excellent feedback and results - among them is the leadership programs conducted for one of the leading local banks and another from an established telecommunication company in Malaysia. People who attended his training will find his training easy to understand, systematic and practical. Being a powerful speaker, he has frequently been invited to speak in different overseas countries such as China, USA, Brunei, Indonesia and Singapore.

Despite of his intensive training schedule, he is also actively conducting individual and group coaching for his clients from the range of Business Owners / Directors to front end operation staff.

Programme Objective

Looking to improve your financial modelling skills?
Are you frustrated with the non-stop request of information and reports?
Do you then want to learn how to effectively present financial reports using Excel?

As business environment gets tough, business leaders demand even quicker analysis and recommendation from finance leaders in supporting their decision making.  However, most accountants or finance managers are too focused on day-to-day statutory compliance needs and have not spent enough time sharpening their Excel skills and understanding business needs to effectively support the making of important business decisions.  This becomes a frustrating factor for both decision makers as well as the accountants themselves.

This course aims to equip you with the necessary Excel skills and finance leadership mindset in building 6 different financial models that are commonly required in most businesses, allowing you to effectively present, discuss and support your management with useful, interactive and quick what-if analysis during meetings and discussions.

EXPECTED OUTCOME
At the end of the course, you should be able to: 

  • Create all the 6 Financial Models 
  • Creatively integrate various Excel functions to achieve the desired results 
  • Understand how to use the Excel smartly 
  • Increase your efficiency in leveraging on technology
  • Leverage on special features in Excel to enhance your analysis 


PRE-REQUISITE 

  • Must possess at least: Intermediate Excel & Basic Financial Knowledge
  • This course is an extension of IT037: Financial Modelling & Analysis. Completion of IT037 prior to this course is recommended, but not compulsory. 

Programme Outline

Model 1: Building Quick What-If Dashboard Model for Projection with Macros 
Learn to create What-If Dashboard with buttons, charts and macros, allowing one click changes and analysis to support better management decision making.
User-added image

Model 2: Creative Macros Applications
Learn to create buttons and record simple macros to allow automatic update from the current to the year-to-date column and at the same time creating a tracking number.
User-added image

Model 3: 3 Dimensions Financial Reporting Model with Chart I 
Participants will learn to build a model that allows flexibility to display results from 3 dimensions: different periods, different items of expenses and the sequence of companies. 
User-added image

Model 4: Interactive Financial Reporting Model with Chart II 
Participants will learn to build a model that extracts data from different databases with a click of macros button, dynamically updating the data table and presenting the results in different charts format.

User-added image

Model 5: Financial Feasibility Study Model 
Participants will learn to use data commonly available in business to generate the Profit & Loss study and ROI calculations. Participant will also understand the way to effectively link the worksheets for easy changes and reference.

User-added image

Model 6: One Click Interactive Progress Billing Forecast Model 
Participants will learn to build simple Cash Flow Forecast Model with one click interactive button, allowing changes to the monthly cashflow movements.

User-added image

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking

Training Methodology

  • Lecture
  • Group Discussions
  • Hands On Exercises


Closing Date for Registration

  • 1 week before programme or until full enrolment.

Intended For

  • Financial Controllers
  • Accountants
  • Finance Managers
  • Financial Analysts
  • Participants who need to prepare and understand financials or investment appraisals 

Competency Mapping

Others = 14.00 Hours

Programme Facilitator(s)

Mr Bryan Ng, Chun Seong (MSc Mngt Psychology (UK), CA, CIMA, MSP, Satir), BSc(Hon)(UK) Acct & Fin Mngt, has extensive management and financial experience and was a Corporate General Manager of a Trading House. He has been conducting training for professionals nationally and internationally in transformational leadership for the past 14 years. Being the new edge leader, his diverse experience in leadership, management, finance as well as IT knowledge makes his training unique and is very well received by many participants as they now able to link what they learnt to what is required from the management.

Mr. Bryan believes that training and speaking reflects one commonality, transfer of knowledge and skills create greater productivity which in turn create better organizations. His unique training method combines teachings with positive psychology and creative thinking into a comprehensive integrated, behaviorally effective mind program. Many clients throughout the world have personally experienced his training approach and commitment to learning transfer principles. He worked hand in hand with CEOs in developing training modules and projects to develop and coach employees that have been ear marked as the next generation managers.

He has created excellent breakthrough results within a short period of time. Some of the projects have received excellent feedback and results - among them is the leadership programs conducted for one of the leading local banks and another from an established telecommunication company in Malaysia. People who attended his training will find his training easy to understand, systematic and practical. Being a powerful speaker, he has frequently been invited to speak in different overseas countries such as China, USA, Brunei, Indonesia and Singapore.

Despite of his intensive training schedule, he is also actively conducting individual and group coaching for his clients from the range of Business Owners / Directors to front end operation staff.


Upcoming Schedule

Date & Time

02 Nov 2021 (9:00 AM - 5:00 PM)
03 Nov 2021 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 749.00   $ 599.20
For Non-Members: $ 898.80   $ 719.04
Discount till 31 Dec 2021

Programme Facilitator(s)

Bryan Ng Chun Seong

Venue

Live Webinar in or outside of
Singapore