Course Detail(DGT002i : Financial Modelling)

UTAP Funding

DGT002i : Financial Modelling

1.50 CPE Hours (Category 5)
Online
In Collaboration with:  

This is an e-learning programme and also a module from the ISCA Professional Business Accountant (PBA) Programme.
 
Upon successful registration and payment, you will be notified via email within 10-15 mins on your enrolment confirmation with user instructions to access this programme.
 
Please complete all topics and sub-topics within the E-Learning courseware.
(The programme and assessment is valid for 6 months from the date of purchase)


Programme Objective

This e-learning course will guide you, with hands-on practice, through the process of building and integrating a three-statement financial model. The constructed model will then be used to project the financials of a business and applied in the context of valuing the enterprise. Finally, valuation risk will be assessed through the use of scenario and sensitivity analyses. This course will acquaint you with the best practices of financial modelling and an Excel toolkit curated for accountants to improve spreadsheet productivity.

A basic understanding of financial statement and time value of money concepts is assumed and prior knowledge of valuation, while not necessary, can be helpful.

Learning outcomes:

  • To construct a simple three-statement financial model
  • To understand the key drivers of a business and their interrelationships
  • To perform discounted cash flow valuation
  • To identify factors that affect valuation risk and the degree of their impact
  • To improve productivity through the use of Excel shortcuts and functions

Programme Outline


(1) Objectives and introduction to financial modelling

(2) Building a three-statement projection model

  • Excel content: Keyboard navigation and formula shortcuts, VLOOKUP


(3) Valuing an enterprise

  • Excel content: NPV


(4) Conducting scenario and sensitivity analyses

  • Excel content: ABS, SMALL, INDEX, MATCH, CHOOSE, data tables, conditional formatting


Training Methodology

E-Learning (24/7) with videos and MCQ Assessment
 

Intended For

Finance professionals in the initial of the accountancy and finance career and those who are interested to learn financial modelling with step-by-step guidance will find this course useful.

Competency Mapping

Category 5 = 1.50 Hours

Schedule & Fees

Fee (inclusive of GST)

For Members: $ 69.55
For Non-Members: $ 90.95

Programme Facilitator(s)

Online Instruction

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members.

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 2022. *This excludes miscellaneous fees such as GST and registration fee etc.
 
To find out more on the UTAP support validity period please click here.
 
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.

To submit for UTAP claims, please visit http://skillsupgrade.ntuc.org.sg/. Terms and conditions apply.
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008

Programme Facilitator(s)


This is an e-learning course.

This is an e-learning programme and also a module from the ISCA Professional Business Accountant (PBA) Programme.
 
Upon successful registration and payment, you will be notified via email within 10-15 mins on your enrolment confirmation with user instructions to access this programme.
 
Please complete all topics and sub-topics within the E-Learning courseware.
(The programme and assessment is valid for 6 months from the date of purchase)


Programme Objective

This e-learning course will guide you, with hands-on practice, through the process of building and integrating a three-statement financial model. The constructed model will then be used to project the financials of a business and applied in the context of valuing the enterprise. Finally, valuation risk will be assessed through the use of scenario and sensitivity analyses. This course will acquaint you with the best practices of financial modelling and an Excel toolkit curated for accountants to improve spreadsheet productivity.

A basic understanding of financial statement and time value of money concepts is assumed and prior knowledge of valuation, while not necessary, can be helpful.

Learning outcomes:

  • To construct a simple three-statement financial model
  • To understand the key drivers of a business and their interrelationships
  • To perform discounted cash flow valuation
  • To identify factors that affect valuation risk and the degree of their impact
  • To improve productivity through the use of Excel shortcuts and functions

Programme Outline


(1) Objectives and introduction to financial modelling

(2) Building a three-statement projection model

  • Excel content: Keyboard navigation and formula shortcuts, VLOOKUP


(3) Valuing an enterprise

  • Excel content: NPV


(4) Conducting scenario and sensitivity analyses

  • Excel content: ABS, SMALL, INDEX, MATCH, CHOOSE, data tables, conditional formatting


Training Methodology

E-Learning (24/7) with videos and MCQ Assessment
 

Intended For

Finance professionals in the initial of the accountancy and finance career and those who are interested to learn financial modelling with step-by-step guidance will find this course useful.

Competency Mapping

Category 5 = 1.50 Hours

Programme Facilitator(s)

This is an e-learning course.

Upcoming Schedule

Fee (inclusive of GST)

For Members: $ 69.55
For Non-Members: $ 90.95

Programme Facilitator(s)

Online Instruction