Course Detail(IT037v : Financial Modelling & Analysis (Live Webinar))

SDF Funding, SkillsFuture Credit, UTAP Funding

IT037v : Financial Modelling & Analysis (Live Webinar)

14.00 CPE Hours (Others)
Live Webinar

Notice
Our Computer Lab is equipped with Microsoft Excel 2016 & 2010. Due to compatibility issue, Excel 2013 will not be provided.
You may opt to bring along your laptop if you wish to use Excel 2013.

Programme Objective 

  • Learn how to build effective Financial Model quickly and effectively to meet Business Needs
  • Preparing What-if analysis to allow better Management Decision Making
  • understand the dos and don’ts in Building a Financial Model using Excel
  • prepare Financial Models using Excel systematically
  • leverage on some Excel Functions to enhance the Financial Models
  • prepare Financial Forecast by years with detail supporting worksheets to ease future changes


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:

  • understand the dos and don’ts in Building a Financial Model using Excel
  • prepare Financial Models using Excel systematically
  • leverage on some Excel Functions to enhance the Financial Models
  • prepare Financial Forecast by years with detail supporting worksheets for future changes


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
 

Programme Outline

 

FINANCIAL MODEL 1: BUILDING LOAN SIMULATOR

  • CASE STUDY:
  • BUILDING LOAN CALCULATION MODEL WITH…
  • Financial Functions: PMT, CUMIPMT
  • Create: Combo Box, Check Box, Scroll Bar
  • Understand the principles behind the design
  • Enhancing the model with more creative Excel functions
  • Understand the business perspective and how to effectively use the Financial Model to support management for better decision making

FINANCIAL MODEL 2: BUILDING FINANCIAL FORECAST & PROJECTIONS

  • CASE STUDY:
  • BUILDING MONTHLY FINANCIAL FORECAST WITH…
  • BALANCE SHEET
  • PROFIT & LOSS
  • CASH FLOW PROJECTIONS
  • FIXED ASSETS
  • CHART
  • SUPPORTING WORK SHEETS
  • Macro Recording

FINANCIAL MODEL 3: BUILDING PROJECT APPRAISAL MODEL

  • CASE STUDY
  • BUILDING AN INVESTMENT MODEL TO CALCULATE..
  • NPV
  • IRR
  • PAYBACK PERIOD
  • INTERGRATING VARIOUS EXCEL FUNCTIONS
  • Scenario Manager & Summary
  • Financial Functions: NPV, IRR, Payback
  • IF Function
  • Multiple IF Function
  • Group & Ungroup
  • MATCH Function
  • Creating Form – Combo Box
  • Understand Basic Macro
  • Assigning Macro to Box
  • Sheet Protect

 
Software Version 

MS Excel 2010
 
Pre-requisites

• Must Possess at least: Intermediate Excel & Basic Financial Knowledge

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 Discussion
  • Hands On
  • Exercise  

Intended For

Finance Managers & Supervisors, Accountants, Participants who need to prepare & understand financials or investment

Competency Mapping

Others = 14.00 Hours

Schedule & Fees

Date & Time

14 Oct 2021 (9:00 AM - 5:00 PM)
15 Oct 2021 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Date & Time

26 Jul 2021 (9:00 AM - 5:00 PM)
27 Jul 2021 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Date & Time

25 Jan 2021 (9:00 AM - 5:00 PM)
26 Jan 2021 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Date & Time

29 Oct 2020 (9:00 AM - 5:00 PM)
30 Oct 2020 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Bryan Ng Chun Seong

Testimonial

Funding

1] SkillsFuture Credit (SFC)
Funding Period: Until 03 Apr 2023
Course 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 $42.80 for any revision of invoice.


2] WDA Training Grant - SDF Funding
This course is approved for SDF funding ($2 per training hour) for Company-sponsored participants only (Eligibility criteria apply). 

Funding Period: Until 03 Apr 2023
Funded Hours: 14 hours
Course Reference Number: TGS-2020501905

If you wish to enrol participants with SDF Funding, please proceed with the following steps (For Corporate enrolments only) :

  • Step 1: Register for the course online via ISCA Portal. Upon adding to cart, the system will prompt a question “Do you wish to apply for WDA Funding?”, click Yes and input all required information. At the Cart page, please ensure that SDF funding is applied before clicking “Checkout”.
     

 

For course run start date before 1 Nov 2020, submit training grant application in SCN until 30 Nov 2020.

For course run start date on or after 1 Nov 2020, Enterprises/employers are NOT required to log into TPGateway/SCN to submit training grant.

Remarks

Step 2: After receiving email that the programme status is confirmed, please proceed to submit the Training Grant application via SkillsConnect Portal (https://www.skillsconnect.gov.sg/).

Employers of company-sponsored participants must submit training grant via SkillsConnect to obtain training grant for course fees. You may submit the Training Grant application within the period from 30 days before the course start date to 30 days after course start date.

The employee’s enrolment, attendance and assessment recordswill be submitted by ISCA onto TPGateway.


Please note that there will be an administrative fee of $42.80 for any revision of invoice.

Eligibility Criteria:

  • Company must be registered or incorporated in Singapore and;
  • Applicant is taking the course for the first time.
  • Applicant must be employed, and is either Singapore Citizen or Permanent Resident of Singapore and;
  • Applicant must achieve at least 75% attendance, and pass all examinations /assessments and;
  • Applicant must be fully sponsored by the Company for all costs associated with the training and;
  • Payment has to be made via corporate means (e.g. corporate cheque, corporate GIRO, corporate credit card).

3] 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.
 
This course is approved for UTAP support for intakes conducted between 01 April 2021 – 31 March 2022.
 
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)


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.

Notice
Our Computer Lab is equipped with Microsoft Excel 2016 & 2010. Due to compatibility issue, Excel 2013 will not be provided.
You may opt to bring along your laptop if you wish to use Excel 2013.

Programme Objective 

  • Learn how to build effective Financial Model quickly and effectively to meet Business Needs
  • Preparing What-if analysis to allow better Management Decision Making
  • understand the dos and don’ts in Building a Financial Model using Excel
  • prepare Financial Models using Excel systematically
  • leverage on some Excel Functions to enhance the Financial Models
  • prepare Financial Forecast by years with detail supporting worksheets to ease future changes


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:

  • understand the dos and don’ts in Building a Financial Model using Excel
  • prepare Financial Models using Excel systematically
  • leverage on some Excel Functions to enhance the Financial Models
  • prepare Financial Forecast by years with detail supporting worksheets for future changes


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
 

Programme Outline

 

FINANCIAL MODEL 1: BUILDING LOAN SIMULATOR

  • CASE STUDY:
  • BUILDING LOAN CALCULATION MODEL WITH…
  • Financial Functions: PMT, CUMIPMT
  • Create: Combo Box, Check Box, Scroll Bar
  • Understand the principles behind the design
  • Enhancing the model with more creative Excel functions
  • Understand the business perspective and how to effectively use the Financial Model to support management for better decision making

FINANCIAL MODEL 2: BUILDING FINANCIAL FORECAST & PROJECTIONS

  • CASE STUDY:
  • BUILDING MONTHLY FINANCIAL FORECAST WITH…
  • BALANCE SHEET
  • PROFIT & LOSS
  • CASH FLOW PROJECTIONS
  • FIXED ASSETS
  • CHART
  • SUPPORTING WORK SHEETS
  • Macro Recording

FINANCIAL MODEL 3: BUILDING PROJECT APPRAISAL MODEL

  • CASE STUDY
  • BUILDING AN INVESTMENT MODEL TO CALCULATE..
  • NPV
  • IRR
  • PAYBACK PERIOD
  • INTERGRATING VARIOUS EXCEL FUNCTIONS
  • Scenario Manager & Summary
  • Financial Functions: NPV, IRR, Payback
  • IF Function
  • Multiple IF Function
  • Group & Ungroup
  • MATCH Function
  • Creating Form – Combo Box
  • Understand Basic Macro
  • Assigning Macro to Box
  • Sheet Protect

 
Software Version 

MS Excel 2010
 
Pre-requisites

• Must Possess at least: Intermediate Excel & Basic Financial Knowledge

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 Discussion
  • Hands On
  • Exercise  

Intended For

Finance Managers & Supervisors, Accountants, Participants who need to prepare & understand financials or investment

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

Registration is closed

Date & Time

14 Oct 2021 (9:00 AM - 5:00 PM)
15 Oct 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 Oct 2021

Programme Facilitator(s)

Bryan Ng Chun Seong

Venue

Online Classroom in or outside of
Singapore