FINANCIAL DATA MODELING

Financial Data Modelling & Valuation (Excel & Power BI)

Unlock the power of Financial Data Modeling and Valuation using Excel and Power BI – the essential tools every finance professional needs in today’s data-driven world.
Reviews of Digital Marketing, CPA, Financial Modeling, FRM and PMP course
Financial Data Modeling with AI Online Training

FM course overview:

Financial modelling is the process  of creating an abstract representation of a real world financial situation. This course will help you to understand the various applications of Financial Models to understand the future scenarios for your business. Financial models help businesses make decisions about raising capital, making acquisitions, selling assets, budgeting and forecasting, and much more.

Key Features:

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Skills Covered

Benefits

Career Advancement in Finance & Analytics, Master Real-World Financial Decision Making, Enhance Productivity with Excel + Power BI, Improve Data-Driven Storytelling, Better Preparation for Global Certifications, Combine financial acumen with data tools to bridge the gap between finance, data, and strategy teams, Logical Thinking & Business Acumen, Highly In-Demand Skillset
Career path for certified Financial Modeling expert
companies that hire awon Financial Modeling Certified Professionals globally
Companies that hires CPA Certified professionals

Financial Modeling Online Batches

Financial Modeling Online Training

Start Date: 10 th Sep
Time : GMT 8 – GMT 12
Duration : 40 hours (Sat -Sun)
Number of Session: 10

USD 699

Financial Modeling Online Training

Start Date: 20 th Oct
Time : GMT 8 – GMT 12
Duration : 40 hours (Sat -Sun)
Number of Session: 10

USD 699

Prerequisites

Some general prerequisites and recommendations to get started with financial modelling:
1. Basic Finance & Accounting Knowledge: A fundamental understanding of financial concepts such as financial statements and valuation methods is helpful.
2. Excel Proficiency: Excel is the primary tool used for financial modelling. It is a part of the syllabus, and basic familiarity with Excel can be helpful.
3. Industry Knowledge: If you plan to specialise in financial modelling for a specific industry (e.g., real estate, hospitality, infrastructure, technology etc.), having relevant industry knowledge will be beneficial.

  • Freezing, sorting and conditional formatting
  • Creating Hyperlinks through Excel function
  • COUNT related functions
  • Lookup based functions
    (VLOOKUP, HLOOKUP)
  • Lookup based functions
    (INDEX and MATCH) 
  • SUMPRODUCT function and
    related cases
  • Text related functions
  • Date related functions
  • Conditional  summation (SUMIFS)
  • Combining text from a range of cells (TEXTJOIN) 
  • Getting value from a database using
    DGET function
  • Data summarization using Pivot
    Table and Slicer
  • AGGREGATE function
  • Financial functions and creating loan amortization
  • Corporate finance essentials (Capital budgeting, Time
    value of money, project evaluation methods)
  • NPV Crossover
  • Evaluation in case of unequal lives
  • Project evaluation cases
  • Investment Banking
    Overview
  • What is financial modelling
  • Developing an initial
    financial model using Telecom case study
  • Capex
    schedule
  • Drafting P&L
  • Valuation - Applying DCF
  • Working on Historical Statements
  • Modeling
    Assumptions for Future Action
  • Revenue Build-up 
    projecting the future revenues
  • Cost Build-up –
    projecting the future cost
  • Asset and Depreciation
    Schedules
  • Debt and Equity Schedules
  • Modeling the
    Financial Statements (P&L, BS and CFS)
  • Interest
    income and breaking circularity
  • Valuation related workings
  • Cost of equity (CAPM)
    and post-tax cost of debt
  • Computing WACC
  • Absolute valuation: Performing valuation using DCF
    (FCFF and Enterprise Value)
  • Relative valuation:
    Comparable analysis
  • Performing sensitivity analysis
  • Data visualization using charts
  • Presenting historical &
    projected data together
  • Creating profit & loss Bridge
  • Depicting variance analysis
  • Dynamic chart for
    dashboards using form control option buttons and combo
    box
  • Flexible chart using Scroll bar form control and
    Excel's OFFSET function

Demo Certificate

Certified Financial Modeling demo certificate

Jobs opportunity in the market/Financial Modelling Jobs

The finance market is dynamic, continually presenting fresh job opportunities. Individuals with a financial modelling certification can access job opportunities offering attractive compensation packages. Listed below are some typical finance modelling jobs

Financial Modelling Analysts use financial management skills
and knowledge to prepare financial models, typically using Excel spreadsheets. These
professionals have comprehensive knowledge of finance concepts, accounting principles,
and Excel tools, enabling them to assess the potential impact of financial decisions on a
company’s future projections.

Investment Bankers play a crucial role in facilitating various finance-
related transactions such as capital raising via debt or equity, mergers and acquisitions,
valuation of companies, corporate restructuring etc.

Equity Research Analysts conduct detailed research on different
companies and industries. They give their unbiased opinion to investors about a specific
company or industry based on their in-depth research.

A Credit Analyst’s key responsibility is to assess the credit risk of any debt-
related transaction. They access the creditworthiness of individuals, corporates, and entities
looking to raise debt from banks and institutions. Credit Analysts work in various financial
institutions such as banks, investment banks, rating agencies etc.

Financial Consultants are the go-to professionals for financial planning
and wealth management advice. The majority of such consultants are independent
professionals. Large business organisations often hire consultants to meet specific financial
goals such as fundraising through debt and equity, business restructuring, financial feasibility
of proposed new ventures etc.

A Finance Manager’s responsibility entails maintaining and keeping track
of cash inflows and outflows in an organisation, maintaining adequate liquidity in the
business, raising funds to meet short-term and long-term finance needs of the business, and
investing excess funds to maximise return for stakeholders, etc.

Financial Planners are certified money management professionals,
organisations and individuals. The planner suggests suitable investments to the client by
analysing the risk tolerance and goals of the business or individual.

What our learner says

Exam, Certifications & FAQ

You can enroll for this course through multiple channels. You can visit our website or contact us
through Facebook, LinkedIn, or Instagram.

Complete your course successfully and attain a Certificate of Completion. Awon Learning offers a
Certificate of Excellence after you pass a mandatory online examination.

Once you register with us, you have access to course content for 60 days from the date of purchase.

Yes, If you have knowledge of Excel and understanding of P&L statement, able to read Balance sheet, Financial statement then you can go for this course.
The training will be online via zoom meeting platform, Its completely interactive session where our trainer will guide you step by step how to create financial models and its applications.
If by any reason you are not able to attend the session, You can inform us prior so that we can provide you the recordings of the lectures to cover up what you missed. Yes we will support you to complete the classes and then you can have your certificate.
You need to send an email to our support team with reasonable explanation of your non availability prior 5 days of the session starts and then we will reschedule your classes to the next batch.
The certificate will be in softcopy format which you can easily upload into your LinkedIn profile to share your latest achievement with your colleagues
NO ,There are no specific exams to earn the certificate of participation as the training itself contains lots of practices and quizzes which you will perform during the session.
The trainer will help you to start the Power BI functionality from scratch so don’t worry, We will also provide you with some videos to review before attending the session for better learning exp.
Professional who completed the Financial Data Modeling Online Training with Awon Learning will grow in their career and financial sector
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