Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The course will develop the best practice approaches to structuring and presenting fully flexible and auditable models. The training covers tax modelling, sensitivity analysis, scenario management, dynamic charting and monthly modelling. The course is trainer-led but necessarily hands-on at all points, with the participants solving modelling problems throughout.
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Agenda
| Date/Time | Description | Location |
|---|---|---|
|
February 18, 2025 9:00 a.m. - 12:00 p.m. |
Debt Modelling and Structuring This section will delve into a crucial question: Who gets paid first when a business has several debt tranches? You will have the opportunity to master Excel and leverage it to solve intricate financial problems, especially in debt modelling. Our main emphasis is to develop your understanding of the flow of debt modelling's logic and apply a standardized approach whilst keeping formulas succinct and avoiding circular references. Tax Modelling The world of tax modelling is incredibly intriguing, and designing a model that accurately captures the complex logic of tax laws is a challenging yet rewarding task. In this section, you will learn how to create accurate, comprehensive, and flexible models to accommodate changing tax laws and regulations. |
Virtual on Zoom |
|
February 19, 2025 9:00 a.m. - 12:00 p.m. |
Sensitivity Analysis In financial modelling, one- and two-dimensional data tables are essential critical inputs to the model outputs. However, creating and updating data tables can be tricky, and best practices are required to ensure accurate and practical analysis. |
Virtual on Zoom |
|
February 25, 2025 9:00 a.m. - 12:00 p.m. |
Advanced Scenario Management and Data Retrieval It is common to require multiple sets of assumptions to drive a model. However, the challenge is identifying the most flexible method for adding different scenarios to the model based on the specific situation. This section will introduce several approaches and powerful data retrieval functions in Excel to address this challenge. Participants will learn to evaluate and identify the best possible method for their specific scenario. Dynamic Charting A picture is worth a thousand words; dynamic charting can help us turn data into meaningful insights. With the ability to build and manipulate appropriate charts, we can create visuals that provide immediate insights and facilitate decision-making. |
Virtual on Zoom |
|
February 26, 2025 9:00 a.m. - 12:00 p.m. |
Monthly Modelling and Period Consolidation Are you working on monthly financial models? There are several factors to consider for an accurate and insightful forecast. Auditing A common request is: How do I efficiently review someone else’s model? In this session we will cover how to efficiently use various auditing techniques, highlighting a step-by-step approach to model review. |
Virtual on Zoom |
Key Takeaways
By the end of this course, participants will be able to:
- Add flexibility to models using switches and flexible lookups.
- Approach modelling for tax with confidence.
- Build flexible charts and sensitivity analysis to aid the presentation of results.
- Understand how to account for seasonality in monthly forecasts and consolidate them into yearly financials.
- Efficiently review and audit financial models using various auditing techniques.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Examples of professionals who would benefit from this course include:
- Tax Managers
- CFOs
- Controllers
- Finance Managers
- Finance Directors
- FP&A Professionals
- Finance Business Partners
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge, you must attend 3 out of 4 live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
How to Access the Course
This CPA Ontario course is a live certificate program, delivered over four, half-day, sessions. We recommend you join five minutes prior to the scheduled starting time of each session. Recordings of all sessions will be available to all registrants.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the certificate program to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Phillip Waddilove is a seasoned finance professional having spent over fifteen years in the industry, Philip specialises in modelling courses with the expertise to build in Credit, Capital Markets and ESG considerations, where relevant and appropriate. Prior to joining Fitch Learning, Philip worked in several front office roles in the financial services sector, covering corporate clients across Europe and the Americas. He started his career in Investment Banking at Commerzbank in London, specializing in capital structure advisory, deal origination, and structuring. Assignments ranged across several sectors and included: acquisition financing, project financing, spin-off financing, as well as more special situations such as recapitalizations, put-monetization, and tax equity structures. Philip specializes in modelling courses, including but not limited to: Financial Analysis, Capital Structure, as well as concepts in M&A and LBO analysis. He is also well versed in Corporate Credit Risk topics.