Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course will teach you qualitative and quantitative forecasting techniques. Various quantitative techniques will be covered, including an application of each technique to a practical situation. The course will use these techniques in a financial model to produce compelling financial forecasts.
Topics Include:
- Qualitative Techniques
- PEST Analysis
- Porters Five Forces
- Excel Forecasting Tools
- Quantitative Techniques
- Quantitative Forecasting
- Simple Regression
- Multiple Regression
- Forecast Functions
Key Takeaways
Upon completion of this course, learners will be able to
- Explain how Goal Seek can be used when forecasting in a financial model.
- Calculate an optimal solution for a forecast using the Solver tool in Excel.
- Build a financial model forecast using the slope and Y-intercept from a linear regression.
- Create a forecast using the coefficients from a multiple linear regression.
- Explain how forecast functions in Excel can be used to forecast a seasonal business.
- Build a forecast for a seasonal business showing the upper and lower confidence intervals.
Who Will Benefit
This course on forecasting techniques is designed for those responsible for producing and maintaining forecasts in financial models within their organizations. By learning how to create accurate forecasts, test assumptions, and model uncertainty, participants can improve decision making, better anticipate risks and opportunities, and produce forecasts that support confident, informed strategic and operational planning.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer 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 course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Duncan McKeen, CFA, EVP, Financial Modelling at CFI, is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity. He also has extensive experience providing consulting services on financial modeling to large corporations and institutions. Prior to transitioning over to teaching, Duncan held senior equity research positions with top banks & brokerages using financial models to form opinions and guide institutional investors with capital allocation. Since 2015, he has also been an Adjunct Faculty member teaching financial modeling courses at the Smith School of Business at Queen’s University.