Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This hands-on seminar focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. During this seminar participants will build a financial model. The course material includes model design, logic, construction, financial concepts and accounting treatment. Using switches to create effective scenarios and value drivers, forecasting to build-up revenues and expenses and more will be explained. You will leave this seminar with increased financial modelling skills and knowledge of industry best practices.
Seminar Sale: Login to save 30% (excludes passport).
Topics Include:
- Designing and incorporating a company's financial statements.
- Constructing all necessary schedules, including capex, depreciation, working capital, income tax, debt and shareholders' equity.
- Using lookup functions within a financial model to effectively extract information.
- Properly incorporating senior term debt with an amortizing repayment schedule.
- Creating a robust bank operating line (revolving credit facility).
- Designing and incorporating a cash sweep for a company's revolver.
- Balancing a company's balance sheet.
Schedule
- November 5, 2024, 8:30 a.m. - 12:00 p.m.
- November 6, 2024, 8:30 a.m. - 12:00 p.m.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuations.
Prerequisite(s)
Attendees should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to attending.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
The Marquee Group is Canada’s leading provider of financial modeling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Our core modeling, valuation and Excel courses are now standard training at numerous major financial institutions. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.