Business Finance: Introduction to Financial Modeling
54mBeginner2024-11-06
Authors

Joshua Rischin
Company Director of Axium Solutions
Course details
Creating a sound financial model can empower business people and organizations to make informed decisions on a quantitative level. In this course, learn how to design a financial model and find out how it can benefit your business, and discover ways to plan for the unknown. Instructor Joshua Richin teaches the tools you’ll need, covering the importance of interpersonal skills and how financial modeling can empower thought leaders. Once the model is created, learn how to deliver it to stakeholders and how to demonstrate flexibility through scenario analysis.
Learning objectives
Apply the concepts of financial modeling to both organizational and personal settings.
Recognize the relationship between financial models and the major decision points the models inform.
List examples of interpersonal skills used as tools to achieve better results and relationships with stakeholders.
Explain how to create a design brief of a model as a foundation to ensure robust modeling outcomes.
Identify how to produce a financial model using data from a variety of sources.
Question the integrity of a financial model using quality assurance techniques.
Describe the impact on financial model outputs using scenario analysis.
Demonstrate financial model longevity through effective documentation and other sustainability practices.
Learning objectives
Apply the concepts of financial modeling to both organizational and personal settings.
Recognize the relationship between financial models and the major decision points the models inform.
List examples of interpersonal skills used as tools to achieve better results and relationships with stakeholders.
Explain how to create a design brief of a model as a foundation to ensure robust modeling outcomes.
Identify how to produce a financial model using data from a variety of sources.
Question the integrity of a financial model using quality assurance techniques.
Describe the impact on financial model outputs using scenario analysis.
Demonstrate financial model longevity through effective documentation and other sustainability practices.
Skills covered
Personal FinanceAccounting SkillsCorporate FinanceFinance and AccountingProfessional DevelopmentOne-Off
Concepts
0. Introduction
- 01 - Learn robust financial modeling
1. Understanding Financial Modeling
- 02 - What are financial models
- 03 - Guiding decision makers with a financial model
- 04 - Value of interpersonal skills with financial modeling
2. How to Design a Financial Model
- 05 - Preparing for a successful financial model
- 06 - Documenting the financial model design
- 07 - Understanding and analyzing data
3. How To Build a Robust Financial Model
- 08 - Modeling tools and software
- 09 - Preparing modeling inputs
- 10 - Building model calculations
4. Quality Assurance
- 11 - Testing the model's technical integrity
- 12 - Testing the model's logic
5. Finalizing and Presenting Your Model
- 13 - Undertaking scenario analysis
- 14 - Presenting financial model results to stakeholders
- 15 - Importance of model documentation
Conclusion
- 16 - Continuing your financial modeling learning journey
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