Overview

Financial Modeling and Analysis are highly respected skills in the business world and hugely sought after in the job marketplace

This course takes you through the 6 Principles of building a Financial Model. These 6 Principles where developed by a highly experienced Financial modeler, David Brown. This is the thought process David goes through to consistently deliver excellent models that help businesses make better data-driven decisions. Learn them today to take your financial modeling skills to new heights.

Course curriculum

  • 1

    Introduction

  • 2

    Principle 1

    • Principle 1: Think like an Architect

    • The 3 Types of Financial Models

  • 3

    Principle 2

    • Principle 2: Keep it Simple

    • Simplifying Accounting with the REAL Framework

  • 4

    Principle 3

    • Principle 3: There are at least 2 Sides to every story

  • 5

    Principle 4

    • Principle 4: Visualize the Model before you Build it

  • 6

    Principle 5

    • Principle 5: Identify Risks & Uncertainties

    • The Structure of a Project Finance Model

  • 7

    Principle 6

    • Principle 6: Strike a Balance b/w Value and Cost of Information

  • 8

    Conclusion

    • Why thinking like a financial modeler is like thinking like every other Professional

    • Presentation Slides

  • 9

    Evaluation & Digital Certificate

    • Evaluation & Digital Certificate

Learning Outcomes

Modeling is both an art and a science. The Science bit, involving the mechanics of 3 statement modeling, detailed assumptions and all get a lot of press. But it is in the artistic, soft skills that you see huge gains in your ability. This course will share 6 Principles that will improve your critical thinking skills when building models.

  • Learn the soft skills of modeling that many experienced modelers miss.

  • understand the 6 principles that tap into the creativity required to build models that really support business outcomes.

  • Learn how slowing down to think actually saves you a lot of time when you begin the mechanics of modeling.

Some of our Clients

Instructor

David Brown

FCA, Microsoft MVP

David has worked with and taught Excel and financial modelling to over 4,000 people in the last 22 years. He is the Managing Partner of dbrownconsulting where he runs the Consulting Division.He is a Fellow of the Institute of Chartered Accountant of Nigeria & a Financial Analyst with over 16 years experience working as a Business intelligence, Financial Modelling & Tax Consultant with Arthur Andersen, KPMG & dbrownconsulting.He is also an International Consultant to the World Bank on Oil Revenue Modelling and is a registered financial adviser.David attained the Master Trainer & Master Instructional Designer designation from the Association for Talent Development (ATD).He is passionate about Financial Modelling, Business Intelligence and Analytics especially with Microsoft Power BI and Excel and regularly host meetups and speaker event in Nigeria and around the world.