We tailor content and structure of our training exactly to your individual needs – taking into account participants’ prior experience as well as specific requirements and areas of application.
Our training aims to enable you or your employees to independently create financial models for various purposes (strategic planning, valuation of investments, acquisitions, spin-offs), to identify relevant KPIs, and to perform sensitivity analyses.
In addition, participants develop a common understanding of the design and structure of financial models – the foundation for a company-wide standard.
We offer a very hands-on, practically oriented training, in which participants are asked to create a financial model for a company in Excel®. Theoretical inputs, analysis and assessment are also part of the training. This includes discussion of results, analysis and assessment of indicators, compiling relevant questions and deriving essential influencing factors. We recommend supplementing the training with homework assignments. These help participants to check for any gaps in their understanding of the subject, and enable them to better consolidate their newly acquired knowledge.
Training can be held either en bloc or over several sessions.
We design the training content individually according to your needs and the participants’ prior knowledge. We are also happy to use your layout or model structure.
Possible training topics include:
- theoretical foundations of a financial model (what it must deliver, how it must be structured)
- building an integrated financial model from scratch as a base version with key figures and assumptions, normalization, and cash flow statement
- application of meaningful sensitivities and scenarios and their mapping in the model
- extending the basic model with operational detail planning based on a price quantity structure or detailed planning of the financing structure
- detailed tax or investment planning modules
- pro forma consolidation of two companies including consolidation entries and illustrating possible synergies
- setting up a project as an add-on to an existing financial model by using so-called “switches” to map uncertainties.
- creating a model for start-ups from scratch from a few basic assumptions
- mapping of restructuring measures in planning
- valuation methods (DCF, multiples) – as an overview or in detail