Hong Kong

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Who should attend the course?

  • New hires who have joined the firm late and missed the in-house program
  • Individuals looking to fill a knowledge gap
  • Experienced bankers looking to refresh their technical skills
  • Teams employed in financial strategy roles from non-banking corporations
  • Graduates preparing to interview for a role in the finance sector
  • Students at business school and looking for a career in finance

Course details

Building a Financial Model from Scratch

Delegates start with an Excel worksheet with two years of historicals of the main case company pre-inputted. The financial statements of the case company are then analyzed, and the latest historical data is cleaned and prepared for the forecasting process. Ratios are calculated and assumptions for each line item in the financial statements are created. The full forecast model is then built. The forecasting techniques for several different items are examined separately, using dedicated Excel files, before being adapted for the case company.


Learning outcomes

  • Identifying relevant information in the company’s financial statements, management discussion, analysis and notes
  • Adjusting historical performance for acquisitions and divestitures
  • Analyzing and making reasonable projections for a company’s operating costs, non-recurring items, other income and expenses
  • Creating assumptions and forecasting balance sheet accounts
  • Revenues and costs
  • Fixed assets - capital expenditure and depreciation
  • Intangible assets
  • Operating working capital
  • Provisions
  • Effective tax rate, taxes payable and the various deferred tax items
  • Debt schedule
  • Equity and share repurchases
  • Building a cash flow statement from scratch
  • Documentation techniques and ratio analysis
  • Integrity checking
"I thought the public course structure was excellent as it flowed seamlessly from topic to topic. The trainer used real world examples, which really helped my understanding of complex subject matter." ~ finance analyst, global investment bank

View video to get a flavour of the course

Course materials

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:


  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to DELTA online learning environment
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files

Related courses


Delegates will be taught how to build a fully integrated Model from a blank Excel spreadsheet. A solid understanding of Financial Statement Analysis and Financial Modeling using a template is required in order for this day to be beneficial.



This course is non-residential. The venue will provide light refreshments. AMT reserve the right to cancel or postpone sessions or change content if registrations are insufficient to continue 2 weeks prior to scheduled commencement date. Registrants will be given at least 5 business days’ notice of such changes.