Hong Kong

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Venue and transport links

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  • We will inform you of the venue nearer the time of your course. Please accept our apologies for any inconvenience caused.
"Thanks for the excellent training session...we all said how nice it was to be trained by someone thoughtful about modelling, thoughtful about accounting, and thoughtful about finance. Your presentation style is engaging, direct and highly effective." ~ Associate, global management consulting firm

Who should attend the course?

Undergraduates, Interns and Graduates

Securing a graduate scheme at a top financial organisation without work experience can be challenging. Ideally, they would like you to have intern experience and to be passionate about finance. They will often select only the best prepared candidates to be fast tracked into their graduate scheme.

 

If you aspire to work corporate finance, M&A, private equity, asset management, private banking, global markets or sales and trading, you will need to be numerate and excel at analyzing financial and market information. By attending an AMT public course, you will learn about financial statement analysis, financial modeling and valuation. Providing you with the knowledge and skills to best prepare yourself for those all important interviews.

 

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

What courses complement this one?

Core Skills

To get a comprehensive understanding of Financial Modeling, study over 3 days:

 

 

 Book all 3 courses

Course details

Financial Modeling Fundamentals

Delegates will learn how to model and integrate the income statement, balance sheet and cash flow of a fast food business using Excel. In addition to learning the steps necessary to build a three statement financial model, delegates will also cover how to build models accurately and efficiently through a series of best practice modeling rules. Delegates also learn how to stress-test the assumptions used, to check their work efficiently and to document it.

 

What will you learn?

  • Using keyboard shortcuts
  • Setting Excel up for maximum efficiency
  • Working with key modeling formulas and structures
  • Building 3-statement projections
  • Modeling cash and revolver
  • Addressing standards for good models
  • Constructing the income statement, balance sheet and cash flow statement
  • Introduction to checking methodologies
  • Performing audit trails
  • Incorporating interest income and expense

Three Statement Modeling

Through the process of building a more complex three statement model, delegates are taught how to model operating cash and calculate interest using average debt and average cash balances. The class will address in detail how to work with intentional circular references. The issue of non-intentional circular references is covered and delegates are taught modeling rules that are designed to help avoid them. The session is designed to expose delegates to different three statement modeling styles: multi-sheet, tower, and different income statement layouts. Exposure to a mix of modeling styles will help prepare them to work on in-house models or models they may inherit from other finance professionals. 

 

What will you learn?

  • Modeling operating cash, excess cash and the revolver
  • Calculating interest on cash and debt balances
  • Working with intentional circular references
  • Avoiding non-intentional circular references
  • Building models with different styles and layouts
  • Calculating ratios

Financial Modeling and Forecasting

Participants will learn how to build a three statement model using a detailed revenue forecast with price and volume drivers. A full debt schedule, including a cash sweep, is incorporated into the model. In addition to the main class case model, participants are given exercises to help them understand more complex modeling issues (for example, detailed depreciation schedules and working capital items). Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.

 

What will you learn?

  • Complex 3 statement models
  • Modeling a detailed revenue forecast
  • Modeling a cash sweep
  • Modeling a detailed debt schedule include a cash sweep
  • Consolidating and re-applying knowledge of circularity, iteration, and a toggle switch
  • Building cash flow statements from scratch
  • Troubleshooting techniques for cash flow statements
  • Finding errors and integrity checking


Integrity and Error Checking

Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.

 

What will you learn?

  • Troubleshooting techniques for cash flow statements
  • Finding errors and integrity checking
  • Using Excel tools to help with integrity checking
  • Finding unidentified hard numbers quickly and easily
  • Using Excel’s “Jump tool” to trace through formulas with ease
  • Using Excel to show the formulas underlying output
  • Using Excel to find inconsistencies in the model
  • Using Excel’s auditing tool to trace formulas


What will you receive on the course?

Study Materials

While this is a face to face training course, a blended learning approach is taken and delegates will get 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