Laying Out a Financial Model
The problem with modeling in Excel is no two spreadsheets look the same. This makes it difficult for end users to understand and modelers to take over others work. This course considers the four key principles required for laying out a good financial model and provides practical tips and tricks to get your spreadsheets on the right track from the very start. The session revolves around building the rudiments for a model from scratch and will provide attendees with a template they may use for future modeling.This topic relates to building any sort of time series/financial model in Excel, whether it is for documenting historical performance, forecasting or variance analysis.Learning ObjectivesThis session illustrates the pros and cons of designing a financial model. By attending this session, you willUnderstand what is meant by “Best Practice” and whether there is such a thingLearn the four key principles of Best Practice modeling using the craft methodologyRealise why models should be laid out in a particular wayAppreciate the importance of hyperlinks, styles, error checks and time seriesWho Should AttendAnalysts, Accountants, spreadsheets, and management who require a more consistent approach to financial modeling that makes it easier for end users and modelers alike.
Single
The problem with modeling in Excel is no two spreadsheets look the same. This makes it difficult for end users to understand and modelers to take over others work. This course considers the four key principles required for laying out a good financial model and provides practical tips and tricks to get your spreadsheets on the right track from the very start. The session revolves around building the rudiments for a model from scratch and will provide attendees with a template they may use for future modeling.
This topic relates to building any sort of time series/financial model in Excel, whether it is for documenting historical performance, forecasting or variance analysis.
Learning Objectives
This session illustrates the pros and cons of designing a financial model. By attending this session, you will
- Understand what is meant by “Best Practice” and whether there is such a thing
- Learn the four key principles of Best Practice modeling using the craft methodology
- Realise why models should be laid out in a particular way
- Appreciate the importance of hyperlinks, styles, error checks and time series
Who Should Attend
Analysts, Accountants, spreadsheets, and management who require a more consistent approach to financial modeling that makes it easier for end users and modelers alike.