Best Financial Modelling Hands-On Workshop To Make Your Life Easier

Effectively Communicate And Systematically Analyze Financial Statements 

REGISTER TO THIS VIRTUAL PROGRAM

When: 4-6 November 2020

(Wednesday to Friday)

Time: 9:00 AM  to 1:00 PM, SGT

This Training is Perfect For...

C-Levels

This course will be valuable to everyone who is faced with quantitative decision making.

Includes: CEO, CFO, COO, CHRO, Finance Directors, Financial Controllers, Head of Finance

Accounting & Finance

This workshop will benefit everyone who is faced with model building, statistical and data analysis and more.

Includes: Financial Analysts, Accountants, Auditors, Credit managers, Financial and management accountants, Financial project administrators, Profect finance professionals, Financial planners

Leaders

This training will be valuable to everyone who is faced with financial and non financial reporting, budgeting and planning

Includes: Directors/Heads/Managers of Strategic Planning, Directors/Heads/Managers of Business Development, Project Managers, Risk Managers, Human Resources  and other Department Heads or Managers

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Introduction

The essence of the course is to provide delegates with an introduction to the basic topics that everyone with an interest in either financial modelling or financial models must be aware of.

The course content and practical exercises are centered around Microsoft Excel and a significant number of Excel functions and techniques will be reviewed during the course.

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Producing and Publishing Model Output for EFFECTIVE COMMUNICATION  and WORKABILITY

In this first part we will take a specific look at the overall design of a financial model, providing insight into the usage of spreadsheet features, formatting and calculations. This section will provide a hands-on focal point for the designing of your own financial model using Excel.

SYSTEMATICALLY Analysing Financial Statements for Improved Model Performance

In Part two we undertake a review of data that organisations provide for us: the data normally comes from the financial reporting process. We then undertake a systematic and interactive review of the data we have gathered.

Highlighting Key Financial Management Principles Underpinning EFFECTIVE MODEL DEVELOPMENT

A comprehensive examination of the key components of financial statements and financial management will assist in developing effective models that will be vital as you create a world class financial model using Excel.

Here's What You Will Learn from this Hand-On Workshop

Prerequisites

• Delegates should have a good working knowledge of Microsoft Excel: you don’t need to be an advanced user, just aware of and be confident in the use of basic Excel

• Delegates should also be in possession of their laptops loaded with Office365/Excel 2016

• You will also need to ensure that Power Query and Power Pivot are fully operational: you will receive a delegates’ pack in advance of the course and full instructions will be given then

Learn Directly From  Duncan Williamson...

Duncan combines his extensive academic and training experience with significant manufacturing and commercial work. In addition to working as a teacher and trainer, Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe and the oil and gas industry in the Middle East. Duncan has worked in and around a number of oil and gas-based companies over recent years.

He has published books, articles and case studies. His latest books Introduction to Power Pivot and Introduction to Power BI for Desktop to be published by Bookboon and Amazon

Countries of Work Experience: Bosnia and Herzegovina, Kyrgyzstan, Kazakhstan, Uzbekistan, Romania, United Kingdom, Afghanistan, Dubai, Abu Dhabi, Kuwait, Oman, Saudi Arabia, Switzerland, Hungary, Thailand, Singapore, Vietnam, Philippines, Malaysia, Pakistan, Holland, Sudan, Albania, Qatar, Mexico, Angola

Significant Areas of Expertise: cost and management accounting, financial accounting and bookkeeping, financial reporting under IFRS, financial modelling, spread sheet modelling, and product cost modelling.

What do they say about our recent Live Online Learning runs? 

"Duncan has been great and easy to follow in explaining the content material. While online sessions are not as dynamic or engaging as in-person, there was great effort to make it as engaging as possible online."- - Hilary

"Happy to have attended this online training since it helps a lot in my work as analyst in Controllership. Mr. Duncan gracefully showed his expertise in the course topics , and very thankful for the useful tips/tricks of financial modelling." - Peter Yu

"They follow the time schedule, providing us with the materials we need for the training and they were very accommodating with our questions. Also, they explain the training step by step, started with Description, explained the usage, then proceed with the process." - Krist Faronilo

"I have wanted a long time ago to attend a financial modelling training. My job is very heavy on spreadsheets. Sometimes, I find it frustrating when I feel like I took too long to complete a task. So, this training is kinda a dream come true for me! I was able to pick out a lot of pointers on how I can improve my worksheets." - Apple Mae Montalban, Manila Water

"I appreciated the video materials and the practical excel-based approach." - JQ Quesada

"Duncan was a great instructor. He's highly competent, and I look forward to the next learning courses with him. " - Anonymous

"The course was great! Very informative and the instructor goes through every step at a good pace. He was also open to discussion and questions." - Nadine Natino

 

"The course is highly recommended as it provides useful information that will make data analysis easier to prepare and present. The facilitators and instructor were very organized and attended to the needs and questions of the participants. - Jeni Zafra

 

"Thank you so much for the successful and effective learning course. Really learned a lot. :) " - Melody 

​"We just had our first online run of Basic Financial Modeling. CTS and Duncan were able to customize the program to better suit our learners’ and organization’s needs. Even while the program was ongoing, they were agile enough to change elements of the design based on our immediate feedback. They are quick to respond to our concerns and proactive in discovering our training needs. We look forward to working with them in our future programs." - Jennifer Melaya, Ayala Corporation

"Duncan is very knowledgeable on the course. He explained the topics very well (in clear and cohesive manner) and provided good exercises for better understanding. ." - Anonymous

What do they say about our Live In-person runs? 

"Very well organised, highly informative, and a chance to get to know more people outside our department." - Rico Escaler, Corporate Strategy & Development Associate, Ayala Corporation

"Course was very comprehensive but the material very much relevant and applicable to corporate career. - Francis Buenaventura, Treasury Specialist, Ayala Corporation

"The instructor had a very good idea of what we would need Excel to do in our work and was able to point out some really helpful and useful techniques for us to apply at work." - Monica Fajardo, Finance Analyst, Ayala Corporation

"There were applications that we've been using for years and only to find out there were simpler commands we can use. The training will be very useful and applicable being a finance person. " - Rizalyn Guico, Finace Manager, Ayala Automotive

"Learned a lot of new concepts and enhanced my efficiency in excel." - John Albert Ong, Business Development Analyst, Ayala Corporation Infrastructure

"Great course, with all the new learnings in Excel, Power Q, Power BI, should improve production time  significantly." - John Armand Ong, Finance Manager, Ayala Corporation

"CTS provides an easy step by step guidance on modeling concepts and the instructor really knows what he's talking about." - Anonymous, Ayala Infrastructure

Disclaimer, Terms & Conditions:

  • Location is subject to change for face to face training

  • Minimum number of participants has to be reached prior to confirmation of event

  • Please note that trainers and topics were confirmed at time of publishing, however, CTS may necessitate substitution, alterations or cancellations. CTS reserves the right to change or cancel any part of its published programmed due to unforeseen circumstances.

  • Registrations should be made 4 weeks prior to training date for face to face and 1 week before training date for online

  • Full payment for the course should be made prior to training date unless you have pre-arranged terms with us.

  • Cancellation 3 weeks prior to event date or no shows are liable to pay the full course with no refund, however you may substitute delegates at any time with notice

  • Participants are required to attend at least 80% of the course program prior receipt of Certificate

  • Rates are exclusive of taxes unless otherwise indicated in the invoice

  • Receipt of this email to participate and/or register in any of the learning activities organized by CTS should not in any way be taken as a promise for employment or contract of employment of any kind.

  • Force Majeure: Should for any reason outside the control of CTS, the trainer changes his dates or event cancels due to the act of terrorism, extreme weather conditions, industrial action or epidemic, CTS shall reserve the rights to replace the trainer or reschedule the event but the client hereby indemnifies and holds CTS harmless from and against any and all costs, damages and expenses, which are incurred by the client.