Most Practical Financial Modelling Hands-On Workshop To Make Your Life Easier

Effectively Communicate And Systematically Analyze Financial Statements 

REGISTER TO THIS VIRTUAL PROGRAM

 

Basic Financial Modeling

(15, 17 & 19 February 2021)

Intermediate Financial Modeling

(3, 5 & 7 May 2021)

Advanced Financial Modeling

(16, 18 & 20 August 2021)

Time: 9:00 AM  to 1:00 PM, SGT

(Monday, Wednesday & Friday)

This Training is Perfect For...

C-Levels

This course will be valuable to leaders 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 accounting and finance leaders 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 leaders 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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  • Do you find it frustrating when it takes you too long to complete a task?

  • Do you believe that you need simpler functions rather than using the applications that you have been using for years?

  • Do you feel stressed that even with a few training attended, you are not clear with the usage and step by step process to leverage on the right Excel functions? 

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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

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 PEOPLE SAY

Peter Yu

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.

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Apple Mae Montablan

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 take 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

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Jeni Zafra

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.

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

WHAT PEOPLE SAY

Young Businessman

Francis Buenaventura

Course was very comprehensive but the material very much relevant and applicable to corporate career. - Francis Buenaventura

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Monica Fajardo

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

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Rizalyn Guico

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.

Frequently Asked Questions

Why are we organizing this Workshop?


We are organizing this practical and hands-on workshop because we want to help leaders: 1. To make intelligent quantitative decision making. 2. To be able to create models, statistical, data analysis and more. 3. To understand and gain knowledge on financial and non financial reporting, budgeting and planning. 4. To make your life easier by teaching you step by step process and usage of the right Excel functions 4. To increase your productivity due to the massive time you will save with the tips, tricks and techniques on short cuts that most leaders are not aware of.




Why is it important for leaders to attend this Programs?


1. Develop a model for investment decision 2. Explore and evaluate capital budgeting situations 3. Manage existing financial proposals to deliver the best returns 4. Discover how to save more time and work ith financial model while automating task & processes. 5. Gain frameworks to know with confidence your models are reliable and robust




Who should attend this Training?


1. This training is for leaders who would like to improve productivity 2. This will be helpful for leaders who wanted to save time, money and effort with the framework, shortcuts, techniques you can easily apply after training. 3. This is for you if you would like to improve processes and automate your models.




What to Expect in this Workshop?


1. This training is hand-on so you have to follow the process and entire program to maximize your investment 2. The trainer is well experienced and knowledgable in the topic that he can explain the process clearly and cohesively for eaiser understanding 3. Expect to learn tips, tricks, techniques that will help you save time. Templates and frameworks are all customizable so you can adjust it according to the model you need.




What Makes our Workshop Different from others?


1. Our Trainer is the top expert on these topics, he has proven records, passionate about the topic and have trained thousands who benefitted in his program. 2. The program is very practical and hands-on so you are able to practice to reinforce your learning. 3. You will learn shortcuts that will make your life easier that most people are unaware of.




What are the key benefits in attending this training?


1. Producing and Publishing Model Output for effective communication and workability 2. Systematically analysing financial statements for improved model performance 3. Highlighting key financial management principles underpinning effective model development 4. You will gain a sound and practical insight in financial modelling building, comparison of financial values and evaluation of financial risks. 5. Discover Sophisticated Techniques to Improve Usability, Reliability and Your Efficiency as you Work with your Financial Models 6. Imagine yourself blazing through a financial model using hidden functions most normal people have no idea exist Excel.




How can they register?


Register using the PayPal button in this page https://www.ctsolutionsglobal.com/financial-modelling. Or register through Eventbrite https://www.eventbrite.sg/e/132747111183 for Intermediate and https://www.eventbrite.sg/e/132746513395 for Advanced




Will there be a Certificate of Attendance issued after the Workshop?


Yes, a certificate of attendance will be issued but more importantly the learning will be invaluable for you and your career/business.




Can we arrange the workshop in-house?


Yes, in fact most of our workshop run were done in-house. Contact us at marylen@ctsolutionsglobal.com to schedule a call for more information.




Is there a minimum number of persons before we proceed?


Yes, a minimum of 10 pax will be required to proceed due to the discounted investment fees online (Usual investment fees for similar programs with Duncan is US$ 2995). If we will have not enough number, we will update you and move the course at a later date. Otherwise, we will give you an option to either refund or use for other programs.




Who should not attend and avail of this program?


1. This program is not for victims & complainers who like to blame everything to others 2. This program is not for those who do not want to invest in themselves. 3. People who do not want to take action and take accountability for their success. 4. Leaders who does want productivity, efficiency and sustainable business 5. This program is not suitable for those who do not want to get the best returns of their investments




Can we arrange a special financial arrangement?


Usually we are paid in full and in advanced by the organizations who work with us. From our experience though such arrangements can be made directly with credit card companies. If you are investing in yourself without the company support, do approach us as we may be able to make special arrangements.




Why are we organizing this on alternate days?


From our experience and requests from previous attendees online. Preference is alternate days so that we limit online learning to 4 hours in a day. This also gives them a room for practice after session or work on advance materials before the next sessions. This also means less disruption which will be worth the investment of time as productivity will highly increase due to the time you will save from the techniques you will learn from the program.




How do I know what is the right level for me?


Answer this assessment.





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REGISTER TO THIS VIRTUAL PROGRAM

 

Basic Financial Modeling

(15, 17 & 19 February 2021)

Intermediate Financial Modeling

(3, 5 & 7 May 2021)

Advanced Financial Modeling

(16, 18 & 20 August 2021)

Time: 9:00 AM  to 1:00 PM, SGT

(Monday, Wednesday & Friday)

Download a Sample eBook  or contact us for customized training and more information.

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 (10 pax minimum)

  • 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.