Too often, finance courses stop short of making a connection between the theory and practice of real-world business. Financial Analysis & Modeling using Excel® bridges this gap by providing a hands-on approach to solving common financial analysis & modeling using Excel®. This seminar will challenge you to:
This is a very “hands-on” course with significant time spent working on the computer.
Professionals who wish to work on improving their skills with other similar individuals will find they need, and use, everything they learn in this program. Functional managers who have recognized their need for a bigger picture and a more integrative financial view will benefit. Professionals who wish to have a better “hands-on” knowledge & understanding of the relationship between analysis & modeling.
Financial Functions and Time Value of Money Considerations
Optimization with Excel’s Solver
Case study to build a Monte Carlo Model
Financial Modeling for Cost of Capital & Capital Structure Considerations
Principles & application in building a financial model:
Each participant should bring their own laptop loaded with Microsoft Excel® 2007 or newer version
The training process is based on a carefully planned mix of succinct tutor input - with practical illustration of tools and concepts, group work on case studies (all video based - and lively), feedback, and selective work on individual issues in pairs. Team involvement and working enable a strategy to be created from start to finish. The Training is based on the 4 mat systems to enable complete learning. There will also be some opportunity for role play. You will receive an electronic toolkit within the material for subsequent everyday use.
Daniel Feiman, MBA, CMC©, Consultant, Trainer, Author, Reviewer. Mr. Feiman is based in Redondo Beach, CA, USA. He consults in three areas: Strategy: Planning & Implementation; Finance: Modeling & Analysis; Process: Continuous Process Improvement & Certified Supplier Programs.
Mr. Feiman is an internationally recognized leader in these areas; working with firms such as ADNOC (United Arab Emirates), American Management Association (AMA); Apple, ARAMCO (Saudi Arabia), California Institute of International Business & Economics, Credit Suisse, Hilton Hotels, Institute for Supply Management (ISM), Mattel, PEMEX (México), PDO, (Oman), Promigas (Colombia) Reliance (India), TRW, UEM (Malaysia) & the University of Manchester (UK) among others.
Over the past 37 years he has worked with firms in many industries including: automotive, aerospace, consumer products, distribution, education, legal, hospitality healthcare, manufacturing, medical, oil & gas, production & telecom.
He has published whitepapers, articles, SlideShare presentations (10,000+ views), YouTube videos & books on these subjects. His 3rd book in the Build It Backwards series (THE Book on Business from A to Z: The 260 Answers You Need to Know), was published in November, 2011 & was nominated for a Thought Leader of the Year award by the AM&AA & selected as a Finalist for a Global eBook of the Year Award.
He is adjunct faculty at the University of California, Los Angeles (UCLA) Extension Department (since 1990) and was formerly The Visiting Professor in the University of Huddersfield’s (UK) Business School.
Mr. Feiman has over 18 years’ experience in all facets of both the traditional & nontraditional banking industry. He has been interviewed on various television and radio shows. He is also a reviewer for the New York Journal of Books
He has been awarded the CMC© designation by Institute of Management Consultants which is awarded to less than 1% of management consultants.
Did you know Synergy can come to you and deliver this workshop ‘In Company’ at your own venue or location. If you have three or more people who you would like to benefit from attending this workshop our trainer can travel to you and deliver the same specification of course for your staff at a fraction of the overall cost.
If you’d like to know more about this option please contact us on 0121 605 7533 or email us at firstname.lastname@example.org – our operations team manages all of our ‘In Company’ events and we can talk you though the logistics, pricing and whether you’d like the workshop as advertised here or something tailor made just for your business.
We have several packages on offer so contact us today.
Continuing Professional Development (CPD) is a personal commitment to keeping your professional knowledge up to date, improving your capabilities, proving commitment and competency in your profession. It focuses on what you learn and how you progress throughout your career, helping you gain more credibility within your industry, with your employer, clients and gain competitive edge over your peers.
By attending Synergy Courses you can be assured that attendance, completion and certification will be rewarded by CPD points. To help advance your professional status CPD recognition is awarded on both public workshops and in-house courses, being dependent on the number of hours spent learning. On request Synergy Training Group will provide a certificate of attendance for you to use as evidence and to attach to your record card.
A number of our courses are accredited, endorsed or approved by a number of Learning & Development and Professional Bodies and Associations for more detail please contact us at email@example.com.