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Integrated Financial Model Standards

Participants begin with basic keyboard drills and shortcuts, and then rapidly progress to efficient formula construction and basic modeling and checking techniques. Although simple, the sample company contains the basic parts common to all projection models. Participants complete a basic projection model and stress test their assumptions. Interest income and expense are added and the resulting circularity is solved with iterations. Finally, the model is documented and integrity checked.

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Description

Integrated financial model standards

Participants begin with basic keyboard drills and shortcuts, and then rapidly progress to efficient formula construction and basic modeling and checking techniques. Although simple, the sample company contains the basic parts common to all projection models. Participants complete a basic projection model and stress test their assumptions. Interest income and expense are added and the resulting circularity is solved with iterations. Finally, the model is documented and integrity checked.

Key topics:

  • Basic keyboard shortcuts
  • Excel settings for efficiency
  • Key modeling formulas and structures
  • Standards for good models
  • Income statement construction
  • Balance sheet and cash flow statement construction
  • Introduction to checking methodology
  • Audit trails
  • Incorporation of interest income and expense
  • Circularity and iteration
  • Ratios and summary

Prerequisites

This course is non-residential, the standard fee includes lunch and light refreshments.

Attendees should bring a Windows-based laptop to the training with Excel, Winzip and Adobe to access the files. Our teaching materials are designed for PCs and not MAC based systems.

AMT reserve the right to cancel or postpone sessions or change content if registrations are insufficient to continue 1 month prior to scheduled commencement date. Registrants will be given at least 20 business days’ notice of such changes.