Integrated Financial Modeling—Core Model

Take your modeling skills to the next level and gain a deeper understanding of financial modeling methodologies, techniques and approaches. Guided by your instructor, you will learn how to build a fully integrated financial statement projection model. Walk away with a fully constructed model that can be customized and applied to other companies.

In this course, you will:

• Find out how to do income statement projections
• Create a self-balancing balance sheet
• Build an automated cash flow statement
• Balance a cash flow statement
• Balance a cash flow sweep/debt schedule
• Auto balance the model without plugs
• Integrate the model via interest
• Control for circular references and best practices 

Note: Bring your PC laptop with Microsoft Excel installed and a CD-ROM drive. Mac applications may not be as effective.

Prerequisites: Proficiency using Excel, knowledge of basic accounting ratios, and an understanding of how the major financial statements are interrelated.

Who should attend? Bankers, financial analysts, investment advisors/consultants, portfolio managers, traders,  private equity, asset management and hedge fund associates, investors, compliance staff/auditors and others  interested in going beyond the basics of financial modeling.