Financial Modelling

Our Financial Modelling workshops are presented in Johannesburg and Cape Town in South Africa, as well as the rest of Africa.  Our portfolio of highly specialised courses are presented by industry experts.

Financial Modelling Level 1

Our 3-day, case study driven workshop is designed to introduce participants to the fundamentals of financial modelling in Excel.

  • Structure models to enable appropriate modelling techniques and results.
  • Use the power of Excel to simplify and speed up data analytics and financial modelling.
  • Build basic to intermediate financial models from scratch to completion.

Participants typically include finance and accounting professionals, management consultants, financial practitioners, financial analysts, corporate financiers, portfolio managers, hedge fund managers and company analysts, as well as middle and senior management professionals.

PRESENTER

Greg Beech CA (SA)

Greg is a CA(SA) having qualified in 1992. He regularly consults on mergers & acquisitions, strategy and valuations. He worked in corporate finance and private equity for Standard Bank and Real Africa Durolink in the 1990’s. Greg has been self-employed since 2000.

Greg chairs the APC Examinations Committee and remains a member of the ITC Examinations Committee at the South African Institute of Chartered Accountants (SAICA). He previously chaired the Financial Management Examinations Committee from 1999 to 2014.

Greg regularly presents to corporate audiences on valuations, mergers & acquisitions (M&A), financial analysis, behavioural finance, due diligence, financial modelling, costing methodologies, finance for non-financial managers and financial strategy. He is a faculty member at GIBS teaching part-time to MBA students on mergers & acquisitions and delivers various public seminars for GIBS. Greg has been presenting valuations and M&A seminars for SAICA on a national basis for the past 7 years.

He co-authored Valuations, mergers & acquisitions, published by Oxford University Press in 2015.

Greg received special recognition from SAICA in April 2016 at an awards dinner for his significant contribution to the professional education of chartered accountants in South Africa over the past three decades.

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Financial Modelling Level 2 

This programme is designed for delegates wishing to elevate their financial modelling skills using Microsoft Excel as the model building tool.

This 4-day course covers the building of robust models to solve problems, analyse data and extract information.

The focus will not primarily be on Excel skills, but rather financial modelling and problem-solving skills using Excel to enable this.

The core principles of appropriate model design, structure and procedures will be illustrated through case studies with the assistance of the instructor, delegates will work through various practical exercises. The ‘solutions’ to case studies will be made available after the completion of each exercise to enable delegates to review overnight, should they wish. Also, PowerPoint slides will cover most of the modelling techniques and Excel functions used to provide a user guide during the course and thereafter.

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Advanced Financial Modelling for Investment Evaluation

This hands-on practical 4-day programme is specifically designed to meet the needs of delegates wishing to take their existing modelling skills to an advanced level.

Models will include an investment banking analysis model, a valuation model and a merger and acquisition model

The following processes and topics are covered in detail:

1. The process of completing a financial model built from first principles, understanding the importance of model specifications, structure and setting up the required sheets and financial statements.

2. The interaction between Income Statements, Balance Sheets, and Cash Flow statements in financial models, and the necessity for utilising this approach.

3. Analysis of model output – Free Cash Flows, DSCR and Project Ratios

4. Specialised Excel techniques so far as they pertain to financial models, e.g. sensitivity analyses, create scenarios and data tables, etc.

5. Discussions and exercises on the Weighted Average Cost of Capital (WACC), Net Present Values (NPVs) and Internal Rates of Return (IRR), and the importance of these measurements.

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Budgeting and Forecasting

This course is designed to assist the delegate with the effective methods of correctly structuring a budget model to maintain integrity and allow for later changes. The workshop will examine the model-building process using Excel’s spreadsheets, and will include examples of useful functions and commands. Budget models normally go through a number of iterations prior to finalisation, and should be constructed with issue this in mind. During the course delegates will build up a typical budget model and use it for doing what-ifs and goal seeking.

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Financial Modelling Masterclass

This highly practical 4-day workshop teaches delegates how to effectively prepare and structure financial models. It also provides useful modelling techniques that can immediately be applied in the work place. Delegates must be familiar with Excel’s advanced functions pertaining to Financial Modelling.

The following topics are covered in detail:

  • The process of building a financial model from scratch, understanding the importance of model specifications, structure and setting up the required sheets and financial statements.
  • The interaction between Income Statements, Balance Sheets, and Cash Flow statements in financial models, and the necessity for utilising this approach.
  • Specialised Excel techniques so far as they pertain to financial models, e.g. sensitivity analyses, create scenarios and data tables, etc.
  • Discussions and exercises on the Weighted Average Cost of Capital (WACC), Net Present Values (NPVs) and Internal Rates of Return (IRR), and the importance of these measurements.
  • Knowledge related to setting up “switches” in their models, allowing users to investigate the effect of different alternatives.
  • Insight into the preparation of a valuation model (DCF) and the structure of M&A models incorporating the relevant Excel techniques and functions.
  • Optimisation models utilising Excel’s “Solver” function
  • Random probabilities, regression analysis and Monte Carlo simulations

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Financial Modelling for Mining

The design and construction of efficient and comprehensive mining models requires a complete understanding of the business case in the first instance, and in addition a working knowledge of the mining industry. The process includes the construction of a reasonably complex mining financial model. The model will demonstrate the interaction between the Income Statement, Balance Sheet, and Cash Flow statement in a financial model, and the necessity for having these statements. They will also benefit from the discussions and exercises on Project Returns, the Weighted Average Cost of Capital (WACC), Net Present Values (NPVs) and Internal Rates of Return (IRR), and will learn the importance of these measurements.

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Financial Modelling Fundamentals

This 3-day entry level course is designed to introduce aspiring modellers to best practice modelling methods and processes using MS Excel as the model building tool.
The key to successful modelling lies in the application of correct modelling procedures, model design and structure. These core principles are explained and demonstrated using a combination of detailed course notes and Excel files. Delegates work through various practical exercises under the supervision, and with the help, of the instructor to get to grips with practical modelling techniques. All Excel functionality necessary and essential to model building is comprehensively explained and supported by appropriate Excel examples and exercises.

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Project and Real Estate Modelling

This application-driven, hands-on practical 3-day programme leads delegates through various project and real estate financial modelling techniques, using Excel as the tool. It focuses on the basic nuts & bolts of financial model preparation and structure, and provides the delegate with useful modelling techniques than can be immediately applied in the work place. This is a very hands-on, non-intimidating, course – delegates work through various practical exercises under the supervision, and with the help, of the instructor to get to grips with practical modelling techniques and, as a valuable spin-off, advanced Excel functions useful (and essential) in the preparation of corporate financial models.

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Project Modelling Masterclass

Project financial modelling is a practical 4-day course that focuses on building efficient, effective project models from first principles, while addressing the key issues of model design, structure and sequence.

Tailored to meet the modelling needs of any project, modelling techniques covered throughout the course are practical, useful and aligned with best practice modelling methodology.

As project financial models are often linked to process engineering models, which provide key operating and volumetric inputs, any domain knowledge that is required to build successful project models is also addressed.

Designed to assist any person involved in building, using and evaluating project financial models or the provision of project finance, a basic understanding of Microsoft Excel, Income Statements, Balance Sheets and Cash Flow Statements is advantageous, although not essential.

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Real Estate Modelling

The knowledge gained in this 3-day workshop can be immediately applied in the work place in a real estate environment. The course will be valuable to: Financial Officers, Planners, Middle and Senior Management in the real estate field and persons engaged in the construction of real estate development models. Delegates are required to have a basic comprehension of company financial statement and should have a simple understanding of Microsoft Excel and its functions.

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Renewable Energy, Real Estate and Project Modelling

The objective of the course is to cover all aspects of project models, and to this end, delegates will
focus on three different project models, namely:-

a. Solar Energy – a renewable energy project

The Solar Energy model uses a fairly “simplistic” solar generation model to introduce and demonstrate to non-engineering decision makers, project managers, CEOs, CFOs and financial specialists the complex nature of solar projects.

The Solar Generation Output (based on a variety of applicable inputs) will feed into the rest of the financial model and show the interactions which impact on the Income Statement, Balance Sheet, and the Cash Flow statement in financial models.

b. New Product Project – a 20 year model relating to the manufacture of a new product, and

c. Real Estate Project – a 10 year real estate project model

The combination of these three models will cover all the various aspects of project models.

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