Financial Modelling for Decision Making

In most aspects of Finance, there is a need to evaluate scenarios and “What if” situations, in investment appraisals, corporate planning, budgeting, financial projections and the like. This is normally achieved by designing a financial model with selective variables that are critical in decision making.

This course teaches the participant how to design a financial model using simple Excel functions and how to determine the variables that are required for analysis.

There is no need to have advanced Excel skills for this programme.

Dates & Time

16 - 17 Aug 2018

9 AM - 5 PM

Venue

 

TBC

Fees*

$600.00 (STADA Member)

$700.00 (Non-Member)

*7% GST to be included

Course Objectives

At the end of the course, you will be able to:

  1. Identify financial decision making that requires financial modelling

  2. Construct a base model for financial modelling

  3. Design an appropriate financial model to aid decision making

  4. Identify the right “What if” variables

  5. To work on scenarios by adjusting selected variables

  6. To analyse and interprete results

During each session participants are encouraged to share their work experiences, issues and challenges, relating to the topic in discussion, and in the process, seek advice, coaching and resolution.

Outline

  • What is Financial Modeling?

  • Why the need for a Financial Model and Financial Modeling?

  • How to construct a base financial model

  • How to design a Financial Model

  • Selection of “What if” variables

  • Adjusting selected variables in Financial model

  • Analysis and interpretation of results

  • Application of Financial Modelling to:

    • Budgetting

    • Sales force planning

    • Proforma financial statements

    • Corporate planning

  • Class project(s)

Who Should Attend

  • Newly-appointed Finance Managers

  • Finance Managers who want to widen their scope of knowledge and skill sets in financial modeling

  • CFO-aspirants

  • Finance Managers who seek a refresher course in financial modelling

  • Heads of Finance Department

  • Finance Manager aspirants

  • Finance Managers who want to fill knowledge and experience gaps.

  • Relationship Managers (banks)

  • Staff of audit or professional firms

Methodology

This course will be conducted in an environment conducive to learning where participant sharing, group/individual work and coaching will be applied to reinforce learning.

Participants are advised to share their real-life cases. Some of the cases could be used to design a financial model as a class project.

 

Participants are required to bring their laptop and calculator to class.

About the Facilitator: Mr Michael Lee

Michael Matthew Lee is a trainer teacher, lecturer, coach and facilitator, and is himself a life-long learner. Being trained, he is skillful in explaining difficult concepts in a simple and understandable manner. With his more than 40 years of corporate working experience, which include serving as CFO of 3 Main Board public-listed groups, and as MD/CEO/COO of various companies across industries, he specializes in Finance and is exposed to senior executive management practices, issues and challenges. He adopts a practical approach to his training.

Michael Matthew Lee’s credentials are:

  • MBA (Finance, NUS Business School)

  • MBA (Strategic Marketing, University of Hull)

  • BAcc; DipM(UK); PDipM(Asia-Pac); ACTA; PMC

  • FCA(Singapore); FCPA(Aust); FCCA(UK); FCIM(UK); MSID.

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Tel: (65) 6785 0776

 

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