Advanced Financial Modeling

This advanced course takes modeling skills to the next level with focus on dynamic formulas, valuation modeling, scenario management, and automation tools. It’s designed for finance professionals looking to build investment-grade models for M&A, capital planning, or strategy evaluation.

By the end of this course, participants will be able to:
– Construct complex models using dynamic Excel functions and logic.
– Build discounted cash flow (DCF) and transaction-based valuation models.
– Apply Monte Carlo and scenario testing tools.
– Use advanced Excel functions (INDEX, MATCH, INDIRECT, etc.).
– Automate key elements using macros and modeling standards.

1- Dynamic Model Structuring and Error Checks
2- DCF and Valuation Techniques in Modeling
3- Complex Functions and Nested Formulas
4- Model Automation, Auditing, and Schedules
5- M&A/Investment Case Simulation

Investment analysts, corporate finance professionals, FP&A specialists, and strategy officers with prior modeling experience.

Advanced Excel case studies, peer modeling critiques, real company modeling labs, and simulation challenges.

Participants will master techniques for building powerful, flexible, and board-ready financial models for investment and strategic decisions.