Management Training Courses
Seminars. Workshops. MasterClasses

Financial Analysis and Modeling Course
    Decision-making, Forecasting and Valuation Best Practices

Training Methods:	Action Learning Seminar and Workshop
Course Venue:	USA West:  Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA. USA East: Chicago, IL. Houston, TX. New York (NYC), NY. Washington, DC. Miami, FL.
Course Duration:	4 days (2 days seminar + 2 days project)
Course Times:	9:30 AM - 3:30 PM
Course Dates:	Management Training Courses Calendar
Course Fees:	$9,999
Group Discounts:	10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.
Course Options:	Contact us for training topics and duration customization or one-to-one coaching. Available onsite for a group of 5 or more delegates.
Course Advantage:	Client Testimonials. Training Excellence. CEO Club

Course Audience 

• CFO's team, including corporate finance managers, investment managers, planning managers, valuation managers,  financial accounting managers, financial analysts and management consultants

  Training Prerequisites

• Knowledge of basic accounting and finance terminology

• Knowledge of Microsoft Excel spreadsheet program

• Note: This training course is designed for government and corporate professionals. We do not accept students seeking initial employment, postsecondary education or initial licensing programs

Course Objectives 

• Provide an understanding of corporate finance and investment analysis frameworks

• Explore best practices, tools and models to implement effective financial decision-making, valuation and forecasting systems

Training Focus

• The course focuses on finance and investment management decision-making. It does not cover in-depth mathematical calculations, statistical analysis, advance spreadsheet techniques or book-keeping processes that can be automated by computer software

Training Model

• Experiential action learning

• 25%-50% theory and 50-75% experiential project work

• The development and evaluation of management skills are based on KASAC training model

Key Course Modules

• Corporate Financial Performance Analysis - A Quick Refresher

  • Financial Statements and Financial Ratio Analysis

  • Present of Future Value of Investments

• Financial Models, Design, Functions and Applications

• Modeling Processes, Best Practices and Pitfalls

• Hypothesis Testing and Goodness of Fit

• Linear Models and Optimization: Discrete Time, Variable vs. Constant Growth

• Probabilistic Models: Regression Models, Probability Trees, Monte Carlo Simulations, Markov Chain Models)

• Distributions: The Empirical Rule. Discrete, Continuous, Normal, Binomial, and Bernoulli Distributions.

• Regression Model: Applications, Regression Coefficients, R-squared and Root Mean Squared Error (RMSE), Fitting Curves to Data, Multiple Regression and Logistic Regression

Analysis Best Practices

• Decision-making Applications

• Forecasting Applications

• Valuation Applications

• Modeling Internal and External Investment Projects:

  • Income Forecasting, Time Horizon, Risks, Qualitative and Quantitative Variables, External and External Variables and Uncertainty

  • Optimizing Under High Uncertainty, Probability Distributions, Uncertainty and Risk, Sensitivity Analysis and Efficient Frontier

  • Random Variables, Risk Reduction, and Calculating and Interpreting Correlation Values

Training Course Customization Subjects (Optional)

• CFO's executive role, top questions and challenges

• Basic concepts in corporate finance, including time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation).

Courseware Content (Customized)

The management courseware includes the following:

1. Participant's coursework and assessment project guide

2. Subject matter book(s)

3. Executive summary of the subject matter:

   • Summary of essential concepts and finance management best practices

   • Examples and case studies

4. Finance management toolkit (management frameworks, decision models, checklists, etc.)

5. Experiential work-based assessment project

6. Online resources for the completion of the experiential assessment project

Performance Evaluation (Optional)

• Performance will be evaluated on the basis of individual or team project deliverables

• Candidates can complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation

• The course advisor will review the deliverables and provide improvement feedback

• The evaluation is a form of management consulting and experiential coaching for performance improvement

Training Course Registration

Financial Analysis and Modeling Course Accelerated workshop (classroom option) Experiential Action Learning Requires registration, application review and seat reservation

Training Course Registration