Knowledge Skills Conduct Financial Modeling and Excel Courses Both instructors were brilliant - friendly, approachable, clear and able to answer all questions. Emily Roberts, Deutsche Bank Bangkok Casablanca Chicago Doha Dubai Frankfurt Hong Kong Jakarta London New York Paris Riyadh São Paulo Singapore Stockholm Sydney Toronto Washington, DC enquiry@fitchlearning.com www.fitchlearning.com/public-courses
FINANCIAL MODELING AND EXCEL COURSES Why choose Fitch Learning as your provider for Financial Modeling and Excel courses? Use best practice modeling techniques and learn how to build models to increase your confidence and understanding of the modeling process Learn methods and tools for using Excel in a way that will make you more efficient and effective in the workplace Our experienced instructors will share their hints, tips and shortcuts developed over many years of building financial models A practical and hands-on approach is encouraged from the outset so you can practice everything you are shown during the course Why register for a public course? PUBLIC COURSES: KEY FACTS Over 1,300 global clients Over 300 courses per year 21 cities worldwide 94% suggest a colleague to take the same course Practical, structured courses focused on specific professional development topics Suitable for individuals or small groups with specific needs Amsterdam Frankfurt San Francisco Chicago Offices Public course locations Toronto London New York Casablanca Washington DC São Paulo Stockholm Paris Doha Riyadh Tokyo Dubai Hong Kong Bangkok Singapore Jakarta Sydney Enquire about our in-house training Courses tailored to meet your specific requirements and the experience of the participants Bespoke content to meet your business objectives Delivered worldwide, ideal for groups of 6+ Email enquiry@fitchlearning.com to discuss your in-house training needs. 2 For course dates, registrations and prices, visit www.fitchlearning.com/public-courses
Our Financial Modeling and Excel courses Our Modeling and Excel courses are designed to provide finance professionals with the fundamental skills needed when working with financial data. The following courses are our most popular though we offer a wide variety to suit all needs: Introduction to Financial Modeling... p4 Best Practice Financial Modeling (Intermediate)... p4 Advanced Modeling... p5 Intermediate Excel for Financial Professionals... p5 Introduction to VBA in Excel... p6 Intermediate VBA in Excel... p6 M&A Deal Structuring and Analysis... p7 LBO & Credit Modeling... p7 Modeling and Excel Learning Path To help you find the course which is most suitable for your level of experience, this learning path shows our recommended training journey. Our courses provide interactive and practical training on Excel s features and aim to make your every day job more efficient. Financial Analysis Fast Track M&A Valuation Bootcamp in Excel Introduction to Financial Modeling Best Practice Financial Modeling Advanced Modeling Intermediate Excel for Financial Professionals Introduction to VBA in Excel Key: Introductory Intermediate Advanced Intermediate VBA in Excel M&A Deal Structuring and Analysis Leveraged Buy Out (LBO) and Credit Modeling Public courses are ideal for individuals or small groups, with specific needs. You gain the expertise of Fitch Learning s experienced instructors and the diversity of participants leads to useful perspectives and discussions. For course dates, registrations and prices, visit www.fitchlearning.com/public-courses 3
FINANCIAL MODELING AND EXCEL COURSES Introduction to Financial Modeling This one-day introductory course will provide you with the skills to create useful and robust financial models. Design and construct useful robust financial modeling applications Understand financial forecasting Use support tools and techniques in spreadsheet programs Utilize sensitivity and scenario analysis The instructor was very engaging, articulate and good at explaining areas where I found it difficult to keep up. Professionals in corporates and financial institutions. Basic Excel and accounting knowledge. Best Practice Financial Modeling (Intermediate) This two-day course will provide you with the basics of financial modeling as well as what makes a good model and how to build your own. It will enable you to raise your financial valuation skills to a superior level. Construct models Understand how to build integrated models with additional valuation or analysis Understand the sensitivity of key drivers Significantly improve efficiency by using shortcuts Optimize the use of financial functions Very pleased with the quality of the course and the instructor. Professionals in corporates and financial institutions who wish to improve their financial valuation skills. Basic Excel and accounting knowledge. Introduction to Financial Modeling course or the same level of knowledge. 4 For course dates, registrations and prices, visit www.fitchlearning.com/public-courses
Advanced Modeling This two-day course is aimed at analysts and associates who have identified problems adapting their own models and wish to take their skills to the next level. Harness Excel s tools within a best practice framework Add flexibility to your models through the use of switches and flexible lookups Work efficiency with large data volumes Model debt effectively Approach modeling for tax, debt, pensions and disposals with confidence Build flexible charts and sensitivity analysis to aid the presentation of results The course was a perfect fit for my level and I advanced my knowledge throughout. Financial modelers, M&A analysts and associates. Significant modeling experience. Intermediate Excel for Financial Professionals This two-day course is suitable for anybody needing to rapidly improve their Excel skills. It would be useful for professionals needing to data mine, analyze and work with large data volumes and those needing to build spreadsheets to stress and stimulate data outputs. Develop a toolkit of Excel tips and techniques including using shortcuts Sensitize and stress test Excel outputs from models Rank, analyze and data mine large data volumes Develop Excel formulae to build robust solutions I met all of my objectives during this course as all aspects I wanted to cover were included. Anybody needing to improve their Excel skills. None. For course dates, registrations and prices, visit www.fitchlearning.com/public-courses 5
FINANCIAL MODELING AND EXCEL COURSES Introduction to VBA in Excel This one-day workshop will introduce you to the VBA language which resides within Excel. Anyone who uses Excel can benefit immensely from this course, learning how to automate repetitive tasks and simplify complex tasks. Understand the framework of the VBA language and environment Navigate the VBA editor and functions within Excel Record, edit and write a macro Apply fundamental programming building blocks such as loops Design and code user forms A great starting point to learn the basics of VBA. The course gave me a formal understanding of how it works. A great day and well worth it. Anyone who uses Excel. No prior knowledge of programming is required and a basic knowledge of Excel will be enough to maximize benefit from this course. Intermediate VBA in Excel This one-day workshop will enable you to become quicker and more efficient in VBA programming and take your knowledge of VBA to the next level. Produce complex user interactions through advanced userforms Automate fundamental tasks such as emailing Excel content Understanding of full VBA data type Produce pivot tables with VBA Understand where to find and display the immediate window Concept of functions in Excel designed by the user The benefit of using add-ins Clean explanations, very helpful and knowledgeable. Anyone who uses VBA programming. Introduction to VBA in Excel course or the same level of knowledge. 6 For course dates, registrations and prices, visit www.fitchlearning.com/public-courses
M&A Deal Structuring and Analysis This one-day course is for participants to build a tutor led merger model using 2 real life companies which will be fully functioning and flexible. Build a merger model using real life companies Understand the uses and sources of funds Consolidate pro forma group balance sheets and group income statements Understand whether an acquisition is worth doing, at what price it becomes worth doing and how it should be financed Very experienced instructor, able to spot mistakes with ease. Analysts and associates working in M&A, corporate finance or research, as well as finance professionals within corporates who need to be able to analyze the impact of a transaction on EPS, credit metrics and multiples. Working intermediate knowledge of Excel. LBO and Credit Modeling This one-day course will enable you to model the impact of debt on the financials as well as analyze the transaction structure of a deal in order to maximize returns. Understand how operating and financial leverage work Identify the value drivers of a LBO Determine the financing possibilities Construct a LBO model Identify interesting LBO candidates from an IRR or money multiple perspective The instructor was very thorough, very knowledgeable and provided excellent models. Better than other providers I have used before. Professionals in corporates and financial institutions as well as research, private equity and M&A analysts. Intermediate Excel for Financial Professionals course or the same level of knowledge. For course dates, registrations and prices, visit www.fitchlearning.com/public-courses 7
About Fitch Learning Fitch Learning is a global leader in financial education, with over 25 years experience delivering specialized, technical training to the financial community. With centers in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual, and the company across the entire employee lifecycle. We focus our training on four key areas: Professional Qualifications Regulatory exam training including CFA and CQF Tailored Learning Bespoke programs customized to meet your business needs Learning Solutions Innovative program delivery and management including online learning and interactive portals Public Courses Continuing professional development courses delivered worldwide between 1-4 days focusing on practical skills required to succeed in the industry REGISTRATIONS www.fitchlearning.com/public-courses CONTACT US London: +44 (0) 20 7496 8401 New York: +1 800 974 0394 Singapore: +65 6327 1581 Dubai: +971 800 72489 enquiry@fitchlearning.com For group or company discounts contact: Guy McCulloch +44 (0) 20 7496 3323 guy.mcculloch@fitchlearning.com For in-house course enquiries contact: +44 (0) 20 7496 8401 enquiry@fitchlearning.com