Financial Modelling
Financial modeling is a critical skill that professionals across various industries need, especially in finance, investment banking, corporate finance, and consulting.
At Synergy Academy, our Financial Modelling course focused on equipping participants with the necessary tools and techniques to build robust financial models, analyze financial data, and make informed business decisions.
This will include both theoretical knowledge and practical application, ensuring students not only understand the concepts but also know how to implement them in real-life scenarios.
Summary
Financial Modelling - 40 Hours
Financial Modelling
Basics
Financial Modelling
Introduction
Financial Modelling
Best Practices
Financial Modelling
Part 1 (Intermediate
Financial Modelling
Part 2 (Advanced)
Financial Modelling
Part 3 (Full Day Group Exercise)
Modules
Financial Modelling- Basics
- Purpose/ Objectives & key features of FM
- Worksheet organisation
- Data input, management and verification
- Naming of cells
- Location of input variables
- Review of Excel functions and their use
- Macros and their use
- Goal seeking
- Circularity and how to resolve it
- Graphs and charts
Financial Modelling - Best Practices
- Best Modelling practices and FAST (Flexible, Appropriate, Structured & Transparent) standards
- Design, testing and feedback
- Group Exercise – Identifying errors in a sample Financial Model
Financial Modelling - Part 1 (Intermediate)
- Fundamentals of project finance model design
- Model sensitivity and auditing definitions and analysis
- Revenue and cost modelling
- Cash adequacy, recourse, standby and liquidity
- Financial coverage ratios and the bank perspective
Financial Modelling - Part 2 (Advanced)
- Advanced Session on project finance model design
- Debt: deep-dive into types of debt tranches; structuring and debt sizing
- Cash Sweep
- Macros to break the circularity
- Sensitivity and Scenario Analysis
- Project Appraisal based on a project finance model
Financial Modelling - Part 3 (Full Day Group Exercise)
- Building a Project Finance Model
- Based on a real example of a project financed project, participants will construct and use a model for the transaction. The exercise will include:
- Project review
- Analysing the inputs
- Dealing with input priorities
- Cashflow projections
- Financing assessment
- IRR, NPV and other valuation analysis
Training Highlights
-
Certification &
Recognition -
LMS Portal
Access -
Flexible Training
Method -
Industry - Relevant
Case Studies Covered -
Knowledge

Resources -
Comprehensive
Training Assessment -
Progress
Tracking -
Project Based
Learning Curve
