COURSE OVERVIEW

This course aims to provide participants with an understanding of financial modelling and enable them to develop robust financial models using Excel to make better decision. The participants will understand the common uses of financial models and the key design considerations of a model. This course will ensure the participants understand that a financial model is comprised of 3 distinct sections, namely data inputs, calculations and model outputs and help them to appreciate the process involved in developing a financial model.

TARGET AUDIENCE

Junior to middle level managers and executives with some basic financial knowledge and excel involved in budgeting and investment analysis or anyone who uses financial models for business decisions, financial planning and analysis

PREREQUISITES

Participants are assumed to have some prior knowledge of basic accounting concepts and Microsoft Excel.

LEARNING OUTCOME

  •  Understand the key steps involved in financial modeling, that will aid to build a well-structured and robust model and use it to solve some important business problems
  •  Able to appreciate the use of the financial model as a powerful tool to communicate complex financial analyses and simulation results to stakeholders
  •  Understand the basic financial modeling principles
  •  Learning is achieved via practical examples using excel, reinforce with the theory of financial models

COURSE OUTLINE

  •  Do’s and Don’ts in Financial Modeling
  •  Financial Modeling Functions using Excel
  •  Modeling for Financial and Operational Planning for a Business Organization
  •  Case Study on Financial Modeling using Excel
  •  Credit Perspective
  •  Capital Structure Analysis
  •  Valuation Models using Discounted Cash Flow Analysis
  •  Modeling for Corporate Finance Transaction Activity
  • Dr. Devaraju Joseph DBA (Finance) (Den), MBA (Applied Finance & Investment) UKM, B.Soc.Sc.(Hons) (Econs) USM, IIA (USA), CMIIA, MMIM, ERMA (UK & PARIMA (S’pore)
  • Profile SynopsisDr. Devaraju, is a HRDF Certified Trainer. He has conducted and facilitated many professional practical courses tailored-made for both and local foreign executives and senior government staff, in areas relating to performance management, factory cost management, credit control management, internal audit best practices, financial reporting-IFRS, corporate finance, budgeting & budgetary control, risk management, management accounting specifically relating to manufacturing, insurance and banking industry.He has been active in the banking and general insurance industry for over 25 years. Had a short project stint as VP (Risk Management, Quality Assurance & Training) at The Malaysian Insurance Institute. During his tenure in a DRB subsidiary general insurance company as a Finance and Credit Control Head, he worked closely with regulatory authority like BNM on JPI, MNRB, local and foreign brokers, foreign re-insurers and insurance agents. He authored a Credit Control Manual for general insurance business in line with BNM regulatory guidelinesHe also member of PARIMA (Pan Asia Risk & Insurance Management Association, S’pore) and does research on global enterprise risk management, strategic management and corporate governance.Devaraju is a Chartered Member of the Institute of Internal Auditors Malaysia and the Institute of Internal Auditors Incorporated (USA). He held the position of Chief Editor KIT-Magazine of Institute of Internal Auditors Malaysia and actively help organize some successful National/International Conferences on ‘Internal Audit Best Practices and Corporate Governance’ in Kuala Lumpur. He is also Full Member of the Malaysian Institute of Management. In 2014, he held a position of Corporate Training Adviser and ACCA Senior Lecturer at London School of Accountancy & Finance, Jakarta, Indonesia.Devaraju has extensive experience in developing and delivering courses in financial analysis, risk management internal auditing and performance management training programmes from mid-level to senior level managers. His style is highly interactive, encouraging participation by delegates in group discussions and team work using real-case study approach.

    He has advised some government linked GLCs and SMEs on their corporate financial restructuring and due diligence audit with PwC on acquisition.

    Devaraju helped developed in-house corporate manpower training programmes on Factory Cost Management, Credit Control Management, Corporate Finance, Internal Audit best practices, Forensic Accounting, Fraud Detection Methods, ERM, Budgetary Control, International Financial Reporting (IFRS/IAS/MFRS/MPERS) and Balance Scorecard.

The Bridgit group has always been at the forefront of all things on human capital development.