An Intensive 5-day Training Course
Financial Analysis, Modelling & Forecasting
Essential Skills for Managing Business Risk and Performance
Course Introduction
The Financial Analysis, Modelling & Forecasting training course is designed to equip professionals with the analytical and modelling capabilities needed to evaluate and respond to complex financial challenges in today’s volatile and competitive business landscape. With organisations facing escalating levels of risk and uncertainty, traditional forecasting and analytical tools often fall short. This training course introduces practical, Excel-based financial modelling techniques that offer agility, accuracy, and strategic insight.
Participants will explore a comprehensive suite of tools that enable informed forecasting, effective capital allocation, and proactive risk management. By applying real-world financial scenarios and best practices, this training course empowers professionals to develop models that support critical decision-making and drive financial performance.
Key highlights of the Financial Analysis, Modelling & Forecasting training course include:
- Navigating financial uncertainty in modern business environments
- Advanced Excel-based financial modelling techniques
- Enhanced skills in financial analysis and interpretation
- Strategies to improve forecasting reliability and reduce errors
- Tools for evaluating capital investments
- Risk management through dynamic modelling frameworks
Objectives
By the end of this Financial Analysis, Modelling & Forecasting training course, participants will be able to:
- Develop robust, purpose-driven financial models using Microsoft Excel
- Strengthen their ability to interpret and analyse key financial statements
- Construct forecasting models suitable for various business functions
- Support capital budgeting decisions with sound modelling methodologies
- Identify and assess financial risks using advanced modelling tools
Training Methodology
This training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel with one of our laptops, or your own.
Organisational Impact
Organisations will benefit significantly from enhanced analytical capabilities embedded across their finance and planning functions. Through the skills developed in this Financial Analysis, Modelling & Forecasting training course, team members will be equipped to make data-driven decisions that improve business outcomes.
Key benefits include:
- Enhanced ability to interpret financial data for strategic use
- Development of consistent and effective financial models
- Improved evaluation of investment opportunities
- Reliable financial forecasting to support budgeting and planning
- Greater adaptability in identifying and mitigating financial risks
Personal Impact
Participants in this training course will gain both theoretical understanding and practical competencies in financial modelling and analysis. The skills acquired will not only enhance day-to-day responsibilities but also elevate professional confidence and influence within the organisation.
Personal development outcomes of this Financial Analysis, Modelling & Forecasting training course include:
- Stronger grasp of risk and uncertainty in financial planning
- Proficiency in Excel functions for financial forecasting and modelling
- Ability to contribute effectively to strategic and financial decisions
- Confidence in applying investment appraisal techniques
- Competitive advantage in finance-related career progression
Who Should Attend?
This training course is tailored for professionals engaged in financial planning, business forecasting, and investment evaluation. It is particularly valuable for those seeking to enhance their modelling proficiency and analytical acumen in a high-risk, performance-driven environment.
This Financial Analysis, Modelling & Forecasting training course is ideal for:
- Financial Accountants and Analysts
- Cost and Management Accountants
- Finance and Planning Managers
- Commercial and Business Development Managers
- Capital Investment and Project Analysts
Course Outline
Day One
The Competitive Challenge in the 21st Century
- Identifying and Managing Stakeholder Needs
- Business Models and How They are Disrupted
- An Integrated Approach to Risk Management
- The Essentials of Business Performance Management
Fundamentals of Financial Modelling
- Financial Statements Basics
- Fundamentals of Financial Modelling
Day Two
Mastering Financial Analysis
- Building a Financial Ratio Database in Excel
- Practical Modelling: The Cost-Volume-Profit Relationship
- Measuring and Improving Return On Investment
- Measuring and Improving Asset Management Efficiency
- Measuring and Managing Capital Structure and Risk
- Practical Modelling: The Effect of Gearing on Shareholders’ Earnings
Day Three
Improving Financial Forecasting
- Practical Modelling: Using Excel Statistical Analysis Tools
- Avoiding Common Forecasting Problems
- Using Moving Averages to Analyse Time Series Data
- Using Linear Regression for Sales Trend Analysis
- Using Excel Solver to Minimise Forecasting Error
- Using Regression and Correlation to Forecast Costs
- Practical Modelling: Cash Flow Forecasting
Day Four
Financial Models to Improve Investment Decision-making
- Principles of Capital Investment Decision-making
- Sources and Cost of Business Finance
- Practical Modelling: Using Excel Discounted Cash Flow Tools
- Practical Modelling: Capital Investment Analysis
- Essentials of Business Valuation
- Practical Modelling: Business Valuation Based on Shareholder Value Added
Day Five
Managing Risk and Uncertainty
- Identifying and Analysing Business Risk
- Probability Based Approach to Decision-making
- Monte Carlo Simulation
- Sensitivity Analysis and “what-if” Forecasting
- Identifying the Key Drivers of Financial Performance
- Practical Modelling: Key Driver “what-if” Forecast
Certificate
Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.
Accreditation
In association with
This training course is also part of below 10-day title:
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FREQUENTLY ASKED QUESTIONS
To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]
Note: Discounts are not applicable with any other special offer that may be available.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to [email protected]
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email [email protected] or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
