Understanding how an integrated financial model is built and used is an essential skill–set for all finance professionals. Whether you are an investment banker, a corporate finance analyst or even an entrepreneur running your own business: this training will help you develop a model skill-set that will help analyze the effects of changes in business assumptions on the overall financial health of your company.
To create an awareness about the Importance of Financial Modeling as a powerful tool for analysis of company’s Historical Financial Performance and building of realistic projections for the future. The goal of this program is not to educate the participants on how to theoretically think about future growth or margin expansion/contraction, but to provide them with a toolbox with which they can create a framework in Excel that provides them with all the flexibility to sensitize various business assumptions.
Managers and executives in the finance department of manufacturing or service organizations, managers working in the area of corporate restructuring, professionals in financial institutions, entrepreneurs running their own business
Modeling Process, Modeling for decision support, Key attributes of a good Financial Model, Building a fully integrated financial Model which includes
At the end of the program participants will be able to –
Mr. Jeet R.Shah is a M.Com from Mumbai University and Certified Financial Planner (CFPCM). With experience in the field of corporate and personal finance, Mr. Shah also has his own independent practice of Wealth Management in the name of Veer Consultancy Services (www.veerconsultancy.com). He is a visiting faculty at various management colleges and has conducted corporate training sessions for SBI, Mahindra Kotak Securities, Reliance Infra and LIC. Recently he was invited by SEBI’s NISM to take a public education seminar on Wealth Management. Mr. Jeet is also a consultant to Financial Planning Standard Board-India.