Integrated Financial Modelling

Participants begin with basic keyboard drills and shortcuts, and then rapidly progress to efficient formula construction and basic modelling and checking techniques.

Suitability

This course is suitable for anyone with basic accounting skills, financial maths skills and excel skills.

Learning Outcomes

By the end of the course participants will be able to complete a basic projection model and stress test their assumptions.

Interest income and expense are added and the resulting circularity is solved with iterations. Finally, the model is documented and integrity checked.

Course Content

  • Basic keyboard shortcuts
  • Excel settings for efficiency
  • Key modelling formulas and structures
  • Standards for good models
  • Income statement construction
  • Balance sheet and cash flow statement construction
  • Introduction to checking methodology
  • Audit trails
  • Incorporation of interest income and expense
  • Circularity and iteration
  • Ratios and summary

100%

of our clients would recommend Alpha to a colleague or peer

90%

of a cohort was promoted within 2 years after participating in an Alpha course.

96%

of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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