Best Practice Financial Modelling

A practical five-day workshop covering financial model design, validation, three-statement modelling, scenario analysis, sensitivity analysis and break-even analysis.

About the Trainer

Andre Lanser

Andre Lanser has delivered courses for banks worldwide in Credit, Corporate Finance, Private Equity, Valuation and Financial Modelling. He is a Chartered Accountant and completed his professional articles with PwC. His professional experience includes steel manufacturing, Commercial Union and investment back-office operations, followed by more than 12 years of experience in venture capital and private equity, corporate analysis and valuation. His areas of specialisation include corporate credit, financial modelling, valuations, leveraged buyouts (LBOs), mergers and acquisitions (M&A), and IFRS accounting. Andre has more than 20 years of experience in professional training.

Best Practice Financial Modelling

This practical five-day workshop develops the skills required to build, review and validate robust financial models.

Participants will explore model design and logic, financial model validation, Excel validation techniques and the development of a three-statement financial model, including a detailed debt waterfall.

The programme also covers scenario design, sensitivity analysis and break-even analysis, supported by practical case studies and exercises.

Key Topics

  • Financial model design and logic
  • Excel conventions for validation
  • The FAST Standard
  • Financial model validation
  • Excel add-in tools for validation
  • Three-statement financial modelling
  • Sensitivity and break-even analysis
  • Revenue, asset and liability validation
  • Working capital and cash flow validation
  • Validation case studies

Prerequisite

Participants should bring a laptop, preferably a Windows-based laptop.

Interested in attending this course?

Register your interest or contact IFFERMA for further information about availability, registration and course arrangements.