Financial Analysis Certificate

Course Type: Main Course Page

Australia’s premier Excel modelling and analysis course for finance professionals

This course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling & analytical skills especially in the disciplinary areas of Finance, Accounting, Management & Procurement.  It is a unique & practical 48-hour hands‐on course designed to improve the Excel modelling & analytical skills of finance professionals for the forecast, analysis & presentation of business & financial information and for building transparent and robust financial and valuation models.

Modes of Study

  • Classroom mode: 48 hours, usually on six days over one month
  • Residential mode hours: 56 hours usually on five days over one week, including one-on-one coaching on projects
  • Instructor-led Online via Zoom: 48 hours, 12 half-day lessons twice a week over six weeks (evening and morning offerings)
  • Instructor-led Online via Zoom: 48 hours, six full days, twice a week over three weeks
  • Distance Learning: self study over six to twelve months.
  • In-house course: 48 hours, usually on five or six days over one month

Key Outcomes

  • Significantly upgrade your modelling & analytical skills;
  • Up to 48 or 56 hours of continuing professional education for accountants and other professionals;
  • Learn proven methodologies & techniques to build more transparent & powerful models & reports whilst reducing complexity;
  • Gain effective approaches to build robust sensitivity into models;
  • Build a useful & effective framework for assimilating technical knowledge;
  • Importantly – develop measurable improvements in accuracy, productivity & transparency!

The Course Delivers

  • A thorough grounding in the tools and features available in Excel;
  • Techniques to assist in auditing and understanding existing workbooks;
  • Coverage of essential Excel functions for forecasting and financial analysis;
  • Methods to generalise formulas for more dynamic and flexible calculations and analysis;
  • Approaches to simplify calculations and increase the transparency of models and analyses;
  • Practical guidance on the layout and structuring of workbooks for valuation, forecasting and analysis.

Who Benefits

  • Financial modellers and those building valuation and forecasting models;
  • Business Analysts responsible for forecasting and performance analysis;
  • Consultants preparing valuations, cash flow forecasts and process and business improvement models for clients;
  • Accountants, finance managers and financial controllers budgeting and analysing business performance;
  • Fund accountants and managers in equity and property funds;
  • Financial advisers, public accountants, management consultants;
  • Procurement, project planning and logistical staff responsible for financial and logistical planning;
  • Managers responsible for their own analysis and forecasting;
  • Anyone who uses Excel to perform their role, looking to improve their productivity and accuracy.

Benefits for the Employer

  • Direct and measurable improvement in staff productivity and a reduction in errors through good design;
  • Standardisation of technique within workgroups is an important outcome;
  • A number of our clients have made this course an integral part of their employee training and development programs and have reaped measurable benefits from the standardised techniques adopted;
  • The very flexibility that is the principal attraction of modern spreadsheet products is the reason for shortcomings in design. A user must adopt & develop a strongly defined technique that enhances their efficiency, increases transparency & improves reliability. This course is not “just another Excel course”, it delivers on these requirements.

Clarkson ITT builds & delivers
expert training, in classrooms
& online, for professionals in
finance, funds management &
accounting - developing their
skills in modelling and analysis.

Contact

+61 2 9871 0399
PO Box 104
West Pennant Hills NSW 2125
Australia
Clarkson ITT Company page