Certified Financial Modelling Professional

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Course Overview

This course introduces participants to the concept of building an integrated financial model, which includes a cash flow statement, a balance sheet, and an income statement. It uses best-practice techniques to ensure that the model is both accurate and efficient.

The participants will also learn how to test the assumptions used, as well as how to document and check the model for errors. This course will introduce the participants to the fundamentals of building financial models using Excel. It will also help them develop an understanding of financial relationships. In addition, it will introduce them to the multiple functions of excel, such as financial forecasting.

Key Takeaways

Develop a thorough mastery of excel and VBA software(s) for financial modelling purposes
Apply the needed tools to build models that are less time and effort consuming
Apply the best practices in modelling forecasted financial statements (Balance Sheet, Income Statement and Cash Flow Statement)
Implement over 1 million rows of data in seconds with Power Pivot Data Mashup and Data Exploration
Learn how to get from the basics of VBA to building a loan amortization table using a VBA macro

International Academy of Business and Financial Management
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The International Academy of Business and Financial Management™ is one of the world’s fastest growing professional association with more than 200,000 members, associates and affiliates in 145 countries. IABFM™ hosts and organizes certification training worldwide and offers exclusive board designations to candidates who meet the highest professional standards and assessment criteria. The IABFM is credited by the American National Standards Institute (ANSI) the International Standards setting authority.

Course Outline

Day 2
Exploring Excel Functions

Financial, date and time, statistical, lookup and reference, database, text, logical, information

Data validation

Basic, intermediate and advanced functions

Conditional addition and counting functions Pivot Tables, Power Pivot, & Data Validation

Introduction to Pivot Tables

Creating a Pivot Table Report

The Pivot Table Wizard

Percentage of column, percentage of raw, and percentage of previous

Retrieving data from external sources Including access and internet

 Pivot charts manipulation

Part 2
Creating Financials from Raw Data

How to link to pivot tables


Financials (revenue, expense, profit)

Interrelationships within a model

Logical arrangement of the parts

Model design and structure

Attributes of good excel models

Day 3
Best Practices of Model Building

Interrelationships within a model

Logical arrangement of the parts

Setting toggles

Model design and structure

Attributes of good excel models

Capital Investment Modelling

Revenue, expense, profit

Depreciation, taxes


Efficiency ratios

Profitability ratios

Static vs dynamic analysis

Building one variable data tables

Building two variable data tables

Day 4

Income statement

Balance sheet

Cash flow statement

Modelling the connection between the income statement and the balance sheet

Using plugs to balance the balance sheet

Modelling the provision for taxes

Flows in the cash flow statement (operations, investment, financing)

Structuring a cash sweep

Modelling payment of successive debt tranches


Making your own KPI’s


Monte Carlo

Day 5

Optimization solutions with Excel Solver

Installing the solver add-in

Goal seek

Solver parameters

Decision variables and constraints

Tolerance levels

Solving problems with integer constraints

Visual Basic (VBA)

→ What is a macro?

→ Creating a simple macro

→ Assigning a shortcut key to a macro

→ Looking inside a macro

→ Manipulating recorded properties

Updated Features & Attributes

→ Power BI

→ Power Query

→ Data analysis toolpak

Who Should Attend?

his program is designed for delegates from middle management teams (assistant manager and above). Familiarity with Excel is an advantage.
CISM exam is designed specifically for Information Security Managers and administrators, or anyone seeking an overall understanding of essential security risks and controls.

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What language will the course be taught in and what level of English do I need to take part in an LEORON training program?
Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.
Are LEORON Public courses certified by an official body/organization?
LEORON Institute partners with 20+ international bodies and associations.We also award continuing professional development credits (CPE/PDUs) for:1. NASBA (National Association of State Boards of Accountancy) 2. Project Management Institute PDUs 3. CISI credits 4. GARP credits 5. HRCI recertification credits 6. SHRM recertification credits
What is the deadline for registering to a public course?
The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +91 4 95 5711 or [email protected].
What does the course fee cover?
The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.
Does LEORON give discounts?
Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.