Professional Management Training
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Financial Analysis and Modeling Course
Decision-making, Forecasting and Valuation Best Practices

Training Methods:	Action Learning Course and Workshop
Course Venue:	USA West (Jan to Dec): Las Vegas. Los Angeles. San Diego. San Francisco. Seattle. USA East (Jan to Dec): Chicago. Dallas. Houston. New York (NYC). Washington, DC. Miami. Canada (May to Nov): Vancouver. Toronto. Montreal Europe (May to Nov): Amsterdam. Barcelona. Dublin. Frankfurt. Geneva. London. Madrid. Milan. Paris. Rome. Vienna. Warsaw. Zurich. Ask for on-demand and unlisted training venues.
Course Duration:	3 days (2-day seminar + 1-day project)
Course Times:	9:30 AM - 3:30 PM
Course Dates:	Management Training Courses Calendar Ask for on-demand and unlisted training dates..
Course Fees:	$9,997
Group Discounts:	10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.
Course Delivery:	This course is delivered in-person (in classroom) at the institute's venue. If you have a special customization request such as topics, hours, duration, location, or delivery methods, including blended-learning (hybrid in-person and online learning), or corporate groups vs. one-to-one executive coaching, please indicate that in the registration form.
Course Advantage:	Client Testimonials. Training Excellence. CEO Club. Thought Leadership.
Course Registration:	Apply

Course Audience

CFO's team, including corporate finance managers, investment managers, planning managers, valuation managers, financial accounting managers, financial analysts and management consultants

Training Prerequisites

Knowledge of basic accounting and finance terminology
Knowledge of Microsoft Excel spreadsheet program
Note: This training course is designed for government and corporate professionals. We do not accept students seeking initial employment, postsecondary education or initial licensing programs

Course Objectives

Provide an understanding of corporate finance and investment analysis frameworks
Explore best practices, tools and models to implement effective financial decision-making, valuation and forecasting systems

Training Focus

The course focuses on finance and investment management decision-making. It does not cover in-depth mathematical calculations, statistical analysis, advance spreadsheet techniques or book-keeping processes that can be automated by computer software

Training Model

Experiential action learning
25%-50% seminar and 50-75% experiential discussion and project work
The development and evaluation of management skills are based on KASAC training model

Key Course Modules

Corporate Financial Performance Analysis - A Quick Refresher
- Financial Statements and Financial Ratio Analysis
- Present of Future Value of Investments
Financial Models, Design, Functions and Applications
Modeling Processes, Best Practices and Pitfalls
Hypothesis Testing and Goodness of Fit
Linear Models and Optimization: Discrete Time, Variable vs. Constant Growth
Probabilistic Models: Regression Models, Probability Trees, Monte Carlo Simulations, Markov Chain Models)
Distributions: The Empirical Rule. Discrete, Continuous, Normal, Binomial, and Bernoulli Distributions.
Regression Model: Applications, Regression Coefficients, R-squared and Root Mean Squared Error (RMSE), Fitting Curves to Data, Multiple Regression and Logistic Regression

Analysis Best Practices

Decision-making Applications
Forecasting Applications
Valuation Applications
Modeling Internal and External Investment Projects:
- Income Forecasting, Time Horizon, Risks, Qualitative and Quantitative Variables, External and External Variables and Uncertainty
- Optimizing Under High Uncertainty, Probability Distributions, Uncertainty and Risk, Sensitivity Analysis and Efficient Frontier
- Random Variables, Risk Reduction, and Calculating and Interpreting Correlation Values

Training Course Customization Subjects (Optional)

CFO's executive role, top questions and challenges
Basic concepts in corporate finance, including time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation).

Courseware Content (Customized)

The management courseware includes the following:

Participant's coursework and assessment project guide
Subject matter handbook and lecture notes
Executive summary of the subject matter:
- Summary of essential concepts and finance management best practices
- Examples and case studies
Finance management toolkit (management frameworks, decision models, checklists, etc.)
Experiential work-based assessment project
Online resources for the completion of the experiential assessment project

Performance Evaluation (Optional)

Performance can be evaluated on the basis of individual or team project deliverables
There are no Q&A exams or tests. Candidates can choose to complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
The course advisor will review the deliverables and provide improvement feedback
The evaluation is a form of management consulting and experiential coaching for performance improvement

Training Course Registration

Financial Analysis and Modeling Course