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

Training Methods:	Accelerated 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:	$19,997
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 75% experiential discussion and project work
The development and evaluation of management skills are based on KASAC training model

Top 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).

Customization: (What is Not Covered?)

The course does not cover government regulations or investment laws. If you require specific review or consulting advice for your fund, please specify that in the registration form
Although the course covers the key aspects of investment management decisions, it is not designed to make you an economist, statistician, or market technician. If you require an in-depth customization of a specific topic, please indicate that in the course registration form
The course covers best practices and strategies that are employed by top investment managers and help improve their investing performance and managing risks. However, it does not cover the institute's proprietary R Algos for asset picking, buy-sell timing signals or macro predictive analytics. If you need an institutional investment consulting advice, please mention that in the customization request of the registration form.

Legal Disclaimer and Investment Opinion Notes: Role, Purpose and Conflict of Interest

The institute is a think tank and education organization, we provided critical analysis and education of investment management practices. Our opinion is incidental to our profession. We are not an investment advisory or brokerage firm. We do not sell investments and we do not seek outside investments. We do not manage external assets. We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.

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, case studies, and best experiential insights
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