Financial Modeling Program

Vish Tumu Associates
In Hyderabad

Price on request
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Important information

  • Course
  • Hyderabad
  • Duration:
    1 Day
Description

Important information
Venues

Where and when

Starts Location
On request
Hyderabad
Vish Tumu Associates Shanti Nagar, 400016, Andhra Pradesh, India
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Course programme

An executive of the current global day economy is facing complex situations involving thousands of variables that must be identified, involved and treated, in order to reach an optimal decision, if an M & A situation, a situation assessment options, a situation of Econometrics, a cash position, a position of consumer finance, private equity situation, a situation of Human Resources or marketing situation.

The use of spreadsheets and databases as tools for decision making in these situations is full of limitations that address these situations depend simplistic and excessively abundant in Excel functions and macros recorded, the effect is to transform a spreadsheet into a theater complex where the causes and effects are difficult to discern.

While a model can be built without writing a single line of code, these models tend to be very limited in usefulness. Therefore, the need to move to the next level of building models using Excel and its programming counterpart, Visual Basic for Applications (VBA).

A well-designed model enables a situation to be easily examined and its dimensions closely manipulated to facilitate optimal decision making in the case of a merger and acquisition model, an option pricing model, a budget, a securitization model A model to predict the operations of a company, a model tax collections or lease model price.

This program exposes participants to the advanced features of Excel and most importantly, a counterpart to programming Excel, Visual Basic for Applications. The anchors of the agenda by exposing participants to real-life models to encourage the development of models that address the unique requirements.

Regardless of the functional background of a participant, the program provides the skills to (a) conceptualize (b) breakdown (c) order and (d) assign variables to a system modeling using Microsoft Excel.

Course Structure
Before participants are able to manipulate the variables to an end goal, they need to break a situation into its components by identifying relevant variables and by understanding the relationships between variables.

Participants must also understand the tools for creating a financial model and appreciate the difference between the basic techniques of data (data stored in databases of the enterprise) and financial modeling tools - which are the same - do not expect the database administrator of your organization to provide these tools.

Finally, participants will have to develop skills in using a desktop modeling tool, the participants need to realize that knowledge is incomplete when they are extended only to the handling of Excel to the user interface, regardless degree of expertise in Excel, participants will be exposed to the power that can be triggered when Excel is scheduled

Course Objectives
This course focuses on modeling as a general matter, regardless of the functionality of a participant comes. The course will focus on the conceptualization of the relationships that applied to variables in a given situation and the manipulation of variables to an end-goal. Participants will take part in a project to create a financial model from scratch with programming in Excel and in the process, applying theory to practice. The course will be given valuable insights and skills in the application of financial modeling techniques to deal with situations with a high degree of preparation, whether in a bank, a lending institution, corporate finance, a central bank, in astronomy, or a chemical or biological research.

Teaching Method
This course consists of slide presentations, problem solving, and discussions on (a) conceptual issues, (b) the architecture of the Excel user interface, (c) of Excel Programming Architecture, (d) important features of Excel, (e) of Excel objects and object hierarchy, (f) the structure of the programming language Visual Basic for Excel. Participants will be divided into groups of two to four and each group will work on situations of use of Excel, participants will receive a disc with problem solving issues and are encouraged to discuss and question. A courtesy copy shall be provided "CapInvest", a sophisticated financial model developed by the course director to provide care and to build programs from scratch, one of the modules CapInvest price. Participants will receive briefing notes, briefing notes and sets of instructions on subjects of interest.

In this Finacial Training program candidates will learn about follwoing topics:

Financial Modeling / Program Calendar

Introduction
• Introduction to financial modeling
• About Vish Tumu Associates
• Definition of Financial Models
• Financial modeling components
• What is not a financial model
• Advantages of Financial Models
• Setting IPO
• Design Issues
• Modeling Examples
• Databases and spreadsheets
• Excel Overview
• Access to Excel
• Code Modules
• Objects
• Collections
• Object Manipulation
• Object identification
• Worksheet as a platform
• Form as a platform
• Requirements Modeling
• Demonstration and LeaseEx CapInvest 2000

Financial Modeling Calendar - Advanced Excel
• Arrays
• Features
• Built In
• Analysis Tool Pak
• User Defined
• Names
• Thes values format
• Excel Controls
• Accessories
• Data Validation
• Data management
• Lists
• Data filters
• D Functions
• PivotTables
• If Analysis
• A variable data tables
• Two variable data tables
• Goal Seek
• Solver
• Scenario Manager

Financial Program Calendar - Excel Programming

• Points of entry into Excel
• Vs GUI (Graphical User Interface) Code
• Visual Basic code
• Parts of a Visual Basic procedure
• Code Enforcement
• Handling Excel objects, properties and methods
• Object hierarchy
• Collections of objects
• Excel Object Model
• Macro Recorder
• Control Structures
• Types of Control Structures
• Excel Events
• User Forms
• Visual Basic Controls
• Alternative ways
• Visual Basic Functions
• Object Browser
• Range Object
• Worksheet Object, properties, methods and events
• Properties and methods range
• Visual Basic Variables and Constants
• Arrays
• Visual Basic Operators
• Code Examples
• Hands-On Orogramming

Financial Program Calendar - Projects

Participants will use their knowledge to build several models, including the following:

• Monte Carlo simulation - Scenario Queuing
• Monte Carlo Simulation - Investment Scenario
• Stock Price Forecast
• The securitization model
• Financial calculator
• Consumer financing model
• Risk-return pricing model