SPECIALISTS IN FINANCIAL MODELLING

Virtual Meetup: An Introduction to Forecasting Real Estate Income in Excel

There is a tendency for financial modelling courses to channel the path of investment money through a set of company accounts. Therefore the techniques developed to deal with income and expenditure in this standardised format don’t always suit Real Estate models, especially when a true picture of the investment opportunity is required. In this session, Real Estate Financial Modelling specialist Natalie Bayfield explains why Real Estate assets are different and how to model the income stream from a Commercial Property investment in Excel. (more…)

Tips for mastering financial modelling of balance sheets

balance sheetsThe Balance Sheet can be one of the trickiest financial statements to model, as several line items are the result of decisions you make for the other financial statements. Most importantly, getting your balance sheet to balance (and stay balanced!) can be quite a challenge.

Here are a few tips to help you master the balance sheet:

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Virtual Meetup: Dynamic Scenario Manager Powered by a Data Table

At the inaugural Financial Modelling Innovation Awards announced at the recent Financial Modelling Virtual Summit, the winner of the “Analysis Accelerators” category was an Excel model using data tables to perform dynamic scenario analysis. Hear from the creator of this winning entry, financial modeller Thomas Paul as he explains how this simple and elegant tool works, and how you can apply it to your own scenario models. This live and interactive virtual meetup is hosted and moderated by Danielle Stein Fairhurst, who was on the judging panel for the awards.

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Virtual Meetup: Predictive Analytics In Microsoft Excel (Forecasting & Regression)

Analytics drives business in an efficient way and predictive analytics uses historical data to predict future events. Business users are using Predictive Analytics to know what it will happen, when will it happen, why will it happen in the business through historical data. At this virtual meetup live event we hear from Excel specialist Rahim Zulfiqar Ali, to look at Forecasting and Regression techniques available in Microsoft Excel to perform predictive analytics. (more…)

Getting a Financial Modelling Qualification

FMI QualificationIf you’re planning to pursue a career in financial modelling, there is no shortage of free resources to help you improve your financial modelling skills.

There are also hundreds of financial modelling training courses to choose from; most will give you a certificate of attendance, and an opportunity to claim Continuing Professional Development (CPD) points from your professional body.

Some will even give you a Certificate of Completion (note the capital C!)

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Virtual Meetup: Career Strategies for getting the best financial modelling and analyst roles

With jobs in the finance industry at a premium and the ‘sexy’ areas of Financial Modelling and Analysis becoming more sought-after in the current economic climate both in Australia and globally, it’s never been a better time to brush up on your job search skills. If you’ve been struggling to break into these competitive areas, join us to hear from job search professional (and financial modeller!) (more…)

Virtual Meetup: Speed up your reporting processes with Advanced Filters and VBA

If you’re working with large quantities of data, slicing, dicing and extracting the information you need for reporting purposes can be a frustrating and time-consuming task. Join us to hear from Excel specialist Celia Alves as she demonstrates how to reduce the time taken to build a summary report in Excel using Advanced Filter, VBA and dynamic ranges. We will also take a brief look at how the new dynamic array formulas can replace Advanced Filter and how Power Query might also be integrated into this type of solution. (more…)

Do You Really Need an ‘Advanced Excel’ Course?

Excel is the backbone to any custom built financial model, and one of the core attributes of a financial modeller is to have good technical Excel skills.  When struggling with their financial models, some managers’ first reaction is to send their staff on an advanced Excel course to improve their modelling skills.  However, with training budgets under constant scrutiny you really need to make sure that you get the best value out of your training options.

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Virtual Meetup: Stepping into the Future of Excel

Excel has been bringing out so many new features lately it’s enough to make your head spin. Join us to hear from Excel MVP Oz Du Soleil as he introduces us to the latest and most useful functions such as XLOOKUP, LET and maybe a few more. Once you get the hang of these sexy new tools, you’ll wonder why you had to suffer so long without them. So, come experience the easy, peaceful future and find out what Excel has got in store for us! (more…)