Excel 1: Core Data Analysis
2022-12-06 09:00 - 17:00 (America/Toronto)
Description
This hands-on course is an intensive program that will transform participants into Excel “Power Users”. The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create compelling financial analyses. Participants will also learn numerous other tips, tricks and keyboard shortcuts to increase efficiency. Assignments, handouts and examples will be used throughout the day.
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PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who uses Excel regularly and wants to become more efficient and effective.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Building a Financial Model (of a Company)
2022-12-08 09:00 - 17:00
Description
This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.
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PLEASE NOTE that this session will be offered as a webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel prior to attending.

Valuation 1: DCF
2022-12-15 09:00 - 17:00
Description
This hands-on course is focused on the practical implementation of a Discounted Cash Flow (“DCF”) valuation analysis. The skills required to build a DCF analysis will be discussed and incorporated into a financial model. Participants will learn to recognize and avoid the most common errors that finance professionals make when creating a DCF analysis. This course will also include a number of Excel tips and skills to help a user check and audit a financial model.
View Full Outline

PLEASE NOTE that this session will be offered as a Webinar and all course times are EST.
Who Will Benefit
This seminar is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.
Eligible for CFA & CPA professional development hours.
Special Instructions

Participants will be sent a link in advance of the course and must use their computer to participate.
Microsoft Excel is required for this session.
Participants should have experience using Excel and familiarity with basic accounting principles prior to attending
