A Comprehensive Suite of Training Courses in

Financial Modelling and Data Analysis

A Modular Approach to CinFM® Certification. Suitable for All.

Do You Need To …

  • Build a model to support a complex decision?
  • Create a robust forecast?
  • Develop a business case?
  • Assess performance?
  • Evaluate an investment?
  • Run sensitivities and scenarios?
  • Audit a model or use best practices?
  • Forecast financial statements?
  • Conduct a valuation?
  • Manipulate and analyse data sets?
  • Analyse and quantify risks?
  • Use Monte Carlo simulation?
  • Build and run optimisations?
  • Automate key tasks?
  • Write VBA macros and user-defined functions?
  • Conduct advanced statistical analysis?
  • Understand core aspects of quantitative finance, credit risk and machine learning?
  • … and be able to do much more …

… if so, we have a range of courses suitable for you …

You can participate in any of the four individual course modules (3 days each), or take the integrated course (10 days) covering the entire Program content, and leading to the Advanced Certificate.

 

The individual course modules are:

 

Module AEXCEL MODELLING AND ANALYSIS
Module BMODELLING IN CORPORATE FINANCE, VALUATION AND MARKETS
Module CDATA ANALYSIS AND MANIPULATION with Excel, PowerQuery and PowerPivot
Module DAUTOMATION AND ALGORITHMS for Advanced Modelling, Valuation, Risk, and Data Analysis

The Certification Possibilities

There are various certification possibilities depending on which course module combinations have been completed

ACINFMDA

The Advanced Certificate in Financial Modelling and Data Analysis

Modules A, B, C, and D
CINFMDA

The Certificate in Financial Modelling and Data Analysis

Modules A, B, and C
CINFM

The Certificate in Financial Modelling

Modules A and B
CINDA

The Certificate in Data Analysis

Modules A and C
CINEM

The Certificate in Excel Modelling

Module A

Advantages of the CinFM Programme

  • Has a modular structure – enabling you to build a full skill set or to focus on a particular area
  • Is complete in its scope – allowing you to add value in any situation
  • Is practical – focusing on topics that practitioners most frequently need
  • Is hands-on – uses many exercises put the concepts into practice using Excel or VBA

  • Has small class sizes – to ensure optimal learning in an intensive class environment
  • Builds a core skill set very rapidly
  • Provides a benchmark for employers and recruiters!
  • Delivers a world-class professional qualification – that attests to your commitment, skill and knowledge

Excel Modelling and Analysis

(Module A of the CinFM)

Models as decision tools · The meaning of decision quality · Optimising decision support · Excel essentials · Common logic and building blocks · Excel functions · Short-cuts · Model planning · Defining objectives ·  Mapping objectives to model design · Contextual analysis · Strategy analysis · Economics of project evaluation · Break-even analysis · Payback periods · Time-value of money · Discounted cash flow · Net present value · Internal rate of return · Project evaluation · Sensitivity analysis · Scenario analysis · Data Tables · GoalSeek · Lookup functions · Logical and Information functions · Date and Text functions · Financial and Statistics functions · Array functions · Interest rates · Compounding · Lease/buy decisions · Amortisation and mortgages · Modelling best practices · Creating flexible and transparent models · Circular references  ·  Named ranges · Optimising model layout · Principles of effective visual communication · Results presentation · Graphs and charts


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Modelling in Corporate Finance, Valuation and Markets

(Module B of the CinFM)

Valuation approaches · Multiples and relative valuation · Cash flow annuity formulas · Terminal values · Multiple terminal value periods · Enterprise and equity valuation · Risk and return · Portfolio risk and return ·  Portfolio optimisation · Correlation · Rank correlation · Weighted cost of capital · Leveraged cost of capital · Capital Asset Pricing Model · Multi-factor models · Bond yield · Yield curve · Risk premium ·Ratio analysis · Dupont analysis · Sharpe and Treynor ratios · Piotroski F-score ·Value-at-risk · Semi-deviation · Variance analysis · Portfolio performance analysis · Modelling financial statements and transactions · Integrated financial statements · Balancing the balance sheet · Circular references · Consistency checking · Generalisations · Adjusted Present Value · Introduction to M&A modelling · Introduction to project finance


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Data Analysis and Manipulation using Excel, PowerQuery and PowerPivot

(Module C of the CinFM)

Filters and searching · Sorting · Dynamic sorting · Aggregation functions · Conditional functions · Database functions · Advanced filters and data extraction · PivotTables · Filters · Slicers · Calculated columns for advanced queries · Removing duplicates and errors · Splitting and combining text fields · Lookup, Text, Date, Information and Logical functions · Unique keys · Creating flat tables · Multiple data sets · Using Power Query · Linking to external data sources · Cleaning and manipulating data · Transposition · Pivoting · Unpivoting · Grouped queries · Appending and consolidation of data sets · Using the M-language · Variable types and data formats · PowerPivot · Excel Data Model · Relational databases · DAX language and measures · Understanding and using evaluation contexts · Floating tables · Functions and iterator functions · Sensitivity analysis · CUBE functions · Time-intelligence · Complex queries


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Automation and Algorithms for Advanced Modelling, Valuation, Risk and Data Analysis

(Module D of the CinFM)

VBA macros · Sensitivity and scenario analysis · Automating GoalSeek · Circular references · Optimisation  · Solver · Data cleaning · Worksheet events and changes · Automating filters and extraction  · Automating Data Refresh · Worksheet consolidation · User-defined functions · Advanced statistics · Bespoke statistical calculations · Risk assessment and management · Probability distributions · Random sampling · Inverse functions · Random walks and Brownian motion · Monte Carlo simulation · Cost budgeting · Time schedule risk · Correlation · Results analysis and control · Introduction to quantitative finance · Risk-neutral valuation · Binomial trees · Options valuation · Black-Scholes’ formulae · Introduction to credit modelling · Vasicek and Merton formula · Default probabilities · Transition matrices · Portfolio losses · Capital requirements · Introduction to machine learning · Conditional probability · Bayesian analysis · Real options · Value of information · Model calibration using optimisation · Multiple regression · Entropy · Cluster analysis · Optimal decision trees and information sequencing · Reinforcement learning


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