Financial Analysis, Modelling and Forecasting

Financial Analysis, Modelling and Forecasting

Build AI-Accelerated Financial Models to Analyse and Manage Risk in Turbulent Conditions

|
Platform:
Online
In-class
Date Venue Duration
25 - 29 January 2027 Sandton, Gauteng 5 Days
08 - 12 March 2027 Sandton, Gauteng 5 Days
03 - 07 May 2027 Sandton, Gauteng 5 Days
05 - 09 July 2027 Sandton, Gauteng 5 Days
23 - 27 August 2027 Sandton, Gauteng 5 Days

Course Introduction

This leading-edge Financial Analysis, Modelling and Forecasting training course will provide you with the essential financial modelling skills to analyse and manage risk and business performance in the turbulent conditions of the 21st century. In today’s globally competitive world, decision-makers face unprecedented levels of risk and uncertainty, and traditional financial analysis and forecasting tools do not provide the flexibility and responsiveness to manage in these demanding conditions. 

 

This practical, hands-on training course will provide you with the methods and techniques of financial modelling in Excel that will equip you with a set of powerful financial tools with which to anticipate and manage the opportunities and threats confronting your organisation.

Course Objectives

By the end of this Financial Analysis, Modelling and Forecasting course, you will have learned to:
 
  • Design and build practical and effective financial models in Excel
  • Improve your skills in analysing and interpreting financial statements
  • Build financial forecasting models for a range of business applications
  • Apply financial modelling techniques to investment decision-making, including where AI now accelerates DCF construction
  • Use a range of tools to analyse and manage business risk, including AI-enhanced Monte Carlo simulation

Who should attend?

  • Financial Accounting Team Members
  • Cost and Management Accounting Staff
  • Finance Managers
  • Planning Managers
  • Commercial Managers
  • Capital Investment and Project Team Members
Finance Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1: Fundamentals of Financial Modelling
  • The competitive challenge in the 21st century
  • Identifying and managing stakeholder needs
  • Business models and how they are disrupted
  • An integrated approach to risk management
  • The essentials of business performance management
  • Financial statements basics and the fundamentals of financial modelling

Day 2: Mastering Financial Analysis
  • Building a financial ratio database in Excel
  • Practical Modelling: The Cost-Volume-Profit relationship
  • Measuring and improving Return on Investment
  • Measuring and improving asset management efficiency
  • Measuring and managing capital structure and risk
  • Practical Modelling: The effect of gearing on shareholders' earnings

Day 3: Improving Financial Forecasting
  • Practical Modelling: Using Excel statistical analysis tools
  • Avoiding common forecasting problems
  • Using moving averages to analyse time series data
  • Using linear regression for sales trend analysis
  • Using Excel Solver to minimise forecasting error
  • Using regression and correlation to forecast costs
  • Practical Modelling: Cash flow forecasting

Day 4: Financial Models to Improve Investment Decision-Making
  • Principles of capital investment decision-making
  • Sources and cost of business finance
  • Practical Modelling: Using Excel Discounted Cash Flow tools, including how AI now automates DCF construction — traditionally a 4-8 hour manual build — covering revenue projections, WACC, terminal value, and sensitivity analysis in a fraction of the time
  • Practical Modelling: Capital investment analysis
  • Essentials of business valuation
  • Practical Modelling: Business valuation based on Shareholder Value Added

Day 5: Managing Risk and Uncertainty
  • Identifying and analysing business risk
  • Probability-based approach to decision-making
  • Monte Carlo simulation, including how AI-enhanced simulation now runs thousands of iterations rapidly and predicts tail risk and downside scenarios more effectively than traditional methods alone
  • Sensitivity analysis and ‘what-if’ forecasting
  • Identifying the key drivers of financial performance
  • Practical Modelling: Key driver ‘what-if’ forecast

Course Categories

Get a Quote Banner Outline

Request a Call Back

Your submission has been successful

Please check your email for confirmation

Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

uMngeni-uThukela Water

IFRS Updates Trainings

What made the sessions exceptionally helpful was the deliberate focus on actionable strategies rather than just high-level concepts. The structured approach kept the content engaging. It was a highly impactful professional development experience.

Telekom Networks Malawi Plc

Financial Analysis, Modelling and Forecasting

It has been a really fruitful and helpful training. Many thanks to PROSPEN AFRICA and the facilitator Olufemi. This is definitely going to make my work life easier and meaningful.

Northam Booysendal Mine

Mastering Payroll Preparation, Analysis, and Management

The course really taught us deep in to Payroll and made us aware of things we were not aware of.

Telekom Networks Malawi PLC

Financial Analysis, Modelling and Forecasting

The training was very insightful and the facilitator was very engaging which made everything easier to understand and follow. It has really equipped us in our areas of lack and we feel confident now on our next assignments on forecasts and analysis

Magalies Water

GRAP training

The course was practical, informative and relevant

Fincorp

IFRS Accounting Principles Masterclass

The facilitator was very good. Articulated, explained in details, approachable. Very much appreciated to be part.

SEDFA

IFRS Accounting Principles Masterclass

The course was fruitful and well structured. The facilitator delivered the material effortlessly and not forgetting the knowledge imparted- some of the things we were not even aware off. Big ups to Prospen

FAQs – Financial Analysis, Modelling and Forecasting

Master Excel-based financial analysis, statement interpretation, forecasting models, DCF valuation, and risk management techniques to drive informed corporate investment decisions.

What topics are covered in the Financial Analysis, Modelling and Forecasting course?
The course covers advanced financial statement analysis, dynamic three-statement financial modeling in Excel, discounted cash flow (DCF) valuation, scenario and sensitivity analysis, and building robust corporate forecasting models.
Who should attend this Financial Analysis, Modelling and Forecasting training?
This training is designed for financial analysts, corporate finance professionals, investment bankers, accountants, business development managers, and corporate planners responsible for financial valuation and forecasting.
How does this course enhance practical financial modeling skills in Excel?
Delegates learn best practices in model design, linking income statements, balance sheets, and cash flow statements dynamically, building error-free formulas, and creating flexible financial architectures.
Will delegates learn how to conduct valuation and sensitivity analysis?
Yes. The curriculum explores calculating cost of capital, performing DCF valuations, evaluating investment returns, and using data tables and scenario managers to test financial resilience under varying market conditions.
Does the masterclass address building reliable corporate forecasting models?
Yes. Practical sessions cover establishing forecast drivers, projecting future revenues and expenses, managing working capital assumptions, and generating comprehensive long-term financial forecasts for strategic planning.
Why is financial modeling and forecasting critical for strategic decision-making?
Mastering financial modeling equips professionals to evaluate capital allocation opportunities accurately, quantify investment risks, assess corporate valuations, and provide data-driven insights to executive leadership.

Related Courses

Your submission has been successful

Please check your email for confirmation