Financial Modelling for Strategic Decisions Training Course

This course equips participants with the ability to design, build, and apply financial models that support effective strategic decision-making. It focuses on integrating financial data, business assumptions, and forecasting techniques into models that provide insights into investment choices, capital allocation, mergers, acquisitions, and long-term planning. By blending theory with practical exercises, participants will gain the confidence to create robust models that inform high-level corporate strategies.

Target Groups

• Finance and accounting professionals
• Strategic planners and business analysts
• Investment managers and consultants
• Corporate finance teams
• Risk and strategy officers
• Entrepreneurs and business owners
• MBA and advanced finance students

Course Objectives
By the end of this course, participants will be able to:

1. Understand the principles of financial modelling for strategic planning.
2. Build dynamic financial models using Excel and related tools.
3. Incorporate assumptions, scenarios, and sensitivity analyses into models.
4. Use models to evaluate investment opportunities and strategic alternatives.
5. Analyze the financial impact of mergers, acquisitions, and restructuring.
6. Apply valuation techniques within strategic models.
7. Integrate risk analysis and scenario planning into financial models.
8. Present model outputs clearly to decision-makers.
9. Ensure accuracy, reliability, and transparency in modelling.
10. Apply modelling to long-term growth, capital allocation, and sustainability strategies.

Course Modules
Module 1: Introduction to Financial Modelling

• Role of modelling in corporate strategy
• Characteristics of effective models

Module 2: Tools & Techniques for Modelling

• Excel functions and formulas for finance
• Best practices in model design

Module 3: Structuring Strategic Models

• Linking financial statements
• Building assumptions-driven frameworks

Module 4: Scenario & Sensitivity Analysis

• Testing assumptions and variables
• Assessing financial resilience

Module 5: Investment Appraisal Models

• NPV, IRR, and payback analysis
• Capital budgeting applications

Module 6: Valuation Techniques in Modelling

• Discounted cash flow (DCF) models
• Comparable and precedent transactions

Module 7: Mergers, Acquisitions & Restructuring Models

• Evaluating synergies and costs
• Modelling post-transaction impacts

Module 8: Risk Analysis in Strategic Models

• Incorporating uncertainty and volatility
• Monte Carlo simulations

Module 9: Presenting & Interpreting Model Outputs

• Visualization and dashboard reporting
• Communicating insights to executives

Module 10: Advanced Applications & Case Studies

• Strategic growth planning models
• Real-world industry case applications