Financial Modeling & Forecasting Using Excel

overview

Course Overview

The Financial Modeling & Forecasting course is suitable for individuals who aspire to develop their financial modelling and Excel skills. The excel course will cover beginners to advanced tools and functions. The financial modelling module will cover income statements, statements of financial position and cash flow projections. The course will adopt a hands-on approach, and real-life cases will be used to develop models and taught concepts. It is the perfect option for stepping up your career and overall efficiency in Financial Modeling & Forecasting. Skilled financial modellers are in high demand, and are well paid as there is little to no competition in the industry. Hence, enrolling for this Financial Modeling & Forecasting course is an opportunity to increase your earning potential.

Learning Outcomes

  • Understand the difference between tax avoidance and tax evasion.
  • Identify tax reliefs and incentives available to taxpayers.
  • Develop tax planning strategies to reduce tax liabilities legally.
  • Learn about the functions and powers of tax authorities in Nigeria.
  • Understand the different taxes regulated by the federal, state, and local governments.
  • Become familiar with the tax filing process and the implications of non-compliance.

Curriculum

Introduction to Financial Modeling & Advanced Excel Functions

What are Financial Models

Types of Financial Models

What is a financial model used for?

Best & Bad Practices in Financial Modelling


Advanced Excel Functions for Building Flexible Financial Models

SUM, SUMIF, SUMIFS, VLOOKUP

INDEX & MATCH, PMT

IF Statement

Data Validation & Duplicates


Income Statement & Statement of Financial Position

Review of Source Data

Introduction to Income Statement

Building the Income Statement output sheet

Populating the Income Statement

Introduction to Statement of Financial Position

Populate the Statement of Financial Position


Forecast Layouts & Calculations

Adding a Forecast Period to the Income Statement

Calculating Historical Percentage Ratios Income Statement

Building a flexible model with Scenario Manager (VLOOKUP) Income Statement

Adding a forecast period for the Statement of Financial Position

Forecasting DSO, DPO, DIO, Other Assets & Other Liabilities


Building Forecasting Schedules & Cash Flow Statements

Building a Fixed Asset Roll Forward

Building the Financial liabilities schedule Sheet

Building the equity schedule Sheet

Building the cash flow sheet

who attends

Right For You

Participants enrolling for this programme will be required to have a minimum of 3 years’ professional experience. Participants who meet the programme requirement should pay the course fee and complete the enrollment form 2 weeks before the programme kick off date.

Requirements:

  • Experienced individuals who manage financial activities in diverse fields
  • Working professionals seeking to change career, job or industry to financial modelling related field
  • Individuals who meets the requirements and intend on starting a career in financial modelling
  • Mid to senior-level executives in any sector

Prospective applicants who do not meet the programme requirement but want to join the programme should talk to a Career Advisor.

Key Program Features

Training

The Financial Modeling & Forecasting Using Excel training approach employs hands-on learning, which imparts the skills required for specific job roles.

Internship & Projects

The Financial Modeling & Forecasting Using Excel course provides up to 4 months of internship while working on real work projects, which adds expertise and verifiable work references in the resident country.

Career Development

The Financial Modeling & Forecasting Using Excel course assists participants in securing a job through the development of a professional profile and job prospecting.

teaching team

Meet Your Facilitator(s)

Azeez Owoeye

Azeez Owoeye

Finance Consultant at Alphafortress LLC and Chief Accountant at Refitok LimitedNigeria

M.Sc. in Accounting; B.Sc. in Accounting; HND in Estate Management; AATWA; ACA (ICAN); FCTI (CITN)

Azeez Owoeye is a highly skilled accounting and finance professional holding an M.Sc. in Accounting, along with AATWA, ACA (ICAN), and FCTI (CITN) certifications. His expertise encompasses a wide range of financial functions, from bookkeeping and financial reporting to tax planning, data analysis (Excel and Power BI), and consulting. Proficient in various accounting software like SAGE, Peachtree, and Tally, Azeez has a proven track record of successful projects, including accounting system conversions, tax filing for various entities, and consulting for the Lagos State Internal Revenue Service. Currently a Finance Consultant at Alphafortress LLC and Chief Accountant at Refitok Limited, Azeez brings a wealth of practical experience and technical expertise to his roles.

Chimezie Godstime Onyema

Chimezie Godstime Onyema

Head of Internal Audit and Risk Management at Academy Press PLCNigeria

ICAN; ACA; AAT

Chimezie Godstime Onyema is a highly skilled finance professional with ACA and AAT certifications from ICAN, specializing in risk management, internal audit, performance management, and taxation. Known for his innovative and critical thinking, he effectively analyzes complex financial situations and develops strategic solutions. Currently the Head of Internal Audit and Risk Management at Academy Press PLC, and previously Head of Internal Audit and Assurance at Nigeria Law Publications, Chimezie has a proven track record of ensuring organizational financial integrity and operational efficiency. His broad expertise and leadership experience make him a valuable asset to any organization.

Olawande Akinmola

Olawande Akinmola

Trainer at Piston and Fusion Business AcademyNigeria

B.Sc. in Microbiology; certifications in Data Analysis, Financial Analysis, and Financial Modelling (DAFM)

Temitope Durojaye is a project management expert, seasoned leader, and passionate mentor with a Master's in Facilities Management and Bachelor's degrees in Electrical Electronics. His expertise includes project management tools and techniques, monitoring and evaluation, risk management, schedule management, and leadership. With extensive experience in the telecommunications industry, including leadership roles at Ericsson Nigeria, Temitope combines practical industry insights with a passion for education. As a sought-after trainer, he effectively bridges theory and practice, equipping learners with the skills needed to excel in project management.

course schedule

The Schedule For This Course

Piston and Fusion offer the Course as Classroom in Lagos and Virtual Online Class in other states in Nigeria. See dates and fees for classroom and virtual online class.

Classroom

Weekdays

Dates:

17th Mar – 21st Mar, 2025

As of Fri Feb 21 2025

Days:

Mon – Fri

Time:

8:30am – 4pm

Duration:

5 days

Weekends

Contact Us

Virtual

Weekdays

Dates:

17th Mar – 21st Mar, 2025

As of Fri Feb 21 2025

Days:

Mon – Fri

Time:

8:30am – 4pm

Duration:

5 days

Weekends

Contact Us

fees

What It Will Cost

Piston and Fusion offer the Course as Classroom in Lagos and Virtual Online Class in other states in Nigeria. See dates and fees for classroom and virtual online class.

Standard

₦240,000

Virtual Only

Course Materials

PDF

Certificate

PDF

Manual, Cases & Templates

PDF

Mentorship

-

Refreshment

-

Perks

-

-

Additional Services

-

-

Standard Plus

₦290,000

Virtual Only

Course Materials

PDF

Certificate

PDF

Manual, Cases & Templates

PDF

Mentorship

3 Months

Refreshment

-

Perks

-

-

Additional Services

CV & LinkedIn Profile Development

Exam Application (Only for Certification courses)

Professional

₦370,000

Classroom & Virtual

Course Materials

Print & PDF

Certificate

Print

Manual, Cases & Templates

Print

Mentorship

-

Refreshment

Teabreak & Lunch

Perks

Souvenir

Notepad & Pen

Additional Services

-

-

Professional Plus

₦420,000

Classroom & Virtual

Course Materials

Print & PDF

Certificate

Print

Manual, Cases & Templates

Print & PDF

Mentorship

3 Months

Refreshment

Tea Break & Lunch

Perks

Souvenir

Notepad & Pen

Additional Services

CV & LinkedIn Profile Development

Exam Application (Only for Certification courses)

apply now

Ready to Join the Course?

This programme is designed for executives tasked with igniting innovation within their organisations, or who seek to create innovative solutions to a major challenge.

How to Apply:

  • Check the website to select a course of choice and fee.
  • Pay the registration fee and tuition to P&F account domiciled at First Bank
  • DETAILS Account Name: Piston & Fusion Ltd Account Number: 2015242578 Bank: First Bank of Nigeria
  • Complete the enrollment form ONLY AFTER PAYMENT
  • CASH PAYMENTS ARE NOT ALLOWED, ALL PAYMENTS MUST BE MADE TO THE COMPANY’S ACCOUNT.

https://www.pistonandfusion.org/enrol-now?type=individual&course=financial-modeling-and-forecasting-using-excel

Request a Proposal

Are you a corporate client looking to upskill your team?

To register multiple employees for our courses, please fill out this form to request a proposal.

We’ll provide you with a detailed quote, outlining the costs and benefits of your chosen courses. Once approved, we’ll generate an invoice for payment.

Let’s elevate your team's skills together!

https://www.pistonandfusion.org/enrol-now?type=corporate&course=financial-modeling-and-forecasting-using-excel

contact us

Want to Get in Touch?

Individual

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Corporate

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