Business and Financial Modelling

This DIXONTECH course equips professionals with the analytical and technical expertise to design, build, and interpret financial and business models that drive strategic decisions. Participants will learn advanced Excel modeling, scenario analysis, valuation modeling, and performance forecasting aligned with CIMA, CFA, and IFRS standards. The training emphasizes integrating business assumptions with quantitative models for better financial planning, risk management, and strategic growth.

TRAINING TOPICS

• Core Principles of Business and Financial Modelling
• Model Design, Structure, and Logic Flow
• Forecasting and Scenario Planning Techniques
• Financial Statement Integration in Models
• Business Valuation and Investment Modelling
• Sensitivity, Risk, and Scenario Analysis
• Cost-Benefit and Decision-Support Modelling
• Financial Dashboards and Visualization Tools
• Common Pitfalls and Model Audit Techniques
• Best Practices and Case Applications

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Build and analyze advanced financial models that support sound business and investment decisions.

• Develop dynamic Excel-based financial models
• Forecast and evaluate business performance
• Conduct scenario and sensitivity analysis
• Perform financial valuation and feasibility analysis
• Link models to key performance indicators (KPIs)
• Improve data-driven decision-making processes
• Apply international financial modeling best practices

TRAINING IS TAILORED TO

Finance, investment, and management professionals involved in financial analysis, forecasting, and performance evaluation.

• Financial Analysts and Modelers
• Business and Strategy Managers
• Investment and Portfolio Analysts
• Accountants and Financial Controllers
• Project Finance Professionals
• Corporate Planners and Advisors
• Risk and Performance Analysts

TRAINING METHODOLOGY

DIXONTECH combines interactive lectures, real-life case studies, and advanced Excel-based workshops. Participants will construct, audit, and interpret financial models to solve practical business challenges using scenario and risk-based approaches that align with global standards.

DAY 1

INTRODUCTION TO BUSINESS AND FINANCIAL MODELLING

• Importance and applications of financial models
• Role of modeling in strategic decision-making
• Model design principles and structure
• Building logical model frameworks in Excel
• Defining inputs, calculations, and outputs
• Data preparation and validation processes
• Common modeling errors and controls
• Case example: modeling for business planning

DAY 2

MODEL DESIGN, STRUCTURE AND FORECASTING TECHNIQUES

• Setting up model templates and architecture
• Developing forecast assumptions and drivers
• Revenue and cost forecasting techniques
• Building financial statement linkages
• Top-down and bottom-up modeling approaches
• Dynamic data inputs and formulas in Excel
• Scenario building and best/worst case projections
• Workshop: creating a financial forecast model

DAY 3

INTEGRATED FINANCIAL STATEMENTS AND BUSINESS ANALYSIS

• Linking income statement, balance sheet, and cash flow
• Working capital and liquidity modeling
• Ratio and performance analysis through models
• Capital budgeting and NPV/IRR analysis
• Debt, equity, and financing structures in models
• Stress testing and model validation
• KPI integration for management decisions
• Case study: building an integrated model

DAY 4

VALUATION, RISK AND SENSITIVITY ANALYSIS

• Valuation modeling: DCF, multiples, and EVA
• Cost of capital and WACC calculation models
• Risk modeling and uncertainty quantification
• Sensitivity and Monte Carlo simulation techniques
• Decision trees and probability-based evaluation
• Scenario-based investment modeling in Excel
• Automation tools for risk management models
• Practical exercise: performing valuation analysis

DAY 5

ADVANCED MODEL APPLICATIONS AND BEST PRACTICES

• Dashboard design and visualization in Excel
• Financial storytelling and presentation techniques
• Common errors and model auditing processes
• Governance and control in financial modeling
• Using Power BI for data integration and reporting
• Real-time data connections and automation
• Case study: full business modeling project
• Capstone project: integrated business model review