
This course, led by corporate finance experts TDB Advisory, has been designed to provide participants with an introduction to financial modelling. The course will be hands on and participants will be introduced to the tools and techniques for designing and developing a financial model for a business.
LESSONS & LEARNINGS
Learn about:
- Interpreting a company’s historical financial statements
- Developing a financial model to forecast a company’s financial performance
- How to analyse the financial forecasts
- identifying and assessing financial risks
WHO SHOULD ATTEND
Anyone who wants to develop skills in projecting and analysing a company’s financial performance. Participants should have basic Excel skills and some familiarity with reading financial statements. The target audience includes non-specialists such as new business unit leaders and bankers.
CONTENT
The course will provide a hands-on introduction to developing a financial model for a business.
The course will be based on four modules over two days as follows –
- Creating the structure: entering the company’s historical financial statements in an Excel workbook.
- Financial statement analysis: interpreting the historical data and undertaking financial ratio calculations as a basis for producing the forecasts.
- Preparing pro-forma financial statements: projecting the company’s financial statements forward over the next three to five years.
- High-level analysis of the results: pro-forma financial ratio and risk analysis.
Date and Time
8.30am - 5pm
10th & 11th June 2025
MUFG Pension & Market Services
Level 30, PwC Tower
15 Customs Street West
Auckland CBD
Cost & Registration
14 CPD Hours
Members
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Non-members
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If you're interested in registering, please email Faith Taylor at faith@infinz.com
SPECIAL OFFERS:
INFINZ Members Only
10% discount off total for 3 or more registrations from same organisation
20% discount for members outside the Auckland region
Only one discount applies to any single registrant
REFUND TERMS AND CONDITIONS:
Tickets can be transferred to another person at any time without penalty (if they are from the same charging group)
Full refund if cancelled more than 28 days prior
50% refund if cancelled between 14 and 28 days prior
25% refund if cancelled between 7 and 14 days prior
No refund if cancelled within 7 days of the event
CONTACT details AND HOW TO REGISTER
Email Faith Taylor on support@infinz.com to register
or
Iona Gibbs on admin@infinz.com to enquire about membership