Financial Modelling and Valuation using Excel

In this uncertain business environment, the ability to merely manipulate spreadsheet is important, but not enough. The ability to incorporate all ‘what-ifs’ scenarios and stress and proposal to the limitations would be considered as an upper hand advantage upon the practitioner.

 

High quality modelling promotes better decision making. Skills are necessary to build a variety of financial models especially with more complex products and integration of models. It is crucial to use cutting edge techniques to help build accurate, flexible and user friendly models. This financial modelling program helps to integrate accounting fundamentals with best in class modelling practices.

 

This 3-day Financial Modeling and Valuation using Excel training aims to provide support for strategic decisions when considering financial opportunities. The course modules are designed to provide the delegates with extensive hands on practice to correlate the lecture substance with real life scenarios by using case studies. A working financial model can help facilitate and improve the reliability of decision making.

 

Partial client list of Stephen Coe

Aviva Bloomberg Deloitte HSBC Morgan Stanley Standard Chartered Bank AXA BNP Paribas Deutsche Bank JP Morgan Royal Bank of Canada Lloyds TSB Corporate Markets

Bank of America Citi Goldman Sachs KPMG RBS Watson Wyatt Worldwide Barclays Capital Credit Suisse Grant Thornton PricewaterhouseCoopers UBS

 

Profile

Stephen Coe

Quartic Training Limited, United Kingdom

After gaining his MA in Engineering at Cambridge University, Stephen joined KPMG and qualified as a chartered accountant in 1984. He then joined KPMG’s management consulting firm, specialising in writing financial forecasts using a variety of spreadsheets. During this time, he realised the importance of setting work out clearly and how difficult that can be with spreadsheets. Stephen developed his own spreadsheet methodology and applied it to numerous acquisitions and other scenarios; he was asked to lecture it to other spreadsheet users and to clients, including Schroeders, SBC Warburg, Hambros, NM Rothschild and Natwest.

Stephen left KPMG to join UBS Warburg’s Education Department at the start of 1996. There he continued to present his basic financial modelling course. He also developed and presented courses covering the main technical topics that are essential knowledge for a corporate financier. In April 1998, Stephen left Warburgs to set up as an independent management consultant, specialising in educating and advising people about financial modelling. Stephen also lectures to the MBA students in London School of Business and Finance at Kingston University.