TRAINING Futurum : Building Financial Models using Case Study Approach Date : please send an email to futurumcorfinan@gmail.com for this training request Notes : Presentation slides and all excel files for the case studies being discussed in the class will be distributed in softcopy Minimum participants = 10 persons After the training, participants are allowed to discuss about the training materials via email in the website Contact email : futurumcorfinan@gmail.com Visit Website and Training Testimonials : google “futurum corfinan”

1. BUILDING FINANCIAL MODELS:
USING CASE STUDY
LEARNING ON-THE-JOB
APPROACH
2-DAY TRAINING

3. WHY WE HAVE THIS CASE STUDY APPROACH TO
TRAIN BUILDING FINANCIAL MODELS?
1. Many financial modelling classes are about learning Excel formulas and functions to
process the analysis.
2. When faced with a real-world financial modeling problem, the participant is
somewhat unclear as to where to start and what to do.
3. In contrast, the learning-on-the-job approach gives the participants the potential to
build advanced financial models once he/she completed the training.
4. By using case study to facilitate the training on building financial models, provides
contextual learning for the participant.
5. It will make it easier to remember many useful Microsoft Excel formulas and
functions since the participant can easily associate these formulas and functions with
the context in which they are taught.

4. DAY 1
PART 1: FINANCIAL MODELING
THEORY
Introduction to Modeling
Best Practice Principles
PART 2: MODELING PRACTICE –
INITICAL CASE STUDIES
Case Study : Building a Business
Case Study : Modeling the Front and
Inputs Sheets
Case Study : Modeling the Calculations
Sheet
Case Study : Modeling the Outputs
Sheet
Case Study : Comparing Alternatives of
Projects

5. DAY 2
PART 3: MODELING PRACTICE –
FURTHER CASE STUDIES
Case Study : The Business Model
Revisited
Case Study : Growth Capital
Case Study : Leveraged Buyout
Other Tricky Modeling Case Studies
PART 4: MODELING PRACTICE –
MODEL AUDIT
Checking for and Fixing Modeling Errors

6. BONUS:
A CASE STUDY ON USING VALUATION AND FINANCIAL
MODELING TO ACQUIRE A BUSINESS
TAKE OFF YOUR EXCEL SKILLS!
NOW IT’S TIME TO ACQUIRE A BUSINESS
WITHOUT TOO MUCH RELIANCE ON EXCEL
SKILLS!
GETTING INTO AN INVESTMENT BANKER’S
HEAD
HOW LOGICS ARE MORE IMPORTANT THAN
EXCEL KNOWLEDGE
“If a business is worth a dollar and I can buy it
for 40 cents, something
good may happen to me.”
–Warren Buffett

7. TRAINING DESKTOP
Date : please send an email to futurumcorfinan@gmail.com for this training request
Notes :
Presentation slides and all excel files for the case studies being discussed in the class will be distributed in
softcopy
Minimum participants = 10 persons
After the training, participants are allowed to discuss about the training materials via email in the website
Contact email : futurumcorfinan@gmail.com
Visit Website and Training Testimonials : google “futurum corfinan”