Financial Modelling and Business Valuation using excel, Power Bi and tableau course

In today’s competitive business environment, mastering financial modeling and accurate business valuation are essential for professionals across industries. The “Financial Modeling and Business Valuation using Excel, Power BI, and Tableau” course is designed to provide participants with the skills and tools necessary to navigate financial analysis challenges. Whether you’re a finance professional, business analyst, or aspiring entrepreneur, this course blends theoretical concepts with practical exercises, using industry-standard tools. By learning Excel, Power BI, and Tableau, participants will be empowered to build comprehensive financial models and communicate complex financial data through advanced visualizations.

This course covers core aspects of financial modeling and business valuation, including understanding financial data, creating financial models, and leveraging tools like Excel, Power BI, and Tableau for strategic insights. With hands-on case studies and projects, participants will apply these concepts to real-world business challenges, preparing them for higher-level decision-making roles.

Course Objectives

Develop proficiency in constructing financial models from scratch using Excel.
Master advanced Excel functions and shortcuts for efficient financial analysis.
Learn to integrate and visualize financial data using Power BI and Tableau.
Understand different valuation methods and their real-world application.
Gain insights into forecasting techniques for business planning.
Explore risk analysis and scenario modeling for strategic decisions.
Acquire expertise in financial statement analysis and interpretation.
Build interactive dashboards for data-driven insights.
Learn to assess mergers and acquisitions through financial modeling.
Apply valuation techniques to determine fair value for businesses and investments.

Organizational Benefits

Improved decision-making through enhanced financial analysis capabilities.
Increased efficiency in budgeting, forecasting, and strategic planning processes.
Enhanced communication of financial insights through visually compelling dashboards.
Better risk management through scenario analysis and sensitivity modeling.
More accurate business valuation for investment and strategic purposes.
Empowered finance teams with advanced skills in Excel, Power BI, and Tableau.
Increased competitiveness by staying ahead with industry-standard financial modeling practices.
Streamlined M&A processes with a deeper understanding of valuation methodologies.
Greater alignment between financial goals and operational strategies.
Overall organizational growth through informed financial decision-making.

Target Participants

Finance professionals and analysts
Business managers and executives
Entrepreneurs and business owners
Investment professionals
Risk managers
Corporate strategists
Management consultants
Financial advisors
Professionals looking to enhance financial modeling skills

Course Outline

Module 1: Introduction to Financial Modeling and Business Valuation

Overview of Financial Modeling and Valuation
Importance of Financial Modeling in Decision-Making
Key Concepts in Business Valuation
Role of Excel, Power BI, and Tableau in Financial Modeling
Case Studies on Successful Financial Modeling and Valuation
Introduction to the Course Project

Module 2: Excel Fundamentals for Financial Modeling

Basic Excel Functions for Financial Analysis
Data Formatting and Validation in Excel
Building a Financial Model from Scratch in Excel
Advanced Excel Formulas and Functions
Excel Shortcuts for Efficient Modeling
Hands-On Exercises in Excel Modeling

Module 3: Advanced Excel Functions and Shortcuts

Advanced Formulas and Functions (Lookup, Index-Match, etc.)
Excel Shortcuts for Efficient Modeling
Data Tables and Goal Seeking in Excel
Excel Data Analysis Tools
Advanced Charting and Graphs in Excel
Advanced Excel Modeling Techniques

Module 4: Power BI Basics for Financial Analysis

Introduction to Power BI
Data Import and Transformation in Power BI
Creating Basic Visualizations in Power BI
Power BI DAX Functions for Financial Analysis
Power BI Advanced Visualizations
Integrating Power BI with Excel for Enhanced Analysis

Module 5: Tableau Fundamentals for Data Visualization

Overview of Tableau
Connecting to Data Sources in Tableau
Creating Interactive Dashboards in Tableau
Advanced Tableau Visualizations and Techniques
Tableau Calculations and Formulas
Integrating Tableau Dashboards into Financial Models

General Information

Customized Training: All our courses can be tailored to meet the specific needs of participants.
Language Proficiency: Participants should have a good command of the English language.
Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.
Certification: Upon successful completion of training, participants will receive a certificate from Stepsure Training and Research Institute.
Training Locations: Training sessions are conducted at Stepsure Training and Research Institute centers. We also offer options for in-house and online training, customized to the client’s schedule.
Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.
Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.
Additional Services: Accommodation, pickup services, freight booking, and visa processing arrangements are available upon request at discounted rates.
Equipment: Tablets and laptops can be provided to participants at an additional cost.
Post-Training Support: We offer one year of free consultation and coaching after the course.
Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.
Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Stepsure Training and Research Institute account. This ensures better preparation for your training.