Financial projections and modeling course, offered through the financial management certificate series is geared towards those working in financial roles in the private, public and non-profit sectors who are involved with performing spreadsheet analysis as well as those preparing or reviewing pro forma projections or forecast information.
This course includes a comprehensive review of pro forma reports, the role these reports play in decision making as well as several spreadsheet techniques used in financial analysis including net present value, discounting methods, pivot tables as well as many tips and strategies for everyday use of spreadsheets.
Those completing this course can expect to learn through an interactive group environment which incorporates participation using a laptop computer, Microsoft Excel and working through case studies.
Participants are required to bring a laptop computer with the Microsoft excel program or make arrangements with the university to borrow one.
Upon completion of this workshop, participants will understand and be exposed to:
- The purpose of projections and role they play in business
- Learn how projected financial statements are prepared
- Financial modeling ñ basic Excel review (projections, cash flow, project-based, present value etc.)
- Evaluate a new project or expansion to determine viability or cash-flow needs
- Techniques for managing cash flow
- Rolling cash flow spreadsheets (month over month actual vs. budget targets)
- Tracking capital and other projects to budget
Grant Funding Available
Students can apply for a grant funding for this program. For more information please contact Charlene Miller at (902) 620-5216.
For more information on course offerings, please contact Koren Glenn at 902-628-4394 or email [email protected]