Comprehensive Financial Modelling and Financial Planning Training

Register for the upcoming hands-on Nigerian industry relevant Financial Modelling.

Just 10 slots available!

Our lead trainer has built financial models, investment portfolio risk models, stocks analysis models, automated financial reporting templates, loan schedules, FX tracker, market indices tracker and many other financial projects for corporate clients within and outside Nigeria. He is not going to share book knowledge with you but real world expertise and templates you can readily use. He is also one of the few Africans that have been vetted and accepted as a Financial Modelling and Valuation expert on TopTal whose client base span fortune 500 companies and other big companies across Europe, Americas, Australia and Asia. You can view his TopTal profile here

He is the sole developer of the only Nigerian financial markets analysis tool on Microsoft office store, developer of Nigerian stocks analysis dashboard and the brain behind the Nigeria Market Data platform.

He has also published an Amazon bestseller on Microsoft Excel: Microsoft Excel and Business Data Analysis for The Busy Professional and another bestseller on Power BI Power BI for the Busy Professional book. He is the type of all-rounder you would want to be trained by. 

This training is aimed at making you proficient in building Financial Models and carrying out Valuation for existing businesses, startups and capital projects. You will learn to create financial models from scratch using Microsoft Excel and build one during the training on a real Nigerian company. You will also learn how to apply them in real world situations so as to help friends with their business valuations, help your company with financial planning and advise clients on equity funding. The training is strictly targeting people with accounting background and basic knowledge of corporate finance.

You will get lunch, a branded DVD with training materials and templates, training notepad with pen, hardcopy comprehensive training reference materials, a training certificate from us (a registered Microsoft Partner), access to our online community and after training support.

Our different trainings have had participants from Guinness Nigeria, Nigerian Breweries, Schlumberger, Chevron, Periscope, Brains and Hammers, GfK, Palladium Group, First Bank, Citi Bank, Dalberg, PMI, EatNGO, NLNG, GSK, Promasidor, SaveTheChildren, Mobil, FMDQ, NSE, Biofem Pharmaceuticals, Total, Vodacom, Nestle, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance, Transmission Company of Nigeria, Nokia Siemens Networks and DDB.

Reach Michael on 0700ANALYTICS, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com to register.

Date: Monday 17th September 2018 to Wednesday 19th September 2018.
Venue: Kristina Jade Learning Center, 70b Olorunlogbon street, Off Alade Lawal street, Anthony Village, Lagos.

For Kenya, Ghana, Cameroon, Togo and Benin: Kindly contact us on +1-941-312-2149 or email info@urbizedge.com for details of training date. Thanks!

The training outline is:

1) Introduction to Financial Modelling and Valuation
a. Referesher on the fundamental accounting principles
b. Building a Trial Balance
c. Building the Income Statement from the Trial Balance
d. Building the Balance Sheet Statement from the Trial Balance
e. Building the Cash Flow Statement from the Trial Balance
f. Introduction to Financial Ratios

2) Different Types of Financial Models
a. Discounted Cash Flow (DCF) Model
b. Comparative Company Analysis (comps) Model
c. Sum-of-the-parts Model
d. Leveraged Buy Out (LBO) Model
e. Merger and Acquisition (M&A) Model
f. Book value Model
g. Dividend Discount Model

3) Building a Discounted Cash Flow Model from Scratch
a. Template Building from Scratch
i. Creating the Required Sheets and Having an Index Sheet
ii. General Model Structure Design
iii. Working Across Multiple Sheets at Once
iv. Linking Sheets
v. Absolute and Relative References
vi. Template Building Tricks
b. Required Excel Tools and Formulas
i. What-If-Analysis Tools: Goal Seek, Scenario Manager and Data Table
ii. Charts
iii. PivotTable and PowerPivot
iv. Power Excel Formulas

4) DCF Modelling Stages
a. DCF Modelling Stage One: Projection Ratios and Scenarios (Optimistic, Base and Pessimistic)
i. Income Statement Drivers Projections
ii. Balance Sheet Drivers Projections
b. DCF Modelling Stage Two: Financial Statements Forecasts
i. Income Statement Forecast
ii. Balance Sheet Forecast
iii. Cashflow Statement Forecast
c. DCF Modelling Stage Three: Valuation
i. Enterprise Value = Discounted Cashflow of Explicit Forecast Period + Discounted Terminal Value
ii. Calculation of WACC, CAPM and Cost of Debt
iii. Practical Reality of the Nigerian Economic Space
iv. Extracting The Equity Value from The Enterprise Value
v. Senitivity Analysis: WACC vs Perpetuity growth
d. Practical Use of The Results
i. Company Valaution: Sell-side, Buy-side and Advisory
ii. Business Unit or Subsidiary Valuation
iii. Capital Project Valuation

5) Financial Ratios
a. Liquidity Ratios
b. Asset Management Ratios
c. Leverage Ratios
d. Profitability Ratios
e. Valuation Ratios
f. Financial Project Planning Excel formulas


Reach Michael on 0700ANALYTICS, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com to register.

Lagos, Port Harcourt and Abuja: Executive Dashboards, Business Data Analysis and In-depth Excel Training

The business world is now data driven and every business professional must now be fluent in the language of data. William E. Deming had the most accurate way of portraying this new age: “In God we trust; all others must bring data.” Without data skills you will have a tough time influencing in the business world. You must learn to manipulate data, make compelling data stories and leverage data for insights.

UrBizEdge Limited, Nigeria’s leading business data analysis company is putting together this special training for proactive business professionals. This training is aimed at making you extremely good in Microsoft Excel, dashboard making, data presentation and business data analysis; teaching you with live business scenarios from our experience consulting for multinationals within and outside Nigeria. It's intended for Sales Managers, Financial Analysts, Business Analysts, Data Analysts, MIS Analysts, HR Executives and power Excel users.

You will get our high value materials, tea break + lunch, our branded DVD with over 20 training videos and practice files, training notepad with pen, a comprehensive training reference material, a training certificate from us (UrBizEdge Limited, a registered Microsoft Partner), after training support and free refresher classes.

The training will be facilitated by a Microsoft recognized Excel Expert with Microsoft Office Specialist Excel 2013  certification and the only Microsoft Excel Most Valuable Professional (MVP) in Africa (there are just about 125 in the whole world and it is the highest level of recognition from Microsoft to an industry expert). We have had participants of our training from Citi Bank, Dalberg, SaveTheChildren, Mobil, Chevron, Vodacom, Nestle, Guinness Nigeria, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Biofem Pharmaceuticals, Ministry of Finance, FMDQ, Schlumberger, Palladium Group, Nokia Siemens Networks and DDB.

To register reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com  or Opeyemi on 09020043560 and opeyemi@urbizedge.com to register. There is a class size limit.

Lagos Date: Friday  25th August 2017 to Saturday  26th August 2017

Lagos Venue: Kristina Jade Learning Center, 70b Olorunlogbon street, after Banex Hotel, Anthony Village, Lagos. 

Port Harcourt Date: Friday 22nd Sepetember 2017 to Saturday 23rd September 2017 for Port Harcourt.

Port Harcourt Venue: Aldgate Hotel, 20B King Perekule street, GRA Phase 2, Port Harcourt, Rivers state.

Abuja Date: Friday 27th October 2017 to Saturday 28th October 2017 for Abuja.

Abuja Venue: Hotel Rosebud, 33 Port Harcourt crescent, off Gimbiya street, Garki 11, Abuja.

The training outline is:

1) Data Manipulation in Excel 

We’ll show you, from a consultant expertise level, how to manipulate data in Excel. From data preparation/cleaning to data formatting the professional way. We’ll cover both the science and the art of data manipulation in Excel, and share very useful keyboard shortcuts and expert tricks that will speed up your productivity in Excel.

2) Data Visualization and Presentation in Excel

A picture is worth a thousand words. And in the business world, it is often the only way to not bore your audience and pass the valuable message you’ve uncovered in your data analysis. We will teach you the foundations of data visualization – from the different types of charts to when to use each of them. Then we will work through business samples to learn the art part of doing data visualization right. You will learn the rules of business data reporting via charts and gain from our industry wealth of consulting for businesses in this vital area.

3) Large Data Analysis: Pivot Table, Pivot Chart and PowerPivot
You should never say you know Excel if you don’t know how to use Pivot Table. It is that important. It is Excel’s premium tool for analysing large data – sales data, inventory data, HR data, transaction data and most business operations data. We are going to cover from the basics to the very advanced use of Pivot Tables. We will show you how to create dynamic reports with Pivot Table; how to overcome some of its layout issues; how to turn off the distracting controls in your final report; how to create calculated fields; how to create Pivot Charts; and the special tricks only a full-time Excel consultant can show you that will turbo-charge you Pivot Table skills. Then we’ll show you how we analyse data of up to (and even above) 30 million rows in Excel. Yes, in Excel. Heard of PowerPivot?

4) Business Data Analysis 

In this section, we teach you the secrets that separate the analysis experts from the people with head/academic knowledge Excel. It is one thing to know the different tools in Excel and it is another completely different thing to know how to expertly mix them together to creatively deliver value at high speed. As full-time Excel chef, we will show you the secret ingredients that make companies consult us even when they have Excel super users in their organization.

5) Executive Dashboards and Reporting
This is the level self-knowledge will not get you to. How do you create an uncrowded insightful visualization for a report with 1000s of rows? Then how about for your sales analysis report of many products and regions? How do you show the different interactions in your data? In short, how do you bring your data to life and take it from a boring confusing mass of text to an interactive exciting visualization? You have to come to get the answers.

6) Excel to PowerPoint

Management level reports are best presented in PowerPoint. When you’ve got a delicate story to tell, you have to guide your audience through a one idea/insight a slide PowerPoint. We won’t teach you how to design slides but we will teach you how to make your chart slides speak very loud. You will also learn the tricks of linking your PowerPoint charts to Excel. It will help cut down the hours you spend on weekly/monthly PowerPoint reports. We will also show you how to embed Excel files in your PowerPoint slide. No more sending separate Excel files when you can embed them right on the very slide you reference their data.

7) Excel VBA
Forget about all you’ve heard about Macros or VBA. Let’s show you how easy and exciting it is to break into the Excel VBA world.

Reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com or Opeyemi on 09020043560 and opeyemi@urbizedge.com to register. There is a class size limit.

For a taste of our high quality content, view our free tutorial videos at www.urbizedge.com/tutorials

Training: Data Analysis and Business Intelligence Using Power BI

Data is the new crude oil. And business success in the 21st century is heavily reliant on the ability to mine and use relevant data about consumers, internal operations, financial operation and industry trend to drive business decisions.

UrBizEdge Limited, Nigeria’s leading business data analysis company is putting together this special training for proactive business professionals who already have some experience with business reporting and quantitative data analysis.

We will be focusing on Business Intelligence and how to create BI reports that leverage participant’s current data analysis skills using Microsoft’s Power BI. Power BI enables organizations to have a wholesome understanding of what is happening at all operational levels of the company.

This training is coming up on Friday 2nd December 2016 to Saturday 3rd December 2016. It covers our industry recognized certificate, practice materials, required software, tea break + lunch and other training materials.

The training will be facilitated by an officially awarded Microsoft Most Valuable Professional (MVP). And we have had participants of our training from Promasidor, Citi Bank, Dalberg, SaveTheChildren, Mobil, Total, Vodacom, Nestle, Guinness Nigeria, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance, Palladium Group, Nokia Siemens Networks and DDB.

To register reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com to register. There is a class size limit.

Date: Friday 2nd December 2016 to Saturday 3rd December 2016

Time: 9:00am – 5:00pm each day

Venue: Kristina Jade Learning Center, 70b Olorunlogbon street, Off Alade Lawal street, Anthony Village, Lagos. 

Cost: N100,000/participant

The training will cover: 

1.       Power BI’s strength and weakness compared to the other popular BI tools

2.       Important concepts of Power BI

3.       Connecting to any type of data source (from structured to unstructured which will require some transforming)

4.       Getting data from existing services, organizational content pack, flat files and live databases

5.       Data Transformation (very broad and requires some knowledge of data analysis) and we will use DAX formulas too

6.       Creating relationships between the datasets and leveraging hierarchy (a.k.a. data modelling)

7.       Creating Reports

8.       Visualizations and the science behind choosing the right visuals

9.       Importing custom visuals (especially word cloud for sentiment analysis and other very useful non-native visuals)

10.   Creating dashboards

11.   Publishing Reports from the Power BI Desktop and pinning to dashboards

12.   Scheduling refresh

13.   Q & A Natural Language query

14.   Integrating with Cortana

15.   Live Dashboards

16.   Collaboration and sharing

17.   Printing the dashboard

18.   Analyzing the dashboard data (report) from Power BI service in Excel (new feature)

19.   Value Proposition to corporate customers

20.   Use case scenarios for entire company or business unit or departments

21.   Access from mobile app and setting data alerts (automated notifications when something of note happens)

22.   Lots of interaction (Q&A) and practice

 

Reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com to register. There is a class size limit.

You can also sign up for our highly educative tutorial newsletters at http://blog.urbizedge.com/ and read/download our Data Analysis Industry Report for 2016 for your company use.