Financial Forecasting Modeling and Risk Management Course

Create your first financial forecasting model and learn the fundamentals of financial risk management with this bundle!
Financial Forecasting Modeling and Risk Management Course
File Size :
4.58 GB
Total length :
10h 41m

Category

Instructor

Simon Sez IT

Language

Last update

1/2023

Ratings

4/5

Financial Forecasting Modeling and Risk Management Course

What you’ll learn

Come to understand the basics of financial modeling and forecasting
Know the purpose of financial forecasting
Build your first financial forecasting model
Learn how to build a sound financial model
Know the role of forecasting in strategic planning
Go through the three financial statements (balance sheet, income statement, and cash flow statement)
Learn how to define your forecasting objectives
Identify key variables and drivers
Analyze financial forecasts using ratio analysis
Learn about future trends in forecasting
Understand Financial Risk Management (FRM)
Distinguish between risk, uncertainty, and randomness
Distinguish between risk management and risk measurement
Understand the importance of risk governance
Describe risk budgeting and understand its role in risk governance
Realize the importance of managing people, processes, technology, and organizational structure for effective risk management
Recognize the difference between idiosyncratic and systematic risks
Define, classify, and distinguish between financial risks
Identify and understand the principles of credit, foreign exchange, interest rate, and operational risk
Distinguish between risk prevention and avoidance
Define and apply the concepts of self-insurance, risk shifting, and risk transfer
Realize insurance as a way to transfer risks
Recognize outsourcing and derivatives as two ways of shifting risk

Financial Forecasting Modeling and Risk Management Course

Requirements

Excel installed in a PC or Mac for the Financial Modeling Course
A good understanding of Excel and Excel formulas for the Financial Modeling Course
A basic knowledge of finance and accounting

Description

***Exercise and demo files included***Forecasting the financial performance and managing the financial risk of a business is crucial for its success. Learn how to create a financial forecasting model using a widely familiar application, Microsoft Excel, and the fundamentals of financial risk management (FRM) with this two-course bundle!Improve your business decision-making as we build a financial model and forecast based on a fictional company in the first course. Coming into the course, you will need to have a basic understanding of Excel.In the second course, we will cover the fundamentals of financial risk management, with a focus on practical implementation and application. Particularly, we shall focus on credit risk, interest rate, foreign exchange risk, and operational risk. Please note that this course does not serve as a preparation for the FRM exams.The courses include instructor files and exercise files so you can practice what you’ve learned and gain confidence as you go. Students are expected to have a basic knowledge of finance and accounting principles.What’s included?Financial Forecasting:Come to understand the basics of financial modeling and forecasting using ExcelKnow the purpose of financial forecastingBuild your first financial forecasting model in ExcelLearn how to build a sound financial modelKnow the role of forecasting in strategic planningGo through the three financial statements (balance sheet, income statement, and cash flow statement)Learn how to define your forecasting objectivesIdentify key variables and driversAnalyze financial forecasts using ratio analysisLearn about future trends in forecasting.Financial Risk Management:Distinguish between risk, uncertainty, and randomnessDistinguish between risk management and risk measurementUnderstand the importance of risk governanceDescribe risk budgeting and understand its role in risk governanceRealize the importance of managing people, processes, technology, and organizational structure for effective risk managementRecognize the difference between idiosyncratic and systematic risksDefine, classify, and distinguish between financial risksIdentify and understand the principles of credit, foreign exchange, interest rate, and operational riskRecognize probability, standard deviation, Value-at-Risk (VaR), and scenario analysis/stress testing as risk measurement metricsDistinguish between risk prevention and avoidanceDefine and apply the concepts of self-insurance, risk shifting, and risk transferRealize insurance as a way to transfer risksRecognize outsourcing and derivatives as two ways of shifting risk.This course bundle includes:10+ hours of video tutorials70+ individual video lecturesCourse and exercise files to follow alongCertificate of completion

Overview

Section 1: Introduction to Financial Modeling and Forecasting

Lecture 1 Introduction to the Course

Lecture 2 Uses of Financial Forecasts and the Reliability Question

Lecture 3 WATCH ME: Essential Information for a Successful Training Experience

Lecture 4 DOWNLOAD ME: Course Exercise Files

Lecture 5 DOWNLOAD ME: Course Support Files

Section 2: Strategic Role of Financial Forecasting

Lecture 6 Financial Components to Determine Business Health

Lecture 7 Role of Forecasting in Strategic Planning

Lecture 8 Understanding the Business (Part 1 of 2)

Lecture 9 Understanding the Business (Part 2 of 2)

Lecture 10 Exercise 01

Lecture 11 Going through ABC’s Balance Sheet

Lecture 12 Going through ABC’s Income Statement

Lecture 13 Going through ABC’s Cash Flow Statement

Section 3: Planning Your Financial Forecast

Lecture 14 Defining Your Forecasting Objectives

Lecture 15 Identifying Our Forecasting Approach and Assessing Timeframes

Lecture 16 Exercise 02

Lecture 17 Identifying Key Variables and Drivers (Part 1 of 3)

Lecture 18 Identifying Key Variables and Drivers (Part 2 of 3)

Lecture 19 Identifying Key Variables and Drivers (Part 3 of 3)

Lecture 20 Key Points to Consider

Section 4: Creating Your Financial Forecast

Lecture 21 Forecasting Revenues (Part 1 of 2)

Lecture 22 Forecasting Revenues (Part 2 of 2)

Lecture 23 Forecasting Expenses (Part 1 of 2)

Lecture 24 Forecasting Expenses (Part 2 of 2)

Lecture 25 Forecasting Working Capital (Part 1 of 2)

Lecture 26 Forecasting Working Capital (Part 2 of 2)

Lecture 27 Forecasting Depreciation and Capital Expenditures (capex) (Part 1 of 2)

Lecture 28 Forecasting Depreciation and Capital Expenditures (capex) (Part 2 of 2)

Lecture 29 Forecasting Intangibles

Lecture 30 Forecasting Shareholders’ Equity

Lecture 31 Forecasting Long-term Assets & Liabilities

Lecture 32 Finalizing the Debt Schedule

Lecture 33 Building a Forecasted Cash Flow Statement

Lecture 34 Building a Forecasted Balance Sheet

Section 5: Analyzing Your Financial Forecast

Lecture 35 Rolling Forecasts and Variance Analysis

Lecture 36 Key financial ratios to analyze financials

Lecture 37 Analyzing financial forecasts using ratio analysis

Lecture 38 Exercise 03

Section 6: Key Trends in Forecasting

Lecture 39 How Profitability and Risk Affect Financial Forecasting

Lecture 40 Future Trends in Forecasting

Lecture 41 Conclusion

Section 7: Introduction to Financial Risk Management

Lecture 42 Introduction to the Course

Lecture 43 READ ME: Essential Information for a Successful Training Experience

Lecture 44 DOWNLOAD ME: Course Instructor File

Lecture 45 What is Risk?

Lecture 46 Uncertainty and Randomness

Lecture 47 Introduction to Probability

Lecture 48 Statistics and Changing Outcomes

Lecture 49 Overconfidence and Luck

Section 8: Managing and Measuring Risk

Lecture 50 Defining Risk Management and Risk Measurement

Lecture 51 Developing a Framework for Managing Risk

Lecture 52 Case Study: Risk Management Framework

Lecture 53 Risk Governance

Lecture 54 Understanding Risk Tolerance

Lecture 55 Understanding Risk Budgeting

Lecture 56 Case Study: Risk Budgeting and Tolerance

Section 9: Developing a Risk Management Strategy

Lecture 57 A Balancing Act

Lecture 58 Managing People

Lecture 59 Managing Risk by Assessing Processes

Lecture 60 Case Study: Managing People and Processes

Lecture 61 Managing Technology Part 1

Lecture 62 Managing Technology Part 2

Lecture 63 Case Study: Managing Technology

Lecture 64 Understanding the Organizational Structure

Lecture 65 Managing the Unexpected Part 1

Lecture 66 Managing the Unexpected Part 2

Lecture 67 Case Study: Organizational Structure and Managing the Unexpected

Section 10: Types of Financial Risks

Lecture 68 Idiosyncratic and Systematic Risks

Lecture 69 Financial Risks

Lecture 70 Case Study: Financial Risks

Lecture 71 Credit Risk

Lecture 72 Foreign Exchange Risk

Lecture 73 Case Study: Foreign Exchange Risk

Lecture 74 Interest Rate Risk

Lecture 75 Operational Risk

Section 11: Risk Measurement and Prevention

Lecture 76 Risk Measurement Metrics Part 1

Lecture 77 Risk Measurement Metrics Part 2

Lecture 78 Case Study: Risk Measurement Metrics

Lecture 79 Risk Prevention and Avoidance Part 1

Lecture 80 Risk Prevention and Avoidance Part 2

Lecture 81 Case Study: Risk Prevention and Avoidance

Lecture 82 Conclusion

Business owners and entrepreneurs who wants to have a data-driven business decision-making,Individuals working in the finance industry who want to learn how financial forecasting works,Those who aspire to become company/business analysts and financial analysts,Investors and lenders,Business and financial consultants,Those who want to understand the essentials of risk management,This course does NOT serve as a preparation for the FRM exams but is a helpful additional resource

Course Information:

Udemy | English | 10h 41m | 4.58 GB
Created by: Simon Sez IT

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