The course will take concepts and issues introduced in the core finance and financial accounting courses and introduce participants to the practical application of financial modeling using Excel. Seminar participants will be required to build robust and reliable model for a particular decisions while they will refresh basic and more advanced finance topics like time value of money, capital budgeting (discount cash flows analysis, weighted average cost of capital – WACC etc) and portfolio management topics.
As a result of taking this seminar, you should be able to:
1. Learn important Excel concepts and functions and understand which formulas are needed in different cases.
2. Overview financial models and document model assumptions
3. Learn to use Excel for sensitivity analysis and scenarios
4. Get familiar with key features of good model design
5. Master several excel shortcuts to speed up data analysis
6. Create dynamic charts and present data effectively.
The seminar is designed for users who use Excel from time to time and want to take their skills to the next level. It is assumed that participants have a basic knowledge of the core functionalities of Excel and are in position to easily navigate within the spreadsheet, create and use simple formulas and link between workbooks.
Application – Software Used
Participants are required to bring their own laptops and have installed Excel 2007 or 2010, Word, Adobe Acrobat Reader and PowerPoint. Mac users need Excel 2011 for the spreadsheet part and can use the respective applications for opening word documents, presentations and pdf files, although we would suggest them to work with the Windows version of Excel (via Parallels Desktop, Boot Camp, VMware Fusion or other similar applications).
Who Should Attend
Financial Analysts, Accountants, Finance Managers, Consultants, Valuation & Budgeting Professionals, Investors, Business Students wishing to develop modeling skills.
Locations / Venues
Our courses in Athens are held in our Training Center at Holargos while when we run them in other cities (Thessaloniki) are held in centrally located hotels. Registration fees include morning cofee/tea and refreshments. Detailed venue descriptions, times and logistics are included in the material we send after your register for the course.
Instructor – Short Bio
Mr. Dimitris Leimonis has more than 18 years of experience in a wide range of roles in investment management, banking, and professional financial training industry. Dimitris has extensive knowledge of the financial industry, with both practical and analytical experience, which makes him a very successful financial modeling expert. He has built, developed and used financial models to analyse risk, test scenarios, forecast results and optimize business and finance variables.
While working for a major asset management firm in SE Europe, Dimitris acquired extensive investment experience by managing a range of mutual funds and affluent client’s portfolios. He has worked as a mutual fund manager, managing money market, bond and equity mutual funds with AUM around €2billion. He has strong quantitative and analytical skills with an ability to understand complex financial structures and his a passionate financial trainer of advanced finance topics, like Financial Modeling, Portfolio Management, Derivatives, & Fixed Income.
Dimitris started his academic studies in Banking & Finance and continued with post-graduate studies with a Master of Business Administration (MBA) from Lebow College of Business – Drexel University, specializing in Management Information Systems and Investment Management. He has extensive corporate training experience and key involvement in the development of the training program of one of Greece’s largest financial institutions.
Certified by the Hellenic Capital Markets Commission as Portfolio Manager and Investment Consultant.
Specialties/ Key Skills: Financial Modeling, Risk Analysis, Mutual Funds, ETFs, Portfolio Management, Asset Allocation, Financial Analysis, Business Analysis, Financial Education and Training