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Financial Modelling and Risk Analysis

Best Practices

Facilitated by Mr. Dimitris Leimonis

Dates: 30 and 31 March 2021

Time: 09:00 – 17:00

Location: ONLINE

Language of Instruction: English

Creating value for people and

organizations through learning and

continuous professional development.

CYPRUS INTERNATIONAL INSTITUTE OF MANAGEMENT Nicosia Campus: 21 Akademias Ave., 2107 Aglandjia. Limassol Campus: 3-5 Chaidariou Str., 3020 Limassol.

International Number: +357 22 46 22 46 T: 77 77 24 46, F: 22 33 11 21, Website: www.ciim.ac.cy

Financial Modelling and Risk Analysis

Best Practices

Programme Overview

The purpose of this training is to enhance

your existing Excel modeling skills and

learn how to build and modify financial

models faster by learning and applying

industry best practices. The seminar

highlights the core financial model design

and construction techniques that every

modeler should know. This seminar will

allow participants to adopt a structured

and comprehensive design strategy to

develop rigorous financial models, in less time and with greater accuracy.

This hands-on workshop will also teach

you how to perform risk analysis and

apply uncertainty into a model and

undertake a more dynamic analysis to

improve decision making by developing a risk assessment into an @RISK model.

Requirements

Attendees should bring their own laptop,

ideally one they are accustomed to

using, with a Microsoft Windows

operating system, with Microsoft Excel

2010 or 2013 installed and have a basic

understanding of MS Excel (e.g. syntax of

IF statement, purpose of $s for anchoring

cell references).

The Mac version is radically different and

it is not recommended to use during the

course.

Designed for

Directors, GMs, VPs, Senior Managers,

Managers

CFOs &Finance Managers

Corporate Finance & Business

Development Professionals

Business & Financial Analysts

Risk Managers and Portfolio Managers

Financial Controllers and Accountants

MBA’s & Business Undergraduates

Heads of Business Units & Business

Planners

Finance & Accounting staff

Project Managers and Risk Analysts

Industry Consultants

Key Learning Outcomes

Understand essential steps in

designing simple, yet powerful

financial models and cope with well-

known model complexities by

applying best practice modelling

principles and techniques

Apply core and advanced

spreadsheet functions and

techniques to construct effective

models

Master the development of models for

project appraisal and decision

making

Learn to create and compare

alternative scenarios – base case,

best case, worst case.

Identify the importance of uncertainty

for model building and decision

CYPRUS INTERNATIONAL INSTITUTE OF MANAGEMENT Nicosia Campus: 21 Akademias Ave., 2107 Aglandjia. Limassol Campus: 3-5 Chaidariou Str., 3020 Limassol.

International Number: +357 22 46 22 46 T: 77 77 24 46, F: 22 33 11 21, Website: www.ciim.ac.cy

Programme Focus

Explore and Practice the core Financial

Modeling Design and Construction

techniques:

Effective Model Design &

Construction - Best practices

overview

Separating Inputs, Calculations

and Outputs – Key Modeling tips &

steps

Preventing critical errors

o Techniques to reduce

potential errors, error-check

creation

Which function or formula is most

appropriate in alternative

Modeling situations?

Review of the most commonly-

used Excel functions in financial

Modeling

Timing Issues (Corkscrews, Base

calculations etc)

Smart Techniques for quick and

efficient Modeling - Use of

keyboard shortcuts

Advanced Excel techniques for creating

automatically expanding charts and

ranges:

Sensitivity Analysis & Optimization

techniques

Reporting and Managing

Results/Outputs

Adding uncertainty to

deterministic models using @RISK

environment

Select the proper distributions

depending on the nature of their

model / project

Fit distributions to data

Perform Simulating and fine-tune

simulation settings

Benefits for you

Enhance your Financial Modeling skills

by learning the latest methods and

tools to create solid financial models,

following industry best practices.

It would be a valuable opportunity to

capitalize on the trainer’s well

rounded experience and in-depth

knowledge on the topic.

The case studies will leave you with

hands-on experience that will yield

immediate benefits to your daily

work.

Free Takeaway

Various templates are going to be

offered in line with the methodology

discussed, that will help participants to

apply principles and techniques

presented and adjust them to their own

operating requirements.

CYPRUS INTERNATIONAL INSTITUTE OF MANAGEMENT Nicosia Campus: 21 Akademias Ave., 2107 Aglandjia. Limassol Campus: 3-5 Chaidariou Str., 3020 Limassol.

International Number: +357 22 46 22 46 T: 77 77 24 46, F: 22 33 11 21, Website: www.ciim.ac.cy

Trainer

Mr. Dimitris Leimonis is the

Managing Director of

Financial Arena, a London-

based consultancy

specializing in financial

modelling, data analytics,

business intelligence, firm

valuation and risk analysis. He attained in

becoming one of the first financial modelling

experts globally to be accredited on the 2

major financial modelling standards. He is an

experienced finance professional with an in

depth 20-year experience in financial markets

and has hands-on experience in a number of

industry sectors, including financial services,

education and retail. In the business training

area, he has provided training to more than

1,000 banking and business professionals

focusing on financial modelling, data

analytics, asset allocation, portfolio

management and risk analysis. Partnered with

Microsoft to run bespoke training camps on

Data Analytics and Financial Modelling in

Greece and Cyprus. He holds an MBA from

Drexel University, specializing in Management

Information Systems and Investment

Management and a BSc in Banking and

Financial Management from the University of

Piraeus. He is also a certified Financial

Modeller, Portfolio Manager and Investment

Consultant.

Programme Fees

Gross Fee: €606,90

HRDA Subsidy**: €238,00

Net fee (after subsidy): €368,90

Fees include tuition, educational materials,

lunch, coffee breaks and refreshments.

HRDA Criteria

**To be eligible to apply for the HRDA subsidy

you need to meet the following criteria:

You are working as employee on a full

time basis under a company that is

registered in the Registrar of Companies in

Cyprus

Both yourself and your company submit

the relevant contributions to the Social

Insurance and Industrial Training Scheme

Your participation is invoiced to and paid

by the company

You meet the participant profile of the

programme

Your company submits the respective

HRDA application to CIIM.

Special Discounts % 10% Discount

- Early booking discount for registrations submitted 2 months prior to commencement of the programme. - For 2 registered employees attending from the same organisation. 15% Discount

- For CIIM students and Alumni after the subsidy or 25% discount on programmes which are not subsidized by the HRDA. Terms and Conditions apply. - For 3 or more registered employees attending from the same organisation. - For unemployed individuals on the fee before the subsidy and can remit their payment in instalments. Additionally, they will have the opportunity to liaise with CIIMs’ Careers Consultant and register their details in the Executive Recruitment Database. Terms and Conditions apply.

Contact Us

For more information on our open

programmes or on our customised

learning solutions, please contact:

T: 77 77 24 46,

Email: execadmin@ciim.ac.cy

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CIIM EXECUTIVE EDUCATION CENTRE

CIIM Executive Education Centre provides a dynamic learning and scientifically

inspired environment in which learners receive a transformational learning

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Our training sessions are meticulously planned by our trainer and are designed in a

manner geared toward the maximization of efficiency. Your time is valuable, and so

is ours, so our goal is to best prepare you while taking up the least amount of your

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Our aim is always positively affecting performance through learning and

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