Course on

Essentials of Financial Modeling

Course Overview

This introductory course in Financial Modelling is designed to equip participants with a foundational understanding of the core principles and building blocks involved in developing simple, structured financial models. The focus is on helping learners grasp the essential elements at a grassroots level—such as spreadsheet best practices, basic financial statements, linking logic, and introductory forecasting techniques.

Through hands-on exercises and practical illustrations, the course aims to build confidence in navigating Excel and translating financial concepts into a model format, making it ideal for those with limited or no prior experience in financial modelling.

Program Outline/Schedule

Part 1

  • Introduction to financial modeling
  • Financial statements integrations and financial modeling
  • Financial Analysis and link to financial modeling
  • The financial modeling mindset, considerations and best practices
  • Presentation – Real life financial model (Advanced)

Part 2

  • Hands on model development – Basic model construction
  • Adding the complexities (Capex, working capital, and other key captions)
  • Financial modeling beyond the financial statements – Dashboards, valuations, ratios, templates, etc. (an overview discussion)
  • Trouble shooting
  • Financial modeling – The next level

Key Benefits to
Individuals

  • Foundational Skill Development: Gain a practical understanding of the core elements of financial modelling, helping to bridge the gap between theory and application.
  • Enhanced Financial Understanding: Build confidence in interpreting and constructing basic financial models, reinforcing knowledge of financial statements and forecasting.
  • Career Readiness: Strengthen your profile for roles in finance, consulting, business analysis, and entrepreneurship by acquiring an industry-relevant skill.
  • Practical Application: Apply modelling techniques to real-world scenarios in a guided, low-complexity environment.

Key Benefits to the Organization

  • Stronger Analytical Capacity: Equip junior staff or new hires with the foundational skills needed to support financial analysis and reporting functions.
  • Consistent Modelling Standards: Introduce best practices in spreadsheet structure and logic early, reducing errors and increasing model transparency.
  • Improved Decision Support: Enhance team members’ ability to contribute to basic financial planning and scenario analysis.

Future Skills Development: Create a solid base from which employees can progress to more advanced modelling and valuation skills over time.

Target Audience

This training program is designed for:

Ideally suited for individuals who have basic financial knowledge—such as familiarity with income statements, balance sheets, and cash flow statements—as this will help them better grasp the modelling concepts. The course is particularly beneficial for those seeking to build confidence in using Excel for financial analysis and decision-making, without requiring prior modelling experience.

Facilitator

Usama Jiffry, CFA
Usama Jiffry, CFACapital Markets and Investment Banking advisor
  • Date: POSTPONED

Register before N/A

Registrations are on a first-come-first-served basis and limited

Participant fee

  • CFA Charterholders and CFA Society Candidate Council Members – Rs. 17,000 
  • Other/ Non-members – Rs. 22,000

To Join:

If an invoice is not required, follow the process below

Step 1 : Register Here

Click to register

Step 2:

Make the payment to the following bank account (Direct Deposit / Fund Transfer) : 

  • Bank                     : HNB
  • Account Title    : CFA SOCIETY SRI LANKA
  • Account No       : 701010017612
  • Swift Code         : HBLILKLX
  • Bank Code          : 7083
  • Branch Code      : 701 ( Nawam Mawatha )

Step 3:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org  with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)

  • CFA Charterholders and Candidate Council Members : Rs. 12,000 
Click Here To Pay
  • Non-Members : Rs. 18,000 
Click Here To Pay

If an invoice is required, follow the process below

Step 1 : Register Here

Click to register

(If there are more than 1 participant to register, please register them one by one)

Step 2: 

Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org  (Please note that these details mentioned in the email need to match with registered details.)

Step 3:

Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):

  • Bank                   : HNB
  • Account Title   : CFA SOCIETY SRI LANKA
  • Account No      : 701010017612
  • Swift Code        : HBLILKLX
  • Bank Code         : 7083
  • Branch Code     : 701 ( Nawam Mawatha )

Step 4:

After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org

Missed the program? Click on the button below to download a softcopy of the presentation slides,

Download Slides 1
Download Slides 2

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org

Inquiries

Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org