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University of Cape Town: Financial Modelling and Analysis

Develop your understanding of financial forecasting, corporate valuation, and market analysis in preparation for a career in asset management.

Develop your understanding of financial forecasting, corporate valuation, and market analysis in preparation for a career in asset management.

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This course is offered by , an edX partner
8 weeks
8–10 hours per week
Starts Jun 10, 2024
Enroll by Jun 16, 2024
Instructor-paced
Instructor-led on a course schedule
8 weeks
8–10 hours per week
Starts Jun 10, 2024
Enroll by Jun 16, 2024
Instructor-paced
Instructor-led on a course schedule

About this Course

Financial modeling skills are used to forecast the financial performance of a business, or to compare it to its industry competitors. The Financial Modelling and Analysis online short course from the University of Cape Town (UCT) introduces you to the fundamental concepts required for Excel-based modeling and forecasting. On it, you’ll develop the skills to create a mathematical model in Microsoft Excel that reflects the historical, current, or projected value or financial performance of an asset, stock, or investment. Guided by expert faculty, you’ll learn to recommend strategic business decisions with the use of financial modeling, and create a discounted cash flow analysis using financial forecasts.

By the end of this course, you’ll have explored how to build revenue models, determine realistic forecast assumptions, and learned how historic data is forecast into the future.

Aimed at existing and aspiring financial analysts, this course offers critical thinking opportunities and an objective lens for which to understand the financial characteristics and interpretations of businesses. With the ability to calculate, forecast, or estimate financial numbers, you’ll hone the quantitative skills needed to excel in this field.

Course curriculum

Skip Course curriculum

Learn to create financial forecasts through modeling and analysis as you work through the weekly modules of this online short course.

Orientation module: Welcome to your Online Campus

Module 1: Using financial modeling effectively

Module 2: Accounting statements

Module 3: Building the three statement model

Module 4: Forecasting the three statement model

Module 5: Sensitivity and scenario analysis

Module 6: Modeling different types of businesses

Module 7: Using financial models for decision making in business

Module 8: Using financial models for valuation

About the certificate

Learn about financial modelling and valuation analysis, and earn an official certificate of completion from the University of Cape Town.

Assessment is continuous and based on a series of practical assignments completed online. In order to be issued with a digital certificate, you’ll need to meet the requirements outlined in the course handbook. The handbook will be made available to you as soon as you begin the course.

Your certificate will be issued in your legal name and sent to you digitally upon successful completion of the program, as per the stipulated requirements.

Some facts about the subject

A career door opener

Irrespective of your level, financial modeling skills have become one of the most highly sought-after skills for finance professionals today.*

*Supercharged Finance (Sept, 2018).

Three outcomes of a financial model

“Every sector, company, business owner and investor is different, but a good financial model usually contains at least the three outputs: the financial statements, an operational cash flow forecast, and a KPI overview.”

EY (Oct, 2019).

Why choose GetSmarter?

GetSmarter, an edX partner, delivers career-relevant, fully supported, and expert-led online courses from the world's leading universities and institutions. As an online learning expert with over 15 years' experience, GetSmarter leverages long-standing expertise in market research, data analysis, and business insights to ensure that you gain the skills critical to career growth.