Financial modelling 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 modelling 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 modelling, 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.
Learn to create financial forecasts through modelling 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 modelling 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 Modelling different types of businesses
Module 7 Using financial models for decision-making in business
Module 8 Using financial models for valuation
Your Course Convenor
The design of this online short course is guided by UCT faculty, as well as industry experts, who will share their experience and in-depth knowledge with you throughout the course.
Associate Professor, Department of Finance and Tax, University of Cape Town (UCT)
Toerien lectures investment ethics, alternative investments, equity investments, and corporate finance at third and fourth year levels. In “The Impact of Aid and Public Investment Volatility on Economic Growth in Sub-Saharan Africa”, Toerien investigated the effects of aid inflows and the volatility of public investment on economic growth in 26 sub-Saharan African countries over the period 1992 to 2011. Alongside supervising postgraduate research, his interests lie in public equities, private equity and entrepreneurial finance, carbon credits and environmentally driven markets, developing market investments and entrepreneurial finance.
Earn a certificate from the University of Cape Town
Study financial modelling and valuation analysis, and earn an official certificate of completion from the University of Cape Town.
Your certificate will be issued in your legal name and sent to you upon successful completion of the course, as per the stipulated requirements.
GetSmarter's learning model is designed to help you, as a working professional, improve your skills without compromising on work and family responsibilities. The course work is broken up into weekly, manageable bite-sized modules, with incremental deadlines, designed to help you pace yourself over the duration of the course and allow you the legroom to work when it suits you best.
At the beginning of each week you'll be presented with all the lectures, notes and assignments necessary for completion. You also have access to your Success Manager who will help you set goals and track key milestones, manage your time, and field any administrative requests you might have.
The Online Campus will be your virtual classroom for the duration of your course. Through its easy-to-use interface you'll have access to a diverse variety of course content formats, including: interactive video lectures, module notes, practice quizzes, Prezis, assignment briefs, and additional web resources.
On the Online Campus, you'll also be able to ask questions and interact with your fellow students and Head Tutor through the Online Campus discussion forums. If you're experiencing tech issues or need advice from your personal Success Manager, you can use the Online Campus to get in touch.