Events Calendar

Export Event


Advanced Financial Modeling

Event Description

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Incorporate different methodologies to forecasting the different types of assets on the balance sheet and compare and contrast with projecting liabilities. Learn how to balance a model utilizing the debt sweep and the revolver and not using any “plugs”. Appreciate the danger of and properly control for circular references. Avoid messy nested “if” statements!! You will leave the classroom with a fully constructed model that can be customized and applied to other companies. The final model is a fully scalable model that can be added upon.​

Event Type


Education Topic

Equity Investments; Portfolio Management

Start Time

3/13/2018 8:00 AM

End Time

3/13/2018 5:30 PM


Quezon City


Metro Manila

Event Country


Event Region

Asia Pacific

Location Info


Mr. Hamilton Lin, CFA

CE Credits


SER Credit




Member Price

Php21,000.00 / day (VAT EXCLUSIVE)

Non-Member Price

Early Bird Rate: Php24,000.00 | Regular Rate: Php26,000.00 / day (VAT EXCLUSIVE)

Candidate Price

Early Bird Rate: Php24,000.00 | Regular Rate: Php26,000.00 / day (VAT EXCLUSIVE)


All Day Event





Content Type: MyCFA Calendar
Created at 12/27/2017 11:58 PM by[CASMSTS:username]
Last modified at 12/27/2017 11:58 PM by[CASMSTS:username]