Financial Modelling in Excel

(4 Days)

SUITABLE FOR:

Financial Controllers, Corporate Finance Staff, Finance Staff, Analysts, Accountants, Credit Managers, Treasury Managers, Risk Managers, Commercial Bankers.

 

SUMMARY:

The topics covered include:

  • Introduction to Financial Modelling

  • Principles of Financial Modelling

  • Principles of Risk Return

  • Valuation: Theory and Application

  • Financial Model Auditing/Review

  • Reporting

  

 

OBJECTIVES:

By the end of the course, delegates will:

  • gain a good working knowledge of the most useful functions in Excel for financial modelling
  • have understanding of different types of financial models and when to apply them
  • be able to construct financial models using a broad range of Excel method and techniques
  • have experience in designing solutions to real-world financial modelling challenges
  • be able to produce meaningful management reports and charts


 

FEE: £2,400

Excluding accommodation and meals

LOCATION: DATE:
Nairobi

March 15 – 18, 2010

 
 

COURSE PRESENTER

PURNENDU NATH MA MSc FIA PhD CFA

PROFESSIONAL & ACADEMIC QUALIFICATIONS

CFA Institute - Charter holder CFA - 2006
London Business School
Doctor of Philosophy (Finance)
Thesis: “Microstructural Investigation of Trading in Equity and Bond Markets” PhD - 2004
Institute of Actuaries, England:
Fellowship speciality – Investment and Asset Management Fellowship FIA - 2000
Cass Business School, London
Master of Science (Mathematical Trading & Finance) : Distinction MSc - 1998
University of Cambridge, England
Master of Arts (Engineering & Management Studies) :Class I BA, MA - 1993/97

EXPERIENCE

3/07 – 6/08 Portfolio Manager (Hedge Fund), Hong Kong
5/06 – 11/06 Credit Suisse, Proprietary Trading, London
8/05 – 1/06 Amplitude Capital LLP (Hedge Fund), London
1/05 – 8/05 Quantitative Trading Research (Proprietary), London & Mumbai
4/03 – 12/04 KBC Alternative Investment Management (Hedge Fund), London
6/02 – 11/03 Proprietary Quantitative Trader, London
3/02 – 5/02 Hedge Fund Research Centre, London Business School
7/01 – 8/01 Independent Consultant to DTZ Corporate Finance, London
1/98 – 7/98 HSBC Midland, London
1/96 – 1/98 Sedgwick Noble Lowndes Investment Strategy, London
6/92 – 9/90 National Physical Laboratory (Dept of Quantum Metrology), London

RESEARCH

Publications:
• The Price of Future Liquidity: Time-Varying Liquidity in the U.S. Treasury, Review of Finance (2005)
• Are Price Limits Always Bad?, Journal of Emerging Market Finance (2005)
• Estimates of the Continuous Time Cox-Ingersoll-Ross Term Structure Model: Further Results for the UK Gilt-Edged Market, Applied Economic Letters (Feb 2001)
• How Your Mind Affects Your Wallet, Management Next (July 2005)

Completed papers:
• “High Frequency Pairs Trading with US Treasury Securities – Risks and Rewards for Hedge Funds”
• “Do Price Limits Behave like Magnets?”
• “Interdealer Trading in the UK Government Bond Market”
• “Mean Reversion in Inventory Risk Management: Evidence from the Trading Behavior of UK Government Bond Dealers”

 

Book A Course •  Clients •  Testimonials • Site Map •  Terms & Conditions

     ©2000-2005 Management Training & Consultancy Limited. All Rights Reserved.