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Event: CFA Society Ottawa – How to Build a Financial Model (The Marquee Group)

STARTS: Wednesday, April 19, 2023 at 9:00 AM
ENDS: Wednesday, April 19, 2023 at 5:00 PM

Description: This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts, and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.

Full course outline

Nicol Building 5010
Sprott School of Business
Carleton University
1125 Colonel By Dr
Ottawa ON K1S 5B6  

Other Notes:  
Participants should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to taking this course.  

Participants will be required to bring their own laptops with Microsoft Excel installed.  

Lunch will be provided.  

Maximum 20 attendees




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