Financial Modeling. Build better models faster.
Form is important in sports, athletics and power lifting. Coaches invest the most time in correcting forms. Minor errors that magnify over time to become dangerous habits.
Financial Modeling is no different. A good coach can help us build better models, faster. To build better models focus on questions you want to answer. Why is that hard?
Depending on the application, questions change. Scale, growth, turnaround, valuation, pricing – all financial modeling but we need different lenses, framing and light to bring out the colors we want.
Understanding the math that matters for our businesses saves us future pain as well as capital. But if we don’t know what we need from our models, we will keep going around in circles.
Across 5 half days, build a range of financial models for founders and owners using real world cases. Build a growth model for scale. Build a banker model for debt servicing. Build a trader model for market signals.
This is a remote instruction course. Live instructor led but delivered via Zoom.
What is this course about?
Applied financial modeling in EXCEL. How do you build better financial models faster in EXCEL?
You start by focusing on asking and answering the right questions. The models you build are only as good as the questions you ask. Do you need to build a model to manage and plan for growth or debt servicing? Launch roadmap or capital requirements? Scale, turnaround or downside protection? For validating assumptions or pricing product offering?
We use three case studies to work with multiple approaches to designing models.
A model for forecasting growth for a startup on high-octane fuel. A model for determining debt service capacity under a turnaround for a school system in the Middle East. A model for identifying trading signals for bitcoin day traders.
- Building a financial model for growth and capital allocation for startups and founders. The Maya’s Closet case study looking at a growing startup’s capital need and decisions the founders need to make to pick one or more growth strategies.
- Building a financial model for credit analysis and financial forecasting. The GEMS Education case study looks at the GEMS school system debt load in the midst of the Covid-19 related slow down in UAE to evaluate the capacity of the group to raise more debt.
- Building a financial model for fun and curiosity. The directional trading model for Bitcoin case study looks at possible signals and their relationship with changes in Bitcoin prices on a daily basis.
Course dates and schedule – June 2021
Cohort A – 2nd to 9th June
Cohort B – 14th to 19th June
5 half days. 3 hours instruction + 1 hour assignments
- Part I. Foundations. 2nd, 3rd, 4th June
- Course Study break and assignments. 5th to 7th June
- Part II. Conclusion and wrap up. 8th and 9th June
- Part I. Foundations. 14th, 15th, 16th and 17th June
- Course Study break and assignments. 18th to 19th June
- Part II. Conclusion and wrap up. 20th June
Course timing and Fees
- Cohort One – 5 pm to 8 pm Pakistan standard time – For MENA, Pakistan, Europe, US East Coast customers.
- Cohort Two – 7 am to 10 am Pakistan standard time – For US West Coast, Canada, South American and Far Eastern customers.
Preorder price is available to the first 15 customers or till April 30th, whichever comes first
The course cost covers the cost of instructions, reading materials and access to online resources. Applicable taxes and deductions will vary and depend on customer location.
Special Preorder Price
The special preorder price is only available for the first 15 customers. From 1st May the course price will no longer include the pre-order discount and will jump up to US$ 1,250 per person.
The preorder form below will only take down your contact details and your payment preferences at this point. Your order is an indicative order and it can be cancelled by you at any time for any reason. We won’t hold it against you at all.
In about two weeks, we will send you a final confirmation email with payment instructions. With payment details based on payment options selected by you. Your course registration will only be confirmed after payment has been received by our team.
If you need any additional assistance, please drop Jawwad Farid an email at [email protected]
If you are paying through credit or debit cards, your payment will be processed and charged by 2Checkout and will show up as a foreign currency transaction on your statement.
If you are paying through IBFT, the price would be the equivalent PKR amount on 30th April 2021. Customers in Pakistan would be also be subject to additional taxes under the withholding and GST regime.
Thank you very much for your order.
About the instructor
Jawwad Farid has been building, implementing risk models and back office systems since 1993. Working with clients on four continents he helps bankers, board members and regulators take a market relevant approach to risk management.
Jawwad is a Fellow Society of Actuaries, (FSA, Schaumburg, IL), holds an MBA from Columbia Business School and is a computer science graduate from FAST NUCES. During the last 29 years, he has worked as an advisor and a consultant in North America, Pakistan, Middle East, Africa, Far East and the United Kingdom.
Jawwad’s expertise include investment management and risk models.
Jawwad advises due diligence teams on risk assessment and valuation in banking, treasury and insurance sectors, sets up FX and commodity hedging desks, builds fair value models for illiquid securities for FAS 157 disclosures (US$ 600 million portfolio), estimates contingent liability reserves, implements treasury, credit and enterprise risk platforms, designs Economic Capital allocation strategies across business lines and helps life and general insurance clients with regulatory reporting, IFRS 17 implementations, and allocation and bid patterns for 10, 20 and 30 year bonds, ALM mismatch and fixed income portfolio gap reduction.
Jawwad is an adjunct faculty member at the SP Jain Global School of Management in Dubai and Singapore as well as at IBA, Karachi, where he teaches Risk Management, Derivative Pricing, Treasury and Portfolio Management to Executive MBA students. He has taught as an adjunct professor since 1995 and is consistently rated as a practical hands-on market relevant instructor by students and participants in Bangkok, Kula Lumpur, Singapore, Dubai, Abu Dhabi, Nairobi, Bahrain, Doha, New York and Karachi.
Jawwad is the author of 5 books. The latest being Founder Puzzles. Earlier titles include Models at Work, Option Greeks Primer, Portfolio Optimization Models and Reboot.
You can learn more about Jawwad at: