Learn to construct predictive financial models in Excel to inform better asset management and investment decisions.
8 weeks, excluding
orientation
8–10 hours per week,
self-paced learning online
Weekly modules,
flexible learning
1
Highly practical and in-demand financial modelling skills to augment your finance knowledge.
2
The ability to think critically and build financial models to understand characteristics and interpretations of businesses.
3
A certificate of completion from UCT, Africa’s leading university.1
1 QS Top Universities (2023).
Over the duration of this online short course, you’ll work through the following modules:
Module 1: Using Financial Modelling Effectively
Explore the fundamental skills and best practices required to become proficient in Excel-based financial modelling.
Module 2: Accounting Statements
Discover the various accounting statements, their purposes, and how they are related and interpreted.
Module 3: Building the Three Statement Model
Discover how to create a three statement model, comprising the balance sheet, income statement, and cash flow statement.
Module 4: Forecasting the Three Statement Model
Explore the various ways of forecasting and extending the three statement model, which is driven by underlying business assumptions.
Module 5: Sensitivity and Scenario Analysis
Discover the differing degrees to which varying inputs affect outputs in a model.
Module 6: Modelling Different Types of Businesses
Discover the differences within financial statements in relation to differences in industry.
Module 7: Using Financial Models for Decision-Making in Business
Explore how financial models are used in strategic business decisions.
Module 8: Using Financial Models for Valuation
Discover how a financial forecast is applied into a discounted cash flow valuation model.
Please note that module titles and their contents are subject to change during course development.
Dr Lucian J Pitt
Senior Lecturer (Finance), Department of Finance and Tax, UCT
Dr Pitt’s academic career is supplemented by more than 20 years in the corporate sector, during which time his focus was primarily on financial control, business development, and economic analysis. In academia, his core area of focus is corporate finance, and he also has a keen interest in financial modelling, company and asset valuations, and investment analysis and management. His personal mission is to pursue lifelong learning and to inspire others to do the same.
This UCT online short course is delivered in collaboration with online education provider GetSmarter, part of edX. Join a growing community of global professionals, and benefit from the opportunity to:
Gain verifiable and relevant competencies and earn invaluable recognition from an international selection of universities and institutions, entirely online and in your own time.
Enjoy a personalised, people-mediated online learning experience created to make you feel supported at every step.
Experience a flexible but structured approach to online education as you plan your learning around your life to meet weekly milestones.