Course Brochure - Wizer Consultingtraining.wizerconsulting.com/assets/docs/Brochure-2020.pdfParticipants will also learn helpful hints, tips and tricks and keyboard shortcuts. “Very

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Course Brochure - 2020

Contents

Basic Microsoft Excel ........................................................................................................ 1

Intermediate Microsoft Excel ............................................................................................ 2

Advanced Microsoft Excel ................................................................................................. 3

Financial Modelling with MS Excel ................................................................................... 4

Advanced Financial Modelling with MS Excel (Project Finance, Real Estate, etc.) ............. 5

Data Visualization with MS Excel ..................................................................................... 6

Microsoft Word ................................................................................................................ 7

Microsoft PowerPoint ....................................................................................................... 8

Basic Accounting & Financial Statement Analysis ............................................................. 9

Analyst Boot Camp (ABC) ............................................................................................... 10

Analyst Boot Camp (ABC) Cont’d. ................................................................................... 11

Advanced Financial Statement Analysis & Forecasting ................................................... 12

Business Valuation ......................................................................................................... 13

2020 Open Enrolment Course Calendar .......................................................................... 14

Course Registration ........................................................................................................ 15

What Participants Say… ................................................................................................. 17

1 www.wizerconsulting.com

Basic Microsoft Excel

Worksheet Mechanics

• The Ribbon (Tabs, Groups and Commands)

• Time-saving Worksheet Navigation Techniques and Keyboard Short-cuts

• The Quick Access Toolbar

• Insert/Delete Rows and Columns

• How to:

- Select Non-Contiguous Cells/Ranges

- Control Your Worksheet View

- Group Worksheets

- Create a Data Series

▪ Numbers

▪ Dates

- Use Comments to Explain Cell Contents

Working with Databases

• Define an Excel ‘Database’/‘Table’

• Database/Analysis Tools

- Sort

- Filter

- Working with Text Files (the Text-to-Column Wizard)

- Sub-Total

- Data Validation

• Printing Techniques

- Working with Page Set-Up: Headers and Footers, Repeat Header Rows, Set Print Area, Scaling, etc.

Formulas and Functions

• Building Formulas/Expressions to Perform Calculations

• Operator Order

• Relative and Absolute Referencing

• Statistical Functions: SUMIF, SUMPRODUCT, AVERAGE, COUNT, COUNTIF, etc.

Formulae and Functions (cont’d)

• Text Functions: CONCATENATE, UPPER, TRIM, PROPER etc.

• The IF function

• The VLOOKUP function

• ‘Nested’ Functions

• How Excel Works with Dates

• Date Functions e.g. TODAY, NOW, etc.

• Calculations involving Dates

Formatting

• Working with the ‘Format Cells’ menu

• Conditional Formatting

• Introduction to Custom Formatting

Analysis Tools

• Pivot Tables

- Anatomy of a PivotTable Report

- Grouping Data and other items

- Using the Report Filter

- Pivot Charts

• Charts

- Anatomy of a Chart

- Working with Axes, Plot Area, Legend, etc.

- Charting Techniques

▪ Stacked Bar Chart

▪ Pie ‘Explosion’

- Creative Use of Colours for Emphasis

Net Fee per Participant:

N135,000 (US$450) + VAT @ 5%

All modules are presented with extensive hands-on exercises/case studies that are designed to allow delegates apply concepts learned.

Designed for users with basic-level knowledge, this 2-day course teaches participants about worksheet mechanics and time-saving

navigation techniques, creating and working with databases, working with functions and formulas, formatting (including condit ional

formatting), creating and working with Pivot Tables, etc.

Participants will also learn helpful hints, tips and tricks and keyboard shortcuts.

“Very educative, impactful

and really a nice journey to

the mainbowl and heart of

Excel. The course is so nice.”

Analyst, Ecobank Nigeria

Limited

Participants will be able to:

• perform tasks efficiently; • write formulas, and use functions

in MS Excel; • create professional charts; • work with Pivot tables and other

tools in Excel.

In addition to our standard course materials, each participant will, upon completion of the course, receive an annotated version of the MS Excel file(s) used during the course.

Participants will also receive free helpdesk

support for their most difficult spreadsheets

for 90 days after the course.


Intermediate Microsoft Excel

Working with Data

• Subtotals (including multi-level Subtotals)

• Data Validation (including advanced Validation techniques)

• Worksheet Protection and Security

• Circular References

• Creating ‘Tables’ in Excel

Formatting

• Creating Custom Formats

- Date and Time

- Numbers and Text

• Advanced Number Formats

• Working with large numbers

• Conditional Formatting

Formulas and Functions

• Relative and Absolute Referencing

• Statistical functions: COUNT, SUMIF, COUNTIF, COUNTA, SUMIFS, SMALL, etc.

• Text functions: TEXT, LEN, TRIM, LOWER, UPPER, PROPER, etc.

• Logical functions: IF, OR, AND, IFERROR, ISERROR, etc.

• Date functions: TODAY, MONTH, YEAR, NETWORKDAYS, etc.

• Look-up functions: VLOOKUP (including use of wildcard characters), LOOKUP, etc.

• Financial functions: PMT, etc.

Introduction to Spreadsheet Modelling Techniques

• Custom Scenario Analysis

• Sensitivity Analysis with Data Tables

Working with Named Ranges

• Define Named Ranges

• Edit Named Ranges

• Use Named Ranges in Formulas

Formulae Auditing

• Formula Auditing (Trace, Watch, Evaluate, etc.)

Analysis Tools

• Advanced Pivot Table techniques

• Goal Seek

• Data Tables

Charting Tools

• Advanced Charting Techniques

• Creating Custom Analysis Chart Templates

• Creating Graphs and Charts

• Formatting and Editing Charts

Using Form Controls on Worksheets

• Combo Box

• Spin Button

• Option Button

Introduction to Macros

• Recording

• Editing

• Attach Macros to Controls

• Automation with Macros


N130,000 (US$435) + VAT @ 5%

Designed for Excel users, who require higher-level spreadsheet proficiency, due to increased volume/complexity of their day-to-day tasks.


• apply advanced functions and tools in Microsoft Excel to solve more complex problems;

• analyse and present data clearly and more efficiently with Microsoft Excel tools;

• produce several spreadsheets/templates using a range of Excel techniques and best practices.

This 2-day course teaches participants about advanced functions, analysis tools, custom reports, professional charting techniques,

automation with macros, use of form controls, etc. Participants will also learn helpful hints, tips and tricks and keyboard shortcuts.

Excellent. Deep knowledge of

subject matter and pragmatic

and understandable

communication. Best

modelling course I have done.

Analyst, Nigerian Sovereign

Investment Authority






Advanced Microsoft Excel

Manipulating Data

• Advanced Data Validation; including custom validation using formulas

• Hide Formulas

• The ‘Go to Special…’ menu

• Database Function: DAVERAGE, DCOUNT, etc.

Formulae and Functions

• Design Custom Reports

• Writing Custom Formulas

• Advanced Functions (INDEX, MATCH, SMALL, etc.)

• VLOOKUP vs. INDEX-MATCH combination

• Use of wildcard characters in look-up functions

• User-Defined Functions (UDFs)

• Work with Excel ‘Tables’

• Wrap Formula/Expression Results

Working with Named Ranges

• Create dynamic Named Ranges with Formulas

• Work with Array Formulas and Functions

Advanced Charting Tools

• Create Dynamic Charts (e.g. using one chart for varying time series, locations, etc.)

• Use Form Controls for Charts

• Charts with Secondary Axis

• Link Charts to MS Word and PowerPoint, with automatic update

• Special charts

- Waterfall Chart

- GANTT Chart

- Tornado Chart

Dashboard Design

• Dashboard Layout

• Pre-formatting the Worksheet

• Automating Charts with use of Form Controls:

• Spin button

• Option box

Formatting

• Advanced Custom Formats

• Apply Custom Conditional Formatting with Formulas

• Create GANTT Charts with Conditional Formatting

Automation

• Building Scenarios

• Sensitivity Tables

• Optimisation using Solver

• Using Form Controls on Worksheets

- Option Button

- Spin Button

- Combo Box

• Track Changes by Multiple Users

Visual Basic for Applications

• Introduction

• Recording Macros

• Assigning Macros to Form Controls

• Editing Macros

• Key Visual Basic commands e.g.

- IF…..THEN

- DO UNTIL…….LOOP

- DO WHILE…….LOOP

- WITH ….END WITH

• Working with ‘ActiveX’ Controls

• Testing and Debugging Code

• Designing / implementing custom Applications


N150,000 (US$500) + VAT @ 5%


- apply advanced tools/functions in Excel;

- write array formulas and work with array functions

- create user-defined functions; - learn to edit and debug Visual

Basic for Applications (VBA) codes.

“Quite enlightening. The

facilitator took the pains

to treat each individual's glitches.”

Participant, ARM

Pension Managers

This 2-day course is targeted at advanced users who require the highest level of proficiency in Microsoft Excel. Learn about creating your

own custom functions, automating your spreadsheets with macros, advanced uses of Visual Basic for Applications (VBA), creating dynamic

charts, working with advanced tools, etc.

Learn to design sophisticated spreadsheets/models that you never imagined were possible! Participants are encouraged to

bring their most challenging

spreadsheets/ models to class.






Financial Modelling with MS Excel

Introduction

• The Modelling Process

• Modelling Best Practices

- Separation, Consistency, Integrity, Protection, Colour Coding, Modular technique

Defining Input/Assumptions

• Macro-economics

• Project Cost

• Financing

• Estimating the Explicit Forecast period

• Revenue

• Expenditure

• Setting-up Scenarios

Setting-up the Reports

• Statement of Profit or Loss

• Statement of Financial Position (Balance Sheet)

• Statement of Cash Flows

• Summaries/KPIs

• Charts

Forecasting - Detailed build-up of revenues and expenditure using the Modular technique

• Revenues

• CAPEX

• OPEX

• Depreciation

• Loan Amortisation and Interest

• CAPM and WACC

• Demonstrate inter-relationships between input, calculation modules and reports

• Double Entry

• Error checks

Financial Ratios and Key Performance Indicators

• Liquidity Ratios

• Activity Ratios

• Coverage Ratios

Investment Appraisal/DCF Valuation

• Free Cash Flows

• Cost of Capital Fundamentals

• DCF Valuation Model

• IRR, NPV and Pay-back Analysis

• Enterprise Valuation

• Equity Valuation

Sensitivity Analysis/Tables

• Data Tables

Scenario Analysis

• Adding and using Form controls on worksheets

Optimization and Targeting

• Goal Seek and Solver


N250,000 (US$835) + VAT @ 5%

5-Day Intermediate Excel & Financial Modelling –

N330,000 (US$1,100) + VAT @ 5% per Participant





Financial modelling, more than any other activity, provides the foundation for meaningful budgets and project evaluation. Surveys have

however consistently demonstrated that more than 80% of models/spreadsheets contain significant errors – suggesting the possibility of

major business decisions being made on the basis of incorrect information! Through this intensive 3-day course, learn to develop robust,

consistent and error-free financial models that increase the accuracy of forecasts/ budgets and assist in investment decisions.

Each participant will build from scratch, a comprehensive and robust financial model using various Excel techniques and financial modelling best practices.

Participants will also be able to:

• incorporate sensitivity and scenario analysis into financial models.

• produce management reports, summaries and meaningful charts.

“The course has helped

improve my understanding

of Financial Modelling. This

would go a long way in

enhancing the quality of

work output and efficiency.”

Analyst, Argentil Capital

Partners

An advanced level proficiency in MS

Excel is a prerequisite for this course.

Requisite skill sets include:

• Working with array functions • Working with Data Tables (1-

dimensional and 2-dimensional Tables)

• Relative& Absolute Referencing • Working with Named Ranges

(define, edit, create from selection) • Grouping and outlining • Working with Form controls • Conditional Formatting • Key Functions (IF including ‘nested’

IF, INDEX, CHOOSE)

Past delegates to the course have

found it very helpful to attend the 2-

Day Intermediate/Advanced

Microsoft Excel course prior to

attending the course.


Advanced Financial Modelling with MS Excel (Project Finance, Real Estate, etc.)

Introduction

• Overview of Project Finance

• Implications of project finance terms/risks for financial modelling

Model Structure/Input Assumptions

• Modelling Best Practices

• Project Cost

• Set up value drivers

• Set up Scenarios

Financial Analysis & Modelling

• Set up the financial statements (Statement of Profit or Loss, Statement of Financial Position and Statement of Cash Flows)

Modelling Mechanics

• Include switch for ‘roll-up’ of time periods (monthly, quarterly, semi-annually, annually)

• Include switch to accommodate construction delays

• How to deal with Circular References and alternative approaches

• ‘Good’ Circular References

• Error checks

• Include switches for different debt repayment profiles (level, annuity, etc.)

• Separation of Construction and Operation time periods and time flexibility

• Use of ‘flags’ for model timing

• Modelling detailed Source & Use statement to account for construction cost profile and draw-down of different financing sources

• Calculating the cost of different financing sources (senior/subordinated debt, preference shares, equity, etc.) and the WACC

• Calculating the cost of equity

• Modelling Cash Waterfall

• Determine optimal capital structure

• Modelling complex debt amortisation schedules (including capitalisation of Interest During Construction)

Project Evaluation

• Net Cash from operations before debt Service

• Modelling Debt Covenants

• Cash flow to equity and debt providers

• Return to Equity, NPV, IRR and other measures

Risk and Uncertainty

• Identifying and modelling project risks

Analysis Tools

• Sensitivity analysis

• Scenario analysis

Optimization and Targeting

• Use Goal Seek and Solver


N300,000 (US$1,000) + VAT @ 5%

Delegates are required to have

finance/accounting knowledge and

at least intermediate/advanced

level proficiency with MS Excel.

Each participant will build from

scratch, a comprehensive and

robust financial model using various

Excel techniques and financial

modelling best practices.


• develop robust, consistent and error-free financial models that

increase the accuracy of project appraisal;

• incorporate sensitivity and scenario analysis into financial

models;

• produce management reports, summaries and meaningful charts.

This intensive 3-day course teaches participants about advanced modelling techniques for project finance transactions, real estate

transactions, etc.






Data Visualization with MS Excel

Rules of Visualization

• Clarity

• Quality

• Simplicity

• Structure

Working with Source Data

• Setting Up Source Data

• Use of Auxiliary Data Columns/Rows

Advanced Charting Techniques

• Choosing the right Chart

• Font Selection

• Creating Chart Templates

• Working with 3-D Charts

• Snap to Grid

• Use of Symbols and Enhancements

• Alternate Plot Area with Different Colours

Special Charts

• GANTT Charts

• Waterfall Charts

• ‘Vertical’ Line Charts

• Tornado Charts

• Special Effect Pie Charts

• ‘Square’ Pie Charts

• Dynamic Charts

Dashboard Design

• Dashboard Layout/Arrangement

• Pre-formatting the Worksheet

• Creating the Dashboard

• Chart Formatting Techniques (Chart Area, Plot Area, Axis, Legend, etc.)

• Using Tables

• Colour Schemes

• Chart Layouts

• Working with Tables

• How to use Excel’s Camera tool

• Magazine-Quality Colours and Themes

• Automating Charts with Form Controls:

- Spin button

- Option box

- Combo box

- Link Excel Charts to MS Word/MS PowerPoint (with automatic update)

• Sample Visualisation with Dynamic Maps


N150,000 (US$500) + VAT @ 5%

… visualize information in ways you

never imagined were possible!

An advanced level proficiency in MS

Excel is a pre-requisite for this course.

Through this intensive 2-day course, learn to develop visualization tools/dashboards to see where your organisation has been and where it’s

going. Learn to develop powerful tools that help to track trends, gain insight, see opportunities and take action!


Microsoft Word

MS Word Mechanics

• Bullets, Numbers & Lists

• Styles

• Save Time with Templates

• Text and Paragraph Editing

• Working with Breaks

- Page Break

- Section Break

- Column Break

• ‘Ruler’ Basics

- First line Indent

- Hanging Indent

- Left Indent

- Right Indent

- Tab Stops

• Working with Document Outline

• Working with Page Layout

- Column

- Margins

- Paragraph

- Orientation

Headings and Styles

• Using Headings and Styles

• Built-In Heading Styles

• Custom Styles

References & Document Review

• Footnotes and Endnotes

• Table of Contents

• Table of Figures

• Cross references

• Bookmarks

Track and Merge Documents

• Compare and Merge Documents

• Revise Documents with Track Changes and Comments

• Compare Documents Side by Side

More Features

• Cover Page

• Customise the Header and Footer

• Hyperlinks

• Watermarks

• Drop Cap

• Quick Parts

• Working with Tables (including arithmetic calculations)

• Great MS Word Features

Mail Merge

• Use Mail Merge for Mass Mailings (letters, email, etc.)

• Setup and maintain a data source

• Formatting numbers and dates with Field Codes


N80,000 (US$270) + VAT @ 5%

All modules are presented with extensive hands-on exercises/case studies

By the end of the course,

participants will be able to:

- use MS Word with a higher level of proficiency;

- learn about often ignored productivity tools in MS Word;

- perform simple calculations within tables;

- link charts from MS Excel.

An intensive 2-day course. Learn useful, time-saving features including; Styles, Sections, Columns, Citations, Mail Merge, Table of Contents,

Footnotes, Endnotes, working with tables; link reports/charts to MS Excel, etc.

“I recommend this course

for every user of MS Office

application. The course

would give you a paradigm

shift to what you think you

know in using MS Word.”

Participant, Outside-In HR


Microsoft PowerPoint

Microsoft PowerPoint Mechanics

• Slides, text, and notes

• Working with the slide area

• Working with texts (increase/decrease list level, etc.)

• Slide layout

• Slide View

- Normal - Slide sorter - Notes page - Slide show

• Ruler

• Insert and delete slides

• Duplicate slides

• Navigation techniques

Customise Presentations

• Apply a Theme

- Preview and Select a Theme - Save a Custom Theme

• Apply a Background Style

• Create slide notes

• Insert date/time, slide number

• Add Footers

• Arrange and Print Sections

Working with the Slide Master

• Templates and their masters

• Create custom slides - colour schemes, backgrounds, logos, etc.

• Insert new slide master

• Add Watermarks

• Edit built-in templates

Working with Animations

• Slide Transition (speed, sound, etc.)

• Preset animation

• Custom animation

• Custom effects for text and pictures

• Free Form Animation

• Timing

Objects/Drawing

• Work with Objects

• Insert and edit text in a shape

• Work with SmartArt

Proof, Print & Prepare for the Presentation

• Preview on your computer

• Print slides, notes and handouts

• Rehearse presentation timing

• Use Presenter View

• Record Narration

• Integrate graphics and tables into presentations

• Add Hyperlinks to presentations

• Hide Slides

Sharing a Presentation

• Sharing with a remote audience

• Package a presentation for CD

• Save a presentation to the web

• MS Office (Excel and Word) integration

Class Exercises – Impactful Presentations

• Professional presentation techniques • Impactful presentations

Participants develop and make presentations. Designed to teach presentation skills and provide tips on public speaking.


N80,000 (US$270) + VAT @ 5%

This 2-day course teaches participants about great MS PowerPoint features including animations, working with the Slide Master, pictures,

videos and sounds, professional presentation techniques, professional use of animations, etc.

“The course has proven

to be effective; it not

only covers the basics

of PowerPoint, but also

presentation skills.”

Participant, Total E & P

N Nigeria Ltd

All modules are presented with extensive hands-on exercises/case studies


- Use PowerPoint to create professional presentations;

- Work with the SlideMaster and tools in MS PowerPoint;

- Learn about graphics and media with MS PowerPoint.


Basic Accounting & Financial Statement Analysis

Introduction to Accounting

• Define accounting and the accounting function

• Explain the reasons for preparing accounts

• Explain the basic accounting concepts

The Accounting Equation and the Statement of Financial Position

• The accounting equation

• Differentiate between assets, liabilities and owners’ equity

• Purpose of the Statement of Financial Position

• Format of the Statement of Financial Position

The Statement of Profit or Loss

• Understand the Statement of Profit or Loss

• Understand the link between the Statement of Profit or Loss and the Statement of Financial Position

Double Entry Accounting

• Understand cash and credit transactions in terms of debits and credits

• Record debit and credit entries in ‘T’ accounts

• Close off revenue and expense accounts to the Statement of Profit or Loss

• Close off asset and liability accounts

The Trial Balance

• Introduction to the General Ledger

• Post transactions for a period, close off the accounts and extract a trial balance

Accruals and Prepayments

• Matching income with related expenses

• Accrued expenses and income

• Prepaid expenses

• Pre-billed income

Property, Plant and Equipment

• Calculating depreciation charge

• Statement of Financial Position and Statement of Profit or Loss effect of depreciation

Interpretation of Financial Statements

• Describe the form and content of published financial statements

• Statement of Cash Flows (and its relationship with Statement of Financial Position and Statement of Profit or Loss)

• Financial statement analysis

• Financial ratios (profitability, efficiency, etc.)

Cash Flow Analysis

• Understand the components of Statement of Cash Flows

• Apply cash flow analysis to evaluate the financial health of an entity


N150,000 (US$500) + VAT @ 5%

Participants will:

• Understand the basic building block of accounting – the Accounting Equation;

• Understand the contents of

published financial statements;

• Use financial ratios and working capital analysis to assess the financial health of

organizations.

A 3-day intensive course. Understand the Statement of Financial Position (Balance Sheet), Statement of Profit or Loss and the Statement of

Cash Flows; and the relationship between these key reports. Use financial ratios and working capital analysis to assess the financial health

of organizations.

“Gives an effective view of

basic accounting and

financial statement

analysis.”

Participant, Asso Savings

& Loans Plc.

Who should attend?

Open to all non-accountants who

wish to acquire basic accounting

and financial analysis skills:

• Lawyers; • Real Estate Professionals; • Medical Doctors; etc.


Analyst Boot Camp (ABC)

Online

Financial Mathematics

• Compounding, Discounting and the CAGR

• Annuities (Ordinary and Annuity Due); Perpetuities

• Calculating Cash Flows for Investment Appraisal

• Discounted Cash Flow Analysis

• NPV/IRR & investment decision rules

Selected Topics in Intermediate /Advanced MS Excel, including:

• Formulas and Functions

- Relative and Absolute Referencing - Statistical functions: COUNT, SUMIF,

COUNTIF, COUNTA, SUMIFS, SMALL, etc. - Text functions: TEXT, LEN, TRIM, LOWER,

UPPER, PROPER, etc. - Logical functions: IF, OR, AND, IFERROR,

ISERROR, etc. - Date functions: TODAY, MONTH, YEAR,

NETWORKDAYS, etc. - Look-up functions: VLOOKUP (including

use of wildcard characters), LOOKUP • Analysis Tools

- Working with Pivot Tables - Goal Seek - Data Tables

• Working with Named Ranges

- Define Named Ranges - Edit Named Ranges - Use Named Ranges in Formulas

• Spreadsheet Modelling Techniques

- Custom Scenario Analysis - Sensitivity Analysis with Data Tables

Selected Topics in Business Valuation

• The Concept of Value

- Value of a business - Equity valuation vs. Firm valuation - Value vs. Price

• Valuation Models

- Asset-Based Valuation - Relative/Market-Based (Co-Co, Co-Tran) - Discounted Cash Flow (DCF) - Dividend Discount Model (DDM)

In-Class

Tools for Macro-economic Analysis

• PEST/PESTEL

Industry Analysis

• Demand Analysis

• Supply/Competitor Analysis

• Porter’s Five Forces Model

• Critical Success Factors

• Case Study of Selected Industries

Accounting and Financial Analysis

• The Accounting Equation and the Statement of Financial Position

- The accounting equation - Differentiate between assets, liabilities

and owners’ equity - Purpose of the Statement of Financial

Position • The Statement of Profit or Loss

- Understand the Statement of Profit or Loss

- Understand the link between the Statement of Profit or Loss and the Financial Position

• Double Entry Accounting

- Understand cash and credit transactions in terms of debits and credits

- Record debit and credit entries in ‘T’ accounts

- Close off revenue and expense accounts to the Statement of Profit or Loss

- Close off asset and liability accounts • The Trial Balance

- Introduction to the General Ledger - Post transactions for a period, close off

the accounts and extract a trial balance • Property, Plant and Equipment

- Calculating depreciation charge - Statement of Financial Position and

Statement of Profit or Loss effect of depreciation

Participants will:

- understand the fundamentals of corporate finance;

- Assess organisation’s financial health using financial ratios and working capital analysis;

- Perform business valuation using commonly used methodologies;

- Learn intermediate/advanced MS Excel tools and functions to solve complex spreadsheet problems; etc.

This intensive 1 week Online and 5 days In-Class course is designed for Analysts working in corporate/project finance, investment banking,

consulting, advisory, asset management, etc. It covers core concepts in Financial Mathematics, MS Excel, Business Valuation and Financial

Statement Analysis.

“It has helped me

comprehend the basic

concepts of analysing…It has

also broadened my

knowledge about the vast

function of the Microsoft

excel package.”

Analyst, Capital Bancorp Ltd.


Analyst Boot Camp (ABC) Cont’d.

Assessing the Financial Health of a Company

• Interpretation of Financial Statements, including ratio analysis (Profitability, Liquidity, Solvency, Efficiency, etc.)

• Cash Flow Analysis – examine the source and use of cash in a company

• Free Cash Flows to the Firm (FCFF) & Free Cash Flows to Equity (FCFE)

Data Presentation

• Creating Dynamic Charts (e.g. using one chart for varying time series, locations, etc.)

• Using Form Controls for Charts

• Charts with Secondary Axis

• Link Charts to MS Word and PowerPoint, with automatic update

• Special charts

- Waterfall Chart - GANTT Chart - Tornado Chart

Statistical Analysis with Excel

• Standard Deviation

• Variance Analysis

• Regression Analysis

Corporate Strategy

• Value Chain Analysis

• SWOT Analysis

• Balanced Scorecard

Selected Topics in Financial Modelling

• Define Inputs/Assumptions

- Macro-economics - Project Cost - Financing - Revenue - Expenditure - Setting-up Scenarios

• Setting-up the Reports

- Statement of Profit or Loss - Statement of Financial Position - Statement of Cash Flows - Summaries/KPIs


N450,000 (US$1,508) + VAT @ 5%

Participants will:

- learn the tools for appraising industries to make decisions based on the top-down approach;

- master tools of corporate strategy assessment;

- develop advanced data analysis skills and data presentation techniques with MS Excel.

“The course and course

materials will go a long

way to improving my

business analysis skills.”

Participant, KPMG

This intensive 1 week Online and 5 days In-Class course is designed for Analysts working in corporate/project finance, investment banking,

consulting, advisory, asset management, etc. It covers core concepts in Financial Mathematics, MS Excel, Business Valuation and Financial

Statement Analysis.


Advanced Financial Statement Analysis & Forecasting

Review of Published Financial Statements

• Trend Analysis

- Statement of Profit or Loss

- Statement of Financial Position

- Statement of Cash Flows

Common-Sized Financial Statements

• Vertical and Horizontal Common sized financial statements

Ratio Analysis

• Assess the financial health of an organization

• Evaluate financial performance

- Profitability;

- Liquidity;

- Efficiency;

- Stability etc.

• DuPont Analysis – Decomposition of Return on Equity (ROE)

Cash Flow Analysis

• Review of the Statement of Cash Flows (Operating, Investing and Financing Activities)

• Estimate Free Cash Flows (Free Cash Flow to the Firm, Free Cash Flow to Equity)

• Working Capital Analysis

• Cash Conversion Cycle

Forecasting Financial Statements

• Detailed build-up of the Statement if Profit or Loss, Statement of Financial Position & Statement of Cash Flows

• Assess historical trends, strategic plans and determine sustainable growth rates

• Excel best-practices

Data Presentation

• Professional charting techniques

• Dashboard Design

The International Financial Reporting Standards (IFRS)

• Overview

• Key drivers

• Comparison with Nigerian GAAP

• Implications for Nigerian organizations (listed entities, significant public entities, SMEs, etc.)

• Challenges

• Implementation timelines


N200,000 (US$670) + VAT @ 5%

Participants will:

- acquire a solid grounding in financial statement analysis based on relevant case studies

- learn advanced forecasting techniques with MS Excel

- be conversant with the IFRS framework

Analysts must be able to understand, rigorously analyse and interpret financial and other qualitative information in financial statements. This

skill provides the foundation for meaningful performance evaluation, comparative analysis, valuation, due diligence, financial forecast, etc.

This intensive 3-day financial statement analysis course provides participants with a thorough grounding in theoretical frameworks,

spreadsheet mechanics and real-world perspectives through the use of extensive exercises and case studies.


Business Valuation

Time Value of Money and Investment Appraisal

• Compounding/Discounting

• CAGR

• NPV, IRR, Payback Period

The Concept of Value

• Value of a business

• Equity valuation vs. Firm valuation

• Value vs. Price

Valuation Methods & Models – Theoretical Framework

• Asset-based method

• Market-based method

• Discounted Cash Flow method

• Choosing the right method

Discounted Cash Flow Valuation

• Discounted Cash Flow (DCF) Model

• The Explicit Forecast Period

• Concept of Terminal Value

• Cost of Capital

• The Long-Term Growth Rate

Forecasting for Discounted Flow Valuation

• Forecasting Statement of Profit or Loss, Statement of Financial Position, and Statement of Cash Flows for existing businesses

• Industry Analysis

• Naïve Extrapolation and other issues to consider when forecasting

Relative/Market Based

Valuation

• Comparable Companies (Co-Co)

• Comparable Transactions (Co-Tran)

• Multiples (Earnings, EBITDA, Sales, etc.)

• Choosing the right multiples

• “Normalization” of earnings

• Maintainable Earnings

Asset-based Valuation

• Replacement Value

• Adjusted Net Book Value

Specific Issues in Valuation

• Valuing loss making firms

• Valuing financial services firms

• Valuation in the absence of data (emerging markets, etc.)

• Application of Discounts and Premiums


N250,000 (US$835) + VAT @ 5%

All modules are presented with

extensive hands-on exercises/case

studies

All modules are presented with

extensive hands-on exercises/case

studies

Through this 3-day course, participants will learn about the concept of Value, differentiating between value and price; equity valuation

methods/models, forecasting techniques and addressing specific issues in Valuation (loss making firm, banks, etc.).

“Very very useful. It

has improved

tremendously my

knowledge and

proficiency in Excel”

Financial Analyst,

Stanbic IBTC Asset

Management Limited

Participants will learn:

• the most commonly used valuation methods; Asset-

based, Market-based and Discounted Cash Flow methods (DCF) methods;

• forecasting cash flows to make

reasonable DCF valuation estimates;

• addressing issues that may arise in conducting a valuation.

“Very good impartations

and good interactive

sessions.

Participant, International

Finance Corporation

Course Brochure - 2020


2020 Open Enrolment Course Calendar

Qtr 1 Qtr 2 Qtr 3 Qtr 4

Course Title Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Basic Microsoft Excel 10 - 11 6 - 7 8 - 9 10- 11 5 - 6

Intermediate Microsoft Excel 20 - 21 9 - 10 18 - 19 20 - 21 14 - 15 9 - 10 7 - 8

Advanced Microsoft Excel 12 - 13 8 - 9 10 - 11 12 - 13 7 - 8

Financial Modelling 22 - 24 11 - 13 20 - 22 22 - 24 16 - 18 11 - 13 9 - 11

Business Valuation 24 - 26 22 - 24 24 - 26 21 - 23

We offer both early-bird and group discounts (for group bookings of delegates attending the same course at the same time), as follows:

Weeks before startdate

Month 0 - 3 weeks 4 - 7 weeks 8 - 11 weeks > 12 weeks

1 - 2

Participants0% 5% 7.5% 10%

No of

Participants3 - 5


6 - 9

Participants7.5% 12.5% 15% 17.5%

≥ 10


15

Course Registration

To register for any of our courses, please contact us by email or phone (please see ‘Contact Us’ page). We will make a temporary reservation for your delegate(s) immediately and thereafter, send you an invoice for the course fee.

Registration will be confirmed as soon as payment for full course fee (inclusive of VAT) is received. Please note that full payment is required before the course start date. All duly registered delegates will receive a confirmation email and other joining instructions before the course start date.

The course fees for our open enrolment courses are indicated on the outline page of each course. The course fee also covers:

• Course reference materials (softcopies on our course portal)

• Writing materials (notebooks and pens); and

• Lunch and tea/coffee break.

Group Discount

We offer discounts for group bookings (i.e. group of delegates attending the same course at the same time) as follows:

3-5 participants – 5% discount

6-9 participants – 7.5% discount

10 or more participants – 10% discount

Early-Bird Discount

We offer early-bird discount (i.e. early payment before the training date) on full payment as follows:

4 – 7 weeks – 5% discount

8 – 11 weeks – 7.5% discount

> 12 weeks – 10% discount

When the conditions for Group and Early-Bird discounts are met, participants are entitled to both discounts.

Payment Details

Please make payments by cheque in favour of Wizer Consulting Services LLP.

Alternatively, please make direct bank transfers using the following details:

Bank Guaranty Trust Bank Plc.

Account Name Wizer Consulting Services

Account Number 0126543406

Sort Code 058152094

Cancellation Policy

Participants who wish to cancel their attendance should notify us at least seven (7) days before the course start date. Cancellations made less than seven (7) days before the course start date will attract 10% of the full course fee. The purpose of the cancellation fee is to protect us from losses caused by non-attendance of participants. These losses include cost of training venue, logistics and other costs which will be incurred irrespective of participants’ attendance.

Participants who wish to attend the training at a later date should notify us in advance before the original start date. Course enrolment substitutions are allowed any time up till the course date. However, we require a written notification prior to the course start date.

16

In-House Courses

For convenience and cost-effectiveness, all our courses can also be delivered in-house, to clients. The client will be responsible for the venue, tea/coffee break, lunch, projector and a screen (or any suitable projection surface). In-house courses also provide an opportunity to customise/modify course curricula to suit specific requirements.

We target a minimum class size of 7 participants for in-house courses.

Kindly contact us to further discuss and agree any in-house training requirements, number of participants, dates, fees, etc.

Terms

In-House Training

1. As soon as training dates have been agreed, clients are required to make full payment in order to confirm the dates.

2. In the event of cancellations, a cancellation fee of 10% of the course fee will apply. Wizer will refund the balance within 5 working days. This will apply where the cancellation is made less than 2 weeks prior to the course start date.

3. When clients request for trainings to be rescheduled within a 3-month period from the initially agreed date, a rescheduling fee of 5% of the course fee will apply. A new invoice for this amount will be issued.

Other Terms

1. Recording of any of our training sessions is not permitted. 2. The training materials provided to delegates may not be distributed to third parties or uploaded to public websites.

17

What Participants Say…

“Extremely effective, examples are practical, and all questions were clearly and articulately addressed” … Analyst, KPMG.

The course was really impactful and massive knowledge acquired. Thumbs up guys.” Participant, Stanbic IBTC

“The course is well structured and well adapted to the audience.” Operations Officer, International Finance Corporation.

It is a very good course, the instructor and his assistant took their time to explain every stage in details.” Participant, Ministry of Finance, Ghana.

This course should be conducted for other government officials involved in project appraisals.” Budget Analyst, Ministry of Finance, Ghana.

“Highly effective …. Training provoked after class topical discussion amongst colleagues.” Participant, Primera Africa Finance Group.

“Very helpful to our discipline (law) and sheds more light on how to treat financial issues.” Participant, ARM Pension Managers. “

“It has really broadened my knowledge on how Excel works and … I will be able to cascade the knowledge to my colleagues in the office.” Participant, Custodian & Allied Insurance.

“Very very good, the environment, the mix of participants, the instructor, in fact this was the most effective training I ever attended!” ... Consultant, KPMG

“The course clearly opened my mind to the many possibilities in terms of efficiency available in Excel tool. Definitely, my efficiency will increase.” Senior Consultant, KPMG.

“Instructor is thorough and attentive to every one's need. Very professional and interested in making sure everyone understands” ... Participant, Stanbic IBTC.

“The course is really a life saver! The modelling part will definitely impact on attendees’ effectiveness…I have learnt a lot of things that will be useful.” Corporate Planning Department, Wema Bank Plc.

“Very very versed in the subject matter… had a unique ability to bring it down to my level. This was invaluable” Lawyer, Jackson, Etti & Edu.

“This is the most educative training I have attended” Financial Analyst, Stanbic IBTC Asset Management Limited.

“The course revealed to me a lot of ways I can refine and use client's raw data to suit my purpose.“ Senior Consultant, KPMG.

“Highly effective…excellent communication of ideas/ skills to the class. I learnt at least 50 new functions and shortcuts. Thank you!” Manager, Monument Assets Limited.

“The course was quite effective and it’s an eye opener to the endless possibilities in Microsoft Excel.” Analyst, ARM Pension Managers.

“He [facilitator] has excellent knowledge of the content of the course and his teaching method is highly effective”… Analyst, Ecobank Development Corporation.

“The course was very intensive but great. It showed how simple formulas in Excel, build on each other to calculate complicated ones. Very fascinating” .... Participant, Stanbic IBTC.

“The course was very effective… It was amazing that all the students were able to build a financial model within 5 days”. ...Consultant, KPMG.

✓ Get new insight from real-life case studies and interaction with other participants

✓ Acquire relevant skills that you will be able to apply on your first day back at work.

✓ Expand your network to include participants who are active in their various industries and will be useful contacts after the course

18

What Participants Say…

“The course is very intuitive, effective and beneficial to my work in corporate finance.” Financial Analyst, Akintola Williams Deloitte.

“The instructor demonstrated an excellent level of competence and also adapted to lower levels.” Associate, Akintola Williams Deloitte.

“The course is very effective and can be applied to other works of life.” Analyst, Stanbic IBTC.

“The course has helped improve my understanding of financial modelling to a large extent. This would go a long way in enhancing the quality of work output and efficiency.” Analyst, Argentil Capital Partners.

“Precise explanations of complex problems are given, with everyday language used. This really drives the point and opens up a world of understanding that wasn't there before.” Associate, KPMG.

“It was very effective in making me finally comprehend many hitherto obscure concepts for me.” Program Manager, Private Sector Health Alliance of Nigeria.

“Very good content and knowledgeable instructor. My Excel skills as well as modelling ability has certainly improved and I have recommended the course to colleagues and friends.” Analyst, Stanbic IBTC Bank.

“Overall, the course greatly improved my understanding and interpretation of financial statements. Going forward, I believe I will be able to add more value to my clients in this area.” Associate, KPMG.

“The step-by-step approach form simple to complex exercises created a seamless transition and made it very easy to understand.” Analyst, Argentil Capital Partners.

“The course is an integral part to build knowledge base of financial statement analysis, especially in the management consulting industry.” Associate, KPMG.

“The course is very interesting and I learnt a lot which I will implement in my professional work.” Credit Officer, RawBank, Democratic Republic of Congo.

The course is a very good one and it should run in Ghana.” PPP Advisory, Ministry of Finance, Ghana.

“Great. Very useful tips and tricks for producing report in Excel, and a great primer on financial modelling. I would recommend the course to anyone who uses Excel regularly.” Strategy Analyst, The Nigerian Stock Exchange.

“The course was explosive. It is highly recommended for all finance professionals. It breathes life into you as an aspiring financial professional that is ambitious to be excellent in the profession. It cannot be better, take it from me. It opened my eyes.” Associate, Elixir Capital Partners.

“The course met my expectations. I would recommend for anybody willing to improve their effectiveness and efficiency at their workplace.” Analyst, Honeywell Group Limited.

“…I have attended a lot of Microsoft Excel trainings, but this is with a difference.” Financial Controller, Consolidated Discounts Limited.

“Very useful for my deliverables and my reporting routine.” Financial Reporter, Custodian Life Assurance.

“Excellent. The facilitator comes to bear with great pedagogical skills and practicable experience.” Associate, KPMG.

“Great context, more organisations should know about [the Microsoft Excel course].” Senior Associate, OutsideIn HR Limited.

“The course and course materials will go a long way to improving my business analysis skills.” Associate, KPMG.

“I recommend [the Microsoft Word course for every user of MS Office application. The course would give you a paradigm shift to what you think you know in using MS Word.”HR Intern, OutsideIn HR Limited.

✓ Get new insight from real-life case studies and interaction with other participants

✓ Acquire relevant skills that you will be able to apply on your first day back at work.

✓ Expand your network to include participants who are active in their various industries and will be useful contacts after the course

19

Contact Us

For enquiries, please contact any of the underlisted:

Lanre Akinbo +234 (0) 803 402 1026 [email protected]

Blessing Okeke +234 (0) 806 524 8835 [email protected]

Wizer Consulting Services 78B Lafiaji Way,

Dolphin Estate, Ikoyi, Lagos,

Nigeria. www.wizerconsulting.com

mailto:[email protected]