Financial Modelling

Level 1

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This basic-level test serves as an introduction to Finance Modelling in the context of banking and finance. The questions diligently focus on the foundational elements of financial modelling, with an emphasis on the core constituents of financial analysis, forecasting techniques, and risk assessment.

This test covers essential foundational forecasting techniques such as trend analysis, linear regression, and time series analysis, to predict financial performance. Scenario planning and sensitivity analysis are highlighted as fundamental methods for evaluating financial risk and managing uncertainty.

Candidates are tested on their ability to identify, quantify and mitigate risks within financial models, utilising key tools such as Excel and Discounted Cash Flow (DFC). The benefits of financial modelling are presented broadly, from improved decision-making to enhanced business comprehension, positioning financial models as essential for successful business operations. A successful candidate will distinguish between qualitative and quantitative analysis, appreciating the importance of blended approach when evaluating an organisation's profitability and overall health.

In essence, this test serves as an introductory to vital methodologies within Finance Modelling, setting the groundwork for more advanced understanding and application in financial strategy and risk management roles.

Designed to access

  • Basic proficiency in Excel for financial modeling

  • Understanding of financial analysis techniques

  • Knowledge of forecasting methods, including trend and time series analysis

  • Familiarity with scenario planning and sensitivity analysis for risk assessment

  • Ability to evaluate financial health using ratio analysis

  • Insight into the discounted cash flow (DCF) analysis for investment valuation

  • Conceptual grasp of risk identification, evaluation, and mitigation strategies

Use this test to hire for

  • Financial Analyst
  • Investment Banking Analyst
  • Risk Analyst
  • Strategic Planning Analyst
  • Corporate Finance Consultant

Question

Which of the following is a technique used in financial modeling to predict future financial performance?

Select ONE answer

Question

Scenario planning is a technique used in financial modeling to:

Select ONE answer

Question

What is the primary purpose of building comprehensive financial models?

Select ONE answer

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