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Subject overview


STUDY MODE

100% online

AQF LEVEL

8

NEXT INTAKE

13 Jan 2025

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,600.00


This subject focuses on the skills and techniques required to construct financial models to measure the effects of varying economic and environmental scenarios on an organisation’s performance. Spreadsheet models are used in business valuation, business analysis and risk management. Therefore, the ability to construct, understand and stress test models is an essential skill in applied finance. This subject covers model construction, assumptions, advanced excel functionality, detection and prevention of errors, sensitivity analysis, presentation of model output, and tips and traps. Application involves creation of models to make accurate predictions across varied scenarios and case studies, including reporting and communicating with relevant scenario stakeholders.

Master of Applied Finance >

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Graduate Certificate in Applied Finance>

Subject information

Learning Outcomes

On successful completion of this subject, individuals should be able to:

  • Explain the concept and principles of financial modelling and the skill set required to become a financial modeller
  • Use Excel to effectively model business problems and extract essential data from spreadsheets
  • Illustrate best practice modelling techniques by applying strategies for user-friendly design, consistency, error reduction and data security
  • Effectively summarise and communicate the assumptions, implications and results of spreadsheet models
  • Interpret and audit model results in the context of the business situation, and address the inherent assumptions through stress testing

 

Topics covered

  1. Introduction to financial modelling
  2. Building a financial model
  3. Using Excel in financial modelling
  4. Functions for financial modelling
  5. Tools for model display
  6. Tools for financial modelling
  7. Common uses of tools in financial modelling
  8. Model review
  9. Stress-testing, scenarios, and sensitivity analysis in financial modelling
  10. Presenting model output

Reading list

There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.

Reading list

Assessments

Assessment TypeAssessedWeighting
TaskWeek 420%
Assignment 1Week 740%
Assignment 2Week 1240%

Previous study requirements

Duration

The duration of this subject is one study period (12 weeks).

Assumed knowledge

Kaplan Professional assumes that individuals have completed FIN202 Fundamentals of Asset Valuation, or understand the content covered in this subject, prior to undertaking FIN280 Financial Modelling.

Course transition subject equivalence

Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects:

  • There are no equivalences for this subject

Key dates

Study Period 6 2024

30 Sep 2024 - 17 Jan 2025

❌ Enrolments now closed

Early access opens 30 September 2024

Early access to assessments 14 October 2024

Study period commences 28 October 2024

Enrolments close/census 13 November 2024

Study period ends 17 January 2025

Assessment dates See assessment information

Study Period 1 2025

16 Dec 2024 - 4 Apr 2025

✓ Enrolments open now

Early access opens 16 December 2024

Early access to assessments 30 December 2024

Study period commences 13 January 2025

Enrolments close/census 29 January 2025

Study period ends 4 April 2025

Assessment dates See assessment information

Study Period 2 2025

10 Feb 2025 - 30 May 2025

✓ Enrolments open now

Early access opens 10 February 2025

Early access to assessments 24 February 2025

Study period commences 10 March 2025

Enrolments close/census 26 March 2025

Study period ends 30 May 2025

Assessment dates See assessment information

Study Period 3 2025

7 Apr 2025 - 25 Jul 2025

✓ Enrolments open now

Early access opens 7 April 2025

Early access to assessments 21 April 2025

Study period commences 5 May 2025

Enrolments close/census 21 May 2025

Study period ends 25 July 2025

Assessment dates See assessment information

Study Period 4 2025

2 Jun 2025 - 19 Sep 2025

✓ Enrolments open now

Early access opens 2 June 2025

Early access to assessments 16 June 2025

Study period commences 30 June 2025

Enrolments close/census 16 July 2025

Study period ends 19 September 2025

Assessment dates See assessment information

Study Period 5 2025

25 Aug 2025 - 14 Nov 2025

❌ Enrolments now closed

Early access opens 28 July 2025

Early access to assessments 11 August 2025

Study period commences 25 August 2025

Enrolments close/census 10 September 2025

Study period ends 14 November 2025

Assessment dates See assessment information

Fees and FEE-HELP

Enrolment feesFee
Subject fee 2024$2,600 (GST free)

Note: If this subject is undertaken as a standalone subject, no FEE-HELP is available.

FEE-HELP is available for individuals undertaking this subject as part of a qualification. Click here to find out if you’re eligible.

Click here for a full list of fees and allowances.

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