Synopsis
Topics
- Using data and data sources
- Using Excel
- Financial ratios for assessment of risk, health and return
- Time value of money
- Stocks valuation by DCF
- Bonds pricing and yield-to-maturity
- Financial analysis
- Cash flow analysis
- Projections and forecast using Excel
- Planning and budgeting using Excel
- Scenarios and sensitivity analysis using Excel
- Financial modelling using Excel*
Learning Outcome
- Demonstrate understanding of the basics of financial modelling
- Illustrate considerations in financial statements with modelling
- Analyse different financial pricing/valuation models
- Appraise financial risk, return and health through analysis and modelling
- Develop methods for financial decision making
- Contrast the limitations and advantages of different data analytical methods
- Use Excel to model and understand financial problems effectively
Who Should Attend
This course is ideal for business and finance undergraduates seeking strong data and Excel-based modelling skills. It also suits aspiring analysts, entrepreneurs, and professionals in finance, planning, budgeting, or analytics roles, especially in organisations or smaller firms where practical financial modelling and technology-driven decision-making skills are essential.
Relevance of Course to employment/upskilling/reskilling
This course equips learners with practical financial modelling, valuation, and data-driven decision-making skills highly sought after in finance, analytics, and business roles. By strengthening Excel, data technologies, and FinTech literacy, participants enhance employability, support career transitions, and stay competitive in organisations increasingly reliant on digital financial tools and evidence-based analysis.
Schedule
| S/N | Time | Agenda |
|---|---|---|
| 1 | Lecture 1 (Face to Face) 19:00 – 19:15
19:15 – 20:30 20:30 - 20:40 20:40 – 21:45 21:45 - 22:00 | Lecture Contents Introduction and course expectations
Financial Statements and Analysis – Part 1 Break Financial Statements and Analysis – Part 2 Summary of Lecture 1 |
| 2 | Lecture 2 (Face to Face) 19:00 – 19:15 19:15 – 20:30 20.30 – 20.40 20:40 – 21:45 21:45 – 22:00 | Lecture Contents Recap of last lecture and relevance to new lecture contents Financial Statements and Analysis – Part 3 Break Financial Statements and Analysis – Part 4 Summary of Lecture 2 |
| 3 | Lecture 3 (Face to Face) 19:00 – 19:15 19:15 – 20:30 20:30 – 20:40 20:40 – 21:45 21:45 – 22:00 | Lecture Contents Recap of last lecture and relevance to new lecture contents Time Value of Money – Part 1 Break Time Value of Money – Part 2 Summary of Lecture 3 |
| 4 | Lecture 4 (Face to Face) 19:00 – 19:15 19:15 – 20:30 20:30 – 20:40 20:40 – 21:45 21:45 – 22:00
| Lecture Contents Recap of last lecture and relevance to new lecture contents Time Value of Money – Part 3 Break Time Value of Money – Part 4 Summary of Lecture 4 |
| 5 | Lecture 5 (Face to Face) 19:00 – 19:15 19:15 – 20:30 20:30 – 20:40 20:40 – 21:45 21:45 – 22:00 | Lecture Contents Recap of last lecture and relevance to new lecture contents Financial Modelling Preparatory - Part 1 Break Financial Modelling Preparatory - Part 2 Summary of Lecture 5 |
| Submission of Group-based Assignment (GBA) | ||
| 6 | Lecture 6 (Face to Face) 19:00 – 19:15 19:15 – 20:30 20:30 – 20:40 20:40 – 21:45 21:45 – 22:00 | Lecture Contents Recap of last lecture and relevance to new lecture contents Financial Modelling - Part 1 Break Financial Modelling - Part 2 Summary of Lecture 6 |
| Final Assessment (In-person at SUSS campus) | ||
Assessments
The overall course grade is determined by
- Class Test – 10%
- Group based assignment (GBA) – 20%
- Participation – 10%
- Written Exam – 60%
Admission Requirements
Refer to Undergraduate CET admissions and also include Admission Eligibility Criteria for Undergraduate CET Modular Courses
/admissions/application-process/eligibility/cet-modular-courses-admission-criteria
Requirements
- Need to have basic knowledge of maths and statistics.
- A laptop, with an installation of Microsoft Office, is required for the coursework.
- Basic Excel usage is advantageous but not required.
About the Trainers
Mr. Ke Yan is the founder and CEO of DZT Research. He has more than 10 years of experience covering Asia equities. He has been a sector analyst covering offshore & marine service, consumer, metal & mining, and healthcare, as well as strategist for holding company discount arbitrage, and equity capital market. His working experience includes Singapore Exchange, Religare Capital Markets, Smartkarma, and Aequitas Research. His research work is frequently quoted by international media including Bloomberg, Reuters and Forbes.
Course Fees, payment and refund policy
| International Participants | Singapore Citizen Below 40 years old/ Permanent Resident | SkillsFuture Mid-Career Enhanced Subsidy1 (Singaporeans aged 40 and above | Enhanced Training Support for SMEs2 (Singaporeans and PRs) | |
|---|---|---|---|---|
| Full Course Fee (A) | $ 1,753 | $ 1,461 | $ 1,461 | $ 1,461 |
| SSG Grant Rate (B) | 0% | 70% | 70% | 70% |
| SSG grant (C) | - | $ 1,022.70 | $ 1,022.70 | $ 1,022.70 |
| Nett course fee (A)-(C) = (D) | $ 1,753.00 | $ 438.30 | $ 438.30 | $ 438.30 |
| 9% GST on net course fee (E) | $ 157.77 | $ 39.45 | $ 39.45 | $ 39.45 |
| SSG Enhanced Funding Rate (F) | 0% | 0% | 20% | 20% |
| SSG Enhanced Grant (G) | - | - | $ 292.20 | $ 292.20 |
| Total nett course fee payable, including GST (D) + (E) - (G) = (H) | $ 1,910.77 | $ 477.75 | $ 185.55 | $ 185.55 |
1 Mid-Career Enhanced Subsidy: Singaporeans aged 40 and above may enjoy subsidies up to 90% of the course fees.
2 Enhanced Training Support for SMEs: SME-sponsored employees (Singapore citizens and PRs) aged 21 and above may enjoy subsidies up to 90% of the course fees.
For the various payment mode, please refer here.
For the refund policy, please refer here.
A written request for a refund must be submitted and is subject to approval. If written notice of withdrawal is given within the cooling off period1 and before the course start date, a full refund of the fees paid less an administrative charge of $110.00 (exclusive of GST) will be given. No refund will be given for withdrawal thereafter.
1The cooling off period is defined as 7 working days after payment of course fee.
Completion Requirement
- Attendance: Participants must achieve at least 75% attendance.
- Assessment: Participants must sit and pass all prescribed assessments and submit all course work stipulated in the section Assessments.
- Evaluation: Participants are required to complete course evaluations conducted by SUSS and SSG at the end of the training.
For clarification, please contact the SUSS Academy via the following:
Telephone: +65 6248 0263
Email: [email protected]