Proposal Preparation: We interview you to understand the scope of the assignment. We then prepare a refined proposal with timelines and clear pricing.
Data Gathering: We interview key personnel (finance, marketing and operations)to prepare a list of the key information required for the assignment. We then collect the information.
Model Preparation (Agile modelling): We prepare draft financial model and do an initial presentation to you. We then adjust the draft model with feedback from you.
Financial model Audit: An independent team member audits the resulting model and presents their Model Audit report.
Presentation: We prepare a draft presentation and with you, make changes. We then do a final presentation, hand over and close the assignment.
We are a team of individuals with good analytical capacities, knowledge and skills necessary to propose, plan, implement, manage and evaluate development and business projects.
We have team members with enhanced competences in relevant functional areas of business and project management and the specialist management roles in the technology sector.
Our insight into and practice of specific people management skills of facilitation, emotional intelligence, conflict management and organizational politics in Africa leaves us well placed to be your partner when implementing a project or business in Africa
The courses are tailored with the industry, years of experience and accounting level in mind to ensure that no training participant is left behind. The facilitator takes the training participants through excel basics before diving into a case study.
The cast study allows for a hands-on experience in financial modelling; this approach ensures that the participant not only understands the theory but is able to create a model to fit their firm’s needs once the training is complete.
If interested in our customized courses contact us on learn@invhestia.com. Click here to download our pricing list.
This course is suitable for project finance analysts, managers, project developers, government PPP managers and peers.
OUR APPROACH
The financial modelling courses are based on real case studies which ensure that participants not only get to appreciate excel productivity and financial modelling skills but also applications to real life situations.
Some key aspects about the courses are:
Practical and “hands on”: Build a complete model from scratch
Expert tuition from experienced instructors
Based on the FAST standard: Internationally recognized financial modelling methodology used by major organizations in the world.
Each course is appropriate for different levels of financial modellers but generally for financial modellers in the company finance teams, banking, treasury, financial advisory, government and infrastructure sectors.
All of the calculations required to forecast the three primary financial statements — profit and loss, balance sheet, and cash flow — are modelled step-by-step. The course de-emphasizes theory in favour of detailed instruction and hands-on practice with good model design and modelling techniques.
For more information please send an email to learn@invhestia.com
This course is suitable for analysts, investment managers and peers.
OUR APPROACH
The financial modelling courses are based on real case studies which ensure that participants not only get to appreciate excel productivity and financial modelling skills but also applications to real life situations.
Some key aspects about the courses are:
Practical and “hands on”: Build a complete model from scratch
Expert tuition from experienced instructors
Based on the FAST standard: Internationally recognized financial modelling methodology used by major organizations in the world.
Each course is appropriate for different levels of financial modellers but generally for financial modellers in the company finance teams, banking, treasury, financial advisory, government and infrastructure sectors.
All of the calculations required to forecast the three primary financial statements — profit and loss, balance sheet, and cash flow — are modelled step-by-step. The course de-emphasizes theory in favour of detailed instruction and hands-on practice with good model design and modelling techniques.
This course is suitable for accountants, finance managers, CFOs and peers.
OUR APPROACH
The financial modelling courses are based on real case studies which ensure that participants not only get to appreciate excel productivity and financial modelling skills but also applications to real life situations.
Some key aspects about the courses are:
Practical and “hands on”: Build a complete model from scratch
Expert tuition from experienced instructors
Based on the FAST standard: Internationally recognized financial modelling methodology used by major organizations in the world.
Each course is appropriate for different levels of financial modellers but generally for financial modellers in the company finance teams, banking, treasury, financial advisory, government and infrastructure sectors.
All of the calculations required to forecast the three primary financial statements — profit and loss, balance sheet, and cash flow — are modelled step-by-step. The course de-emphasizes theory in favour of detailed instruction and hands-on practice with good model design and modelling techniques.
For more information please send an email to learn@invhestia.com
Currently being the first and only African firm that’s a signatory to the FAST Standard, we understand that proximity is a challenge when it comes to other organizations within the continent accessing this service. Continue reading →
Why and how to take the FAST Standard Financial Modelling Certification Test.
We all have products or services that we believe improve our lives and therefore go to great lengths to pitch or force them down the throats of those unfortunate enough to be in our lives. What is essential however in becoming a great marketer is that you have to believe in the product or services you are pushing.
This same principle applies with InVhestia’s financial modelling methodology used in its work and its trainings, the FAST (Flexible, Appropriate, Structured and Transparent) – approach. InVhestia is about to embark on FAST Standard marketing campaign not merely for sales and profits purposes but because we believe this financial modelling approach will change the face of financial modelling not just in Kenya or East Africa but in Africa.
Bold statement? We can back up our claims.
What is FAST?
FAST is an international recognized methodology in financial modelling used by major firms worldwide in their modelling assignments. You can read more on it and the firms that have signed on to it by clicking here. InVhestia boasts of being the first and only firm in Africa to offer this financial product.
David Ndungu, Senior Associate, studying hard.
The InVhestia team uses the FAST Standard to financial modelling for all its assignments and has chosen to sit the exam to ensure that as it embarks on the marketing campaign it will be preaching and drinking the same wine its offering! The FAST test aims to certify the modeller’s understanding and ability to build models the FAST way. This means that any client seeking InVhestia’s financial modeling services can be confident that the model will be as per international standards and quite like nothing in the current market.
The preparation
Each new week at Invhestia begins with an 8am meeting and on Tuesday the 3rd of May, 2016, the staff at InVhestia agreed to take the FAST Standard test at the end of the week. As someone said, ‘We can’t push a product that we know nothing about.’ Having previously undergone the FAST training, it was agreed that each staff member create a financial model based on a FAST Standard case study to be review by their peers in a day’s time.
Reviewing the models was both entertaining and enlightening as each person got extremely honest reviews of their work. As they say, iron sharpens iron and as the test day approached, confidence was high- for the most part!
Test day
The FAST Standard test is taken online individually and is broken down into two: a multiple choice where you answer 25 questions in 30 minutes and a modeling exercise that runs for one and a half hours. One can use their FAST Standard manual but referring to this resource takes more time than having the information at your fingertips. Just a pointer in case you, dear reader, decide to do the test.
Stephen Gugu, Principal and ‘that guy’.
As in any test context we have the zealous student that causes the rest to question their dedication to the subject. Stephen Gugu, the Principal at InVhestia, completed the multiple choice section while his colleagues were still discussing possible areas they’d be tested on.
Pause and think of such a person in your office. Once their name comes to mind, please do send them a link to this blog post.
Moving on, the Invhestia team finished the test and again, as in any classroom context, the team talked about various questions and how they went about modeling. Faces sunk and shone but only time will tell how they did.
After note: The whole team is now FAST Certified. But do we say…
Interested to learn more about FAST financial modelling, click here.
