Financial Modelling and Valuation Course
Details
Introduction
Financial modelling is a critical skill in business valuation for professionals working in corporate finance and investment. Modelling goes beyond number crunching and requires the ability to incorporate macroeconomic and business inputs into financial
models. The output of these models are used in setting the stage for negotiations and decision making around buying or selling a business.
The Practical Financial Modelling and Valuation workshop aims to equip participants with the foundations of valuing a business, including hands-on practice using excel to build basic financial statements.
Participants will learn how to perform scenario analyses, structure discounted cash flow to derive the value of a business. The model developed in-class can be used as a basis for developing more advanced and bespoke models used for diverse industries.
The course extends the core theory introduced in Principles of Finance by emphasizing its practical application to strategic financial decisions and potential financial problems.
Duration
5 days
Who should attend?
o Financial Analysis
o Business Entrepreneurs
o Accountants
o Bookkeepers
o Business managers
o Investment officers
o Managing directors
Course Objective:
o Analyzing and understand an income statement
o Analyzing and understand a balance sheet
o Analyzing and understand a cash flow
o Understanding use of financial modeling in financial reporting
o Use of Discounted Cash Flow (DCF) and Weighted Average Cost of Capital
o Use of excel in financial modelling
Course content
Module 1: Valuation
Introduction to valuation
o The importance of valuation
o Understanding enterprise value and equity value
Comparable Company Analysis
o Selecting comparable companies
o Spreading comparable companies
o Analyzing the valuation multiples
o Concluding and understanding value
Precedent Transactions Analysis
o Selecting comparable transactions
o Spreading comparable transactions
Discounted Cash Flow (DCF) analysis
o Understanding unlevered free cash flow
o Forecasting free cash flow
o Forecasting terminal value
o Present value and discounting
o Understanding stub periods
o Performing sensitivity analysis
Weighted Average Cost of Capital (WACC)
o Using the CAPM to estimate the cost of equity
o Estimating the cost of debt
o Understanding and analyzing WACC
Module 2: Building an Integrated Cash Flow Model
Introduction to financial modeling
o Understanding the links between the financial statements
o Understanding circularity
o Setting up and formatting the model
o Selecting model drivers and assumptions
Modeling and projecting the financial statements
o Projecting the income statement
o Projecting the balance sheet
o Projecting the cash flow statement
o Creating the debt and interest schedule
o Revolver modeling
Analyzing and concluding the model
o Analyzing the output
o Stress testing the model
o Fixing modeling errors
o Advanced modeling techniques
o Using the model to create a Discounted Cash Flow (DCF) Analysis
Training Approach
This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.
Tailor-Made Course
This course can also be tailor-made to meet organization requirement.
Training Venue
The training will be held at our Upskill Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.
Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant
Certification
Participants will be issued with Upskill certificate upon completion of this course.
Schedules
| Weekdays | 09:00 AM — 04:00 PM |
| Weekdays | 09:00 AM — 04:00 PM |
| Weekdays | 09:00 AM — 04:00 PM |
| Weekdays | 09:00 AM — 04:00 PM |
| No. of Days: | 5 |
| Total Hours: | 20 |
Upskill Development Institute is a leading provider of training, research and consultancy services to international organizations. We assist our clients to improve their skills and confident by offering the best possible solutions to enable them fulfill their objectives for a sustainable result. We strive to improve the quality and accessibility of the training by creating an environment that ensures successful learning from start to finish. Choosing an institution that supports your needs and understands your goals can be a challenge. We aim to eliminate this overwhelming process by providing you with high-quality solutions and courses that fully encompass the shifting tides of the different fields.
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