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Financial Modeling and Valuation WorkshopLive Class

Our financial and valuation modeling training is a 2-day accelerated workshop specially designed to help you master spreadsheet financial models and business valuation techniques. By attending this 2-day workshop, you will be able to effectively build financial models, prepare and forecast schedules, and understand and analyze business drivers, in addition to conducting a thorough analysis of financial information. The workshop will feature Apple Inc. financial modeling process from scratch.

Includes:

Live Online Classes
  • 4.9
  • 112,926 ratings

Key Features

2 days of Intensive Training
Industry Expert & Instructors
Excel Model Templates
Query Resolution
Verifiable Certificate
Access to Workshop Recordings

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Live Online Classes PREFERRED

Financial Modeling And Valuation Workshop
15th Oct to 16th Oct 20229:00 AM to 5:00 PM EST (6:30 PM to 2:30 AM IST)

Overview

Our Financial and Valuation Modeling Live Online Training covers more than 16 hours of comprehensive, interactive, and instructor-led training with real-life case studies, thus imparting working knowledge of crucial financial modeling and business valuation principles.

Live Online Classes Curriculum Download Curriculum

  • Module 01 – Financial Modeling

    Introduction to Modeling

    • Introduction to financial modeling
      • Why financial models are used?
      • What skills are needed for financial modeling?
      • General structure and model design
    • Historical data
      • Sources of information
      • Presentation of historical data
      • Analysis of historical data
    • Building the model
    • Core statements

    Projecting Schedules

    • Revenues
    • Costs
    • Fixed asset, capital expenditure, and depreciation schedule
    • Capital lease schedule
    • Working capital and change in working capital schedule
    • Completion of income statement logic
    • Shareholders’ equity schedule
    • Individual schedules of inventory, receivables, and other working capital categories
    • Debt and debt repayment schedule
    • Schedules of investments and dividends received

    Drivers

    • Income statement drivers
      • Revenues
      • Costs
      • Operating expenses
      • Other income statement items
      • Income taxes
    • Balance sheet drivers - assets
      • Working capital
      • Cash and cash equivalents
      • Accounts receivables
      • Inventories
      • Fixed assets (PPE, depreciation and net fixed assets)
      • Non-consolidated subsidiaries
    • Balance sheet drivers – liabilities
      • Short term debt
      • Accounts payable
      • Accrued liabilities, and other current Liabilities
      • Minority interest
      • Equity

    Balancing Act

    • Balancing the balance sheet
      • Calculating cash flow from operations
      • Calculating cash flow from investing activities
      • Calculating cash from financing activities
      • Calculating net cash flows
  • Module 02 – Business Valuations

    Valuation Overview

    • Valuation overview
      • Why valuation?
      • Importance of valuation
      • Valuation approach
      • Key valuation tools
      • Valuation summary table
      • Key valuation questions
      • Valuation – subjectivity versus objectivity
    • Introduction to discounted cash flow
    • Discounted cash flow
      • Overview of discounted cash flow
      • Steps in a Discounted cash flow (DCF)

    Discounted Cash Flows

    • Free cash flow
      • Valuing a firm using free cash flow to firm (FCFF)
      • Valuing a Firm using free cash flow to equity (FCFE)
      • Suitability of FCFF and FCFE
    • Discounted cash flow projections
      • Sales
      • Operating expenses
      • Depreciation
      • Capital expenditure
      • Income tax
      • Working capital
      • Projections – some questions?

    Terminal Value

    • Terminal value overview
    • Exit value method
    • Exit multiple exercise
    • Perpetuity growth method
    • Perpetuity growth exercise
    • Terminal value spot check
    • Terminal value concerns

    Discount Rate

    • Discount rate overview
    • Discount rate – cost of debt
      • Yield to maturity method
      • Credit rating method
      • Synthetic rating method
      • Company report method (spot check!)
    • Risks
      • Unsystematic risk
      • Systematic risk

    Capital Asset Pricing Model

    • Introduction to capital asset pricing model (CAPM)
    • Risk-free rate
    • Beta
      • Calculation of regression beta
      • Calculation of bottom-up beta – levered and unlevered beta
      • Beta concern
      • Preferred beta methodology
    • Risks
      • Unsystematic risk
      • Systematic risk
    • Market risk premium
      • Historical risk premium method
      • Forecast risk premium method
      • Market risk premium: size premium

    DCF Synthesis

    • DCF – present value
      • Discounting
      • Mid-year discounting
      • Valuation
    • DCF – adjustments
    • Sensitivity analysis
      • FCF and terminal value using growth rate and WACC as inputs
      • Enterprise value using growth rate and WACC as inputs
      • Price/share using growth and WACC as inputs
      • Effect on EPS by changing the value drivers
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Financial Modeling Course - Certificate of Completion

Online Financial Modeling Course

Industry Growth Trend

The wealth management platform market was valued at USD 1.52 Billion in 2016 and is projected to reach USD 3.20 Billion by 2022, at a CAGR of 13.4% during the forecast period. The base year considered for this report is 2016, and the forecast period is 2017–2022.
[Source - MarketsandMarkets]

Average Salary

Average Salary$90,321 per year
Salary estimates are based on 5,836 salaries submitted anonymously to Indeed by Finance Manager employees, users. The typical tenure for a Finance Manager is 2-4 years.
[Source - Indeed]

Pre-requisites

    There are a few requirements for this course. Let’s have a look –

  • Have advanced knowledge in finance: This mastery course will make you a master of financial modeling and if you don’t know much about finance or have basic knowledge, first you need to understand finance well to do this course.
  • Ability to sit through and practice what you learn: To get the best from this financial modeling certification course, you need to practice what you learn. Since it’s a comprehensive course, you need to look at each module again and again and apply what you learn.

Target Audience

  • Finance Professionals: This course is particularly useful for those that create financial modeling as a part of their profession. From investment bankers to equity research analysts to financial analysts, most of the finance professionals would find tremendous value in this comprehensive course.
  • Students of Finance: Students who have been studying finance and want to create a career in financial modeling should learn this course. But they need to be committed to being financial modelers so that they can go through this comprehensive course seamlessly.

FAQ – General Questions

I’m not from the finance background. Can I do this financial modeling certification?

We would urge you not to do this course if you don’t have a background in finance. Because to get the best value from the course, you should know finance at the intermediate level. If you’re interested to do this course, first do a basic and advanced finance course, then you can go ahead and explore this course.

Can I create a complex financial model after doing this course?

The answer is both yes and no. The course is designed in such a way that if you’re serious, you will easily be able to create both basic and complex financial models. But if you just browse through the course and don’t practice what you learn, it wouldn’t be possible to create even a basic model. In essence, this course will work if you work on it.

Course Testimonials

 

Financial Modeling Course - Tornidis Ioannis

Testimonials

Financial Modelling – Banking Sector

A financial modeling training course focusing on the banking sector. This includes many methodologies of calculating and forecasting different line items like deposits and loans using macroeconomic approaches but also other items using industry analysis. The key item is how to link the different forecasts between the 3 financial statements and how to improve our valuation
Linked

Tornidis Ioannis

 

 

Financial Modeling Course - Vignesh Varatharajan Sivamani

Testimonials

Financial Modeling Course

The excellent financial modeling certification course, I will recommend it to anyone. Clear step by step instructions and the good thing is you can redo the sessions until you are confident. I completed that certificate program and I think that is the best way to understand real estate financial modeling easily. All concepts and applications are supported by examples in Excel. Thank you very much for clear and beneficial explanations
Linked

Vignesh Varatharajan Sivamani

 

 

Financial Modeling Course - Leikantsemang Renewang

Testimonials

Investment Banking Bundle- awesome course

The investment banking bundle is a very rich and well-structured course. It is very illuminating and informative, and it prepares you to find a needle in a haystack. Even though some of the topics are challenging and require extended time, it worth the time spent on these videos.
Linked

Leikantsemang Renewang

 

 

Financial Modeling Course - José Agostinho Pedro

Testimonials

Good course

Good Financial modeling training. I liked the examples. The Instructor is best, He communicates information exceptionally clearly and efficiently, adds humor, and uses relevant examples to make connections between course material and the real world. I have nothing bad that I can think of to say about his style of and proficiency at teaching. I would recommend this course to those looking to take this course
Linked

José Agostinho Pedro

 

 

Financial Modeling Course - Cheng Zhongyi

Testimonials

Excellent! Financial Modelling Course

The financial modeling certification course layout was structured in a clear, thoughtful manner. The course instructor gave practical examples to illustrate basic accounting concepts (which was a good reminder). Some real-world advice was provided by the instructor, at the beginning (understanding the users of the financial model) and at the end (interview questions, common mistakes). That was a good heads up of what to expect in the real world.
Linked

Cheng Zhongyi

 

 

Financial Modeling Course -

Testimonials

Great Financial Modeling tutorials

I have never imagined that I would discover something like this. Most of the finance professionals struggle to get hold of quality materials on finance, leave a niche skill that we use almost every day. That’s why this course stands out. What I like about this course is the comprehensibility of the course. If you want to master financial modeling, you shouldn’t look anywhere else. This is the best financial modeling course in the market. I’m just in the middle. Still, I highly recommend this course for those that want to create even a single financial model.

 

Wasim Shaikh

 

 

Financial Modeling Course - profile

Testimonials

My financial modeling course experience

After looking at the curriculum of the financial modeling course, I sat in awe for a couple of minutes. What? Seventeen modules in one course? I couldn’t believe it. I’m a finance student and I’m in love with this course. Pick any sector and you will find it in this course. And the way each model is explained, I can learn quite fast and apply the lesson immediately. Highly recommended for every finance student.

 

Preeti Suhas