Financial Modeling And Valuation Workshop Live 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, understand and analyze business drivers, in addition to conducting thorough analysis of financial information. The workshop will also feature real-life case studies and use hands-on application of financial and valuation modeling in Excel.
Includes:
- 32,322 ratings
Key Features
Live Online Course Fees
Overview
Our Financial and Valuation Modeling Live Online Training covers more than 12 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
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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
- Amortization schedule
- Working capital and change in working capital schedule
- Completion of income statement logic
- Shareholders’ equity schedule
- Shares outstanding schedule
- Individual schedules of inventory, receivables, and other working capital categories
- Other long-term items schedule
- Debt and debt repayment schedule
- Interest schedule
- Income tax 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)
- 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
- Introduction to financial modeling
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Module 02 – Business Valuations
- 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)
- 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 overview
- Exit value method
- Exit multiple exercise
- Perpetuity growth method
- Perpetuity growth exercise
- Terminal value spot check
- Terminal value concerns
- 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
- 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
- Market risk premium
- Historical risk premium method
- Forecast risk premium method
- Market risk premium: size premium
- 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
- What is a multiple?
- Why multiples vary
- Advantages and disadvantages of Multiples
- Identifying comparables
- Operational parameters
- Financial parameters
- Equity value
- Enterprise value
- Advantages of equity value and enterprise value
- Introduction to equity value multiples
- Introduction to enterprise value multiples
- Calculation of valuation multiples
- Enterprise value multiples
- EV/Sales
- EV/EBITDA
- EV/EBIT
- EV/FCF
- EV/Capacity
- Equity value multiples
- P/E
- P/CF
- P/BV
- PEG
- Dividend Yield
- Let’s put it together!
- Asset-based valuation
- Sum of parts
- Mergers and acquisitions comparables
- Replacement cost method
- Qualitative factors in valuation - Management Quality
Valuation Overview
Discounted Cash Flows
Terminal Value
Discount Rate
Capital Asset Pricing Model
DCF Synthesis
Valuation Multiple
Equity and Enterprise Multiple
Other Valuation Approaches
- Valuation overview
IN : +91-8800880140
Certificate of Completion
Industry Growth Trend
The Financial Services Application Market is expected to grow from $66.92 billion in 2014 to $103.66 billion to 2019, at a Compound Annual Growth Rate (CAGR) of 9.1% during the forecast period 2014-2019.[Source - MarketsandMarkets]
Average Salary
[Source - Indeed]
Pre-Requisites
- The most important pre-requisite for this financial modeling course is your desire and passion to learn this most important skill in Finance.
- Second, if you know basic accounting, then it should help a lot. In this course on Financial Modeling, we start with the assumption that you know financial statements and financial statement analysis.
- The third which I feel is equally important is about your excel know-how. Basic excel knowledge is required to proceed in this course.
Target Audience for Financial Modeling and Valuation Course
- If you wish to make a career in Finance, then you must master Financial Modeling. This Online Financial Modeling course can be taken by you if you are one of the following –
- Passionate about Finance and want to learn to become Pro in this.
- Executives, Business Planning and Strategy Executives.
- Managers working in Banks
- Equity Research Analysts
- Investment Bankers
- Portfolio Managers
- Commercial Bankers
- Risk Managers
- It’s an added advantage for those people who are pursuing CPA, ACCA, MBA, CFA, FRM and Commerce graduates.
- Also the candidates having Degree, Diploma, in technical fields like B. Tech or Engineering who wants to make a career in finance
FAQs – General questions
Would this course add value to my profession?
You should not doubt this one. Financial Modeling skill is a core skill that each student in Finance should master. Financial Modeling when added to your resume as core skills should invite shortlists from Investment Banking and research firms.
If I’m already in the profession, should I do these online financial modeling courses?
Yes, this course on Financial Modeling can be a refresher course for you. In addition, we have taken companies from different sectors and countries to provide you a variety of analyses. This online financial modeling course will help you to brush the basics but also will provide you with detailed knowledge of Best Practices in Financial Modeling.
Can professionals from other domains enroll for this online financial modeling course?
Yes. If you are in another profession then also you can look forward to learning Financial Modeling. As iterated earlier, Financial Modeling can be used in the organization for decision making, budgeting, forecasting, and planning.
Is it a quick-fix or I need to keep on practicing the skills I would learn from this course on Financial Modeling?
You’ve already answered the question yourself. You will learn a great deal and many skills from this course on Financial modeling. But to maintain it, you need to be constantly in touch. You need to set out some time to practice whatever you learn from this course to get the maximum benefits.
Where do learners come from?
WallStreetMojo’s online financial modeling courses are taken by professionals and students across the globe. Some of the top cities and countries where our students come from are Hong Kong, New York, San Francisco, Singapore, New Jersey, Dubai, UAE, Riyadh, Bahrain, Lagos, Houston, Seattle, Toronto, London, Berlin, UK, New Delhi, Pune, Mumbai, Bangalore, Kolkatta, Hyderabad, Gurgaon, India, Sydney, Australia, New Zealand etc.
Can i see the Demo Videos?
Yes, you can view the demo videos above.
What are the Payment Options?
You can pay by Credit Card, Debit Card or Net Banking from all the leading banks. Additional payment options include pay by PayPal and 2checkout.
Course Reviews / Testimonials
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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
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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 the clear and beneficial explanations.
Linked
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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 requires extended time, it really worth the time a spent on these videos.
Linked
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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
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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
Seyni Souley Boubacar
Financial modeling, in this case, is a well explained and very comprehensive for Financial analyst. this will help you understand what exactly financial model means and the basics for real-life applying. this course in financial modeling is structured so that you will master it as if you are an expert. I like financial modeling, I like the course done here. Thank you Dheeraj Sir for bringing such courses. You are always the best.!!
Linked