Course Objectives
- To enable the participants to build on their existing excel knowledge and acquire advanced financial modeling techniques
- To enable the participants to gain acumen, expertise, and in-depth knowledge on various methods of valuation.
- To empower the participants with the technical skills as well as analytical and decision-making discretion in any finance job.
Who should go for this Course?
- Commerce graduate
- MBA students
- Financial and Business analysts
- Financial controllers, managers, and modelers
- Chief Financial Officers
- Risk Managers
- Chartered Accountants
- Corporate treasury managers
- Middle office staff
- General Managers
- Fund Managers
- PE Fund Managers
- After completing the course participant should be able to demonstrate robust theoretical knowledge and sound practical approach to financial modeling.
Why learn Financial Modeling?
Financial Modeling & Advanced valuation enables professionals to handle finance models by applying advanced level tools and applications of Excel. Financial Modeling is the task of building a model representing the financial asset and performance of a business. Financial Modeling skills are must for finance and non-finance professionals especially for almost all mid-senior management professionals worldwide. The added skills gained through Excel training helps these professionals to gain an in-depth understanding of financial modeling techniques to succeed in today's demanding environment.
What are the pre-requisites for this Course?
- Familiarity with Excel - functions, and tools
- Understanding basic accounting concepts
- Basic knowledge of valuation, project finance, return concepts
Which Case-Studies will be a part of the Course?
Project1: (i) Create a DCF model for a real company
Excel Features and Techniques
Learning Objectives -This is a pre-requisite to financial modeling. In this, you will understand basics to advanced usage of excel for various forms of financial analysis.
Topics - Excel Shortcuts, Excel formulae, Usage of names to make formulas easier, Data Sorting, Excel formatting, Data Formats, Lines and Borders, Colours and Patterns, Excel functions, Excel charts, Dynamic Graphs, Conditional Formatting, Linking worksheets, Data Validation, Controls Macros, Combo Boxes and buttons, User Forms and controls, Data Tables, sensitivity analysis, goal seek, and running macros.
Financial Statement & Analysis
Learning Objectives - In this module, you will learn understand how to analyze financial statements.
Topics - Profit and Loss Account, Balance Sheet, Financial Ratios, Cash flow statement, Identify the information contained in the three main financial statements.
Cost of Capital
Learning Objectives - In this module, you will learn how to calculate cost of capital of a company.
Topics - CAPM, Growth Models, WACC
Historical Analysis - 1
Learning Objectives - In this module, you will learn how to perform the historical performance of a company.
Topics- Return on invested capital.
Historical Analysis - 2
Learning Objectives - In this module, you will learn how to forecast the performance of a company.
Topics - Forecasting and Porter's 5 forces model.
DCF Modeling
Learning Objectives - In this module, you will perform a detailed discounted flow model of a company.
Topics- Free Cash Flow to Firm (FCFF) Model, Discounted Cash Flow (DCF) Model, Dividend Discount Model, Earnings Growth Model, FCFF vs FCFE, Create a DCF model for a company.
Relative Valuation & Private Company Valuation
Learning Objectives - In this module, you will understand relative valuation methods and private company valuation.
Topics- Enterprise multiples, Price multiple.
Mergers, Acquisitions and Corporate Restructuring Analysis - 1
Learning Objectives - In this module, you will build your understanding of M&A deals.
Topics- General M & A dynamics, Types of Mergers, Acquirer and acquired, Forms of Acquisition, Motives for M&A, Friendly/Hostile M&A, Defense tactics, Regulations, Valuation methods, Dealmaking, Methods of payment, Types of corporate restructuring, Reasons for restructuring, Examples and case study.
