Financial Evaluation and Modeling

By distilling key information regarding cash flow levels and risks, financial modeling helps decision-makers make informed choices based on data analytics that move their firms forward.

In this training program, learn how to build financial models that can be used in corporate finance, investment banking, commercial banking, and portfolio management. The instructor covers financial statement models, investment banking models, M&A models, buyout models, and DCF models—all using Microsoft Excel.

• Develop a strong understanding of financial modeling concepts and their practical applications.
• Enable participants to build and interpret three-statement financial models in Excel.
• Strengthen the ability to forecast financial performance using historical and projected data.
• Equip participants with skills to evaluate companies using valuation techniques such as DCF models.
• Develop proficiency in sensitivity analysis, scenario analysis, and stress testing models.
• Enhance understanding of investment banking, corporate finance, and equity valuation models.
• Build practical skills in designing and maintaining financial models for real business use.
• Improve decision-making skills related to capital raising, investment, and business growth strategies.
• Provide hands-on experience in buyout, banking, and portfolio investment models.
• Strengthen the ability to analyze financial performance and assess business value creation.
• Apply financial modeling techniques across different industries and business environments.
• Develop Excel-based financial modeling skills for professional financial analysis and reporting.

• Investment Banking professionals and analysts
• Equity Research analysts and associates
• Corporate Finance and Financial Planning & Analysis (FP&A) professionals
• Portfolio and Investment Management professionals
• Credit analysts and financial risk professionals
• Project Finance specialists
• Professionals working in commercial and corporate banking
• Graduates and junior professionals seeking careers in finance and financial modeling
• Anyone interested in developing advanced Excel-based financial modeling skills