Finance and Accounting

Training Course: Financial Evaluation and Modeling


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FI234875

20 - 24 Jan 2025

London (UK)

Hotel : Landmark Office Space - Oxford Street

Cost : 5250 € Euro

Introduction

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.

Methodologies

Throughout the course, the instructor includes exercises—together with case studies—that can provide you with a practical understanding of these key topics.

Training Program Objectives

The main goal of financial modeling is to accurately project a company's future financial performance. Modeling can be useful for valuing companies, and determining whether a company should raise capital or grow the business organically or through acquisitions. It equips you with the fundamental knowledge and practical skills needed in Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis, etc.

Training Outlines

Day 1

Financial Modeling Basics

  • What is financial modeling?
  • Why is financial modeling important?
  • Business questions and financial models
  • Data for a model
  • Sources of data
  • Gathering data from FRED for Excel
  • Getting started with the project
  • Excel tips for financial modeling

Corporate Financial Modeling: Three-Statement Financial Model

  • Linking financial statements
  • Setting source parameters
  • Three-statement financial model
  • Assumptions in financial statements
  • Forecasting in financial statements
  • Improving model quality
  • Putting it all together

Day 2

Evaluating Corporate Financial Models: Three-Statement Model

  • Financial modeling strategies
  • Sensitivity analysis and financial models
  • Adding visuals to a financial model

Investment Models: DCF Model

  • Financial valuation models
  • Cash flows in the valuation model
  • Terminal value in a valuation model
  • Interpreting a DCF model

Day 3

Banking Models

  • Beyond the basics in financial models
  • Corkscrews and models
  • Waterfalls and models
  • Adding toggles to a financial model
  • Model outputs
  • Hiding tabs and making models readable
  • Stress testing models

Day 4

Buyout Models

  • Interest rate assumptions in models
  • Discount rates in models
  • Top-down financial models
  • Bottom-up financial models
  • IRR decisions in financial models
  • NPV decisions in financial models
  • Limits of financial models

Financial Modeling across Industries

  • Characteristics of financial models
  • Modeling in banking
  • Modeling in corporate finance
  • Modeling in investments

Day 5

Building and Maintaining Models

  • Applications of financial models
  • Bitcoin and cryptocurrency valuation modeling
  • Updating financial models
  • Maintaining ongoing financial models

Financial Modelling and the International Business Environment

  • Define the Terms Model and Financial Model
  • Learn the 10 steps to create good Financial Models
  • Use Flowcharting Techniques to improve your model
  • Overview of the strategic and operational aspects of a global business entity
  • The Organizational Planning Model
  • The Product/Decision/Information Cycle
  • The Objectives of Financial Analysis
  • Creating wealth by adding value
  • Basic metrics of wealth creation and financial performance

Finance and Accounting

Training Course: Financial Evaluation and Modeling


Register Now
Quick Inquiry
Discount Group Download Brochure (36)

FI234875

20 - 24 Jan 2025

London (UK) - Landmark Office Space - Oxford Street

Hotel : Landmark Office Space - Oxford Street

Cost: 5250 € Euro


  About London

The UK capital of London is a city that combines the old and the new. It is as equally famous for the latest fashion and innovation as it is for its impressive heritage. London's attractions range from the Royal Palace to the DIY atmosphere of its markets. It is also a picturesque city of parks and of course, the majestic Thames River. The city extends for miles beyond its ancient core and each neighborhood has its own charming atmosphere for visitors to explore. London also wears its status as a world city proudly and the influence of different cultures is plain to see in the food and fashion of the capital.


  Things to do and places to visit in London

With so many attractions in London, anyone can find something to delight them. Art lovers will enjoy the world-renowned museums and galleries, most of which are free. Sports fans are spoilt for choice by the city's array of football clubs. Theatre and music fans have a vast list of venues to visit, whilst shopaholics have Harrods, Oxford Street, Camden and much more to look forward to after arranging flights to London.

Some unmissable London attractions include:

  • Seeing priceless masterpieces in the Tate Britain or the National Gallery.
  • Watching the changing of the guard at Buckingham Palace.
  • Visiting Trafalgar Square's famous monument.
  • Marveling at the Crown Jewels in the Tower of London.
  • Getting a bird's eye view of the city from the London Eye.
  • Tasting one of Brick Lane's famous curries.
  • Browsing the exclusive shops of Knightsbridge.
  • Visiting a market – Spitalfields for antiques, Camden for clothes or Borough Market for street food.
  • Admiring design from around the world in the Victoria and Albert Museum.
  • Looking for clues at the home of fiction's most famous detective, Sherlock Holmes.
  • Strolling through one of the lovely parks, including Hyde Park, St James' Park or Kew Gardens.
  • Eating Britain's most famous dish, fish and chips.
  • Watching the street performers in Covent Garden.
  • Enjoying the views at a South Bank cafe.
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