Introduction:

Financial Modeling & Fundamental Analysis workshop is designed to provide participants with comprehensive knowledge and practical skills in analyzing financial data to make informed investment decisions. Through a blend of theoretical concepts and hands-on exercises, participants will gain proficiency in building financial models and conducting fundamental analysis.

Target Audience:

• Finance professionals seeking to enhance their analytical skills.

• Investors looking to make informed decisions in the stock market.

• Students pursuing degrees in finance, accounting, or related fields.

• Anyone interested in understanding the fundamentals of financial analysis and modeling.

Objectives:

By the end of the workshop, participants will be able to:

• Understand the principles of financial modeling and fundamental analysis.

• Build robust financial models using Excel or other relevant software.

• Analyze financial statements to evaluate a company's performance and financial health.

• Interpret key financial ratios and metrics to assess investment opportunities.

• Apply various valuation techniques to estimate the intrinsic value of a company.

• Make informed investment decisions based on sound financial analysis.

Outlines:

Day 1:

Introduction to Financial Modeling

• Understanding the basics of financial modeling

• Overview of Excel functions and shortcuts for financial modeling

• Building a simple financial model: income statement, balance sheet, and cash flow statement

Day 2:

Advanced Financial Modeling Techniques

• Advanced Excel functions for financial modeling

• Scenario analysis and sensitivity analysis

• Building dynamic financial models with multiple scenarios

Day 3:

Fundamental Analysis of Financial Statements

• Understanding financial statements: Income Statement, Balance Sheet, and Cash Flow Statement

• Analyzing financial statements to assess a company's performance and financial health

• Interpreting key financial ratios and metrics

Day 4:

Valuation Methods

• Overview of valuation techniques: discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions

• Building valuation models using different methodologies

• Assessing the strengths and limitations of each valuation approach

Day 5:

Case Studies and Practical Applications

• Applying financial modeling and fundamental analysis to real-world scenarios

• Case studies on evaluating investment opportunities

• Presenting findings and recommendations based on financial analysis