9 - 13 Jun 2025
London (UK)
Hotel : Landmark Office Space - Oxford Street
Cost : 5775 € Euro
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.
This workshop is ideal for:
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.
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