Financial Modelling and Valuation

This course is designed to provide a comprehensive understanding of financial modelling and valuation techniques, which are essential skills for professionals in the finance industry. The course is structured into eight modules, each covering a specific area of financial modelling and valuation.

Laying the foundation...

Module 1: Basic Microsoft Excel (4 hours)

  • Introduction to Microsoft Excel
  • Use of only Keyboard & Shortcuts
  • Basic functions & Formula Builder
  • IF family functions, Offset, Date, etc.

Module 2: Advance Microsoft Excel (4 hours)

  • VLookUp, HLookUp, Index-Match, XLookUp, etc.
  • Pivot Table, Dynamic Charts
  • Sensitivity analysis, Goal seek
  • Integrating ChatGPT with Excel

Module 3: Corporate finance & financial reporting (12 hours)

  • Time value of money
  • NPV, IRR, XIRR, MIRR, etc.
  • Insurance & Pension evaluation
  • Loan amortisation, EMI calculator
  • Understanding financial statements
  • Ratio analysis

Elevating modeling skills...

Module 4: Project financing & Start-ups (16 hours)

  • Revenue & cost drivers, KPIs
  • Manufacturing business
  • Starting a hotel & Restaurant business
  • Real estate case study

Module 5: Public companies modeling (20 hours)

  • Use of Bloomberg, S&P CapIQ, Refinitiv & Screener
  • Schedules- Fixed assets, Net Debt bridge, Working capital, etc.
  • Live Indian company modeling & valuation
  • Live Global company modeling & valuation

Get set for finance career!

Module 6: Valuations (20 hours)

  • Discounted cash flow
  • Comparable company analysis & comparable transactions analysis
  • Football field analysis
  • Adjustment of leases- IFRS 16 / ASC 842
  • Reference to Damodaran, Kroll, CFA, etc. material

Module 7: Advance modeling & other topics (8 hours)

  • Mergers & Acquisitions- Swap ratio, synergies, goodwill, etc.
  • Leverage buyouts
  • Private equity & Pitch book overview
  • Premium equity research report walkthrough
  • MS Excel Macros overview
  • Monte Carlo Simulation

Module 8: Career Assistance (4 hours)

  • Real interview questions & answers
  • Resume guidance
  • Strategic approach to job searching
  • Leveraging LinkedIn
  • Personal referral for top performing candidates

Drop a line...

Please get in touch and our expert support team will answer all your questions.

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