Certificate in Financial Modelling and Valuation E - Learning

Description

Certificate in Financial Modelling and Valuation E - Learning

GT Academy is pleased to launch its “Certificate in Financial Modelling & Valuation E Learning”. The program is crafted for working professional & students to provide them practical exposure of Financial Modelling and Valuation, help them understand and build business & valuation models. Program has been designed in a way to provide & ensures that conceptual knowledge is imparted with perfect blend of industry practices. Our approach involves focusing on concepts through case studies to help our participants relate the scenarios to their job roles.

This programme will help you to create financial models that can be understood and easily implemented to gain insights into the opportunities and risks being faced by businesses. This programme will also help you to gauge the performance of a financial asset or portfolio of a business project or any other investment.

Learning Outcome:

The programme will focus on:

Clearing MS Excel doubts and refreshing Excel formulas
Designing financial models
Designing revenue and expense models for various industries like consumer goods, modern retail, real estate and auto components and creating basic macros
Creating dashboards to present models in a summarised manner
Presenting reports using models
Valuation techniques

Program Deliverables

The programme will focus on:

50 hours of study
1. include 40 hours of course recorded videos
2. 8 Hours of Advance Excel Program
3. 2 hours of other content and assessments
Two-way communication and query resolution from “Ask an expert”
Course material- GT Presentation
Quiz & Final assessment
Case Studies
LMS access of 1 year
Certificate of completion on successfully

Features of E-learning and LMS -

Query resolution within 24 hours
Two-way communication through “Ask the Expert”
Flexible – learn anytime from anywhere
Offer remote learners an engaging learning experience
Cost effective
Accessible on Mobile and Tablets

Who Should Attend -

Investment bankers
Equity researchers
Professionals working in corporate finance or M&A domain
Chartered Accountants
MBA finance and commerce graduates
Professionals working in the finance domain

Program Coverage

Excel

Understanding and Creating a Financial Model Template
Refreshing important Excel functions to be used in financial modelling and valuation
- String Function
- Offset function
- Data table
- Goal seek
- Linking multiple sheets and files etc.
- Macros
- Learning Custom formatting peculiar to creating financial models
- Learning referencing (usage of $) and its significance in the financial model

Basic Business Model

Understanding Business Model

Financial Statements

Creating Historical Statements
Assumptions
Forecast

Valuation

Applying DCF

Financial Model - Data:

Data Collection
Data Structuring
Public and Private data sources
Preliminary Scrutiny of the Data and Information

Modelling

Working on Historical Statements
Modelling Assumptions for Future Action
Revenue Build-up – projecting the future revenues
Cost Build-up – projecting the future cost
Asset Schedule
Depreciation Schedule – Book and Income Tax Depreciation
Working Capital and Term Loan Modeling – Debt Infusion
Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
Equity Modeling – Equity Infusion
Modeling Paid Up Capital and Share Premium Account
Cash Flow Statement Projection

Valuation

Cost of Equity - CAPM
Net cost of Debt
WACC
Absolute Valuation: Performing Valuation using DCF (FCFF and Enterprise Value)
Relative Valuation: Comparable Analysis
Performing Sensitivity/Scenario Analysis

Project Valuation – Introduction

Introduction and context
Understanding an integrated financial Model

Project Valuation – Creating a Model for NPV & IRR

Understanding basics
Building flexibility for cash flow at unpredictable time
Building flexibility in Model

Modelling Delays

Date arithmetic and creating flexible template
Lookup revenues and costs
Quarterly to Yearly Revenue consolidation using SumIf

Project Valuation – Circular Logic and looping

Interest During Construction
Interest and Cash

Project Valuation – Creating EPC Schedule

Finding out different cost involved in the project
Calculating complete project cost

Project Valuation – CAPEX Schedule

Finding out the total capex required for the project
Converting monthly items to annual

Project Valuation – P&L

Working on different sources of revenue
Calculating expenses
Using DCF
Calculating IRR

Project Valuation – Asset Schedule

When, what is required?

Project Valuation – Valuation

Using DCF
Calculating IRR

Project Valuation – GANTT Chart

Tracking progress of the project

Visualization - Interactive Excel Dashboard

Introduction
Dashboard design tips
Data Sources
Possible data sources
Format data in table
Building dashboard
Pivot for the line chart
Bar Chart
Pie Pivot
Sparklines Pivots
Map Pivots
Interactivity with slicers
Dynamic titles
Design and Layout

M&A - Introduction

Meaning and Categories of M&A
Merger Motivations
Forms of Payment in a Merger Deal

M&A - Evaluation

Evaluating a Merger Bid
Case: Estimating fair acquisition price of the target company in M&A
Identifying assumptions for estimating future cash flows
Calculating FCFF, discount and terminal rate and NPV
Comparable Companies
Defining comparative value metric
Estimating takeover premium and calculating takeover price
Comparable transactions and defining comparative value metric
Calculating the valuation of the company

M&A - Valuation

Case: Live Case
Why this case
Finding out rationale for the transaction
Searching and researching relevant reports
Understanding the usage of 10K and 10Q
Collecting and projecting numbers
Merger Analysis – Key Drivers and Inputs
Projecting both companies' numbers
Find out the impact of deal announcement on share price
Creating high level merger accounting for goodwill – Pooling method
Accretion/Dilution Analysis and Modeling a Financing Plan
Performing Sensitivity Analysis on Acquirer's EPS, Contribution Analysis

Cancellation and refund policy

The refund policy in case of withdrawal of nomination would work as follows:-

A refund of 50% of the fee would be provided for cancellation requests received up to five working days before the training start date
Participants who cancel in less than five working days, or there is no show on the training date are liable to pay the full course fee and would not be entitled to refunds.

Cancellations must be made via emails only. However desirous participants can be accommodated in the future batches of program, without paying anything extra. It is requested that willingness to attend any future program should be communicated at the earliest convenience.