Certificate in Financial Modelling and Valuation E - Learning

Grant Thornton L& D 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.

The programme will focus on:

The programme will focus on:

Features of E-learning and LMS -

Who Should Attend -

•  

  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
  1. Creating Historical Statements
  2. Assumptions
  3. Forecast
•  

  Valuation
  1. Applying DCF
•  

  Financial Model - Data:
  1. Data Collection
  2. Data Structuring
  3. Public and Private data sources
  4. Preliminary Scrutiny of the Data and Information
•  

  Modelling
  1. Working on Historical Statements
  2. Modelling Assumptions for Future Action
  3. Revenue Build-up – projecting the future revenues
  4. Cost Build-up – projecting the future cost
  5. Asset Schedule
  6. Depreciation Schedule – Book and Income Tax Depreciation
  7. Working Capital and Term Loan Modeling – Debt Infusion
  8. Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
  9. Equity Modeling – Equity Infusion
  10. Modeling Paid Up Capital and Share Premium Account
  11. Cash Flow Statement Projection
•  

  Valuation
  1. Cost of Equity - CAPM
  2. Net cost of Debt
  3. WACC
  4. Absolute Valuation: Performing Valuation using DCF (FCFF and Enterprise Value)
  5. Relative Valuation: Comparable Analysis
  6. Performing Sensitivity/Scenario Analysis
•  

  Project Valuation – Introduction
  1. Introduction and context
  2. Understanding an integrated financial Model
•  

  Project Valuation – Creating a Model for NPV & IRR
  1. Understanding basics
  2. Building flexibility for cash flow at unpredictable time
  3. Building flexibility in Model
•  

  Modelling Delays
  1. Date arithmetic and creating flexible template
  2. Lookup revenues and costs
  3. Quarterly to Yearly Revenue consolidation using SumIf
•  

  Project Valuation – Circular Logic and looping
  1. Interest During Construction
  2. Interest and Cash
•  

  Project Valuation – Creating EPC Schedule
  1. Finding out different cost involved in the project
  2. Calculating complete project cost
•  

  Project Valuation – CAPEX Schedule
  1. Finding out the total capex required for the project
  2. Converting monthly items to annual
•  

  Project Valuation – P&L
  1. Working on different sources of revenue
  2. Calculating expenses
  3. Using DCF
  4. Calculating IRR
•  

  Project Valuation – Asset Schedule
  1. When, what is required?
•  

  Project Valuation – Valuation
  1. Using DCF
  2. Calculating IRR
•  

  Project Valuation – GANTT Chart
  1. Tracking progress of the project
•  

  Visualization - Interactive Excel Dashboard
  1. Introduction
  2. Dashboard design tips
  3. Data Sources
  4. Possible data sources
  5. Format data in table
  6. Building dashboard
  7. Pivot for the line chart
  8. Bar Chart
  9. Pie Pivot
  10. Sparklines Pivots
  11. Map Pivots
  12. Interactivity with slicers
  13. Dynamic titles
  14. Design and Layout
•  

  M&A - Introduction
  1. Meaning and Categories of M&A
  2. Merger Motivations
  3. Forms of Payment in a Merger Deal
•  

  M&A - Evaluation
  1. Evaluating a Merger Bid
  2. Case: Estimating fair acquisition price of the target company in M&A
  3. Identifying assumptions for estimating future cash flows
  4. Calculating FCFF, discount and terminal rate and NPV
  5. Comparable Companies
  6. Defining comparative value metric
  7. Estimating takeover premium and calculating takeover price
  8. Comparable transactions and defining comparative value metric
  9. Calculating the valuation of the company
•  

  M&A - Valuation
  1. Case: Live Case
  2. Why this case
  3. Finding out rationale for the transaction
  4. Searching and researching relevant reports
  5. Understanding the usage of 10K and 10Q
  6. Collecting and projecting numbers
  7. Merger Analysis – Key Drivers and Inputs
  8. Projecting both companies' numbers
  9. Find out the impact of deal announcement on share price
  10. Creating high level merger accounting for goodwill – Pooling method
  11. Accretion/Dilution Analysis and Modeling a Financing Plan
  12. Performing Sensitivity Analysis on Acquirer's EPS, Contribution Analysis

Fees

Programme fees: INR 15,000 plus taxes

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

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.