Intermediate Financial Modelling

In addition to your class tuition and study materials, you will receive the following:


Complimentary e-learning module
Case Study

• Course case study

Exercises

• Course exercises

Other Extras

• Certificate of attendance

Level: Intermediate


Synopsis:
This course is designed to enable participants to build on the financial modelling skills acquired in the foundation course and to extend the scope of their applications to include a variety of financial topics.


At the end of the course participants will be able to: Significantly improve efficiency of using shortcuts . Understand how to build large models with add-ons . Effectively build valuation models . Construct professional models .


Prerequisites:
Participation in a 7city foundation course or equivalent


Suitable For:
Professionals in corporates and financial institutions who wish to raise their financial valuation skills to a superior level


Basics of financial modelling

• Projection of P and L, balance sheet and cash flow
• Balancing numbers, circular references
• Professional use of Excel - protection, range names, data validation
• Overview of useful functions (IF, MAX, MIN, NPV, IRR etc.)
• Overview of effective shortkeys
• Model exercises

Valuation modelling

• Company valuation techniques reviewed
• Discounted cash flow concept
• Key drivers
• WACC and FCF exercises
• DCF model
• Valuation exercises

LBO modelling

• LBO financing concept reviewed
• Different leverage options
• Purchase considerations
• Exemplary model reviewed

Professional models

• What is a good model?
• Modelling - from basic to professional
• Flexible and user-friendly models - scenario analyses, sensitivity testing

Build your own model

• Building models from scratch
• Provided with annual report and equity research report
• Building a model with assumptions and key drivers
• Is the share undervalued or overvalued?

Add-ons

• Additional applications reviewed
• Practical steps on how to build your own model with add-ons - discounted cash flow, leveraged finance