Certificate in Financial Modeling

Fitch Learning
Training overview
3 days
2,395 USD, 1,995 GBP, 2,395 EUR
English
Classroom / Public
Next start date: 11/18/2019 - New York City
Start dates
London
11/18/2019   (English)
1,995 GBP
New York City
11/18/2019   (English)
2,395 USD
Frankfurt
12/9/2019   (English)
2,395 EUR

Course description

Certificate in Financial Modeling

This three-day certificate program consists of two courses; Fundamentals of Financial Modeling, and Best Practice Financial Modeling (Intermediate). Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.

Who should attend?

The program is designed for professionals who wish to raise their financial valuation skills to a superior level.

Training Content

Analytic Overview

Introduction to Modeling

  • Using Excel as a spreadsheet
  • Effective construction of a model
  • Objective and structure
  • Initial preparation

The Fundamentals of Model Building

  • Use of shortcuts
  • Workbook set up
  • Formatting data professionally
  • Style basics
  • Inputting base data
  • Setting up date flexibility throughout the model using EDATE, EOMONTH, and other date functions
  • Breakdown and grouping of accounting elements
  • Determine drivers of the model
  • Assumptions for projections
  • Effective use of short keys and functions
  • Applicable financial and logical functions
  • Data transfer and links
  • Professional use of Excel – protection, range names, data validation
  • Maximum use of Excel applications
  • Flexible and user-friendly models
  • Sensitivities
  • Model diagnostics

Auditing

  • Using existing models
  • How to become comfortable with ‘new’ models
  • Auditing models

Formatting and Showcasing

  • Formatting
  • Professional showcase
  • Use of graphs
  • Using switches

Basics of financial modeling

  • Projection of P&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 short keys
  • Model exercises

Professional models

  • What is a good model?
  • Modeling - 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?

Valuation concept reviewed

  • Refresher of company valuation techniques
  • Practical application of valuation constituents
  • Concept of valuation techniques
  • Key value drivers
  • WACC exercises
  • FCF exercises
  • TV exercises
  • From enterprise value to equity value

Additional applications of integrated financial models

  • Additional applications reviewed
  • How to expand your model for additional analysis including:
    • Discounted cash flow
    • Leveraged finance
    • Overview of level of ratios in line with covenants

LBO modeling

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

About Fitch Learning

Fitch Learning - Financial Training in the Americas

Fitch Learning

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...


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Contact info

Fitch Learning


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www.fitchlearning.com


Reviews

Andy Lee
(5)
The tutor is very experience in his modeling teaching. I learnt many habits, modeling, cash flow calculation and practices which I will be able to apply to my work and interests
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