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Fitch Learning

Best Practice Financial Modeling (Intermediate)

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Next dates

Apr 25—26
2 days
London, UK
GBP 1295 ≈USD 1682
GBP 647 per day
May 14—15
2 days
New York, NY, USA
USD 1495
USD 747 per day
May 21—22
2 days
Frankfurt, Germany
EUR 1800 ≈USD 2024
EUR 900 per day
+5 more options

Categories

Investment

Description

Key Learning Outcomes:

  • Construct professional models
  • Understand how to build integrated models with additional valuation or analysis
  • Understanding the sensitivity of key drivers
  • Significantly improve efficiency of using shortcuts
  • Optimise the use of financial functions

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 shortkeys
  • 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

Who should attend

Professionals in corporates and financial institutions who wish to raise their financial valuation skills to a superior level. Attendees should have a good basic excel knowledge and basic accounting knowledge. This course is the ideal follow up to the Introduction to Financial Modeling.

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