Certificate in Financial Modeling

Fitch Learning

How long?

  • 3 days
  • online

Fitch Learning

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About the course

This three-day certificate program consists of two courses; Fundamentals of Financial Modeling, and Best Practice Financial Modeling (Intermediate). The program is designed for professionals who wish to raise their financial valuation skills to a superior level. Attendees should be able to use the basic facilities of Microsoft Excel and have basic accounting knowledge.

Key Learning Outcomes:

  • Design and construct useful and robust financial modeling applications
  • Learn financial forecasting
  • Use several of the support tools and techniques in spreadsheet programs
  • Utilize sensitivity and scenario analysis
  • 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
  • Optimize the use of financial functions

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 shortkeys 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 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

Certificate in Financial Modeling at Fitch Learning

From  $2,495
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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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