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Fitch Learning

Certificate in Financial Modeling

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Next dates

Apr 24—26
3 days
London, UK
GBP 1995 ≈USD 2592
GBP 665 per day
May 13—15
3 days
New York, NY, USA
USD 2395
USD 798 per day
May 20—22
3 days
Frankfurt, Germany
EUR 2395 ≈USD 2693
EUR 798 per day
+5 more options

Description

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

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