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GIBS Business School

Financial Modelling in Excel

Oct 8—10, 2019
3 days
Sandton, South Africa
ZAR 17600 ≈USD 1145
ZAR 5866 per day

How it works

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Description

Grow your understanding of forecasting, corporate valuation and investment management.

This programme for finance professionals we will construct several models in Excel, each related to an aspect of finance, asset management and investing, to unlock the predictive value of these models.

You are expected to be familiar with financial statements and valuation theory, and must have some experience in working in Excel. The insights gathered and enhanced understanding of certain Excel functionality will greatly assist you in the workplace to make better decisions.

How you will benefit:

At the end of the programme, you will be able to:

  • Build Excel models to prepare financial forecasts and to value a business;
  • Enhance your knowledge of finance, valuations and investment management;
  • Work more efficiently and competently in Excel;
  • Value debt instruments using Excel; and
  • Use Excel to extract and work with historical share price data.

Key focus areas:

Corporate valuation:

  • Understanding how to structure valuation models (key input variables driving forecasts, documenting assumptions & methodologies);
  • Using discounted cash flow valuation methodology to value a listed company;
  • Reasonability checks using earnings-based valuation methods; and
  • Sensitivity analysis to identify the key value drivers.

Estimating potential investment returns:

  • Analysis of the 5-year historical returns of Facebook, Amazon, Alphabet, Apple, Microsoft and Netflix (FAAAMN companies);
  • Working with historical data by filtering and transposing data;
  • Comparing FAAAMN returns versus the S&P 500;
  • Using INDEX MATCH and VLOOKUP functions to extract useful data;
  • Calculating average returns and standard deviations;
  • Calculating beta coefficients;
  • Using Monte Carlo simulation to estimate future investment returns; and
  • Using SOLVER function in share selection exercises.

Valuing debt instruments:

  • Using Excel to calculate loan amortization schedules;
  • Pricing debt instruments (government and corporate bonds) using the XIRR functions; and
  • Using the GOAL SEEK function to estimate optimal bid prices.

Valuing a private company:

  • Build forecasts using input variables;
  • Sensivity and scenario analyses; and
  • Estimating potential returns on investment.

Reverse engineering valuations:

  • Calculating historical EBITDA multiples for FAAAMN companies; and
  • Estimating future profits required to justify current & future share prices.

How you will benefit:

At the end of the programme, you will be able to:

  • Build Excel models to prepare financial forecasts and to value a business;
  • Enhance your knowledge of finance, valuations and investment management;
  • Work more efficiently and competently in Excel;
  • Value debt instruments using Excel; and
  • Use Excel to extract and work with historical share price data.

Who should attend

  • Corporate financiers;
  • Private equity analysts;
  • Portfolio and hedge fund managers;
  • Investment analysts;
  • Chief financial officers and financial managers;
  • Valuation practitioners; and
  • Financial modellers.
  • Participants should have good experience in the use of Excel in the area of finance.

Experts

A qualified CA (SA), spent eight years in the investment banking industry working in mergers & acquisitions advisory at Standard Bank and then Real Africa Durolink (‘RAD’). In 1997, he started the private equity division at RAD and led the fund-raising for a new third party fund. Greg left f...

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Detailed Description

Next dates

Oct 8—10, 2019
3 days
Sandton, South Africa
ZAR 17600 ≈USD 1145
ZAR 5866 per day

How it works

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