Financial Modeling and Analysis
Learn efficient modeling for specific financial analysis
Build financial models to guide negotiations and decision-making
Apply Excel shortcuts and hot keys to get you off the mouse
Learn effective auditing techniques on existing models
Employ Monte Carlo Simulations
Engage in relevant commercial discussions with active project developer/financial advisor
WHO SHOULD ATTEND
Financial Analysts, Investment & Evaluation Professionals, Business Development Planners, Mergers & Acquisitions Specialists, Accountants, Valuation Professionals
MODELING SKILL LEVEL
Financial Modeling and Analysis teaches students how to conceive of and build a financial model from beginning-to-end, followed by due diligence. This course demonstrates how financial models guide commercial discussions. Participants will learn how to negotiate off the financial model.
This course will utilize a Discounted Cash Flow ("DCF") pro forma approach derived from a full suite of financial statements: 1) Income Statement, 2) Statement of Retained Earnings, 3) Balance Sheet and, 4) Statement of Cash Flow. Participants use "hot keys" and page-setup techniques to build a fully integrated pro forma DCF model from a list of assumptions. The "mouseless" Excel techniques employed dramatically reduce model coding time. Next, delegates learn how to integrate all financial statements to produce a correctly-balanced Balance Sheet, without circularities. The class will use this model as a guide to review commercial issues, negotiate strategies and analyze financial ratios. Finally, the course demonstrates the power of Monte Carlo simulation analysis creating a dynamic decision-making tool and elevating beyond simple static input and output spreadsheets.
This course is indispensable to the effective use of financial spreadsheets for any industry or sector. (NB: A working knowledge of financial accounting is helpful but not essential.)
Part 1Introduction to Excel
Part 2Introduction to Financial Statements
Part 3Introduction of a Pro Forma Model
Part 4Assets: Purchasing versus Leasing
Part 5Operational Worksheets
Part 7Coding Full Financial Statements
Part 8Discussion on Valuation
Part 9Discounted Cash-Flow Modeling
Part 10Using the Model to Price the Asset
Part 11Monte Carlo Simulation Analysis
This course takes a practical "learn by doing" modular approach. The course structure for each module follows a four-step pattern: 1) teaching of the material, 2) spreadsheet exercise, 3) review of the exercise; then, 4) follow-up with a question and answer session. Each successive module builds upon the previous exercise. Each participant will be given problem and answer files to insure course fluidity for every student's level.
This course will use methodologies to:
Identify the model-type for analysis
Create models that are easy to navigate without forfeiting robustness
Use that model to assist your decision-making process
Vair Training courses are held at world-class international venues. Registration fees include morning coffee/tea, networking lunches and afternoon refreshments. Course materials are provided electronically on-site. Detailed venue descriptions, times and logistics are included with post-registration materials and documents.
2-day Public Courses are US$2,950 per delegate. Fees include all course materials and training. 10% Early-Bird Discounts are applied to registrations and payments received at least 8 weeks prior to individual courses. Additionally, 10% Combo-Course Discounts are applied when the same delegate registers for back-to back courses delivered on consecutive dates. Group-Rates Discounts are also available: please inquire +1 404 512 5936 or email@example.com