Financial Modeling & Valuation

Financial Modeling & Valuation

Course Description

This course offers an in-depth exploration of financial modeling and valuation techniques used in a wide range of corporate finance, investment banking, and private equity scenarios. Participants will learn to build models that are robust, accurate, and useful for making financial decisions.

Course Objectives

  • Master the principles of financial modeling and valuation.
  • Develop complex financial models from scratch using Excel and other tools.
  • Learn valuation techniques such as Discounted Cash Flow (DCF), Leveraged Buyout (LBO), and Comparable Company Analysis.
  • Apply models to real-world case studies involving merger and acquisition (M&A) scenarios, corporate restructuring, and investment analysis.

Course Modules

  1. Introduction to Financial Modeling
    • Overview of financial modeling.
    • Best practices in financial model design and construction.
    • Introduction to Excel functions critical for financial modeling.
  2. Financial Statement Modeling
    • Techniques for constructing detailed financial statement models, including income statements, balance sheets, and cash flow statements.
    • Integration of financial statements into a cohesive model.
  3. Valuation Techniques
    • Fundamental valuation concepts: DCF, LBO, and Comparable Company Analysis.
    • Case studies on valuation in different industries.
  4. Advanced Valuation Models
    • M&A and corporate restructuring models.
    • Developing models for evaluating private equity investments.
    • Real options valuation for project analysis.
  5. Modeling for Decision Making
    • Scenario and sensitivity analysis to understand the impact of key variables.
    • Using Monte Carlo simulations for risk assessment.
  6. Capstone Project
    • Participants will choose a company or project, conduct a thorough financial analysis, build a comprehensive model, and present their valuation.
    • Peer review and critique to refine models and valuation techniques.

Assessment Methods

  • Regular assignments involving building and adjusting financial models.
  • Group projects and case studies to foster collaborative learning and practical application.
  • Final capstone project involving a full financial model and valuation report.

This course outline ensures participants not only understand the theoretical underpinnings of financial modeling and valuation but also gain hands-on experience applying these skills to real-world financial decisions.

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