This course will help delegates build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market. It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and basic excel skills. This practical, interactive course, runs in a workshop-style format, using Excel, so delegates will be expected to have access to a laptop rather than a tablet or handheld device during the course. The course will be delivered by Professor Ken Lee.
What will I gain?
The overall approach analysts take to a professional model
The ability to build an integrated set of P&L, Balance Sheet and Cash Flow forecasts consistent with the methods taught to sell-side and investment banking analysts.
Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.
Director of postgraduate taught programmes at Loughborough Business School
Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.
Before academia Kenneth was a Managing Director & Head of European Equity Research at Barclays Capital, where he worked for 8 years before leaving in August 2017 to take up a number of academic positions. Prior to this he was also a Managing Director and a ranked accounting and valuation analyst at Citi Investment Research in London.
He holds a doctorate from Aston Business School, is a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder.
