Financial Modelling
This intensive one-day 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. As part of the course, we will address fundamental aspects of valuation to refresh and extend delegates’ knowledge. The course will be delivered online with excel models on screen interspersed with content delivery by Professor Ken Lee.
What will I gain?
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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.
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Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.
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An overview of contemporary valuation methodologies, including DCF.
When and where is this course running?
The Financial Modelling course is running on the below dates. If you cannot attend any of the below training dates or your preferred modality is not yet scheduled, please do 'Register Interest' in the course.
In-Person, City of London
- Monday 02 December 2024 (09:30 - 16:30)
Programme
- Financial Modelling House Keeping
- The model starting point: An integrated set of P&L, Balance Sheet & Cash Flow forecasts
- Analysis of Business Performance
- An overview of valuation methodologies: Absolute & Relative approaches to valuation
- Discounted Cash Flow
- Relative Valuation approaches
- Putting it all together: A case study
(Attendees will receive an information pack in advance containing the basic model to be used for the course, including historic P&L, Cash Flow and Balance Sheet statements).
Course level
Specialist courses
Location
London
CPD points
40
Course dates
2 December 2024
9.00am
to 4.30pm
- IR Society members (£750 + VAT)
£900 - IR Society Premium members (course allowance included in membership package)
£0 - Non-members (£990 + VAT)
£1,188