Financial modelling (online)

This intensive one-day online course will help delegates to 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. The workshop-style course assumes a working knowledge of financial statements and a very basic understanding of valuation techniques. It also assumes a basic level understanding of Microsoft Excel, and delegates will be expected to have access to a laptop rather than a tablet or handheld device.

Please note, this course is only run once per year.

What will I gain?

  • The ability to review an integrated set of P&L, Balance Sheet and Cash Flow forecasts
  • Knowledge of key forecast metrics such as: PBT, EBITA, EPS, etc.
  • An understanding of the value of financial ratios to evaluate business performance
  • An overview of valuation methodologies, including DCF

"I enjoyed the course and found it to be a useful overview. The main challenge is that it's a topic with so much to cover but some useful practical elements were covered in one day."

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).

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Course level

Specialist courses

Location

Online

CPD points

40

Course dates

29 November 2021
9.00am to 5.00pm

  • IR Society members (£549 + VAT)
    £658.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£699 + VAT)
    £838.80
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