Valuation Fundamentals for Investor Relations

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This hands on course will provide an in-depth understanding of the major valuation methodologies used by financial analysts. It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and some basic excel skills. This course is an essential precursor to the Financial Modelling training which expands on how analysts go about forecasting financial statements to provide the cashflow data to underpin the valuation.

What will I gain?

By attending this course, you will gain the following

• Understanding of the fundamental concepts of valuation
• The valuation ‘toolkit’ used by analysts
• The dividend discount model as the fundamental model
• Going from dividends to free cashflow – DCF models
• Multiples based valuation

Who should attend?

• Those wanting to understand in more depth how financial analysts and investors value companies. Most suitable for IR practitioners with a reasonable knowledge of accounting.

When and where is this course running?

The Valuation Fundamentals for Investor Relations 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. 

2024: In-Person, City of London

• Tuesday 26 November 2024 (09:00 - 15:30)*

* earlier finish due to Best Practice Awards dinner from 17:30

2025: In-Person, City of London

• Monday 03 February 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Tuesday 12 August 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Tuesday 11 November 2025 (09:30 - 16:30)

Course tutor: Professor Ken Lee

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, for 5 years. 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. During this time Kenneth published extensively on accounting and valuation topics for investors and was ranked in the top 3 in the Institutional Investor Survey over more than a continuous 10- year period.

He holds a doctorate from Aston Business School, a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder. He is the co-author of Financial Statement Analysis under IFRS (2018, 6th Ed.), Company Valuation under IFRS (2020, 3rd ed.) and the core textbook for this course ‘The Valuation Book’ (2024).

Register interest