HH FINANCE & INSURANCE

Financial Modelling

This is a detailed financial modelling programme that seeks to equip participants with practical knowledge and skills in modelling financial statements, enterprise valuation, using DCF enabled by Excel.

COURSE OVERVIEW​

This is a detailed financial modelling programme that seeks to equip participants with practical knowledge and skills in modelling financial statements, enterprise valuation, using DCF enabled by Excel. With a hand-holding approach, participants will build models from scratch. This will be achieved with case studies, industry best practices and sensitivity analyses.

Duration

3 days

Venue

Heirs Holdings Academy Learning Centre, Afriland Towers

Date(s)

TBD

WHO TO ATTEND

The programme is designed to benefit Investment Bankers, Business Development Analysts, Asset & Hedge Fund Managers, Accounting/Treasury/Corporate Finance Professionals, and anyone seeking to improve their financial and valuation modelling skill set.

INDIVIDUAL OUTCOMES

At the end of the course, you will gain:

 

  • Knowledge of Microsoft Excel used in financial modelling
  • Knowledge and skills in modelling financial statement, and business and enterprise valuation.
  • Understanding and learning of the conceptual underpinnings of the valuation framework followed by step-by-step training for building a professional, robust discounted cash flow (DCF) model in Excel from scratch, using real case studies, industry best practices, and sensitivity analysis
COURSE CONTENT
  • Financial Modelling with Excel – General session
  • Basic modelling practice (Work in Teams – Caselets/Exercises)
  • Gathering historical documents/information for Financial Statement Modelling
  • Financial Statement Modelling – Income Statement
  • Financial Statement Modelling – Balance Sheet
  • Financial Statement Modelling – Cash Flow Statement
  • Financial Statement Modelling – Exercises with Caselets
  • Introduction to Financial Modelling & Application to Enterprise Valuation
  • How to Build A DCF-Based Enterprise Valuation Using Financial Modelling
  • Work in teams – Hands on exercise to build Enterprise Valuation Using Financial Modelling
  • Financial Modelling review and applications in Corporate Finance.
  • Defining the Modelling problem and parameter
  • Building the Model (I): A Private Equity Valuation approach
  • Financial Modelling in Practice- Experience Sharing