Financial Modeling And Evaluation Seminar

INTRODUCTION

Gain a deeper understanding of financial strategies with our Financial Modeling and Evaluation Seminar. The Financial Modeling and Evaluation Seminar is designed to extend the core theories introduced in the Principles of Finance, emphasizing their practical application to strategic financial decisions and potential challenges. Participants will learn to analyze financial statements, utilize financial modeling in reporting, and apply advanced techniques like Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) using Excel. This comprehensive seminar provides hands-on training that equips financial professionals with the skills needed to create robust financial models and evaluate business performance. By the end of this course, participants will have a solid foundation in financial modeling, enabling them to make informed decisions that drive business success.

COURSE OBJECTIVES

By the end of this Financial Modeling and Evaluation Seminar, participants will be able to:

• Understand and analyze income statements.
• Understand and analyze balance sheets.
• Understand and analyze cash flow.
• Utilize financial modeling in financial reporting.
• Apply Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC) techniques.
• Use Excel for financial modeling.

DURATION

5 Days

WHO SHOULD ATTEND

This Financial Modeling and Evaluation Seminar is ideal for financial analysts, business entrepreneurs, accountants, bookkeepers, business managers, investment officers, and managing directors.

COURSE OUTLINE

Introduction to Evaluation

• Importance of Evaluation
• Enterprise Value and Equity Value

Comparable Company Analysis

• Selection of Comparable Companies
• Spreading Comparable Companies
• Analyzing Valuation Multiples
• Understanding Value and Making Conclusions

Precedent Transaction Analysis

• Selection of Comparable Transactions
• Spreading Comparable Transactions

Analysis of Discounted Cash Flows (DCF)

• Unlevered Free Cash Flow
• Free Cash Flow Forecasting
• Terminal Value Forecasting
• Presentation of Value and Discounting
• Stub Periods
• Sensitivity Analysis

Weighted Average Cost of Capital (WACC)

• Estimating Equity Cost Using CAPM
• Estimating Debt Cost
• Analysis of WACC

Building an Integrated Cash Flow Model

• Introduction to Financial Modeling
• Financial Statement Links
• Understanding Circularity
• Setup and Formation of the Model
• Selection of Model Drivers and Assumptions

Modeling and Projecting Financial Statements

• Income Statement Projection
• Balance Sheet Projection
• Cash Flow Statement Projection
• Debt and Interest Schedule Creation
• Revolver Modeling

Utilizing and Concluding the Model

• Output Analysis
• Stress Testing of the Model
• Fixing Modeling Errors
• Techniques of Advanced Modeling
• Creating a Discounted Cash Flow (DCF) Analysis Using the Model

GENERAL NOTES

• This course is delivered by seasoned trainers with extensive professional experience.
• Training includes a mix of practical activities, theoretical knowledge, group work, and case studies.
• Participants receive comprehensive training manuals and additional reference materials.
• A certificate is awarded upon successful course completion.
• Tailor-made courses to meet specific organizational needs are available. Contact us at training@skillsforafrica.org for more information.
• The training will be conducted at the Skills for Africa Training Institute in Nairobi, Kenya.
• The training fee covers tuition, materials, lunch, and the training venue. Accommodation and airport transfer can be arranged upon request.
• Payment should be made to our bank account before the training starts, and proof of payment sent to: training@skillsforafrica.org.