Course Overview
The Advanced Financial Modelling & Valuation program is a 12-week course designed to equip participants with the skills to build sophisticated financial models, conduct in-depth valuation analysis, and support strategic decision-making. Participants will learn to leverage Advanced Excel functionalities to develop dynamic financial models that assess company performance, forecast financial outcomes, and evaluate investment opportunities.
Through hands-on exercises, real-world case studies, and industry best practices, the course covers valuation methodologies, scenario analysis, financial forecasting, and risk assessment. Ideal for finance professionals, investment analysts, corporate finance teams, and private equity professionals, this program ensures that participants can transform complex financial data into actionable insights that drive business growth and investment decisions.
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Course Content
The course is structured over 12 weeks, with each week focusing on a specific aspect of advanced financial modelling and valuation techniques. Participants will engage in a combination of theoretical learning, hands-on exercises, and real-world case studies to develop practical expertise. Weekly live sessions will provide opportunities for interactive learning, peer discussions, and direct feedback from instructors.
The comprehensive curriculum ensures that participants gain a strong foundation in financial modelling and valuation, equipping them with the skills to apply these techniques effectively in their professional roles. The program allows participants to:
» Master financial modelling fundamentals, including revenue forecasting, cost structures, and cash flow projections.
» Develop and refine dynamic financial models, integrating Advanced Excel functionalities, automation, and scenario analysis.
» Apply core valuation techniques, including Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and Precedent Transaction Analysis (PTA).
» Explore specialized modelling techniques, such as Leveraged Buyout (LBO) modelling and Mergers & Acquisitions (M&A) valuation.
» Conduct sensitivity and scenario analysis, using Monte Carlo simulations and other risk assessment tools.
» Build industry-specific financial models, covering sectors such as real estate, banking, private equity, and startups.
» Audit financial models for accuracy, ensuring reliability in decision-making and risk evaluation.
» Present and communicate valuation insights effectively, preparing high-quality reports and investment presentations.
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Key Takeaways
By the end of this course, participants will:
» Master advanced financial modelling techniques to build flexible, scalable, and data-driven models.
» Enhance model flexibility using switches, dynamic formulas, and lookup functions for scenario analysis.
» Develop proficiency in business valuation, applying DCF, Comparable Company, and Precedent Transaction Analysis effectively.
» Build and interpret sensitivity and scenario analysis, integrating risk assessment into financial models.
» Utilize advanced Excel functions and automation (VBA) to optimize modeling efficiency.
» Create visually compelling financial reports and charts, improving stakeholder communication and decision-making.
» Gain a globally relevant skill set applicable across investment banking, private equity, corporate finance, and consulting.
» Develop expertise to provide financial advisory and valuation consultancy services, ensuring strong analytical and strategic decision-making capabilities.
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Target Audience
The following categories can register for the program:
» Investment Bankers and Financial Analysts looking to enhance their expertise in advanced financial modelling and valuation techniques.
» Corporate Finance Professionals and CFOs seeking to improve financial forecasting, capital budgeting, and valuation strategies.
» Private Equity and Venture Capital Professionals evaluating investment opportunities and structuring financial models for portfolio management.
» Equity Research Analysts and Portfolio Managers aiming to refine valuation methodologies for investment decision-making.
» Finance Managers and Business Consultants responsible for financial planning, scenario analysis, and risk assessment.
» Entrepreneurs and Startup Founders preparing detailed financial models for fundraising, investor presentations, and strategic growth planning.
» Students and Graduates aspiring to build a strong foundation in financial modelling, valuation, and investment analysis for careers in finance.
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