Financial Modelling & Valuation

Demonstrate your mastery of business financial modelling to top employers.

Starts:

Every 8 weeks

Duration:

8 weeks part-time

Mode:

Live online instructor-led sessions, 16 hours

Certificate fee:

€1,500

Instalment payment plan available

Pay in 6 x monthly instalments using your credit or debit card with Paythen.

Weekly:

2 hours per week live classes (plus additional study time)

Class size:

Max. 20 students for personalised 1‑to‑1 attention

Leap Finance Academy’s ‘Financial Modelling & Valuation’ course teaches anyone with intermediate Excel skills to build a complete financial model of any business from scratch.

By the end of the course, you will be an advanced financial modeller and ready to take our next-level course, Private Equity & LBO modelling.

Business financial modelling is a critical skill to have in Corporate Finance as it forms the basis on which decisions are taken. Business financial models are used in a variety of situations: from planning and forecasting the immediate cash need of a business, to putting a price on a target or even assessing whether a merger makes sense. This skill is always in high demand with Investment Banks, Private Equity companies, Consulting companies, the Big 4 and the Corporate Finance departments of larger companies.

You will build a complete financial model from scratch – this hands-on training will equip you with the advanced skills* to perform the following:

  • Gathering and analysing relevant financial information on a target company
  • Building analytical financial statements, followed by a three-statement forecasting model
  • Forecasting each cost element of a business step-by-step: working capital, fixed assets, depreciation, capex, opex, taxation etc.
  • Forecasting capital structure: debt and dividends
  • Forecasting revenue and cost of goods sold
  • Building a discounted cash flow (‘DCF’) valuation of the target
  • Doing an Investment Banking ‘Underwriting’ session with scenario-based modelling

This instructor-led certified course consists of 9 subject modules.

* VBA is not required for financial modelling and is not taught in this course.

Download the course brochure and detailed schedule.

Advance your career in Investment Banking, Private Equity or Consulting

LFA provides the advanced training and the skills that will deliver the most commercial impact for employers. Our instructors are the top in their fields and are practicing professionals so you will always have access to their market knowledge, professional experience and the key developments currently happening in the Investment Banking and Private Equity industries.

The annual cash* compensation can reach on average up to the following:

US$200,000

Analyst (1–3 years)

US$425,000

Associate (4–7 years)

US$700,000

Vice-president (8–12 years)

Source: mergersandacquisitions.com (2021)
* Base salary and annual cash bonus.

Who is the course for?

Pre-requisites

Intermediate Microsoft Excel knowledge is required. To obtain this, you could complete our Excel for Finance course prior to enrolling in this course. You should have access to Microsoft Excel in English and a broadband Internet connection. Prior knowledge or experience in finance is beneficial but not necessary. Using a PC over a Mac is preferable.

Program topics

Financial Modelling & Valuation

Module 1: Financial Modelling 101: source and analyse company financials

Understand why financial modelling is so important in finance and business. Discover the use cases of financial models. Learn the Do’s & Don’ts of Financial Modelling. Source the required financial and qualitative information on companies & analyse the data before starting to model.

Module 2: Input Financial data, create analytical Investment Banking standard financial statements and derive financial ratios. Create the ‘Underwriting Dashboard’

Condense real world financial data from annual reports into Investment Banking standard financial statements (Income statement, Balance sheet and Cash Flow statement). Derive the key financial ratios needed for Financial Modelling. Build your ‘dashboard’ – the main worksheet that will drive your model.

Module 3: Forecast your three main Financial Statements (Income statement, Balance sheet and Cash Flow statement)

Learn how to create forecasted Financial Statements from scratch.

Module 4: Create your Expense forecasting Model (opex, working capital & Property, Plant & Equipment)

Understand and model opex, working capital and Property, Plant & Equipment.

Module 5: Basic corporate debt & Capital Policy modelling

Understand the main financial debt instruments used by companies and learn how to forecast debt in a model. Analysing historical capital (leverage & dividend) policy of a company and forecast both dividends and leverage.

Module 6: Basic Corporate Tax & Discounted Cash Flow modelling

Model company taxation accurately. Build the Discounted Cash Flow (‘DCF’) valuation worksheet. Understand the key drivers behind a DCF and best practices behind choosing the most reasonable assumptions.

Module 7: Revenue and Cost of Goods Sold (‘COGS’) modelling

Identify the mathematical drivers behind revenue and COGS of your target company and model these correctly. Understand how revenue and COGS in different industries would be modelled.

Module 8: Put it all together: A real Investment Banking Underwriting session

Learn to build a reasonable valuation case. Analyse and assess the result with your cohort and build defensible arguments against outside scrutiny. Experience a real Investment Banking underwriting session.

Module 9: Scenario analysis and sensitivities

Learn how build seamless scenarios and sensitivity analyses (data tables) into your Model.

7th June – 26th July 2024

Length: 8 weeks (excluding holidays)

Days: Friday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 1,500

7th June – 26th July 2024

Length: 8 weeks (excluding holidays)

Days: Friday

Time: 8pm – 10pm (CET),

7pm – 9pm (UK)

Students: Max. 20

Mode: Live online

Cost: 1,500

Your training expert

Nikhil Gupta

CFO, Kadens Capital, Private Equity (current)
Managing Director, Peakside Capital Advisors, Private Equity (past)
M&A Investment Banker, Rothschild & Co., Investment Bank (past)

Nikhil Gupta is a seasoned Private Equity and Investment Banking Senior Executive. He is currently the CFO of Kadens Capital, a Private Equity firm. Prior to this, Nikhil was a Managing Director at Peakside Capital Advisors, where he completed more than $3 billion in real estate transactions.

For the past several years, Nikhil has shared his knowledge and expertise gained over the last 15 years in Private Equity and Investment Banking, through coaching and teaching students.

Nikhil is an External Lecturer at ESSEC Business School, France where he teaches Private Equity financial modelling to Master’s in management and Master’s in finance students. He also teaches the MBA students at IMD Lausanne, Switzerland and at the University of St. Gallen, Switzerland.

Certification

Upon successful completion of the course and the Capstone project, Leap Finance Academy grants a verified digital certificate to its participants. You will also receive a digital badge that can be posted on social media sites like LinkedIn.

Your digital certificate and badge will be tied to your identity information. We may request for official identification information before issuing your certification. All images are for illustrative purposes only and may be subject to change at the discretion of Leap Finance Academy.

Download the course brochure and detailed schedule.

Thank you

Please fill check your inbox shortly for the course syllabus.