Financial Modelling and Valuation Analyst (Batch-06)

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Course Content

Pre-Requisites Topic – Financial Accounting: Introduction

  • Why Study Accounting
    04:19
  • Meet Your Instructor and Introduction to Course
    05:12

Pre-Requisites Topic – Financial Accounting: Financial Accounts – Intro

Pre-Requisites Topic – Financial Accounting: Accounting Cycle (01)

Pre-Requisites Topic – Financial Accounting: Accounting Cycle (02)

Pre-Requisites Topic – Financial Accounting: General Financial Statement

Pre-Requisites Topic – Financial Accounting: Financial Statement Analysis

Pre-Requisites Topic – Financial Accounting: Debt and Equity Financing

Pre-Requisites Topic – Financial Accounting: Long Term Operating Assets

Pre-Requisites Topic – Financial Accounting: Operating Expenses

Pre-Requisites Topic – Financial Accounting: Inventory

Pre-Requisites Topic – Financial Accounting: Sales Revenues

Pre-Requisites Topic – Financial Accounting: Financial Practice Set

Introductory Class

Pre-Requisites Class – Excel Basics | Shortcuts | Fill Handle | Flash Fill | Sorting & Filtering | Grouping | Referencing (Relative, Absolute, Mixed) | Basic Functions | 3D Referencing

Class 01 –

Class 02 –

Class 03 –

Class 04 –

Class 05 –

Class 06 –

Class 07 – Financial Model Template | Excel Shortcuts | Market Conventions

Class 08 – Financial Modelling – Forecasting Methodologies (Revenue | Cost of Sales | Gross Margin | Administrative Expenses)

Class 09 – Financial Modelling – Forecasting Methodologies (Working Capital – Receivables, Payables, Inventory | Capital Expenditure (PP&E) | Interest Expense (Finance Cost) | Depreciation Expenses | Non-Current Liabilities

Class 10 – Capital Assets & Financing Forecast | Completing Financial Statements | Cash Flow Forecasting | Model Accuracy Checks | Case Study 01: Financial Model (Recommendation Project)

Class 11 – Startup E-Commerce Model: Key Assumptions (IAV, GOV, NOV, Churn, Orders, Conversions) | IS Forecast (Revenue to EBITDA)

Class 12 – Startup E-Commerce Model: Completing Income Statement | Forecast Balance Sheet and Cash Flow Statement with Supporting Schedules | Building Customer Database | Calculating Straight Line Depreciation | Managing Tax Losses

Class 13 – Financial Planning and Analysis (FP&A) Model: Building Income Statement, Balance Sheet and Cash Flow Statement with Supporting Schedules | Handling Dynamic Cash Thresholds | Planning Capital Expenditure Impacts and Funding Needs

Class 14 – Equity Research Report: Company Financial Summary | Common Size Statement Analysis | Financial Statement Ratio Analysis

Conceptual (Lecture 01) – Valuation: Time Value of Money | Valuation Approaches (Income, Asset, Market) | Techniques (DCF, DDM, Relative, Precedent, Asset-Based)

Conceptual (Lecture 02) – Enterprise vs Equity Value | DCF Roadmap | Risk Types & Calculation via WACC | Capital Asset Pricing Model (CAPM) & Cost of Equity (Ke)

Conceptual (Lecture 03) – Risk-Free Rate Concepts | Reinvestment & Default Risk | CDS Spread | Moody’s Ratings | Pay Wall Management | Calculating Risk-Free Rate

Conceptual (Lecture 04) – Corporate Project: Forecasting Working Capital | Peer & Equity Market Analysis | Financial Statement Reading | Market Research | Story Development

Conceptual (Lecture 05) – Conceptual Topics: Risk-Free Rate (Re-Investment, Default Risk, CDS, Moody’s, Pay Wall) | Calculating Risk-Free Rate | Equity Risk Premium (ERP & Country Risk) | ERP Methods & Limitations

Conceptual (Lecture 06) – Conceptual Topics: Beta (Market, Leveraged, Unleveraged) | Factors Affecting Beta (Size, Debt, Mix, Leverage) | Cost of Debt (Kd), YTM, Default Risk | Market Value of Debt | WACC Calculation

Class 15 – One Page Company Profile (Key Financial Metrics, Top Shareholding Patterns, Industry Analysis, Corporate Structure)

Class 16 – Valuation: Relative Valuation (Primary Assumptions, Comparable Analysis, EV/ EBITDA, EV/ Sales/ Price to Earnings (P/E) Ratio Explained, Corporate Standards)

Merger & Acquisition (M&A) Modelling

Leveraged Buyout Model (LBO) Modelling

Class 17 – Corporate Project:

Class 18 – Corporate Project:

Class 19 – Corporate Project:

Class 20 – Corporate Project:

Class 21 – Corporate Project:

Class 22 – Corporate Project:

Class 23 – Corporate Project:

Class 24 – Aisha Steel Mills: Building Financial Model (Income Statement, Balance Sheet, Cash Flow Statement)

Class 25 – Aisha Steel Mills: Calculating Weighted Average Cost of Capital (WACC) | Capital Asset Pricing Model (CAPM) – (Risk Free Rate, Market Risk Premium, Beta – Business Risk) | Cost of Debt (Ke)

Class 26 – Free Cash Flow to the Firm (FCFF) | Terminal Value | Perpetual Growth | Present Value of the Cash Flows | Enterprise Value and Equity Value of Firm | Upside/ Downside of the Market Price

Class 27 – Aisha Steel Mills: Free Cash Flow to the Firm (FCFF) | Terminal Value | EV/ EBITDA Ratio | Perpetual Growth | Present Value of the Cash Flows | Enterprise Value and Equity Value | Upside/ Downside of the Market Price | Football Field Analysis | Sensitivity Analysis | Finalizing Corporate Project

Class 28 – Business Valuation Report: PowerPoint Template Designing | Connecting Excel Tables with PowerPoint | Adjusting Table Layout | Inputs Commentary | Report Writing