Financial Modelling and Valuation Analyst FMVA Certification (Batch-03)

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About Course

Financial Modeling & Valuation Analyst (FMVA)® Certification Program will teach you the essential skills required to perform practical financial analysis.

 

Financial models are a critical part of the decision-making process in the finance industry today. By following our recommended financial modeling courses, students learn the best way to structure their models to instill confidence in the stakeholders involved in the decision-making process.

 

The Financial Modeling & Valuation Analyst FMVA® certification can help you learn financial modeling skills, streamline a budgeting and forecasting process, or improve competency levels across the entire accounting and finance spectrum. The FMVA® certification provides all the skills, tools, and techniques required to become a world-class financial professional.

 

Financial Modeling & Valuation Analyst (FMVA)® Certification Program covers the most important skills required to become a world-class financial analyst including finance, accounting, Excel, financial modeling, valuation, budgeting, forecasting, presentations, dashboards, and strategy.

 

This program is designed to equip anyone who desires to begin a career or advance their financial modeling and valuation knowledge. Our courses cover Basic, Intermediate, and Advanced Levels so students can choose their learning path based on their skill level and interest.

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What Will You Learn?

  • Identify key items on the financial statements and describe the interrelationship between all the components
  • Explain the fundamental accounting principles that underly detailed accounting standards
  • Identify the key accounting standards commonly encountered by financial analysts and explain the impact on financial statements and financial models
  • Utilize the keyboard shortcuts to save time and be more efficient in Excel
  • Conduct data analysis using data tables, pivot tables, and other common functions
  • Use advanced formulas and functions to enhance the functionality of financial models
  • Explain key concepts around capital investments, the capital-raising process, different forms of financing, and the optimal capital structure
  • Assess the profitability, efficiency, returns, and value of a business using common financial ratios and analytical tools
  • Use key statistical measures to assess trends and relationships within sets of data
  • Build a dynamic, logically designed, well structured 3-statement financial model
  • Create multi-year forecasts for the income statement, cash flow, and balance sheet
  • Perform scenario and sensitivity analyses to enhance the robustness of the financial model
  • Identify the different valuation methodologies and discuss the pros and cons of each
  • Perform a valuation analysis using comparable company and precedent transactions analysis
  • Calculate the weighted-average cost of capital and construct a DCF model in Excel
  • Apply various forecasting techniques to develop a robust financial forecast
  • Track actual performance against budgeted amounts using variance analysis and other techniques
  • Analyze the impact of a variance analysis on the financial statements and use the results to improve the budgeting process
  • Create insightful dashboards and advance data visualization techniques to communicate the results of financial analysis
  • Create aesthetically pleasing and insightful charts, graphs, and tables in Excel
  • Design impactful presentations to communicate key messages to a wide variety of audiences
  • Differentiate between the different levels of a company’s strategy
  • Perform an analysis of external forces and internal competencies and assess the impact on a company’s competitive advantage
  • Generate, evaluate and select optimal strategic alternatives and tie these to a company’s mission, vision, and goals

Course Content

Class 01 – Introduction to Excel | Shortcuts | Fill Handle | Flash Fill | Sorting | Filtering | Grouping | Custom Sort | Hide and Deleting

  • FMVA (Batch-03) – Session 01
    02:47:43

Class 02 – Mathematical Calculation | Referencing (Relative, Absolute, Mixed) | Numerical Functions in Excel | 3D Referencing

Class 03 – Text Functions (UPPER, LOWER, PROPER, RIGHT, LEFT, MID, FIND, SEARCH, LEN, CONCAT, SUBSTITUTE, CONCATENATE, TEXTBEFORE, TEXTAFTER, TEXTSPLIT, TRIM, CLEAN, CHAR)

Class 04 – Logical Functions (IF, Nested IF, LET, SWITCH Functions) | Conditional Functions (COUNTIFS, SUMIFS Functions)

Class 05 – Data Validation and Conditional Formatting (Basic to Advanced)

Class 06 – Advanced Conditional Formatting | Excel Charts (Column, Waterfall, Funnel, Line, Combo, Binary)

Bonus Lecture: Lookup Functions (LOOKUP, VLOOKUP, INDEX & MATCH, IFERROR)

Class 07 – Designing the Financial Model Template (Income Statement, Assumptions, Common Size Statement, Sensitivity Analysis)

Class 08 – Building the Financial Model: Building Assumption | Discussing Forecasting Approaches | Forecasting Income Statement (Revenue till EBITDA) | Forecasting Working Capital (AP/ AR/ Inventory) | Working Capital Explaination

Class 09 – Building the Financial Model: Forecasting Capital Asset and Depreciation | Forecasting Financing (Shareholder Equity & Long Term Debt) | Completing Income Statement and Balance Sheet | Forecasting Cash Flow Statement | Completing Financial Statement Model | Sanity Checks for Model Accuracy

Class 10 – Case Study 01 (Financial Modelling Presentations)

Class 11 – Startup E-Commerce Financial Modelling: Introduction | Building Assumptions: IAV, GOV, NOV, Customer Churn, Orders Placed, Conversions) | Forecasting Income Statement (Revenue till EBITDA)

Class 12 – Startup E-Commerce Financial Modelling (Income Statement, Balance Sheet, Cash Flow Statement) | Amortization Table (Repayments and Interest) | Straight Line Depreciation (Fixed Assets) | Forecasting Working Capital

Class 13 – Scenario Manager | Sensitivity Analysis | Forecasting Methods: Time Series (Average, Moving Average, Simple Exponential Smoothing) | Solver for Objective Optimization

Class 14 – Forecasting Methods: Time Series (Trend, Holt Exponential Smoothing, Winter’s Exponential Smoothing) | Regression (Single, Multiple Variables), R-Square, Co-Efficient Beta (Slope)

Class 15 – Valuation – Time Value of Money | Art of Valuation Explained | Valuation Approaches Explained (Income, Asset, Market) | Valuation Techniques Explained (DCF, DDM, Relative Pricing, Precedent Transaction, Asset Based) | Discounted Cash Flow (DCF) Components (Cash, Growth, Risk)

Class 16 – Discounted Cash Flow (DCF) Roadmap | Types of Risks | Understanding Risk | Calculating Risk using WACC | Capital Asset Pricing Model Explained (Cost of Equity)

Class 17 – Risk Free Rate: Foundation of Risk Free Entity | Re-Investment Risk | Default Risk | Credit Default Swap (CDS) Spread | Moody’s Rating | Pay Wall Management | Calculating Risk Free Rate

Class 18 – Equity Risk Premium (ERP): Equity and Country Risk Premium Explained | Evaluating ERP Methodologies | Disadvantages of Historical ERP Approach

Class 19 – Equity Risk Premium (ERP): Evaluating ERP (Spread Approach, Historical Approach, Relative Approaches – Mature Market Method & Relative Spread Method, Implied ERP Technique) | Country Risk Exposure (CRE)

Class 20 – Beta – Relative Risk Measure (Size, Debt Structure, Business Mix, Operating Leverage) | Market Beta | Leverage vs Unleveraged Beta

Class 21 – Cost of Debt (Kd) – Bond Valuation | Yield to Maturity (YTM) | Company Default Risk | Market Value of Debt | Weighted of Cost of Capital (WACC) Calculation

Class 22 – Virtual Internship – Citi Bank

Class 23 – Cash Flow – 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 24 – Corporate Project: Forecasting Working Capital | Peer Analysis | Equity Market Analysis | Reading the Financial Statements | Market Research | Developing a Story

Class 25 – Corporate Project – Gandhara Industries: Estimating Property, Plant & Equipment PP&E – Greenfield vs Brownfield CAPEX | Lifecycle of the Company Explained | Capital Asset Turnover Ratio Explained (Management Guidance, Peer Analysis, Market Research, Revenue Research)

Class 26 – Corporate Project – Gandhara Industries: Highlighing PP&E Issue for Land | Estimating Depreciation (% of the Asset, Weighted Average Method) | Estimating Current Liabilities (Trade & Other Payables , Advances from Customers) – Scenario Management, Peer Analysis

Class 27 – Corporate Project – Gandhara Industries: Estimating Total Borrowing (Short Term and Long Term) – Forecasting Proportion of LTB vs STB, Ratio Analysis (Market Research, Management Guidance) | Estimating Interest Expense (Mark-Up, KIBOR) | Scenario Management

Class 28 – Corporate Project – Gandhara Industries: Estimating Interest Expense, Distribution and Selling Expense, Administrative Expense (Market Research, Street Estimates, Peer Analysis)

Class 29 – Corporate Project – Gandhara Industries: Estimating Gross Profit (Street Analysis, Peer Analysis, Market Research for Cost Analysis) | Estimating Revenue (Top-Down Approach | Market Research for Automobile Demand via PAMA) | Scenario Analysis via Street Estimates

Class 30 – Corporate Project – Gandhara Industries: Estimating Revenue | Finalizing Model Assumptions | Building Income Statement and Balance Sheet | Scenario Management

Class 31 – Corporate Project – Gandhara Industries: Cash Flow Statement (Operating, Investing and Financing Activities) | Reconciling Balance Sheet | Error Handling during Reconciliation

Class 32 – Relative Valuation: Asian Company – Ambuja Cement (Cement Sector & Competitor Analysis) | Street Analysis – Projected Sales and EBITDA Estimation | Ratio Analysis | Intrinsic Value Estimation

Class 33 –

Merger & Acquisition (M&A) Modelling

Leveraged Buyout Model (LBO) Modelling

Class 34 – Business Valuation Report: PowerPoint Template Designing | Connecting Excel Tables with PowerPoint | Adjusting Table Layout | Inputs Commentary | Report Writing

Real Estate Model – CFI