Financial Modelling and Valuation Analyst FMVA Certification (Batch-04)

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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

Introductory Class

  • Introductory Session
    01:35:41

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

Class 01 – Text Functions: Case | Extract | Search | Combine | Clean (e.g. UPPER, LEFT, FIND, CONCAT, TRIM, etc.)

Class 02 – Advanced Text Functions | Logical Functions

Class 03 – Logical Functions | Conditional Functions | Formal Cell

Class 04 – Data Validation | Conditional Formatting (Basic to Advanced)

Class 05 – Conditional Functions (SUMIFS) | Named Ranges | Tables | LOOKUP Functions (LOOKUP, VLOOKUP) | IFERROR

Class 06 – INDEX & MATCH | Complex Lookups | REGEX (EXTRACT, REPLACE) | SUMIFS with Same Column Criteria | Dynamic Tables

Class 07 – Advanced Conditional Formatting | Excel Charts

Class 08 – Financial Model Template Design (Income Statement, Assumptions) | Excel Shortcuts | Market Conventions

Class 09 – Financial Model: Assumptions | Forecasting Methods | Revenue to EBITDA Projection | Sales Forecasting Approaches

Class 10 – Forecasting Working Capital (AP/AR/Inventory) | CapEx & Depreciation | Completing Income Statement

Class 11 – Forecasting CapEx, Depreciation, Equity & Debt | Completing IS, BS & CFS | Final Model Checks

Class 12 – Startup E-Commerce Model: Key Assumptions (IAV, GOV, NOV, Churn, Orders, Conversions) | IS Forecast (Revenue to EBITDA)

Class 13 – E-Commerce Model: IS, BS, CFS Forecast | Amortization Table | Straight-Line Depreciation | Working Capital Projection

Class 14 – Forecasting Techniques: Time Series (Average, Moving Avg, SES) | Using Solver for Optimization

Class 15 – Time Series Forecasting: Trend, Holt & Winter’s Smoothing | Regression: Single & Multiple | R², Slope (β) Analysis

Class 16 – Project: Financial Planning and Analysis FP&A Model

Class 17 – Project: Game Application Financial Modelling | Startup Business Financial Model

Class 18 – Virtual Internship – Citi Bank

Class 19 – Valuation: Time Value of Money | Valuation Approaches (Income, Asset, Market) | Techniques (DCF, DDM, Relative, Precedent, Asset-Based)

Class 20 – Enterprise vs Equity Value | DCF Roadmap | Risk Types & Calculation via WACC | CAPM & Cost of Equity

Class 21 – Risk-Free Rate Concepts | Reinvestment & Default Risk | CDS Spread | Moody’s Ratings | Pay Wall Management | Calculating Risk-Free Rate

Class 22 – Corporate Project: Forecasting Working Capital | Peer & Equity Market Analysis | Financial Statement Reading | Market Research | Story Development

Class 23 – 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

Class 24 – 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 25 –

Class 26 –

Class 27 –

Class 28 –

Class 29 –

Class 30 –

Class 31 –

Class 32 –

Class 33 –

Introduction To Financial Accounting

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