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Certification in Financial Modelling and Valuation ( Online Live ) by Grant Thornton

80 Hours of learning

Course Snapshot

  • FeeINR 30000 + taxes (Special price for iimjobs)
  • Work Experience3 - 30 Years
  • Duration80 Hours
  • Delivery MethodBlended- Online

Course Detail

Program Overview
The Certificate in Financial Modelling and Valuation aims to provide working professionals and students practical exposure to financial modelling and valuation, help them understand and build business as well as valuation models. The programme will ensure conceptual knowledge is imparted with a perfect blend of industry practices. Our approach involves focusing on concepts through case studies to help our participants relate the scenarios to their job roles.

This programme will help you create financial models that can be understood and easily implemented to gain insights into the opportunities and risks being faced by businesses. It will also help you gauge the performance of a financial asset or portfolio of a business project or any other investment.

Program Objectives
The programme will focus on:
● Clearing MS Excel doubts and refreshing Excel formulas
● Designing financial models
● Designing revenue and expense model for various industries like consumer goods, modern retail, real estate and auto components creating basic Macros
● Creating dashboards to present models in a summarised manner
● Presenting reports using models
● Use financial models in business valuation
● Valuation techniques
● Plan and take decisions by analysing models

80 hours of study
● Include 40 hours of instructor-led sessions through Cisco Webex
● 40 hours of recorded VBA & additional case studies
● Course Material - GT presentation
● Final Assessment
● Case Studies
● LMS access for 1 year
● Certificate of completion

Course Schedule

16th, 17th, 23rd, 24th, 30th September & 01st, 07th, 08th October 2023

Study Center(s)

Online Live

Desired Candidate Profile

- Investment bankers
- Equity researchers
- Professionals working in corporate finance or M&A domain
- Chartered Accountants
- MBA finance and commerce graduates
- Professionals working in the finance domain

Course Modules

Session 1: Excel
● Understanding and creating a financial model template
● Refreshing important Excel functions to be used in financial modelling and valuation
-String Function
-Offset function
-Data table
-Goal seek
-Linking multiple sheets and files etc.
-Learning Custom formatting peculiar to creating financial models
-Learning referencing (usage of $) and its significance in the financial model
Session 2
● Understanding Business Models
Session 3: Modelling
● Working on historical statements
● Modelling assumptions for future action
● Revenue build-up - projecting the future revenues
● Cost build-up - projecting the future cost
● Asset schedule
● Depreciation schedule - book and income tax depreciation
● Working Capital and term loan modeling - debt infusion
● Modeling impact of accumulated losses, current tax and deferred tax on tax payable
● Equity modelling - equity infusion
● Modelling paid up capital and share premium account
● Cash flow statement projection
Session 4
● Cost of equity - Capital Asset Pricing Model (CAPM)
● Net cost of Debt
● Absolute valuation: Performing valuation using DCF (Free Cash Flow to Firm (FCFF) and enterprise value)
● Relative valuation: Comparable analysis
● Performing Sensitivity/Scenario Analysis
Project Valuation: Introduction
● Introduction and context
● Understanding an integrated financial model

Session 5
Project Valuation - creating a model for NPV and IRR
● Understanding basics
● Building flexibility for cash flow at unpredictable time
● Building flexibility in model
Modelling Delays
● Date arithemetic and creating flexible template
● Lookup revenues and costs
● Quaterly to yearly revenue consolidation using SUMIF
Project Valuation - circular logic and looping
● Interest during construction
● Interest and cash
Project Valuation - creating epc schedule
● Finding out different costs involved in the project
● Calculating complete project cost

Session 6
Project Valuation - CAPEX Schedule
● Finding out the total CAPEX required for the project
● Converting monthly items to annual
Project Valuation - P&L
● Working on different sources of revenue
● Calculating expenses
● Using DCF
● Calculating IRR
Project Valuation - Asset Schedule
●When, what is required?
● Using DCF
● Calculating IRR
Project Valuation - GANTT Chart
● Tracking progress of the project

Session 7
Visualization - Interactive Excel dashboard
● Introduction
● Dashboard design tips
● Data sources
● Possible data sources
● Format data in table
● Building dashboard
- Pivot for the line chart
- Bar chart
- Pie pivot
- Sparklines pivot
- Map pivots
● Interactivity with slicers
● Dynamic titles
● Design and layout
M&A Introduction
● Meaning and categories of M&A
● Merger motivations
● Forms of payment in a merger deal
M&A evaluation
● Evaluating a merger bid
● Case: Estimating fair acquisition price of the target company in M&A
● Identifying assumptions for estimating future cash flows
● Calculating FCFF, discount and terminal rate and NPV
● Comparable companies Defining comparative value metric
● Estimating takeover premium and calculating takeover price
● Comparable transactions and defining comparative value metric
● Calculating the valuation of the company

Session 8
M&A Valuation
● Case: Live case
● Why this case
● Finding out rationale for the transaction
● Searching and researching relevant reports
● Understanding the usage of 10K and 10Q
● Collecting and projecting numbers
● Merger Analysis - key drivers and inputs
● Projecting both companies' numbers
● Find out the impact of deal announcement on share price
● Creating high level merger accounting for goodwill - pooling method
● Accretion/dilution analysis and modelling a financing plan
● Performing sensitivity analysis on acquirer's ep, contribution analysis