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Grant Thornton | Certification in Financial Modelling and Valuation

80 Hours of learning

Course Snapshot
  • FeeINR 18000 + taxes (Special price for iimjobs)
  • Work Experience3 - 30 Years
  • Duration80 Hours
  • Delivery MethodOnline
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

Deliverables:
- 80 hours of study
- Grant Thornton presentations as course materials
- Two-way communication and query resolution from ‘Ask an expert’
- Case Studies
- LMS Access for 1 year
- Post training support - Query management
- Certificate of completion

Coverage and Focus:
a. Understand the importance of managing data and respective assumptions to build a financial model.& Build-up flexible cash flow model.
b. Learn to calculate various measures of valuation such as WACC, CAPM, sensitivity analysis and concepts of IRR.
c. Understand the details of a project valuation model with the help of integrated financial model and asset schedule.
d. Reporting the progress of the project using GANTT charts. & Build interactive dashboards.
e. Concepts of merger motivations and different kinds of mergers, key drivers and inputs for mergers.
f. Various approaches of valuation as required for mergers and acquisitions transactions.
g. Intricacies of Investment banking
h. Macros and VBA

Industries Covered
1. Telecom
2. IT
3. Manufacturing
4. Energy sector
5. Hotel
6. Banking

Course Schedule

Dates : 7, 8, 14, 15 , 21, 22, 28, 29 May 2022

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

Excel refresher:
Freezing, sorting and conditional formatting
Creating Hyperlinks thought excel function
COUNT related functions
Lookup based functions (VLOOKUP, HLOOKUP)
Lookup based functions (INDEX and MATCH)
SUMPRODUCT function and related cases
Text related functions
Date related functions
Conditional summation (SUMIFS)
Combining text from a range of cells (TEXTJOIN)
Getting value from a database using DGET function
Data summarisation using Pivot Table and Slicer
AGGREGATE function
Financial functions and creating loan amortization

Corporate finance and Investment Banking
Corporate finance essentials (Capital budgeting, Time
value of money, project evaluation methods)
NPV Crossover
Evaluation in case of unequal lives
Project evaluation cases
Investment Banking Overview

Financial Modelling overview
What is financial modelling?
Developing an initial financial model using Telecom case study
Capex schedule
Drafting P&L
Valuation - Applying DCF

Data Visualisation
Data visualisation using charts
Presenting historical & projected data together
Creating profit & loss Bridge
Depicting variance analysis
Dynamic chart for dashboards using form control option
buttons and combo box
Flexible chart using Scroll bar form control and Excel's
OFFSET function

Project finance model
Project finance case study
Setting up required inputs and assumptions related to project
Incorporating contingency element as part of project cost
Modelling Operating revenue
Operating Cost drivers and computation
Fixed asset schedule
Project Financing - creating debt schedule
Modelling Equity related schedules - Paid up capital and reserves & surplus
Preparing financial statements - PL, BS and CF
Project evaluation (Project IRR)
Sensitivity analysis - evaluating impact of changes in key project
variables on project profitability

Building integrated financial model
Working on Historical Statements
Modeling Assumptions for Future Action
Revenue Build-up – projecting the future revenues
Cost Build-up – projecting the future cost
Asset and Depreciation Schedules
Debt and Equity Schedules
Modeling the Financial Statements (P&L, BS and CFS)
Interest income and breaking circularity
Valuation related workings
Cost of equity (CAPM) and post tax cost of debt
Computing WACC
Absolute valuation: Performing valuation using DCF (FCFF and Enterprise Value)
Relative valuation: Comparable analysis
Performing sensitivity analysis

M&A Analysis
M&A evaluation case study
Searching and researching relevant reports
Collecting and projecting numbers
Merger analysis - key drivers and inputs
Projecting both companies' numbers
Synergy benefits
Stock payment and stake dilution
Modeling a financing plan
Pre merger profitability and EPS
Accretion/dilution analysis