Advanced Financial Modelling for Investment Evaluation

Our advanced financial modelling for investment evaluation is a practical hands-on course designed to equip financial and budget officers, middle and senior management, as well as consultants, analysts, private equity and corporate financial advisors

Advanced Financial Modelling for Investment Evaluation

Our advanced financial modelling for investment evaluation is a practical hands-on course designed to equip financial and budget officers, middle and senior management, as well as consultants, analysts, private equity and corporate financial advisors
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About the Class

a. Distilling the key elements of the business case as the building blocks of the model - building a complex model to evaluate the proposed turnaround strategy of a failing company from first principles.

b. Best practice methodology regarding model specifications, structure, and sequence.

c. The importance of and interaction between the input assumptions, the support schedules, the Income Statements, Cash Flow Statement, and Balance Sheet in financial models.

d. Analysing the model output - calculating various ratios, sensitivity analysis, scenarios, and data tables. 

e. Calculating Free Cash flows, IRRs, NPV, Cash Flow waterfalls, DSCR, and project ratios.

f. All Excel functions and techniques useful in the building and analysis of a model.

g. Analysing the results of a completed model for the purpose of advising the client and financiers regarding the feasibility of a new product.

h. Building a valuation model (DCF) - completing a 5-year forecast, calculating free cash flow,  a terminal value, and a shareholder valuation.

i. Structuring a merger and acquisition model, modeling process recommendation, calculating free cash flows, and valuations, calculating the value of the merger and structuring the offer.

j. Reviewing alternative loan structures and debt sculpting.

k. An introduction to writing macros in VBA.

m. Optimisation models using Excel Solver.

Requirements

  1. You should have a working knowledge of Excel and preferably familiarity with Excel functions relevant to financial modeling (not essential)
  2. You should have a basic understanding of accounting principles and financial statements
  3. If possible, some knowledge of corporate financial terminology and the metrics used to measure corporate performance
  4. If possible, some exposure to financial models or experience of financial models in the workplace 
  5. While it is useful for delegates to have an understanding of the points above, it is not a prerequisite as these issues will be addressed during the course.
  6. It is recommended that delegates execute the pre-course reading as indicated in the course manual.

Teacher

Jack Colin Human CA(SA)

Financial Modelling Expert
Colin is one of South Africa's leading financial modellers and has extensive business experience. He is currently a director of a number of companies, and CEO of GoalFix (Pty) Ltd, a financial management consultancy, which operates specifically in the arena of building complex financial models using Excel, and financial modelling training...

Schedule

Location

Web conference
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Additional Details

Language: English
Level: Advanced
Skills: DCF Valuations, Excel Skills, Corporate Finance, Modelling Methodology, Merger Modelling, Practical Model Building, Ratios and Returns, Accounting, Model Analysis
Age groups: 25-34 years, 35-44 years, 45-54 years, 55-64 years

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