Certificate in Advanced Financial Modeling|Online

Course Methodology

This course uses hands-on applications of financial modeling in Excel in addition to demonstrating theoretical core topics. The course also features real-life case studies.

Course Objectives

By the end of the course, participants will be able to:

Prepare effective financial models utilizing powerful Excel functions
Use core financial modeling techniques
Forecast investments and calculate valuations of projects and companies in an effective manner
Develop comprehensive financial models to support investments decisions
Recognize special modeling and valuation considerations and best practices

Target Audience

Corporate finance professionals, investment professionals, CFOs, financial controllers, finance managers, financial analysts, corporate bankers, and business development analysts.

Target Competencies

Using advanced Excel
Performing capital budgeting analysis
Forecasting cash flow
Calculating cost of capital
Practicing financial modeling
Understanding scenario analysis
Calculating free cash flow

Note

This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.

Advanced Excel for financial modeling
- Excel tips and tricks that will help you speed up your spread sheet
- Logical tests
- Protecting your data
- Database activities
- Pivot Tables
- Grouping data
- Vertical and horizontal lookup tables
- The magical choose function
- Interactive formulas to extract data
- String functions
- Data tables
- Interactive Graphs
Fundamentals of financial modeling
- Time value of money
  - Present Value (PV) Future Value (FV) and Net Present Value (NPV)
  - Internal Rate of Return (IRR) and Multiple IRR (MIRR)
  - Equity IRR and project IRR
  - Using XNPV and XIRR
  - Contradicting NPV and IRR
- Amortization of loan schedule
- Enterprise value, market capitalization, firm value and equity value
- Effective interest rate
- Compound Annual Growth Rate (CAGR)
- Investment assumptions and cash flows
  - What needs to be included?
  - Forecasting revenues
  - Forecasting costs and expenses
  - Focusing on income statement or cash flow?
Valuation techniques
- Analyzing historical information and developing a projection basis
- Using ratio analysis to prepare projected financial statements
- Debt capacity and credit analysis for the acquisition
- Sensitivity analysis on cash flows
- Weighted Average Cost of Capital (WACC)
- Using Capital Assets Pricing Model (CAPM) to determine cost of equity
- Implied risk premium in the current Price Earnings (PE) multiple
- Gordon model to determine cost of equity
- Using PE multiple to determine cost of equity
- Valuation using multiples
- Transaction multiples

Building real life models
- How financial models work
- Modeling income statements
- Modeling balance sheets
- Sensitivity analysis
- Developing an integrated financial model

Meirc Professional Certificate (MPC)

MPC certified courses by Meirc Training & Consulting are designed for those willing to challenge themselves and go the extra distance. Participants who fully attend an MPC course and successfully complete the test on the last day, will receive a Meirc Professional Certificate (MPC), in addition to the one they receive for full attendance. MPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.

List of Certified Courses

2023 Schedule & Fees

Fees

Per participant

USD 2750

Fees + VAT as applicable

Discount Plans & Cancellations Policy

Location & Date

There are no public sessions remaining for this year. Please contact us if you wish to have a customized in-house session, or to find out how an additional public session can be scheduled.

Meirc reserves the right to alter dates, content, venue, trainer, and to offer courses in an integrated virtual learning (IVL) format whereby face to face classroom participants and virtual learners participate simultaneously in the same course in an interactive learning experience.

Tax Registration Number: 100239834300003

This course is also offered in face-to-face courses, click on the course below.

Certificate in Advanced Financial Modeling

8 - 12 Oct, 2023

English

Dubai

Overview