Introduction:

The Financial Modeling and Valuation course is designed to provide participants with the knowledge and skills required to build robust financial models and conduct comprehensive valuations of companies. This course covers essential concepts, techniques, and tools used in financial modeling, enabling participants to analyze financial statements, forecast future performance, and determine the value of a company.

Objective:

The primary objective of this course is to equip participants with the knowledge and skills to develop accurate and effective financial models and conduct in-depth company valuations. By the end of the course, participants will be able to:

1. Understand the principles and best practices of financial modeling and valuation.
2. Analyze and interpret financial statements to assess a company's financial health.
3. Build dynamic and comprehensive financial models using Excel.
4. Forecast future financial performance using various techniques.
5. Perform different valuation methods, including discounted cash flow (DCF), comparable company analysis, and precedent transactions analysis.
6. Interpret valuation outputs and make informed investment decisions.
7. Present financial models and valuation analysis effectively to stakeholders.

Organizational Benefits:

Organizations that invest in training their employees in financial modeling and valuation can reap numerous benefits, including:

• Enhanced decision-making: Financial modeling and valuation skills enable professionals to make informed investment decisions, leading to better allocation of resources and improved financial outcomes.
• Improved financial analysis: Participants will learn to effectively analyze and interpret financial statements, enabling them to identify key financial indicators and evaluate the financial health of companies.
• Accurate forecasting: Financial modeling techniques taught in the course allow organizations to forecast future financial performance accurately, helping in strategic planning and budgeting.
• Valuation expertise: Developing skills in valuation methods such as DCF, CCA, and PTA equips participants to determine the value of companies accurately, aiding in investment analysis and M&A transactions.
• Stronger financial presentations: Participants will learn how to present financial models and valuation analysis effectively, enhancing communication with stakeholders and facilitating better decision-making.
• Increased efficiency: Building dynamic financial models using Excel and utilizing forecasting techniques streamlines financial analysis processes, saving time and improving efficiency.
• Strategic advantage: Organizations with professionals trained in financial modeling and valuation gain a competitive edge by making data-driven investment decisions and valuations.

Who Should Attend:

This course is beneficial for professionals involved in financial analysis, investment banking, equity research, corporate finance, and related fields. It is suitable for:

1. Financial analysts
2. Investment bankers
3. Equity research analysts
4. Corporate finance professionals
5. Portfolio managers
6. Business and finance students
7. Professionals seeking to enhance their financial modeling and valuation skills

Duration:

5 Days ( Days can be changed as per participants objectives)

Course Outline:

Module 1: Introduction to Financial Modeling and Valuation

• Overview of financial modeling and valuation
• Importance and applications of financial modeling
• Best practices and key considerations

Module 2: Financial Statement Analysis

• Understanding financial statements (income statement, balance sheet, cash flow statement)
• Ratio analysis and financial performance assessment
• Identifying trends and anomalies in financial statements

Module 3: Forecasting Financial Statements

• Techniques for forecasting revenue and expenses
• Building pro forma financial statements
• Sensitivity analysis and scenario modeling

Module 4: Cost of Capital and Discounted Cash Flow (DCF) Analysis

• Time value of money and discounting cash flows
• Cost of capital estimation (WACC)
• DCF valuation methodology and interpretation

Module 5: Comparable Company Analysis (CCA)

• Selection and analysis of comparable companies
• Valuation multiples and ratios
• Applying CCA to determine company value

Module 6: Precedent Transactions Analysis (PTA)

• Identifying and analyzing relevant precedent transactions
• Valuation multiples and premiums
• Applying PTA to determine company value

Module 7: Valuation Sensitivity and Scenario Analysis

• Performing sensitivity analysis on valuation inputs
• Assessing valuation scenarios and their impact
• Evaluating the range of potential values

Module 8: Mergers and Acquisitions (M&A) Modeling

• M&A process and considerations
• Creating merger models and analyzing synergies
• Accretion/dilution analysis

Module 9: Leveraged Buyout (LBO) Modeling

• Overview of leveraged buyouts
• Building LBO models and analyzing returns
• Exit strategies and return calculations

Module 10: Valuation Report and Presentation

• Communicating valuation results effectively
• Creating comprehensive valuation reports
• Presenting financial models and valuation analysis to stakeholders

General Notes

·         All our courses can be Tailor-made to participants' needs

·         The participant must be conversant in English

·         Presentations are well-guided, practical exercises, web-based tutorials, and group work. Our facilitators are experts with more than 10 years of experience.

·         Upon completion of training the participant will be issued with a Foscore development center certificate (FDC-K)

·         Training will be done at the Foscore development center (FDC-K) centers. We also offer inhouse and online training on the client schedule

·         Course duration is flexible and the contents can be modified to fit any number of days.

·         The course fee for onsite training includes facilitation training materials, 2 coffee breaks, a buffet lunch, and a Certificate of successful completion of Training. Participants will be responsible for their own travel expenses and arrangements, airport transfers, visa application dinners, health/accident insurance, and other personal expenses.

·         Accommodation, pickup, freight booking, and Visa processing arrangement, are done on request, at discounted prices.

·         Tablet and Laptops are provided to participants on request as an add-on cost to the training fee.

·         One-year free Consultation and Coaching provided after the course.

·         Register as a group of more than two and enjoy a discount of (10% to 50%)

·         Payment should be done before commence of the training or as agreed by the parties, to the FOSCORE DEVELOPMENT CENTER account, so as to enable us to prepare better for you.

·         For any inquiries reach us at training@fdc-k.org or +254712260031

·         Website:www.fdc-k.org