Course Description
This intensive 5-day course provides comprehensive training in advanced financial modeling techniques. Participants will develop expertise in forecasting, valuation, and risk analysis using Excel. The course covers three-statement modeling, discounted cash flow analysis, merger models, and leveraged buyout simulations.
Learning Objectives
- Build complex, dynamic financial models using advanced Excel functions
- Perform accurate company valuations using various methodologies
- Conduct sensitivity and scenario analyses to assess risk
- Create merger models and leveraged buyout simulations
- Develop forecasting skills for financial planning and analysis
Course Modules
Day 1: Foundations of Financial Modeling
- Excel modeling best practices and shortcuts
- Three-statement modeling fundamentals
- Linking financial statements
- Forecasting techniques and drivers
Day 2: Advanced Forecasting and Valuation
- Revenue and expense projections
- Working capital and cash flow modeling
- Discounted Cash Flow (DCF) analysis
- Relative valuation methods
Day 3: Merger and Acquisition Modeling
- Accretion/dilution analysis
- Purchase price allocation
- Synergy modeling
- Pro forma financial statements
Day 4: Leveraged Buyout (LBO) Modeling
- LBO model structure and mechanics
- Debt schedules and covenants
- Returns analysis
- Sensitivity analysis and scenario building
Day 5: Risk Analysis and Advanced Topics
- Monte Carlo simulations
- Real options valuation
- Modeling complex capital structures
- Model auditing and error-checking
Practical Wins for Participants
- Create a comprehensive DCF valuation model for a public company
- Build a fully functional merger model with synergies
- Develop an LBO model to analyze private equity investments
- Perform advanced risk analysis using Monte Carlo simulations
Credits: 5 credit per day
Course Mode: full-time
Provider: Blackbird Training Centre
