Financial Modeling Online Intermediate Level by CFA Institute

Finance professionals usually have to work with large volumes of numerical data. However, the key to successfully handle such data is the ability to organize and structure it meaningfully to render them useful to senior management for decision making. This entails creation of robust and dynamic financial models facilitating accurate and efficient analysis of historical data and appropriate projection of financial performance.

Once this has been done, the next step in the analysis of financial data usually results in a valuation exercise. Valuation is required in various scenarios, some of which are listed below:

Selling of business
Settling corporate restructuring
Resolving shareholders disputes
Planning and decision making
Determining tax obligations
Funding from external sources

We have experienced that a robust and well-structured financial model is critical to achieving correct valuation analyses, which in turn, fuels well-informed and appropriate strategic organizational decisions.

The importance of sound financial modelling skills, deep understanding of valuation methods and the assessment of outputs of valuations for finance professionals should never be underestimated.

About the program
The candidates will learn to create efficient, robust and flexible financial models to report and analyze historical data,
prepare future projections and present integrated financial statements,
key financial ratios,
outputs in a logical, summarized and effective manner.

Candidates will understand and apply these skills with the help of examples specially devised to demonstrate alternate ways to compute various financial parameters.

The program also introduces basics of business valuation, various valuation methods and interpretation of the results of valuation.

The learning from these demonstrations and examples will be further augmented by a holistic case-study, which will cover all the modules taught.

On completion of the program, the candidates should be able to develop well-structured, robust and dynamic financial models to perform independent business valuation.

Who should attend?

People with basic to intermediate skill of working with Excel and at following levels in their organizations are suitable candidates:

Finance professionals working in Investment Banking and Equity Research
Finance managers
Corporate Finance, Private Equity and M&A professionals
CA, FRM, MBA Finance, CFA Program candidates
Self-employed finance professionals
Graduates

Program Content

Programs in Financial Modelling and Valuation are among the most sought after in the financial universe. This program is designed to cover all the major aspects of financial modelling, such as
Best practices
Structuring and designing models
Sector-specific working of revenue and expense
Understanding various possible ways to compute different line items forming part of financial statements
Tax calculation
Integrating financial statements to present a cohesive output
Building macros
Various approaches to valuation and how to apply them
Presentation of output in an appealing as well as meaningful manner