Eduudesk

Financial Modelling – Valuation

Gain practical skills, sharpen strategic insights, leverage AI, and supercharge career growth

  • Financial Modelling & Valuations Course with Placement Support.
  • Gain expertise from Goldman Sachs, McKinsey, HSBC, and EY professionals through real-world case studies.
  • Perfect for aspiring finance professionals and upskilling leaders.
  • Tailored for careers in Investment Banking, Private Equity, Corporate Finance, Consulting, and more.
Enroll Now
Download Brochure

Get a Call-Back

Program
Highlights

Future-Ready Skills

Professional Growth

Accredited Certification

In-Depth Learning

Skill Enhancement

Career in Finance

Other Benefits
0 +

3-Month Financial Modelling with Introduction to Valuation

Discover How We Efficiently Cover Every Detail?

finance

Month 1: Financial Statement Foundations & Model Building Basics

Week 1: Introduction to Financial Modelling & Excel Fundamentals (Review)
  • What is Financial Modelling? Why is it important
  • Types of Financial Models (Operating, Valuation, M&A, LBO, etc.)
  • Best practices in financial modelling (structure, transparency, error
    checking).
  • Excel Review: Absolute vs. Relative References, Named Ranges, Basic
    Functions (SUM, AVERAGE, IF), Paste Special.
  • Hands-on: Setting up a basic income statement shell.
  • Components of the Income Statement (Revenue, COGS, OpEx,
    Depreciation, Interest, Tax, Net Income).
  • Revenue Drivers: Sales volume, pricing, growth rates.
  • Cost Drivers: Variable vs. Fixed Costs, COGS as % of revenue.
  • Modelling Depreciation & Amortization (Straight-line, WDV – conceptual).
  • Hands-on: Building a 5-year projected Income Statement.
  • Components of the Balance Sheet (Assets, Liabilities, Equity).
  • Linking Income Statement to Balance Sheet (Retained Earnings).
  • Working Capital: Accounts Receivable, Inventory, Accounts Payable (Days
    outstanding, Inventory turns).
  • Fixed Assets & Capital Expenditures.
  • Debt & Equity components.
  • Hands-on: Building a 5-year projected Balance Sheet, ensuring it
    balances.
  • Purpose of the Cash Flow Statement (Operating, Investing, Financing
    activities).
  • Direct vs. Indirect Method (focus on Indirect).
  • Reconciling Net Income to Cash Flow from Operations.
  • Integrating all three financial statements into a cohesive model.
  • Circularities in financial models (debt, interest).
  • Hands-on: Building a 5-year projected Cash Flow Statement and linking it
    to IS & BS.

Month 2: Advanced Financial Modelling & Key Concepts

Week 5: Debt & Interest Modelling
  • Types of Debt (Term Loans, Revolvers).
  • Modelling Debt Schedules (Principal Repayment, Interest Expense).
  • Covenants and their impact.
  • Handling circularity related to interest and debt.
  • Hands-on: Adding a debt schedule to the integrated model.
  • Detailed Working Capital Modelling (Days Sales Outstanding, Days
    Inventory, Days Payables Outstanding).
  • Property, Plant & Equipment (PP&E) Schedule and Depreciation roll
    forward.
  • Tax Modelling (Effective Tax Rate, Deferred Taxes – introductory).
  • Hands-on: Refining working capital and PP&E schedules in the model.
  • Introduction to Scenario Manager (Excel).
  • Building different cases (Base, Best, Worst).
  • Data Tables (one-way, two-way) for sensitivity analysis.
  • Importance of scenario planning in decision-making.
  • Hands-on: Implementing scenario analysis and data tables in the financial model.
  • Designing user-friendly dashboards.
  • Key performance indicators (KPIs) and their visualization.
  • Chart types for financial data.
  • Best practices for presenting model outputs.
  • Hands-on: Creating a summary dashboard for the financial model.

Month 3: Introduction to Valuation & Application

Week 9: Introduction to Valuation Concepts & Methodologies
  • Why value a business? (M&A, IPO, Funding, Strategic Planning).
  • Overview of Valuation Methodologies:
    ▪ Discounted Cash Flow (DCF) – Primary Focus
    ▪ Precedent Transactions
    ▪ Comparable Company Analysis (Trading Comps)
    ▪ Asset-Based Valuation (brief mention)
  • Understanding the time value of money.
  • Conceptual: Discussion on the pros and cons of each method.

Practical Knowledge from Industry Professionals

Our faculty’s extensive industry experience is the cornerstone of our exceptional applied finance and valuation training.