TRAINING COURSE ON FINANCIAL MODELING AND EVALUATION

Course Date Location Course fee: Registrations (Group)
Start Date: 19/12/2022 End Date: 23/12/2022 Mombasa $ 1,000 Register as Individual Register for Online Training Register as a Group

INTRODUCTION

The course extends the core theory introduced in the Principles of Finance by emphasizing its practical application to strategic financial decisions and potential problems.

COURSE OBJECTIVES

  • Understanding and analyzing income statements
  • Understanding and analyzing balance sheets
  • Understanding and analyzing cash flow
  • Understanding financial modeling usage in financial reporting
  • Use of Discounted Cash Flow (DCF) and Weighted Average Cost of Capital
  • Use of Excel in financial modeling

DURATION

5 Days

WHO SHOULD ATTEND

The course targets financial analysts, Business entrepreneurs, accountants, bookkeepers, business managers, investment officers, and managing directors.

COURSE OUTLINE

Introduction to evaluation

  • Importance of evaluation
  • Enterprise value and equity value

Comparable Company Analysis

  • Selection of companies that are comparable
  • Spreading of comparable companies
  • Analyzing the valuation multiples
  • Understanding value and making conclusions

Precedent Transaction Analysis

  • selection of transactions that are comparable
  • Spreading comparable transactions

Analysis of Discounted Cash Flows (DCF)

  • Unlevered free cash flow
  • Free cash flow forecasting
  • Terminal value forecasting
  • Presentation of value and discounting
  • Stub periods
  • Sensitivity analysis

Weighted Average Cost of Capital (WACC)

  • Estimating equity cost using CAPM
  • Estimating debt cost
  • Analysis of WACC

Building and Integrated Cash Flow Model

  • Introduction to financial modeling
  • Financial statement links
  • Understanding circularity
  • Set up and formation of the model
  • Selection of model drivers and assumptions

Modeling and Projecting the Financial Statements

  • Income statement projection
  • Balance sheet projection
  • Cash flow statement projection
  • Debt and interest schedule creation
  • Revolver modeling

Utilizing and Concluding the Model

  • Output analysis
  • Stress testing of the model
  • Fixing of modeling errors
  • Techniques of advanced modeling
  • Creating a Discounted Cash Flow (DCF) Analysis using the model

GENERAL NOTES

  • This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
  • Training manuals and additional reference materials are provided to the participants.
  • Upon successful completion of this course, participants will be issued with a certificate.
  • We can also do this as tailor-made course to meet organization-wide needs. Contact us to find out more: training@data-afriqueconsultancy.org
  • The training will be conducted at DATA-AFRIQUE TRAINING CENTRE, Nairobi Kenya.
  • The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.
  • Payment should be sent to our bank account before start of training and proof of payment sent to: training@data-afriqueconsultancy.org

Our 2022 Group Rates (in USD)

# of Days
Group #
5 DAYS PER PERSON
10 DAYS PER PERSON
#
PAXS
USD
USD
1. 1 1000.00 2000.00
2. 2 - 10 800.00 1,600.00
3. 11 - 20 750.00 1,500.00
4. 21 - 30 700.00 1,400.00
5. 32 - 40 650.00 1,300.00
6. 41 - 50 600.00 1,200.00
7. 51 > Above 500.00 1000.00