CFA Program
FRM
Financial Modeling
Equity Research
Financial Modeling and Valuation Analysis

Module – 1 Introduction to Valuation                    

 Why do we value companies
 Difference Between Price and Value
  • Market Value
  • Intrinsic Value


 Understanding Financial Statements
  • Understanding Business
  • Understanding Value Drivers
  • Financial Analysis
  • Cash Flow Analysis


Module – 2 Valuation Approach
Methods of Valuation
  • Discounted Cash Flow Analysis
  • Net Asset Value
  • Relative Valuation Approach


Transaction & Trading Comparables
  • Introduction to trading Comparables
  • Introduction to Transaction Comparables
  • Trading & Transaction Multiple Analysis EV/EBITDA, EV/Sales, EV/EBIT, EV/Sales
  • Understanding different types of Deal Consideration

Module – 3
Part -1

Introduction to Financial Modeling
  • Overview of Financial Modeling
  • Basic & Advanced Excel Training
  • The technique, design business and industry knowledge required for financial Modeling
  • Purpose of Financial Modeling

Part – 2
Creation of Financial Model
  • Build a Financial Model from scratch, or modify and improve an inherited model
  • Setting up the financial Statements
  • Making projections and assumptions
  • Debt and Interest Schedule
  • Fixing circulatory problems, iteration and other common modeling trouble shooting
  • Communicate the results of your model clearly and concisely
  • Sensitivity Analysis
  • Calculating Implied Price Per share

Module – 4
Usefulness of Financial Modeling
  • In Mergers & Acquisitions
  • In Private Equity Investment
  • In case of Joint Venture
  • Case Study Approach
 
 
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