Financial Modeling & Valuation Analyst

This advanced-level course empowers finance professionals to build robust, integrated financial models and perform accurate business valuations. Designed for mid-level managers and financial analysts, it addresses the growing demand for data-driven financial decision-making and strategic valuation skills in today’s competitive corporate landscape.

• Develop and apply best-practice techniques for building integrated three-statement financial models.
• Create advanced financial projections using Excel and DAX within Power BI.
• Conduct comprehensive discounted cash flow (DCF) and business valuation analyses.
• Perform scenario and sensitivity analysis to evaluate financial assumptions.
• Present insights through interactive dashboards and reports for stakeholder communication.

• Financial Analysts
• Assistant Finance Managers
• Corporate Finance Officers
• Business Valuation Specialists

1. Introduction to Financial Modeling

• Importance of modeling in corporate finance
• Structure and components of a financial model
• Overview of Excel modeling best practices

2. Building the Three-Statement Model

• Linking income statement, balance sheet, and cash flow
• Handling circular references and iterative calculations
• Error-checking and model integrity

3. Data Preparation and Power BI Integration

• Connecting to diverse data sources
• Data profiling, cleaning, and transformation
• Introduction to Power BI Desktop and Query Editor

4. Financial Data Modeling in Power BI

• Designing and optimizing the data model
• Creating calculated columns and DAX measures
• Building relationships between tables

5. Data Visualization and Reporting

• Creating interactive dashboards
• Enhancing usability and interactivity
• Publishing and sharing reports using Power BI Service

6. Valuation Fundamentals

• Overview of valuation methodologies
• Introduction to DCF and comparable company analysis
• Selecting the right valuation approach

7. Discounted Cash Flow (DCF) Modeling

• Forecasting free cash flows
• Calculating WACC and terminal value
• Performing sensitivity analysis

8. Scenario and Sensitivity Modeling

• Defining key assumptions and drivers
• Creating dynamic models with scenarios
• Interpreting outputs and implications

9. Final Case Study Project

• Group-based simulation of real-world valuation
• Application of integrated modeling and valuation techniques
• Presentation and peer review

10. Course Review and Assessment

• Recap of key learning points
• Final exam and feedback session
• Certification of completion

The course combines various teaching methods, including instructor-led presentations, group discussions, case study analyses, and assessments through quizzes and a final exam to engage participants and ensure they understand and retain the material.