Management / Costing Finance and Accounting
Financial Modeling & Valuation Analyst
MF215
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.
Terms & Conditions
ACTrain reserves the right to alter the Course Schedule without Prior Notification, Fees Quoted are Subject to Terms & Conditions Outlined in ACTrain's Registration Policy
