Management / Costing Finance and Accounting

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Financial Modeling & Valuation Analyst

MF215

Date

Durations

Location

Fee inclusive of VAT

31-08-2025
5 Days
Riyadh
17,250 (SAR)

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

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