Financial Modeling Professional Certificate
In this financial modeling course, you learn how to build common to complex financial models on Excel with information provided both on financial statements and from external sources.
CPE Credits: 35
Prerequisite knowledge:
- Undergraduate degree or equivalent, proficiency in basic Excel, Word processing skills
Click here to download course curriculum
Watch our Financial Modeling taster video to learn more about the course:
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Module 1: Advanced Excel for Financial Modeling
- Introduction / Tips & tricks that will help you speed up your spread sheeting
- Multiple sheet models
- Multiple file models
- Drilling down: allows one to double-click a formula, and move back to its source. This can be particularly useful in the creation of menus
- Logical tests
- Protecting your data
- Database activities
- Pivot tables
- Grouping downloaded data by account headings
- Vertical and horizontal lookup tables
- The Choose function
- Interactive formulas to extract data
- String functions
- Data tables
- Outlining
- Graphs
- Indirect addressing
Module 1: Financial Modeling
- Introduction and Overview
- Projection-Valuation Modeling Best Practices
- Pro-Forma Modeling
- Exercises
Module 1: Basic Valuation Techniques
- Case Study: Analyze historic information and develop a projection basis
- Mergers and Acquisitions
- Projecting financial statements for a complex M&A
- Debt capacity and credit analysis for the acquisition
- Alternative financing methods
- Sensitivity analysis on cash flows
- Case Study Exercises
- Cost of Capital and CAPM
- Return on equity
- Seven steps using CAPM to determine the cost of capital
- Implied risk premium in the current P/E multiple
Module 1: Valuation
- Four Steps using the Gordon Model to determine the cost of capital
- Four steps using the P/E multiple to determine the cost of capital
- Financial Valuation Case Study Exercises Review and Discussion
- Accrual Accounting Valuation
- Accrual accounting valuation exercises
- Valuation Using Multiples
- Multiples valuation exercises
- Transaction Multiples
Module 1: Special Valuation Issues
- Implied profit margin
- Three-stage valuation model
- Develop an accrual accounting valuation model Review and Discussion
- Warrants and Executive Stock Options
- Warrant valuation
- Value outstanding warrants
- Share Repurchases
- Using share repurchases to calculate growth in distributions
- Sustainable growth rate
- Share repurchases for comparable companies
- Presentation of Valuation and conclusion
Module 2: Desk Ready Skills Knowledge Check