Best Practice Financial Modelling for Corporate Finance
The course is aimed at finance professionals working in private equity, valuations, FP&A, corporate development, M&A and corporate finance. The content is suitable for beginner to experienced Excel users who want to learn how to develop models using Best Practice Financial Modelling techniques.
Learning Outcomes
- Learn how to build a forecasting model from scratch using Best Practice Financial Modelling techniques (including switches, flags, consistent styles and timelines)
- Learn how to use a range of Excel formulas and functions (from moderate to advanced) which are commonly used in Best Practice Financial Modelling
- Prepare a set of Integrated Financial Statements and learn how to debug errors
- Perform a discounted cash flow valuation and calculate equity returns
- Incorporate leverage into an acquisition model based on a maximum Net Debt / EBITDA ratio
- Learn how to incorporate sensitivities and scenario analysis in a forecasting model
- Learn useful shortcuts along the way and understand which Excel functions to use in different calculations
Course Modules
- Module 1: Introduction to Best Practice Financial Modelling
- Module 2: Develop the basic model structure
- Module 3: Prepare operational forecasts
- Module 4: Prepare integrated financial statements
- Module 5: Incorporate valuation and returns calculations
- Module 6: Model the impact of new debt on the acquisition
- Module 7: Incorporate sensitivities into the model