Course description
Financial Management provides guidelines on how the project will be funded, including the strategies to procure and manage the financial resources for the project.
Financial modeling and valuation provide the full spectrum of tools and methods used in successful businesses. It provides the necessary practical skills based on real examples and applications. The course by Rcademy is based on thoroughly designed content that can be used for consulting and training.
When do businesses use financial modeling?
Upcoming start dates
Suitability - Who should attend?
Who should attend?
The Financial Modeling and Valuation Analyst (FMVA) Certification Course by Rcademy is ideal for the following professionals:
- Asset managers
- Investment managers
- Business owners
- Accountants
- Financial analysts
- Financial advisors
Outcome / Qualification etc.
The Financial Modeling and Valuation Analyst (FMVA) Certification Course by Rcademy has the objectives of enabling participants to:
- Generate, select, and evaluate the strategic alternatives and align them to the companies mission, goals, and vision
- Identify the accounting standards commonly encountered by financial analysts and be able to explain the effect they have on financial statements and models
- Make a distinction between the many tiers of a company’s strategy
- Optimize the performance of financial models by using complex equations and calculations
- Evaluate how the company’s competitive advantage will change
- Explain the basic accounting principles that the detailed accounting standards are based on
- Build dynamic, well-structured, and logically designed financial statements and models
- Utilise keyboard shortcuts to save time and be more efficient in using Microsoft Excel
- Perform scenario and sensitivity analysis to enhance the robustness of the financial models
- Make powerful presentations to reach diverse audiences
- Create and implement multi-year forecasts for the income statement, balance sheet, and accurate cash flow
- Identify different valuation techniques and understand their pros and cons
- Analyse the impact of variance analysis on the financial statement and use the results to improve the budgeting process
- Calculate the weighted-averagecost of capitaland construct a DCF model in Excel
Training Course Content
Module 1: 3 Statement Model in Finance
- Introduction – Types of financial models
- Forecasting revenues down to EBITDA
- Financial modeling best practices
- Complete cash flow statement
- Model setup and assumptions
- Forecast capital structure
- Review and audit
- Case study
Module 2: Forecasting and Budgeting
- Introduction to forecasting and budgeting
- Forecasting techniques
- Applied budgeting tools and techniques in Excel – Solver tool – pivot tables in Excel – Goal seek tool in Excel
- Budgeting within a strategic framework
- A practical guide to developing budgets
- Tracking budget performance with variance analysis
- Barriers to strategy execution
- Interactive exercise
- Building a robust budgeting process – Three categories of budgets – Retail company example – The master budget – Top-down vs bottom-up involvement – Steps in the budgeting process – Manufacturing company example – Psychology and target setting
Module 3: Sensitivity and Scenario Analysis in Excel
- Introduction to Sensitivity and scenario analysis
- Completed model
- Scenario analysis
- Presenting results from sensitivity analysis
- Model integration
- Sensitivity analysis
Module 4: Fundamentals of Financial Analysis
- Introduction to financial analysis
- Cash flow statement analysis
- Profitability analysis
- Financial ratios
- Balance sheet analysis and ratios
- Case study
Module 5: Pitchbooks and PowerPoint
- PowerPoint tutorial
- Layout overview
- Formatting techniques
- Design methodologies – Style – Principles – Timeline – Structure – Interactive exercise
- Presenting live
- Setting up functions in PowerPoint
- Example
Module 6: Principles and Standards in Accounting
- Principles in Accounting – Introduction – Fundamental accounting principles – Matching principle – Materiality principle – Historical cost principle – Going concern principle – Consistency principle – Monetary principle – Conservatism principle – Objectivity principle
- Accounting for financing fees and transaction costs
- Accounting for income taxes
- The usefulness of financial information
- Accounting for leases
- Accounting for business combinations
- Detailed accounting standards
- Accounting for share-based payments
Module 7: Valuation Modeling in Business
- Introduction to corporate valuation – Art vs science – Interactive exercise
- Valuation multiples
- Weighted Average Cost of Capital (WACC)
- Precedent M&A transactions
- Equity value vs enterprise value
- Discounted cash flow (DCF) model
- Comparable company analysis
- Case study
- Comparable company analysis \
- Public information book
- Using comparable company information to assess acquisition opportunities
Module 8: Data Visualisation and Dashboard
- Introduction
- Design principles
- Visuals
- Dashboard
- Focusing attention
- Context
Module 9: Excel Fundamentals
- Introduction
- Excel settings
- Advanced financial analysis setup
- Excel layout
- Functions and formulas – IF statements – Yearfrac function – Min, max, small, and large functions – Sum, average, sum-product, and median – Date functions and periods – Examples
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Rcademy
Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...