This 2 day advanced program aims to equip the participants with knowledge and tools to apply their financial modelling skills on project finance feasibility, data analysis, dashboard designs and Merger and Acquisition. We will cover case studies on power and real estate sector.
Perform financing mix and accretion dilution analysis
Learn to apply scenario analysis and sensitivity analysis for M&A and private equity transactions
Differentiate key modeling techniques between Modeling for Mezzanine Capital Investments and modeling for Investments in convertible structures
Master IRR and NPV analysis
Learning structuring of finance for a LBO transaction
Learn circular reference technique
Learn to design Data Dashboards
Gain expertise in creating dynamic charts
Who should attend
Professionals and graduate students working or aspiring to work in the field of investment banking, project consultancy, private equity, corporate finance, asset valuation and equity research
Financing Mix and Accretion-Dilution Analysis
Merger Mix Analysis
Contribution and Breakeven Analysis
Sensitivity Analysis using data tables and Scenario Analysis
Charting for M&A modeling
Case Study: Middle East Real Estate Deal
Circular Break Flag
Working knowledge of different kinds of financing
Incorporating revolver loans
Financial analysis of the project
Debt covenant analysis and Check sheet concept
Debt structuring using different types of financing options
Free cash flow analysis
NPV and IRR analysis for project
Data Analysis and Dashboard design:
Working with Charts and Tables in Excel
Analyzing Data using Pivot Tables
Principles of Dashboard Design and Reporting
Making Interactive and Dynamic Dashboards
Summarization & presentation of a financial model
Karan Sharma, CFA
Over 8 years of experience in M&A advisory, financial modelling, buy side equity research, advanced excel and financial statement analysis.
Rahul Sonthalia, CFA
Over 11 years of experience in the area of macro-economic research, equity research, investment banking, with specialization in financial analysis, equity valuation, and Financial Modeling.
Currently there are no public classes/sessions scheduled for this course yet. For any in-house or private training, please contact us.
The fee includes presentation material, refreshments and networking lunch.
Get 20% discount on the course fee, if you are a CIMA or IMA member
Get 20% discount, when four or more individuals register.
Get 15% discount, if you are a Past Student who has completed a course with us.
Get 10% discount, when you register 2 weeks prior to the course start date.
The teacher was very knowledgeable and experienced in the subject matter. It definitely shines through in his teaching approach!
Wagih Mansour, Financial Modeling Masterclass program
Very useful session. The practical applications will make life easier in the future
Jay R. Makad, Excel for Accounting and Finance Professionals program
The course is very helpful. It eased the pain in doing data analysis and monthly reports manually!
Glenn Luthrania, Financial Modeling and Valuation program
An easy to follow course to comprehend difficult concepts and content in Financial Modeling
Saad Almahroos, Financial Modeling Masterclass program
An excellent training session; very relevant to my daily job description and also had the opportunity to learn new terms and concepts
Zubin George, Financial Modeling and Valuation program
A well run course. Good materials, presentation and interaction
Stephanie Holland, Financial Modeling Masterclass program
The trainer did a great job to ensure everyone understood the material. The concepts were explained in a patient and relatable manner. Overall the session was excellent!
Heather Harrington, Financial Modeling program
The trainer encouraged interactions and promptly answered queries raised by students. Very knowledgeable and experienced in the field
Ahmad Yassine, Financial Modeling and Valuation program
Very interactive session encouraging the involvement of the participants; enriching our knowledge base in excel
Ananth V. Patel, Excel for Accounting and Finance Professionals program
As a fresher, the course was beneficial and the trainer was patient and well-informed
Nachiket Pandya, Three Statement Modeling and Valuation program
Financial Modeling & Valuation was very relevant to my work. Very knowledgeable faculty here. I will definitely recommend them
Hassan Ali, Financial Modeling and Valuation prorgam
Very useful session to get acquainted with excel shortcuts and data management techniques which can be applied to daily tasks
Somakumar, Excel for Accounting and Finance Professionals program
A very insightful class. Touching upon "just the right" elements used in corporate finance and valuations
Shehbaz Hussain, Financial Modeling and Valuation program
Very well managed session in aspects of time and content. Never knew excel could do so much
Lata Phophalia, Excel for Accounting and Finance Professionals program
The session covered important concepts in excel in detail; taking into consideration basic tools
Vinithra Parthasarathy, Excel for Accounting and Finance Professionals program