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Certification in financial modelling and valuation
Learning & Development Academy by Grant Thornton in IndiaOnline Live
Financial modelling helps in forecasting a business’ financial performance, based on its historical performance. It can help in strategic decision-making and perform financial analysis like making acquisitions, raising or allocation of capital, forecasting, budgeting, etc.
Financial modelling is an abstract representation/model of a real-world financial situation. It is essentially a mathematical model to represent the
performance of a financial asset or portfolio of a business project or any other investment.
Financial models are important tools for all business decisions. Whether you are looking to raise finance, buy or sell a business, assess strategic options, or just plan for the future, you are going to need a forecast. This is likely to come from a financial model.
Grant Thornton in India has designed a 40-hour programme to upskill participants on financial modelling and valuation techniques. This programme will help you to create financial models that can be easily understood and implemented to gain insights into the opportunities and risks being faced by businesses. This programme will also help you to gauge the performance of a financial asset or portfolio of a business project or any other investment.
Financial modelling can also be used by investors or financial analysts to achieve a multitude of goals, from cashflow forecasting and management, and board reporting to strategic planning and options analysis.
About the programme
The programme will focus on:
1 Understand and refresh excel skills for creating and working around a financial model.
2 Build a financial modelling template.
3 Learn the application of the Discounted Cash Flows for valuation.
4 Create a basic financial model through Telecom Industry case.
5 Understand the importance of managing inputs and assumptions to build a financial model.
6 Interpreting the various financial statement components in order to model various schedules and accounts.
7 Build a financial model from scratch to quantify the future course of action through a Manufacturing company case study
8 Learn to calculate various measures of valuations such as WACC, CAPM, Sensitivity analysis, etc.
9 Understand project valuation model and practice a case study related to Real Estate industry
10 Create and interpret an EPC and a CAPEX schedule.
11 Learn concept of IRR in relation to project evaluation.
12 Understanding reporting the progress of projects with the help of GANTT charts
13 Build interactive excel dashboards
14 Concepts of merger motivations and different kinds of mergers.
15 Understanding various approaches of valuation as required for mergers and acquisitions transactions
16 Hands on case study on the IT Industry to understand concepts of mergers and acquisition analysis
17 Understanding key drivers and inputs for mergers
18 Learn Accretion/Dilution Analysis and Modeling a Financing Plan
About financial modelling and valuation
Certification in financial modelling and valuation
Program Coverage
• Investment bankers • Equity researchers• Professionals working in corporate finance or M&A domain• Chartered Accountants• MBA finance and commerce graduates• Professionals working in the finance domain
Who should attend
Online Live - 16, 17, 23, 24, 30, 31 May and 6, 7 June 2020
Programme schedule
INR 27,500 plus 18% GST
Fees
Rohit Gupta Programme ManagerGrant Thornton India LLPM: +91 98913 95363E: [email protected]
Contact
Fees include cost for study material, lunch and refreshment, and access to the Grant Thornton Learning Management System and though leadership content.
Deliverables
40 ours of Instructor led session via Cisco Web Ex
GT Study material
Session Recorded Videos
Final assessment
Access to Grant Thornton LMS of 1 year
Certificate of completion on successfully passing the final assessment
Training are delivered through Cisco WebExTM application. The technology helps us to connect with people across boundaries anytime.
Advantages of Online Live training;
Online Live Training
Live streaming of sessions
Two Way Communication – Participants can ask questions on real time basis
Experience Similar to Instructor Led Training
Access to Learnings Aids – Excel working, Ask query
Connect with global, virtual teams – any time, anywhere.
Offer remote learners an engaging learning experience – without breaking your budget.
• Two way communication through “Ask the Expert”• Query resolution within 24 hours• Flexible – learn anytime from anywhere• Streaming session – experience similar to instructor led
training• Offer remote learners an engaging learning experience• Cost effective
Features of LMS
Program Coverage
Excel:• Understanding and Creating a Financial Model Template• Refreshing important Excel functions to be used in
financial modelling and valuation − String Function − Offset function − Data table − Goal seek − Linking multiple sheets and files etc. − Macros − Learning Custom formatting peculiar to creating
financial models − Learning referencing (usage of $) and its significance
in the financial model
Modelling• Working on Historical Statements• Modelling Assumptions for Future Action• Revenue Build-up – projecting the future revenues• Cost Build-up – projecting the future cost• Asset Schedule• Depreciation Schedule – Book and Income Tax
Depreciation• Working Capital and Term Loan Modeling – Debt Infusion• Modeling Impact of Accumulated Losses, Current Tax and
Deferred Tax on Tax Payable• Equity Modeling – Equity Infusion• Modeling Paid Up Capital and Share Premium Account• Cash Flow Statement Projection
Basic Business Model • Understanding Business Model
Financial Statements• Creating Historical Statements• Assumptions• Forecast
Valuation• Applying DCF
Financial Model - Data:• Data Collection• Data Structuring• Public and Private data sources• Preliminary Scrutiny of the Data and Information
Business Model• Understand the business model & operating model
Valuation • Cost of Equity - CAPM• Net cost of Debt• WACC• Absolute Valuation: Performing Valuation using DCF
(FCFF and Enterprise Value)• Relative Valuation: Comparable Analysis• Performing Sensitivity/Scenario Analysis
Project Valuation – Introduction• Introduction and context• Understanding an integrated financial Model
Session 1 Session 3
Session 2 Session 4
Project Valuation – Creating a Model for NPV & IRR• Understanding basics• Building flexibility for cash flow at unpredictable time• Building flexibility in Model
Modelling Delays• Date arithmetic and creating flexible template• Lookup revenues and costs• Quarterly to Yearly Revenue consolidation using SumIf
Project Valuation – Circular Logic and looping• Interest During Construction• Interest and Cash
Project Valuation – Creating EPC Schedule• Finding out different cost involved in the project• Calculating complete project cost
Project Valuation – CAPEX Schedule• Finding out the total capex required for the project• Converting monthly items to annual
Project Valuation – P&L• Working on different sources of revenue• Calculating expenses• Using DCF• Calculating IRR
Project Valuation – Asset Schedule• When, what is required?• Project Valuation – Valuation• Using DCF• Calculating IRR
Project Valuation – GANTT Chart• Tracking progress of the project
Project Valuation – GANTT Chart• Tracking progress of the project
M&A - Valuation• Case: Live Case• Why this case• Finding out rationale for the transaction• Searching and researching relevant reports• Understanding the usage of 10K and 10Q• Collecting and projecting numbers• Merger Analysis – Key Drivers and Inputs• Projecting both companies’ numbers• Find out the impact of deal announcement on share price• Creating high level merger accounting for goodwill –
Pooling method• Accretion/Dilution Analysis and Modeling a Financing
Plan• Performing Sensitivity Analysis on Acquirer’s EPS,
Contribution Analysis
Visualization - Interactive Excel Dashboard• Introduction• Dashboard design tips• Data Sources
− Possible data sources − Format data in table
• Building dashboard − Pivot for the line chart − Bar Chart − Pie Pivot − Sparklines Pivots − Map Pivots
• Interactivity with slicers• Dynamic titles• Design and Layout
M&A - Introduction• Meaning and Categories of M&A• Merger Motivations• Forms of Payment in a Merger Deal
M&A - Evaluation• Evaluating a Merger Bid• Case: Estimating fair acquisition price of the target
company in M&A• Identifying assumptions for estimating future cash flows• Calculating FCFF, discount and terminal rate and NPV• Comparable Companies• Defining comparative value metric• Estimating takeover premium and calculating takeover
price• Comparable transactions and defining comparative
value metric• Calculating the valuation of the company
Session 5
Session 6
Session 8
Session 7
Certification in financial modelling and valuation
Learning & Development is an upskilling service offering of Grant Thornton in India providing result-oriented finance and accounting courses to professionals and students. Our impactful programmes can be customised to help you gain skills and capabilities in your area of interest.
In a digital age, we strongly believe in retaining the advantages of a classroom environment, making the most of group learning while paying attention to resolving individual queries. Our trainers are seasoned experts who will share their journey along with best practices followed in the industry.
Learning and Development will leverage Grant Thornton India LLP’s rich experience in different domains across various industries and its knowledge base to share practical insights, helping participants understand and learn contemporary complex concepts.
Learning &Development Academy byGrant Thornton in India
Our other offerings
Ind AS 115 and Ind AS 116 workshop
Diploma in IFRS ACCA
Finance for non-finance professionals
GST workshop
MS Office Suit training
Learning & Development solution
Post training support
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Cross-functional
Kapil Arora Associate Director Grant Thornton India LLPM: +91 96541 90274E: [email protected]
To know more about our solutions, please contact:
Pradeep Pandey Associate Director Grant Thornton India LLPM: +91 78380 00185E: [email protected]
Team having expertise in managing training function
• Face to face• Online live • E-learning
Qualified and experienced SMEs across various functions
Options to choose different modules and customise as per your requirement
Discussion platform and knowledge portal – MyGAAP
Certification in financial modelling and valuation
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