Overview

This comprehensive training program is designed to equip participants with the essential skills and knowledge required for financial modeling and valuation in the dynamic world of finance. Through a combination of theoretical concepts and hands-on practical exercises, participants will gain proficiency in constructing robust financial models and conducting thorough valuations.

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Outcome

Build an interactive financial model of the company, including inter-related: Statement of Profit or Loss (Income Statement), Statement of Cash Flows (Cash Flow Statement), and Statement of Financial Position (Balance Sheet).


Design a modern model structure based on pre-determined model outputs & requirements.


Build a clear revenue schedule to forecast company sales


Recall the techniques for model auditing tax and deferred tax treatment, depreciation calculations, integrity & error checking, and more.


Identify the different valuation methodologies and discuss the pros and cons of each

Details

Developed by: Beacon FinTrain

Standard Total Hours: 40 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Certification Overview
  • What Is Financial Modeling?
  • What is a Financial Model Used For?
  • What do you need to be competent at to be a financial modeler?
  • Best-Practice Principles & Model Planning & Architecting
  • Tips for creating a seamless Financial Model
  • Model Setup and Assumptions

  • Logical Functions
  • Lookup and Reference Functions
  • Working with Text and Dates
  • Macros in Financial Modelling

  • Clarifying the objectives of the financial model
  • Defining the scope of the model (e.g., forecasting, valuation, scenario analysis)
  • Gathering Data and Assumptions
  • Collecting historical financial data
  • Identifying key assumptions (e.g., revenue growth rates, cost drivers, inflation rates)

  • Forecast Revenues Down to EBITDA
  • Building Up the Engine
  • Scenarios
  • Revenue Schedule

  • All Different types of Costs
  • Repeat, Build and Link the approach

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Who Should Attend

  • Investment professionals

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.