Preparing financial models and arriving at the appropriate valuation of companies are the most sought after skills in the financial world. However, financial forecasting – the most critical aspect of any financial model – requires practitioner to understand operating environment for a business. Objective evaluation of the business and economic environment along with competitive dynamics is key to making rights calls on a company’s expected performance.
In this work-shop, we will explain a detailed practical approach to financial modelling & equity valuation through a unique blend of modules on financial concepts and real world know-how. This workshop is designed to encourage students to develop critical thinking abilities that will help them solve challenging problems in valuation and develop skills that will help prepare them for career as financial analyst in investment banks, private equities and other financial institutions.
The workshop will have many real world case studies to illustrate how macro environment, competitive dynamics and business strategies influences a company’s valuation. The workshop will focus on interaction and active participation from program participants.
The key learning from this work-shop would be:
· Step-by-step financial modelling process guidelines
· Discussion on various analytical frameworks and theoretical concepts through illustrative examples
· Identification of key business drivers for an effective fundamental analysis
· Preparing valuation model from scratch
o Prepare financial spreadsheet to conduct historical fundamental analysis
o Project income statements with assumptions based on business understanding
· Valuing a company using DCF method
· Valuing a company using multiples and comparable firms
· Avoiding common mistakes in valuation
Who should attend this work-shop?
This work-shop is for any one desirous of enhancing their skills and adopt global best practices in financial modelling. To benefit from this program a basic understanding of financial concepts is desired but not necessary. Following set of students will find it useful:
· Professionals working with financial institutions and consulting firms
· Students in MBA Colleges
· MBA (or Masters) in Finance
· Charted Accountants
· CFA and FRM Candidates
· Graduates / Post Graduates (Engineering, Science, Commerce, Economics)
· Investors who wants to learn about fundamental equity analysis