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Applied Financial Modeling and Analysis – 5 Days

£399£1,596 incl. tax

7-11th December, live sessions each day from 12pm-6pm London, 7am-1pm New York
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Start Mastering Modeling Skills Today

Financial modeling is one of the most ubiquitous skills in the world of finance! Learn how to build models quickly and error-free, critical for the decisions and recommendations that they underpin. Learn multiple techniques and develop your essential modeling skills to facilitate best practice.

Join Petter in the virtual classroom to take your modeling skills to the next level, applying them to valuation and transaction structuring with a focus on practical application.

online classrooms delivered for the top 4 investment banks since 2016

Explore the 5-Day Virtual Program Schedule

Pre-Class: The Accountant Online

Get the perfect start to your training with access to The Accountant. Work through the self-study at your own pace prior to the live sessions to maximize your virtual classroom experience.

Day 1: 7th December - 12-6pm UTC

Excel Fundamentals
This session covers core Excel skills needed to work quickly and efficiently. Discover critical keyboard shortcuts in your own file, gradually building up use of shortcuts and getting away from the mouse.

Three Statement Modeling with Iterations
Learn how to build a three statement model with an iterative circular reference. Relevant shortcuts are reviewed as the model is constructed.

Day 2: 8th December - 12-6pm UTC

Building a Three Statement Model Using Consensus Estimates
Using a company’s consensus estimates for revenues and EBIT, learn how to prepare a simple forecast model.

Checking a Model for Integrity and Errors
Review the common errors found in integrated three statement models, explore the checking and auditing toolkit.

Day 3: 9th December - 12-6pm UTC

Equity Value to Enterprise Value Bridge
Explore the concept of enterprise value (operational value) in contrast to equity value. A simple set of multiples is calculated to illustrate why enterprise value multiples are unaffected by leverage.

Trading Comparable Valuation
Put together a set of trading comparables using underlying source documents and market data. At least one company is completed in class.

Day 4: 10th December - 12-6pm UTC

WACC Analysis – Practical Application
Using the trading comparable information you will prepare a grid of WACC estimates for the different case companies.

Discounted Cash Flow Valuation
Using the financial forecast prepared during the modeling module and the completed WACC analysis, learn how to prepare a discounted cash flow valuation for the target company.

Day 5: 11th December - 12-6pm UTC

M&A Cash Deal
Build a simple model using key information from the trading comparables model to review the key financial effects of a potential acquisition at different prices.

Private Equity Acquisition/LBO Analysis
Starting with a partially complete operational model, build on a debt financed acquisition model with a complex debt sheet and a section for returns to equity holders.

Post-Class

Receive 12 months access to The Investment Banker online analyst program and continued instructor support after your live sessions. Pass all 4 exams to certify your new skills with an investment banking micro-degree and join analysts from the world’s top banks in our prestigious alumni.

Meet your Instructors

PETTER LJUNGGREN, CFA

Meet Petter, instructor at Financial Edge!

Petter started his finance career in 2001 as an equity research analyst at Goldman Sachs – London, before moving to Barclays Capital to work in markets, and then as a director at Deutsche Bank.

He entered the world of financial training in 2015 and has since taught at some of the top firms on Wall Street!

Follow Petter on LinkedIn

Interact with your instructor via Zoom

Our live sessions are supported by Zoom. This virtual environment enables you to:

  • Meet face-to-face with our Wall Street instructor team
  • View screen shares from Excel files and more
  • Instant message your instructor and peers
  • Have the opportunity to appear ‘in front of the class’
  • Work collaboratively with the group via whiteboards and annotations
  • Access recordings of the live classroom once it has finished

We strongly recommend you use a webcam and microphone during your class to get the most out of the session.

Details

Is it right for me?

Our virtual classrooms offer distinct learning opportunities. Have your questions answered immediately by our expert instructors. Utilizing years of industry and teaching experience, they will make the learning applicable and vibrant. Reference the learning materials online for 365 days after the live sessions.

What will I need?

A laptop is essential, ideally with a webcam and microphone, and working WiFi. You must have access to Adobe Reader and Microsoft Excel. Each live session will take place on Zoom. Participants will be sent a link in their online classroom hub.

Will I get certification?

Yes! Earn your investment banking micro-degree after the live sessions by passing the 4 exams in The Investment Banker online program. Demonstrate your new capabilities by quickly adding your certification to LinkedIn and join our prestigious alumni to receive exclusive benefits.

Testimonials

“He walked us through the model explaining every component. It was really entertaining and time went by really fast. He also responded to questions really quickly.”

Paz Fernandez Valencia – Cass M&A and PE Society Member

“Good energy and interaction with instructor. No connection issues/technical glitches which was quite a plus.”

Oliver Gilkinet – Cass M&A and PE Society Member

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Date(s)

All 5 Days – 7th – 11th December 2020, Day 1 – 7th December 2020, Day 2 – 8th December 2020, Day 3 – 9th December 2020, Day 4 – 10th December 2020, Day 5 – 11th December 2020