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Executive Certificate in Financial Modelling

Financial Training

Executive Certificate in Financial Modelling

Financial modelling is one of the core functions of finance and needs a specific set of skill to work with. If you want to excel in a finance career, it is something that you must know right from the start. Excel models are used in business valuation, business analysis and risk management. Being able to construct, understand and stress test models is an essential skill, whether you are in a buy side firm or sell side firm.
 

STEP-BY-STEP APPROACH TO BUILD FINANCIAL MODELS AND ANALYSES
Kaplan's 4-Module  Executive Certificate in Financial Modelling exposes you to the core financial modeling skill set of investment banking analysts and associates. Our experienced lecturers teach the practical application of topics most trainees have only seen on a theoretical level.
 

WORKSHOP LEADER

  • Over 10 years of corporate finance experience in corporate mergers and acquisitions, carve-outs and public takeovers in different regions and jurisdictions
  • Was Senior VP, Mergers and Acquisitions Group with Deutsche Bank
  • Transactions with an aggregate value in excess of USD 2 billion
     

TEACHING LANGUAGE
English
 

DURATION
1.5 days per module
 

KAPLAN CERTIFICATION
Participants who complete at least 3 modules within a 12-month period will receive Kaplan’s Executive Certificate in Financial Modeling.

CERTIFICATE OF ATTENDANCE
Participants will be issued a certificate of attendance upon completion of each module.
 





Why Kaplan?

  • Practical and vocational – we teach the practical application of topics most trainees have only seen on a theoretical level
  • True global reach, with deep insight into local market conditions – Learn modeling via industry-specific case studies 
  • Deep knowledge in the financial industry – we have extensive and long term partnerships with 48 of the top 50 financial institutions, 43 of the top 50 banks and all the Big 4s. 

M1: Introduction to Financial Modelling with Excel

Led by a practitioner, you will learn the practical applications of the theoretical methodologies. You will blend accounting, finance, and Excel skills into the construction of a model:
 

Learning Outcome
Learn the steps to build financial models and conduct financial analyses.
 

Program Outline

  • Introduction to Financial Modelling
  • Excel Best Practices
  • Overview of Key Financial Statements in a Model
  • Construction of a Financial Model
  • Fine-tuning Your Model
  • Utilizing the Completed Model
     

Who should attend

  • Individuals who are, or will be, involved in the construction, maintenance or use of financial models
  • Practitioners working in the financial services industry (banking, insurance, consulting, research, asset management, wealth management, private equity, brokerage, sales & trading, investor relations, risk management, etc.)
  • Executives who are working in the corporate/strategic development of a corporation or working in collaboration with finance department for achieving business outcome and enhancing financial performance
  • Individuals seeking to enhance a past learning experience in finance and financial statement analysis

M2: Public Comparables and DCF Analysis

In equity valuation theory and practice, we generally encounter two valuation approaches: Comparable Companies Analysis and Discounted Cash Flows (DCF) Analysis. This course will walk you through the process and theories of the two models.
 

Learning Outcome
Integrate valuation analysis on your financial model.
 

Program Outline

  • Overview of key valuation methodologies and basic concepts of each methodology
  • Comparable Companies Analysis
  • Precedent Transaction Analysis
  • Discounted Cash Flow Analysis
  • Compilation of Valuation Summary
     

Who should attend
 

  • Practitioners working in the financial services industry (banking, insurance, consulting, research, asset management, wealth management, private equity, brokerage, sales & trading, investor relations, risk management, etc.).
  • Financial analysts and business analysts seeking a best practice approach to building a financial model representing an acquisition transaction, using case studies.
     

Pre-requisite
Have attended Module 1 or have equivalent techniques.
 

M3: Leveraged Buyout Analysis

This module will illustrate how a practitioner would analyze a leveraged buyout. You will construct your own LBO model in Excel and, by the end of the course, should feel comfortable assessing a company and determining if it is a viable LBO candidate.
 

Learning Outcome
Determine an implied valuation range in a potential LBO sale.
 

Program Outline

  • Introduction to leveraged buyout analysis
  • Key considerations under leveraged buyout analysis
  • Key Components of a Leverage Buyout Model
  • Mechanics of Constructing an LBO Model
  • Exercise: Constructing an LBO model for the case company
     

Who should attend

  • Practitioners requiring an understanding of LBO valuation techniques and how corporate transactions are analysed and valued.
  • Practitioners working in investment banks and private equity.
     

Pre-requisite
Have attended Module 1 or have equivalent techniques.
 

M4: Merger Analysis

This module is designed to develop merger modelling skills through M&A theory and the actual hands-on construction of a model. You will build your own interactive merger model from “scratch.”Get a practitioner's view of merger modelling by blending M&A accounting, corporate finance and Excel skills.
 

Learning Outcome
Analyze and structure mergers and acquisitions.
 

Program Outline

  • Introduction to merger analysis
  • Key considerations under merger analysis
  • Contribution Analysis
  • Construction of a Merger Model
     

Who should attend

  • Practitioners requiring an understanding of merger model to analyse an M&A transaction
  • Practitioners working in investment banks, private equity, consulting, equity research, investment managers, corporate financial managers, accounting and corporate finance lawyers
     

Pre-requisite
Have attended Module 1 or have equivalent techniques.
 

Delivery Options

  • In-house customized trainings 
  • Public Courses – Coming soon

In-house: Customizable To Your Priorities

Each module is highly flexible and can be tailored to your specific organizational and people goals for in-house delivery. It can be used for a variety of audiences and levels of experience. 
 

Customizable components may include:

  • Duration: 1-3 days per module
  • Format: As a standalone program or integrated with your other programs
  • Location: Your premises, external venue or Kaplan campus
  • Language: English, Cantonese or Mandarin
  • Industry-specific models and case studies
  • Pre-course survey/readings
  • Additional learning strategies:
  • Discussions
  • Additional case studies
  • Group projects 
  • Group presentations


 

Talk to our team and learn how Kaplan can help you meet your business objectives.
 

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