Financial modeling and valuation skills are essential for finance professionals, yet most lack formal training. This gaps knowledge of best practices, tools, and techniques required in corporate finance roles. This course provides comprehensive training to master financial modeling, valuation, forecasting, and data analysis.
Gaining expertise in financial modeling and valuation delivers compelling benefits:
- Build robust financial models for planning and forecasting
- Perform accurate valuation of companies, acquisitions, and capital projects
- Create compelling presentations and investment memos
- Apply best practices for structure, design, and quality control
- Utilize data analysis tools such as Excel, Power BI, and SQL
- Understand accounting, corporate finance, and strategy fundamentals
- Gain confidence in analysis skills highly valued by employers
With the specialized FMVA skills and certification, finance professionals can advance their careers and maximize value for their organizations.
Course Overview
This intensive course provides hands-on training in advanced financial modeling, valuation, accounting, and data analysis techniques. Through interactive lessons and exercises based on real case studies, learners gain expertise across the entire corporate finance workflow.
With a focus on practical application, the curriculum provides modeled examples and templates for learners to build and practice applying skills through realistic projects and scenarios. Course modules cover financial statement modeling, discounted cash flow analysis, trading comps analysis, transaction comps analysis, precedent transactions analysis, cost of capital, operational metrics analysis, and more.
Learners will master Excel, Power BI, and key tools used by finance professionals. The course equips learners with a systematic FMVA methodology to approach and deliver robust analysis. Participants have developed specialized FMVA skills to advance their finance careers by the course’s conclusion.
Who Should Take This Course
Finance professionals at all levels looking to develop financial modeling, valuation, forecasting, and data analysis expertise. Ideal for roles in investment banking, private equity, corporate finance, equity research, FP&A, and more.
What You’ll Learn
- Financial modeling best practices
- DCF, comps, transaction models
- Accounting and finance fundamentals
- Valuation methodologies and metrics
- Data analysis tools (Excel, Power BI, SQL)
- Investment banking, FP&A, and metrics analysis
- Dynamic visualization and presentation skills
Course Content
Introduction to Corporate Finance
- Key concepts, processes, and objectives
- Understanding financial statements
Foundations of Financial Modeling
- Structuring, design principles, and quality control
Accounting and Finance Principles
- Key concepts including assets, debt, equity, etc.
Discounted Cash Flow Valuation
- Building DCF models and WACC concepts
Comparable Company Analysis
- Applying trading comps and precedents
Leveraged Buyouts Concepts
- LBO modeling and transactions
Other Valuation Methodologies
- Relative valuation, sum-of-parts, liquidation value
Advanced Financial Modeling
- Dynamic, integrated, and scenario models
Data Analysis with Excel, Power BI, SQL
- Organizing, analyzing, visualizing data
Presentation and Communication Skills
- Creating compelling presentations and memos
Benefits for Organizations
- Improved accuracy of models, forecasts, and valuations
- Enhanced data-driven decision-making
- Increased productivity in finance functions
- Consistent use of corporate finance best practices
- More compelling analysis presentations and memos
- Reduced costs of third-party analysts and consultants
Benefits for Individuals
- Mastery of financial modeling, valuation, and analysis
- Proficiency with Excel, Power BI, SQL, and key tools
- Stronger finance, accounting, and strategy fundamentals
- Ability to structure and quality control models
- Dynamic data analysis, visualization, and presentation skills
- Valuable expertise to advance finance careers
Frequently Asked Questions
Q: What are the prerequisites for the course?
No specific work experience is required, but basic Excel skills and familiarity with accounting and finance fundamentals are helpful.
Q: Is certification included?
Upon successfully passing the course assessments, learners will receive an FMVA certification.
Q: Can this course be taken online?
The course can also be taken as live online training.