Training Course on Financial Modelling & Valuation for Investment Decisions

Introduction

Financial modelling and valuation are essential skills for making informed investment decisions, capital budgeting, and corporate finance strategy. This training course equips finance professionals with the expertise to build robust financial models, perform company valuations, and analyze investment opportunities using industry-standard methodologies and tools.

This training course on Financial Modelling & Valuation enables participants to create dynamic Excel-based models, forecast financial statements, value businesses using various approaches, and apply sensitivity and scenario analyses. The course prepares finance teams, analysts, and investors to make data-driven decisions that maximize shareholder value.

Target Audience

• Investment Analysts and Portfolio Managers
• Corporate Finance Professionals
• Financial Planners and Advisors
• Equity and Credit Analysts
• Accountants and Auditors
• Mergers & Acquisitions (M&A) Specialists
• Business Development and Strategy Managers

Duration

10 Days

Course Objectives

1. Understand the fundamentals of financial modelling principles
2. Build integrated financial statement models in Excel
3. Perform company valuations using DCF, comparable companies, and precedent transactions
4. Conduct sensitivity and scenario analyses for risk assessment
5. Model capital structure and financing options
6. Analyze investment projects and capital budgeting decisions
7. Prepare presentations and reports based on modelling outputs
8. Develop best practices for model documentation and auditability

Course Content

Module 1: Introduction to Financial Modelling

• Purpose and types of financial models
• Excel modelling best practices
• Understanding model structure and flow
• Data inputs and assumptions
• Common modelling errors

Module 2: Building Financial Statements Models

• Forecasting income statements
• Modelling balance sheets and cash flow statements
• Linking financial statements dynamically
• Working capital and depreciation schedules
• Model validation and error checking

Module 3: Valuation Techniques

• Discounted cash flow (DCF) valuation
• Comparable company analysis
• Precedent transaction analysis
• Asset-based valuation methods
• Selecting appropriate valuation approaches

Module 4: Sensitivity and Scenario Analysis

• Designing sensitivity tables
• Stress testing assumptions
• Scenario planning techniques
• Monte Carlo simulations (introductory)
• Interpreting analysis results

Module 5: Capital Structure and Financing

• Modelling debt and equity financing
• Cost of capital calculations
• Dividend and share repurchase models
• Impact of financing on valuation
• Debt covenants and restrictions

Module 6: Investment Project Analysis

• Net present value (NPV) and internal rate of return (IRR)
• Payback period and profitability indices
• Capital budgeting under uncertainty
• Real options valuation basics
• Project risk assessment

Module 7: Reporting and Presentation

• Creating executive summaries
• Visualizing model outputs
• Dashboard creation in Excel
• Documenting assumptions and limitations
• Preparing for model audits and reviews

Module 8: Capstone – Full Financial Model Development

• Building a complete model from scratch
• Valuation and investment recommendation
• Peer review and critique
• Presentation to decision-makers
• Lessons learned and best practices

General remarks

• Customizable courses are available to address the specific needs of your organization.
• The participant must be conversant in English
• Participants who successfully complete this course will receive a certificate of completion from Lenol Development Center.
• The course fee for onsite training includes facilitation training materials, tea break and lunch.
• Accommodation and airport pick up are made upon request
• For any inquiries reach us through info@lenoldevelopmentcenter.com or +254 710 314 746
• Payment should be made to our bank