Financial Modeling
Overview:
Introduction:
Financial modeling is the core skill required for Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis, etc.The best way to learn financial modeling is to practice. It takes years of experience to become an expert at building a financial model and you really have to learn by doing. Reading equity research reports can be a helpful way to practice, as it gives you something to compare your results to.
Course Objectives:
At the end of this course the participants will be able to:
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Define the world of finance
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Explain the cash flows and investor returns for different asset classes
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Understand the information in the financial reports of organizations
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Describe internal budgeting control performance evaluation and project analysis
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Determine how to make big investment decisions based on costs and benefits
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Specify investment options and their purpose
Targeted Audience:
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Head of Departments
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Managers
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Finance Professionals who want to enhance their skills
Course Outlines:
Unit 1: Introduction to Financial Markets
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Use the key elements of financial markets to make investment decisions
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Explain factors that affect a market's efficiency
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Discuss how transparency and disclosure ensure the integrity of financial markets
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Determine the economic impacts of inflation.
Unit 2: The Language of Investments
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Explain what the role of securities is in financing an organization
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Compare the rates of return of simple versus compound interest
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Calculate the expected present and future value of a fixed income.
Unit 3: The Language of Financial Reports
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Identify balance sheet and income statement account categories
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Relate them to the financial performance of the organization.
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Assess the financial statements of an organization
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Including measuring key attributes to make cross-sectional and time series comparisons.
Unit 4:Management Accounting and Project Analysis
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Distinguish between total variance
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Price variance and quantity variance
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Explain how you would prioritize a series of capital projects.
Unit 5: Corporate Finance
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Identify the difference between an annuity and perpetuity
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Appraise an investment project using the four investment decision rules.
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Reflect on how market expectations move markets