training futurum : building financial models using case study approach
TRANSCRIPT
BUILDING FINANCIAL MODELS: USING CASE STUDY
LEARNING ON-THE-JOB
APPROACH
2-DAY TRAINING
WHY WE HAVE THIS CASE STUDY APPROACH TO TRAIN BUILDING FINANCIAL MODELS?
1. Many financial modelling classes are about learning Excel formulas and functions to process the analysis.
2. When faced with a real-world financial modeling problem, the participant is somewhat unclear as to where to start and what to do.
3. In contrast, the learning-on-the-job approach gives the participants the potential to build advanced financial models once he/she completed the training.
4. By using case study to facilitate the training on building financial models, provides contextual learning for the participant.
5. It will make it easier to remember many useful Microsoft Excel formulas and functions since the participant can easily associate these formulas and functions with the context in which they are taught.
DAY 1
PART 1: FINANCIAL MODELING THEORY
Introduction to Modeling
Best Practice Principles
PART 2: MODELING PRACTICE – INITICAL CASE STUDIES
Case Study : Building a Business
Case Study : Modeling the Front and Inputs Sheets
Case Study : Modeling the Calculations Sheet
Case Study : Modeling the Outputs Sheet
Case Study : Comparing Alternatives of Projects
DAY 2
PART 3: MODELING PRACTICE – FURTHER CASE STUDIES
Case Study : The Business Model Revisited
Case Study : Growth Capital
Case Study : Leveraged Buyout
Other Tricky Modeling Case Studies
PART 4: MODELING PRACTICE – MODEL AUDIT
Checking for and Fixing Modeling Errors
BONUS: A CASE STUDY ON USING VALUATION AND FINANCIAL
MODELING TO ACQUIRE A BUSINESS
TAKE OFF YOUR EXCEL SKILLS!
NOW IT’S TIME TO ACQUIRE A BUSINESS WITHOUT TOO MUCH RELIANCE ON EXCEL
SKILLS!
GETTING INTO AN INVESTMENT BANKER’S HEAD
HOW LOGICS ARE MORE IMPORTANT THAN EXCEL KNOWLEDGE
“If a business is worth a dollar and I can buy it for 40 cents, something
good may happen to me.”
–Warren Buffett
TRAINING DESKTOP Date : please send an email to [email protected] for this training request
Notes :
Presentation slides and all excel files for the case studies being discussed in the class will be distributed in softcopy
Minimum participants = 10 persons
After the training, participants are allowed to discuss about the training materials via email in the website
Contact email : [email protected]
Visit Website and Training Testimonials : google “futurum corfinan”