Academy for Financial Modeling and Valuation Analyst
The Financial Modeling and Valuation Program is designed to equip professionals with practical skills in building financial models, assessing business value, and making data-driven investment decisions. The program integrates real-world applications with industry best practices, ensuring participants can confidently analyze financial statements, forecast performance, and evaluate risk.
Experience
BASIC UNDERSTANDING OF FINANCE AND ACCOUNTING
Duration
6 MONTHS
Dedication
4 HOURS A WEEK
Start
MARCH 2025
Format
ON-LINE
Price
1350€
Foundations of Financial Analysis
1. Professional Ethics (3 hours)
• Importance of ethics in finance
• Common ethical dilemmas and resolutions
• Regulatory frameworks and compliance
2. Accounting Principles and Standards (2 hours)
• Introduction to Generally Accepted Accounting Principles (GAAP)
• International Financial Reporting Standards (IFRS)
• Key accounting concepts and their applications
3. Financial Analysis Fundamentals (5 hours)
• Understanding financial statements
• Ratio analysis and key financial metrics
• Analyzing financial health and performance
4. Introduction to 3-Statement Modeling (6 hours)
• Overview of the three financial statements
• Linking the Income Statement, Balance Sheet, and Cash Flow Statement
• Basic modeling techniques in Excel
Core Financial Modeling Techniques
1. 3-Statement Modeling (6.5 hours)
• Building a detailed 3-statement model from scratch
• Integrating historical data and projections
• Error checking and model optimization
2. Monthly Cash Flow Modeling (3 hours)
• Creating cash flow forecasts
• Managing working capital
• Scenario planning for cash flow management
3. Budgeting and Forecasting (7 hours)
• Developing budgets based on financial models
• Forecasting revenue, expenses, and capital needs
• Variance analysis and adjustments
Valuation Techniques and Business Valuation
1. Introduction to Business Valuation (5 hours) *(Assumed Duration)
• Purpose and methods of business valuation
• Key valuation drivers
• Applications in mergers and acquisitions
2. Comparable Valuation Analysis (4.5 hours)
• Identifying comparable companies
• Multiples-based valuation (e.g., P/E, EV/EBITDA)
• Adjusting for differences and deriving valuations
3. DCF Valuation Modeling (10 hours)
• Understanding Discounted Cash Flow (DCF) methodology
• Forecasting free cash flows
• Determining discount rates and terminal value
Specialized Financial Modeling
1. Startup / e-Commerce Financial Model & Valuation (6.5 hours)
• Unique aspects of startup financials
• Revenue modeling for e-commerce businesses
• Valuation considerations for high-growth companies
2. Real Estate Financial Modeling (6 hours)
• Key metrics in real estate (e.g., NOI, Cap Rate)
• Modeling property cash flows and valuations
• Scenario analysis for real estate investments
3. Operational Modeling (8 hours)
• Linking operations with financial performance
• Cost modeling and efficiency analysis
• Building operational KPIs into financial models
Advanced Analysis and Data Visualization Tools
1. Scenario & Sensitivity Analysis in Excel (2.5 hours)
• Building flexible models for different scenarios
• Conducting sensitivity analysis to assess risks
• Utilizing Excel tools for dynamic modeling
2. Dashboards & Data Visualization (6 hours)
• Principles of effective data visualization
• Creating interactive dashboards in Excel
• Presenting financial data clearly and persuasively
3. Power BI Fundamentals (6 hours)
• Introduction to Power BI interface and features
• Connecting data sources and data transformation
• Building and sharing interactive reports
4. ESG Integration & Financial Analysis (6.5 hours)
• Understanding Environmental, Social, and Governance (ESG) factors
• Integrating ESG metrics into financial models
• Assessing the financial impact of ESG initiatives
Presentation Skills and Capstone Project
1. PowerPoint & Pitchbooks (7.5 hours)
• Designing professional financial presentations
• Crafting compelling narratives with data
• Best practices for investor pitchbooks
2. Capstone Project (Approximately 8-10 hours)
• Project Planning: Define objectives and scope
• Model Development: Build a comprehensive financial model incorporating learned modules
• Valuation Analysis: Perform DCF and Comparable Valuation
• Presentation: Create a pitchbook to present findings
• Review & Feedback: Receive feedback from instructors or peers
3. Review and Integration (Optional, 2-3 hours)
• Revisiting key concepts
• Addressing any gaps in understanding
• Preparing for real-world application
MON
NO LECTURE
TUE
ON-LINE Lecture
18:00 - 20:00
WED
Hybrid lectures
THU
ON-LINE Lecture
18:00 - 20:00
FRI
NO LECTURE
Оur expert lecturers
Lecturers who have more than 10 years of work experience in the field
Prof. Dr. Mike Schulze
Prof. Dr. Mike Schulze, CBS International Business School (Germany)
Boban Popevski, LL.M
Financial Law, Illinois Department of Financial and Professional Regulation
TARGET GROUP
The Financial Modeling and Valuation Certification is designed for professionals and students seeking to enhance their expertise in financial analysis, investment evaluation, and business valuation. The program is ideal for:
• Finance and Banking Professionals – Analysts, risk managers, and corporate finance professionals looking to strengthen their modeling skills for investment decisions and risk assessment.
• Investment Analysts and Portfolio Managers – Individuals involved in equity research, venture capital, private equity, and asset management who need advanced valuation techniques.
• Entrepreneurs and Startup Founders – Business owners and startup leaders aiming to understand financial projections, capital structuring, and investor valuation expectations.
• Regulatory and Compliance Experts – Professionals working in financial oversight institutions, regulatory bodies, and auditing firms who require in-depth financial analysis knowledge.
• Students and Recent Graduates – Those pursuing careers in finance, accounting, or business who want to gain a competitive edge in financial modeling and valuation.
The certification provides hands-on training with real-world applications, equipping participants with the skills needed for high-level financial decision-making and strategic planning.
No prior experience in financial modeling is required, but a basic understanding of finance and accounting is recommended.
LEARNING OBJECTIVES
- Develop dynamic financial models to support decision-making.
- Master business valuation techniques, including DCF, comparables, and precedent transactions.
- Analyze financial statements and key performance indicators (KPIs).
- Apply risk assessment and scenario analysis in financial forecasting.
- Understand the integration of ESG factors in valuation and investment analysis.
- Gain insights into venture capital and startup valuation methodologies.
This program is ideal for finance professionals, analysts, entrepreneurs, and regulators seeking to strengthen their expertise in financial modeling and valuation
ADDITIONAL RECOMMENDATIONS
- Weekly Schedule: Aim for 4-5 hours per week, balancing coursework with other commitments.
- Interactive Learning: Participate in discussion forums, group projects, and live Q&A sessions to enhance understanding.
- Practical Application: Apply concepts to real-world scenarios or personal projects to solidify learning.
- Resources: Utilize supplementary materials such as textbooks, online articles, and case studies for deeper insights.
- Feedback: Regularly seek feedback from instructors and peers to improve skills and knowledge.
