sap-se-sap-erp-sap-business-one-sap-hana-png-favpng-YFekjnBUshpDjqh8VwNLHrHzK.jpg

Financial Modeling and Valuation

Develop the skills to build robust financial models and accurately value companies. This training will teach you how to project future financial performance, perform sensitivity analysis, and apply various valuation techniques, such as discounted cash flow analysis. You'll learn how to use these tools to make informed investment decisions and assess the financial viability of businesses. This skill set is very valuable in investment banking, financial analysis, and corporate finance.

Training Outlines

Module 1: Introduction to Financial Modeling and Valuation Purpose and application of financial models in decision-making Overview of modeling best practices and conventions Key components of a comprehensive financial model Common mistakes and how to avoid them

Module 2: Excel for Financial Modeling Keyboard shortcuts, formulas, and formatting standards Building dynamic spreadsheets with consistent logic Scenario and sensitivity tools in Excel (Data Tables, Scenario Manager) Error checking and audit trails

Module 3: Understanding and Structuring Financial Statements Review of the income statement, balance sheet, and cash flow statement Interconnectivity of the three statements in a model Historical analysis and data normalization Common financial statement adjustments

Module 4: Forecasting Financial Performance Revenue modeling techniques (growth rate, market share, unit economics) Cost and expense forecasting (fixed vs. variable, margins) Working capital, CAPEX, and depreciation schedules Building projected income statement, balance sheet, and cash flows

Module 5: Discounted Cash Flow (DCF) Valuation DCF overview: theory and steps Calculating free cash flows to the firm (FCFF) and to equity (FCFE) Determining the appropriate discount rate (WACC, cost of equity) Estimating terminal value using perpetuity and exit multiple methods Enterprise value vs. equity value

Module 6: Relative Valuation Techniques Trading comparables (P/E, EV/EBITDA, EV/Sales, etc.) Transaction comparables and precedent deals Selecting comparable companies and adjusting for differences Interpreting multiples and triangulating valuation outcomes

Module 7: Sensitivity, Scenario, and What-If Analysis Building sensitivity tables to test key drivers (growth, margins, discount rate) Creating best, base, and worst-case scenarios Stress-testing models under uncertain assumptions Presenting scenario outcomes for decision-making

Module 8: Valuation Presentation and Investment Decision Making Structuring outputs and charts for stakeholders Communicating valuation findings to executives or clients Interpreting valuation results for mergers, acquisitions, and internal strategy Understanding valuation in IPOs, fundraising, and private equity

Module 9: Real-World Application and Advanced Modeling Techniques Modeling leveraged buyouts (LBOs) – basic introduction Introduction to Monte Carlo simulation and probabilistic modeling Incorporating ESG, risk, or market factors into models Pitfalls in valuation during economic uncertainty

Module 10: Capstone: Integrated Financial Model Build End-to-end build of a full financial model from raw data Forecasting, valuation, and presentation to a simulated investment committee Peer review and model walkthrough for feedback and improvement

Tell us about your enquiry today

Why 4D?

At The Fourth Dimension Training & Consultancy, we don't believe in one-size-fits-all solutions. Each course we offer is carefully tailored to meet the unique goals, industry challenges, and team dynamics of your organization. Our expert trainers bring decades of hands-on experience and guide participants using real-world case studies, practical tools, and interactive methods. This ensures not only theoretical understanding but also direct relevance to the day-to-day work of your employees. We collaborate closely with your team to adjust content, language, and examples so that the training resonates deeply and delivers lasting impact.

Frequently asked questions

Trainings FAQs

We provide a tailor-made offer for each requirement. For example, if you're a company wanting to train multiple people, we provide a special offer per person and might charge per day rather than per person for large numbers, which would be more beneficial for you. If you are an NGO with a big number of participants, we can also significantly reduce the price per person. If you want the training in a specific venue (like a hotel or event space), we take that into consideration and would be responsible for all arrangements. Rest assured, our prices are among the most competitive in the market and we never like to lose a client. Register your interest and our team will be in contact within 24 hours.

Absolutely! We strongly recommend and provide pre and post-training assessments to ensure the tangible impact and effectiveness of our programs. For instance, we can deploy a mystery shopper experience both before and after a training initiative. This allows us to gather objective data on how the training has influenced real-world performance, customer interaction, and overall skill application within your team. This direct comparison provides invaluable insights into the return on your training investment and helps fine-tune future development strategies.

Our tailor-made trainings are designed to ensure direct applicability to your daily work. We achieve this by incorporating examples, interactive games, practical exercises, and relevant case studies that truly resonate with the trainees. This approach helps them bridge the gap between theory and real-world application. Our consultants don't just present information; they draw from their extensive experience, and crucially, from yours, to develop and apply customized solutions that truly work.

The duration of our 4D's programs is finely tuned to their specific objectives. For training designed to culminate in an international certification from a recognized entity, we adhere to the protocols and timeframes mandated by the certifying body. However, for our bespoke, tailor-made solutions aimed directly at enhancing performance and organizational capabilities, the duration is highly flexible, ranging from intensive one-day workshops to comprehensive two-week programs, all designed to deliver optimal impact and tangible results.