This intensive one-day course will help delegates build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market. It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and basic excel skills. This practical, interactive course, runs in a workshop-style format, using Excel, so delegates will be expected to have access to a laptop rather than a tablet or handheld device during the course. As part of the course, we will address fundamental aspects of valuation to refresh and extend delegates’ knowledge. The course will be delivered online with excel models on screen interspersed with content delivery by Professor Ken Lee.
What will I gain?
- The ability to build an integrated set of P&L, Balance Sheet and Cash Flow forecasts consistent with the methods taught to sell-side and investment banking analysts.
- Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.
- An overview of contemporary valuation methodologies, including DCF.
Course dates
3 June 2024
9.00am to 4.30pm
5 December 2024
9.00am to 4.30pm
IR Society members AND members of DIRF: £750
Course tutor: Kenneth Lee
Director of Postgraduate Taught programmes at Loughborough Business School
Programme
- Financial Modelling House Keeping
- The model starting point: An integrated set of P&L, Balance Sheet & Cash Flow forecasts
- Analysis of Business Performance
- An overview of valuation methodologies: Absolute & Relative approaches to valuation
- Discounted Cash Flow
- Relative Valuation approaches
- Putting it all together: A case study