Financial Modelling Training

Our lead trainer has built financial models, investment portfolio risk models, stocks analysis models, automated financial reporting templates, loan schedules, FX tracker, market indices tracker and many other financial projects for corporate clients within and outside Nigeria. He is not going to share book knowledge with you but real world expertise and templates you can readily use. He is one of the few FMI certified Advanced Financial Modelers (AFM) in Nigeria. He is also one of the few Africans that have been vetted and accepted as a Financial Modelling and Valuation expert on TopTal whose client base span fortune 500 companies and other big companies across Europe, Americas, Australia and Asia. You can view his TopTal profile here

He is the sole developer of the only Nigerian financial markets analysis tool on Microsoft office store, developer of Nigerian stocks analysis dashboard and the brain behind the Nigeria Market Data platform. You can also view the interactive stock market and macro-economic dashboards he built at vip.urbizedge.com/stocks and vip.urbizedge.com/economy

He has also published an Amazon bestseller on Microsoft Excel: Microsoft Excel and Business Data Analysis for The Busy Professional and another bestseller on Power BI Power BI for the Busy Professional book. He is the type of all-rounder you would want to be trained by.

AFM 202: Financial Modeling and DCF Valuation

This training is aimed at making you proficient in building Financial Models and carrying out Valuation for existing businesses, startups and capital projects. You will learn to create financial models from scratch using Microsoft Excel and build one during the training on a real Nigerian company. You will also learn how to apply them in real world situations so as to help friends with their business valuations, help your company with financial planning and advise clients on equity funding. The training is strictly targeting people with accounting background and basic knowledge of corporate finance.

You will get lunch, a branded DVD with training materials and templates, training notepad with pen, a hardcopy comprehensive training reference materials, a training certificate from us (a registered Microsoft Partner), access to our online community and after training support.

In our training sessions, we have had participants from Guinness Nigeria, Nigerian Breweries, Schlumberger, Chevron, Periscope, Brains and Hammers, GfK, Palladium Group, First Bank, Citi Bank, Dalberg, PMI, EatNGO, NLNG, GSK, Promasidor, SaveTheChildren, Mobil, FMDQ, NSE, Biofem Pharmaceuticals, Total, Vodacom, Nestle, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance, Transmission Company of Nigeria, Nokia Siemens Networks and DDB.

Reach Michael on 0700ANALYTICS, 01-631-1885, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com or Hope on 0808-266-9002 and hope@urbizedge.com to register.

Date: Monday 18th November 2019 to Wednesday 20th November 2019.
Time: 9:00am to 5:00pm daily with tea break and lunch break
Venue: UrBizEdge Limited, 70b Olorunlogbon street, after Banex Hotel, Anthony, Lagos.
Cost: N150,000 (contact us for discount)

For Kenya, Ghana, Cameroon, Togo and Benin: Kindly contact us on +1-941-312-2149 or email info@urbizedge.com for details of training date. Thanks!

 

AFM 101: Finance and Financial Statements for non-Finance Managers & Entrepreneurs

Not comfortable with your knowledge of finance and accounting?
Not able to interpret financial statements?
Not able to discuss financial goals with other company executives and management
An entrepreneur with no financial knowledge?
Wanting a softer but very industry relevant and corporate world useful teaching of corporate finance and financial analysis?

This training is crafted for you.

Date: Friday 14th February 2020 to Saturday 15th February 2020.
Time: 9:00am to 5:00pm daily with tea break and lunch break
Venue: UrBizEdge Limited, 70b Olorunlogbon street, after Banex Hotel, Anthony, Lagos.
Cost: N120,000 (contact us for discount)

 

AFM 303: AFM Masterclass + Mock Exam

For the training, we expect prior knowledge of Financial Modeling and that participant has hands-on knowledge of financial model building from scratch.

The main focus of the training is to prepare the participants for the more rigorous type required for the AFM exam.

The Masterclass covers the official Study Guide and Mock Exam.

Duration: 4 days
Date: 3 – 4 March 2020, 10 – 11 March 2020
Time: 9:00am to 5:00pm daily with tea break and lunch break
Venue: UrBizEdge Limited, 70b Olorunlogbon street, after Banex Hotel, Anthony, Lagos.
Cost: N200,000 (no discount)

 

AFM 202: Financial Modeling and DCF Valuation Training

The training outline is:

1) Introduction to Financial Modeling and Valuation 
a. Refresher on the fundamental accounting principles 
b. Trial Balance 
c. Building the Income Statement from the Trial Balance 
d. Building the Balance Sheet Statement from the Trial Balance 
e. Building the Cash Flow Statement from the Trial Balance 
f. Introduction to Financial Ratios 

2) Building a Financial Model Template from Scratch 
a. Template Building from Scratch 
i. Creating the Required Sheets and Having an Index Sheet 
ii. General Model Structure Design 
iii. Working Across Multiple Sheets at Once 
iv. Linking Sheets 
v. Absolute and Relative References 
vi. Template Building Tricks 
b. Required Excel Tools and Formulas 

3) The Financial Model Core
a. Modelling Stage One: Projection Ratios and Scenarios (Optimistic, Base and Pessimistic) 
i. Income Statement Drivers Projections – from schedules or moving average
ii. Balance Sheet Drivers Projections – from schedules or moving average
b. Modelling Stage Two: Financial Statements Forecasts 
i. Income Statement Forecast 
ii. Balance Sheet Forecast 
iii. Cashflow Statement Forecast – extracting the Cashflow from Income Statement & Balance Sheet
iv. Extracting the Unlevered Free Cashflow

4) Different Types of Valuation Models
a. Discounted Cash Flow (DCF) Model 
b. Comparative Company Analysis (comps) Model (and precedent transaction valuation multiples)
c. Sum-of-the-parts Model 
d. Leveraged Buy Out (LBO) Model 
e. Merger and Acquisition (M&A) Model 
f. Book value Model 
g. Depreciated Replacement Cost (DRC)
h. Dividend Discount Model

5) DCF Valuation 
a. Enterprise Value = Discounted Cashflow of Explicit Forecast Period + Discounted Terminal Value 
b. Calculation of WACC, CAPM and Cost of Debt 
c. Practical Reality of the Nigerian Economic Space 
d. Extracting The Equity Value from The Enterprise Value 
e. Sensitivity Analysis: WACC vs Perpetuity growth 
f. Practical Use of The Results 
g. Company Valuation: Sell-side, Buy-side and Advisory 
h. Business Unit or Subsidiary Valuation 
i. Capital Project Valuation 

6) Financial Ratios 
a. Liquidity Ratios 
b. Asset Management Ratios 
c. Leverage Ratios 
d. Profitability Ratios 
e. Valuation Ratios 
f. Financial Project Planning Excel formulas 

 

AFM 101: Finance and Financial Statements for non-Finance Managers & Entrepreneurs

The training outline is:

Introduction to Accounting and Finance

  • Accounting Equation: Assets = Liabilities + Equity
  • Debits and Credits
  • Assets – its true corporate meaning ( + = debit, – = credit)
    • Depreciable fixed tangible assets
    • Intangible assets and goodwill
    • Financial assets
    • Deferred tax assets
    • Prepayments
    • Inventory
    • Receivables
    • Cash
  • Liabilities – getting it right, corporate finance wise ( – = debit, + = credit)
    • Loans
    • Provisions
    • Employee benefit obligations
    • Payables
    • Tax liabilities
    • Other liabilities
  • Equity
    • Share capital
    • Share premium
    • Retained Earnings, cumulative Net Profit (Revenue – Expenses, cumm)
      • Revenue ( – = debit, + = credit)
      • Expenses ( + = debit, – = credit)
    • Reserves ( – = debit, + = credit)

 

Understanding Internal Financial Reports

  • Chart of Accounts (what to debit and what to credit)
    • Assets
    • Liabilities
    • Shareholder’s equity
    • Revenues
    • Expenses
    • Gains
    • Losses
  • General Ledger (GL)
  • Cost Centres
  • Accrual based accounting
    • Depreciation
    • Amortization
    • Interest Expense
    • Prepayments
    • Prepaid/Unearned/Deferred Revenue
    • Tax Computation – accounting tax vs government tax
  • Trial Balance – adjusted/accrual based

 

Understanding Financial Statements

  • Income Statement (Statement of Profit or Loss)
    • Functional and practical interpretation
    • Income Statement ratios for company financial health analysis
  • Balance Sheet (Statement of Financial Position)
    • Functional and practical interpretation
    • Balance Sheet ratios for company financial health analysis
    • Company Efficiency
    • Working Capital Management
  • Cashflow Statement (Statement of Cashflow)
    • Functional and practical interpretation
    • Cashflow Management
    • Free Cashflow
  • Investment Decisions
  • Financial Planning

 

AFM 303: AFM Masterclass + Mock Exam

For the training, we expect prior knowledge of Financial Modeling and that participant has hands-on knowledge of financial model building from scratch.

The main focus of the training is to prepare the participants for the more rigorous type required for the AFM exam.

The Masterclass covers the official Study Guide and Mock Exam:

  • Model Structure
  • Formatting and color scheme
  • Input Assumptions and Forecast Plans
  • Revenues
  • Operating Costs and Depreciation Expense
  • Income Tax Expense and Working Capital
  • Debt, Interest and Shareholders’ Equity
  • Financial Statements
  • Summary Page, Formatting, Presentation and Speed
  • Model Troubleshooting, Fixed Errors and Avoiding Pitfalls
  • Mock Exam

Duration: 4 days

 

Interested In Registering For This Class

Reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com to register. There is a class size limit.

Register Now