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.

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.

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.

Our trainings 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 to register.

Date: Monday 20th May 2019 to Wednesday 22nd May 2019.
Venue: UrBizEdge Limited, 70b Olorunlogbon street, after Banex Hotel, Anthony, Lagos.

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!

The training outline is:

  1. Introduction to Financial Modelling and Valuation
    • Referesher on the fundamental accounting principles
    • Building a Trial Balance
    • Building the Income Statement from the Trial Balance
    • Building the Balance Sheet Statement from the Trial Balance
    • Building the Cash Flow Statement from the Trial Balance
    • Introduction to Financial Ratios
  2. Different Types of Financial Models
    • Discounted Cash Flow (DCF) Model
    • Comparative Company Analysis (comps) Model
    • Sum-of-the-parts Model
    • Leveraged Buy Out (LBO) Model
    • Merger and Acquisition (M&A) Model
    • Book value Model
    • Dividend Discount Model
  3. Building a Discounted Cash Flow Model from Scratch
    • Template Building from Scratch
      • Creating the Required Sheets and Having an Index Sheet
      • General Model Structure Design
      • Working Across Multiple Sheets at Once
      • Linking Sheets
      • Absolute and Relative References
      • Template Building Tricks
    • Required Excel Tools and Formulas
      • What-If-Analysis Tools: Goal Seek, Scenario Manager and Data Table
      • Charts
      • PivotTable and PowerPivot
      • Power Excel Formulas
  4. DCF Modelling Stages
    • DCF Modelling Stage One: Projection Ratios and Scenarios (Optimistic, Base and Pessimistic) i. Income Statement Drivers Projections ii. Balance Sheet Drivers Projections
    • DCF Modelling Stage Two: Financial Statements Forecasts
      • Income Statement Forecast
      • Balance Sheet Forecast
      • Cashflow Statement Forecast
    • DCF Modelling Stage Three: Valuation
      • Enterprise Value = Discounted Cashflow of Explicit Forecast Period + Discounted Terminal Value
      • Calculation of WACC, CAPM and Cost of Debt
      • Practical Reality of the Nigerian Economic Space
      • Extracting The Equity Value from The Enterprise Value
      • Sensitivity Analysis: WACC vs Perpetuity growth
    • Practical Use of The Results
      • Company Valaution: Sell-side, Buy-side and Advisory
      • Business Unit or Subsidiary Valuation
      • Capital Project Valuation
  5. Financial Ratios
    • Liquidity Ratios
    • Asset Management Ratios
    • Leverage Ratios
    • Profitability Ratios
    • Valuation Ratios
    • Financial Project Planning Excel formulas

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