The FMVA course from the Oxford Training Centre provides participants with the competency they need in financial modeling, valuation techniques, and corporate finance. The course lasts for one week with practical training in Excel for finance, financial analysis, and investment banking. In addition, participants will be allowed to analyze a firm’s financial reports, make a budget and forecast, and perform business valuations. It was designed to target the improvement of a financial analyst for placement in the FP&A, investment banking, and corporate finance areas. At the end, participants will obtain an exclusive Financial Modeling Certification that will give them the leading edge over others in the skill count.
Objectives and target group
Objectives
This comprehensive Financial Modeling & Valuation Analyst course aims to achieve the following objectives:
- Master Financial Modeling: Participants will learn how to build sophisticated financial models from scratch using Excel, including advanced financial forecasting, budgeting, and scenario analysis.
- Understand Valuation Techniques: The course covers key valuation methodologies, including Discounted Cash Flow (DCF), comparable company analysis, precedent transaction analysis, and more.
- Improve Financial Analysis Skills: Gain the skills to analyze and interpret financial statements, assess the financial health of companies, and make informed investment decisions.
- Enhance Corporate Finance Knowledge: Learn core concepts in corporate finance, including capital structure, mergers and acquisitions, and capital budgeting.
- Hands-on Practice with Financial Modeling Software: Get practical exposure to leading financial modeling software tools to streamline financial analysis and enhance accuracy in valuation techniques.
- Earn Financial Modeling Certification: Upon successful completion, participants will earn an internationally recognized Financial Modeling Certification, signifying their competence in financial modeling, valuation, and analysis.
Target Group
This course is ideal for professionals looking to enhance their financial analyst skills, including:
- Aspiring Financial Analysts: Those who want to gain expertise in financial analysis, forecasting, and valuation techniques.
- Investment Bankers: Professionals in investment banking who need to develop advanced financial modeling capabilities.
- Corporate Finance Professionals: Individuals working in corporate finance roles who want to improve their understanding of financial modeling and valuation techniques.
- Business Valuation Experts: Those interested in refining their skills in business valuation and financial reporting.
- FP&A Professionals: Financial Planning and Analysis (FP&A) specialists who need practical knowledge in budgeting, forecasting, and financial modeling.
- Students: Finance students looking to build a strong foundation in financial analysis and modeling.
Content
The Financial Modeling & Valuation Analyst course covers a broad range of topics essential for mastering financial analysis and valuation techniques. The key modules include:
1. Introduction to Financial Modeling
- Basic financial modeling concepts
- Building simple financial models in Excel for financial forecasting
- Key principles of financial modeling for business and investment analysis
2. Valuation Techniques
- Discounted Cash Flow (DCF) Analysis
- Comparable Company Analysis (CCA)
- Precedent Transaction Analysis (PTA)
- Leveraged Buyout (LBO) and Mergers & Acquisitions (M&A) modeling
- Real options valuation and asset pricing
3. Excel for Finance
- Advanced Excel functions and techniques used in financial modeling
- Working with large datasets in Excel for efficient financial reporting
- Automation techniques for financial models
4. Corporate Finance Essentials
- Capital structure and the cost of capital
- Financial statement analysis for corporate finance decisions
- Risk management and its impact on corporate finance
- Understanding mergers, acquisitions, and restructuring
5. Financial Planning and Analysis (FP&A)
- Techniques for budgeting and forecasting
- Creating integrated financial statements (income statement, balance sheet, and cash flow statement)
- Scenario and sensitivity analysis for financial planning
6. Investment Banking and Business Valuation
- Key concepts in investment banking and valuation
- Understanding the role of business valuation in mergers and acquisitions
- Preparing valuation reports and presentations for stakeholders
7. Financial Reporting and Analysis
- How to interpret and analyze financial statements
- Techniques for identifying trends and key financial metrics
- Financial statement modeling for better decision-making