Financial Modelling and Valuation Course Overview

Financial Modelling and Valuation Course Overview

Unlock your potential with Koenig Solutions' Financial Modelling and Valuation course. Over 40 hours, this comprehensive program covers everything from Basic and Advanced Excel skills to Accounting Concepts and Financial Statements. You’ll dive deep into Ratio and KPI Analysis, mastering various financial ratios and their significance. The course also focuses on Technical Financial Modelling, teaching you how to create robust financial models and various Financial Models like LBO and M&A. By the end, you'll be adept at Business Valuation, including Relative Valuation, DCF Valuation, and NAV Approach. This course is designed to give you the practical skills needed for real-world financial analysis and decision-making.

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1,700

  • Live Training (Duration : 40 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

  • Live Training (Duration : 40 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

Request More Information

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Koenig's Unique Offerings

Course Prerequisites

Minimum Prerequisites for Financial Modelling and Valuation Course


To ensure a successful and enriching experience in our Financial Modelling and Valuation course, we recommend that students meet the following prerequisites:


  • Basic Understanding of Excel: Familiarity with the basic functionalities of Microsoft Excel, such as creating spreadsheets, using basic formulas, and navigating through the interface.
  • Introductory Accounting Knowledge: A basic understanding of fundamental accounting concepts including the structure and components of financial statements (Income Statement, Balance Sheet, Cash Flow Statement).
  • Mathematical Awareness: Basic arithmetic and algebraic skills to handle financial calculations and data analysis.
  • Analytical Skills: An ability to analyze and interpret financial data which may include identifying trends, patterns, and insights.
  • Interest in Finance: Enthusiasm and a keen interest in financial analysis, business valuation, and commercial insights.

While prior experience in financial modelling is not mandatory, having a foundational knowledge in the above areas can greatly enhance your comprehension and application of the concepts discussed in this course. Don't worry if you're new to some of these topics; our course is designed to build your skills progressively.


Target Audience for Financial Modelling and Valuation

Introduction: The Financial Modelling and Valuation course from Koenig Solutions is designed for professionals seeking to enhance their skills in Excel and advanced financial analysis, catering to various finance and business roles.


Job Roles and Audience:


  • Financial Analysts
  • Investment Bankers
  • Corporate Finance Professionals
  • Equity Research Analysts
  • Private Equity Associates
  • Business Analysts
  • Accountants
  • Financial Consultants
  • Portfolio Managers
  • Risk Managers
  • CFOs and Finance Managers
  • M&A Advisors
  • Valuation Experts
  • Real Estate Analysts
  • Business Development Managers
  • Treasury Analysts
  • Market Researchers
  • Data Analysts
  • Financial Planners
  • Auditors
  • MBA Students
  • Economics Students
  • CA/CPA/CFA Candidates
  • Entrepreneurs and Business Owners


Learning Objectives - What you will Learn in this Financial Modelling and Valuation?

Financial Modelling and Valuation Course by Koenig Solutions

This comprehensive 40-hour course covers essential financial modelling and valuation concepts, equipping students with advanced Excel skills, a deep understanding of accounting principles, and proficiency in various valuation models and analysis techniques.

Learning Objectives and Outcomes:

  • Master Advanced Excel Functions:

    • Learn to use functions such as VLOOKUP, HLOOKUP, INDEX, MATCH, SUMIFS, OFFSET, CONCATENATE, and INDIRECT.
    • Apply data analysis tools including Conditional Formatting, Pivot Tables, Pivot Charts, and Slicers.
    • Create dynamic dashboards, perform What-If analysis, and manage iterative calculations.
  • Understand Key Accounting Concepts and Financial Statements:

    • Grasp fundamental accounting principles like Accrual vs Cash reporting, Double Entry Bookkeeping, and Matching Principle.
    • Analyze Income Statements, Balance Sheets, and Cash Flow Statements.
    • Learn to prepare common size financial statements and comprehend the interlinkages among financial statements.
  • Conduct Ratio/KPI Analysis:

    • Analyze different types of ratios including Liquidity, Solvency, Profitability, and Valuation ratios.
    • Use ratios like Net Profit Margin, Return on Assets, and Price to Earnings to evaluate a

Technical Topic Explanation

Technical Financial Modelling

Technical Financial Modelling is a process used in finance to forecast a company's financial performance based on historical data. Specialists use models to estimate the economic impact of various scenarios, assess business value, and support financial decisions. Achieving a financial modelling certification or completing an FMVA course can enhance your ability to perform accurate valuations. This skill is essential for certified valuation analysts and those pursuing a business valuation certification, enabling them to create precise financial predictions and strategic business advice grounded in numerical analysis.

Basic and Advanced Excel

Basic Excel involves learning fundamental skills like creating spreadsheets, basic calculations, and data entry. As you advance, Excel offers powerful tools for data analysis, visualization, and complex calculations. Advanced Excel includes using pivot tables, VLOOKUP, macros, and functions to streamline tasks and enhance data insights. These skills are particularly valuable in professions that require financial modelling certification or are pursuing business valuation certification, as they allow for efficient data management and analytical precision. Being proficient in Excel can significantly contribute to a certified valuation analyst’s efficiency in valuation and financial analysis.

Accounting Concepts and Financial Statements

Accounting concepts form the foundations for financial accounting practices. These include principles like accruals, consistency, and going concern, which guide how financial statements are prepared. Financial statements, such as the balance sheet, income statement, and cash flow statement, provide a structured way to report the financial status and performance of a business. These statements are crucial for stakeholders to make informed decisions. Data presented in these statements undergo analysis to evaluate the financial health and valuation of a company, often utilizing certifications like certified valuation analyst to ensure accuracy and reliability in reporting.

Ratio and KPI Analysis

Ratio and KPI (Key Performance Indicator) analysis involves examining various numerical values calculated from the data of a business to assess its performance and health. Ratios are used to explore relationships between different financial metrics, providing insights into efficiency, profitability, and liquidity. KPIs are specific indicators chosen to measure how effectively a company achieves key business objectives. Both tools help in steering the business towards its strategic goals by highlighting areas of success and those needing improvement, making them essential for analysts, including certified valuation analysts, in their decision-making processes.

Target Audience for Financial Modelling and Valuation

Introduction: The Financial Modelling and Valuation course from Koenig Solutions is designed for professionals seeking to enhance their skills in Excel and advanced financial analysis, catering to various finance and business roles.


Job Roles and Audience:


  • Financial Analysts
  • Investment Bankers
  • Corporate Finance Professionals
  • Equity Research Analysts
  • Private Equity Associates
  • Business Analysts
  • Accountants
  • Financial Consultants
  • Portfolio Managers
  • Risk Managers
  • CFOs and Finance Managers
  • M&A Advisors
  • Valuation Experts
  • Real Estate Analysts
  • Business Development Managers
  • Treasury Analysts
  • Market Researchers
  • Data Analysts
  • Financial Planners
  • Auditors
  • MBA Students
  • Economics Students
  • CA/CPA/CFA Candidates
  • Entrepreneurs and Business Owners


Learning Objectives - What you will Learn in this Financial Modelling and Valuation?

Financial Modelling and Valuation Course by Koenig Solutions

This comprehensive 40-hour course covers essential financial modelling and valuation concepts, equipping students with advanced Excel skills, a deep understanding of accounting principles, and proficiency in various valuation models and analysis techniques.

Learning Objectives and Outcomes:

  • Master Advanced Excel Functions:

    • Learn to use functions such as VLOOKUP, HLOOKUP, INDEX, MATCH, SUMIFS, OFFSET, CONCATENATE, and INDIRECT.
    • Apply data analysis tools including Conditional Formatting, Pivot Tables, Pivot Charts, and Slicers.
    • Create dynamic dashboards, perform What-If analysis, and manage iterative calculations.
  • Understand Key Accounting Concepts and Financial Statements:

    • Grasp fundamental accounting principles like Accrual vs Cash reporting, Double Entry Bookkeeping, and Matching Principle.
    • Analyze Income Statements, Balance Sheets, and Cash Flow Statements.
    • Learn to prepare common size financial statements and comprehend the interlinkages among financial statements.
  • Conduct Ratio/KPI Analysis:

    • Analyze different types of ratios including Liquidity, Solvency, Profitability, and Valuation ratios.
    • Use ratios like Net Profit Margin, Return on Assets, and Price to Earnings to evaluate a