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Business Finance and Financial Modeling

Self-paced videos, Lifetime access, Study material, Certification prep, Technical support, Course Completion Certificate


Uplatz

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
6.1 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
  • Reed courses certificate of completion - Free

6 students purchased this course

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Overview

Uplatz offers this comprehensive course on Financial Modeling. It is a self-paced course with video lectures. You will be awarded Course Completion Certificate at the end of the course.

Financial modeling is the process of creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision. A financial model has many uses for company executives.

A financial model is simply a tool that’s built in spreadsheet software such as MS Excel to forecast a business’ financial performance into the future. The forecast is typically based on the company’s historical performance, assumptions about the future, and requires preparing an income statement, balance sheet, cash flow statement, and supporting schedules (known as a 3 statement model). From there, more advanced types of models can be built such as discounted cash flow analysis (DCF model), leveraged-buyout (LBO), mergers and acquisitions (M&A), and sensitivity analysis.

Business Finance gives you a clear understanding of your own company's financials - and the impact you can make on them. You will become comfortable with financial statements and financial analysis, and able to make valid risk assessments of competing expenditures and cost-reduction projects.

Curriculum

2
sections
6
lectures
6h 4m
total
    • 1: Business Finance - part 1 47:09
    • 2: Business Finance - part 2 1:42:18
    • 3: Business Finance - part 3 36:31
    • 4: Financial Modeling - part 1 50:49
    • 5: Financial Modeling - part 2 1:10:49
    • 6: Financial Modeling - part 3 55:47

Course media

Description

Topic 1: Valuation

  • Introduction to valuation
    • The importance of valuation
    • Understanding enterprise value and equity value
  • Valuation method 1: Comparable Company Analysis
    • Selecting comparable companies
    • Spreading comparable companies
    • Analyzing the valuation multiples
    • Concluding and understanding value
  • Valuation method 2: Precedent Transactions Analysis
    • Selecting comparable transactions
    • Spreading comparable transactions
    • Concluding value
  • Valuation method 3: Discounted Cash Flow (DCF) analysis
    • Understanding unlevered free cash flow
    • Forecasting free cash flow
    • Forecasting terminal value
    • Present value and discounting
    • Understanding stub periods
    • Performing sensitivity analysis
  • Weighted Average Cost of Capital (WACC)
    • Using the CAPM to estimate the cost of equity
    • Estimating the cost of debt
    • Understanding and analyzing WACC
  • Concluding valuation
    • Aggregating the three methodologies
    • Concluding value

Topic 2: Building an Integrated Cash Flow Model

  • Introduction to financial modeling
    • Understanding the links between the financial statements
    • Understanding circularity
    • Setting up and formatting the model
    • Selecting model drivers and assumptions
  • Modeling and projecting the financial statements
    • Projecting the income statement
    • Projecting the balance sheet
    • Projecting the cash flow statement
    • Creating the debt and interest schedule
    • Revolver modeling
  • Analyzing and concluding the model
    • Analyzing the output
    • Stress testing the model
    • Fixing modeling errors
    • Advanced modeling techniques
  • Using the model to create a Discounted Cash Flow (DCF) Analysis

Topic 3: Recruiting, Interviewing and Conclusion of the Course

  • Recruiting and Interviewing
    • What are financial institutions and investment banks looking for?
    • General interviewing overview
    • Qualitative/fit questions
    • Technical questions
  • After the interview
    • Following up
    • Selecting a firm
    • Selecting a group
  • Anything you ever wanted to know about investment banking
  • Conclusion of the course

Who is this course for?

Everyone

Requirements

Passion and determination to achieve your goals!

Career path

  • Financial Analyst
  • Investment banking analyst
  • Quantitative Developer / Financial Modeling
  • Manager - Financial Modeling

Questions and answers


No questions or answers found containing ''.


Wesley asked:

At the end of this course is there a physical hard copy certificate or is it pdf, and how much price for both copies

Answer:

Hi Wesley We do not provide hard copy of the certificate. It is only in the form of soft copy pdf. The certificate is issued for free after completion of the course. Team Uplatz

This was helpful. Thank you for your feedback.

Certificates

Certificate of completion

Digital certificate - Included

Course Completion Certificate by Uplatz

Reed courses certificate of completion

Digital certificate - Included

Will be downloadable when all lectures have been completed

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.