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Financial and Valuation Modeling Fundamentals Online Courses



£99 inc VAT
Or £33.00/mo. for 3 months...
Study method
Online, self-paced
No formal qualification

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About financial and valuation modelling

The task of creating a model that is abstract in representation of the real financial situation is known as financial modelling.

The Best Financial Modeling Courses for Investment Bankers By J.B. Maverick | November 26, 2015 — 10:11 AM EST

Investment banking is focused on evaluating the worth of companies, for the purposes of either capital creation for corporate financing, facilitating mergers and acquisitions (M&A) such as leveraged buyouts (LBOs), corporate restructuring or reorganizations, or investing. For this reason, financial modeling is an important skill for investment banking professionals.

This is a process by which a firm constructs a financial representation of some, or all, aspects of the firm or given security. The model is usually characterized by performing calculations, and makes recommendations based on that information. The model may also summarize particular events for the end user and provide direction regarding possible actions or alternatives.


Financial Modeling

The process of conducting financial modeling is aimed at creating a mathematical model that reflects the historical, current or projected value or financial performance of a company, a stock, a project, an investment or any financial asset. Financial models are used to calculate the impact of different variables, such as interest rates or corporate growth rates, on the value of an asset.

A financial model can range from a simple calculation or formula to a complex series of calculations. Virtually any mathematical formula that is used to calculate or estimate a value related to corporate finance can be used as a financial model. Commonly used financial models in the field of investment banking include financial statement modelling, discounted cash flow (DCF) analysis, accretion/dilution modelling for mergers or acquisitions, and various enterprise value calculations and estimations.

In simple terms financial modelling is the translation of set of hypothesis of the current behaviour of the market into numerical predictions. For instance, a firm’s decision on investment so they will invest 20% on assets or investment returns, so stock A will give 10% higher returns than market.

In simple words, financial modelling is a mirror that shows the financial standing of an organisation. It shows whether an organisation is in need of any kind of funds to run the company. This tool also tells about the reaction of a business to different financial conditions and market situations. The comparative analysis in regard to deciding which company to invest in can be determined through financial and valuation modeling. It also helps in analysing and defining risk level along with finding the direction into which company is moving because of losses. In simple terms, it’s a technique to analyses IPOs, FPOs and firms.

A good financial model will be relatively simple and focus on key cash flow drivers. It will clearly convey the assumptions and conclusions while side by side evaluate risks. Financial modeling forms a key of various areas other than finance, like investment banking and equity research etc.

Online financial and valuation modelling course:

Financial and valuation modelling is a comprehensive course to guide investment bankers and equity holders. The course is divided into several parts starting from forecasting i.e. financial modelling and covering best practices and models from starch. Further, valuation modelling covers deep dive aspects such as discounted cash flows, enterprise evaluation and equity price multiples etc.

Course description

A number of institutions provide courses for financial and valuation modelling to guide the students and investors. These courses look into the following aspects:

The course gives an overview about what exactly financial and valuation modelling is with some basic details. It explains the investor with some designs how and why financial modelling is used.

  • The course is designed with practical understanding and has techniques to deal with financial modelling. It explains in detail the basics of finance: revenue, cost, fixed assets and capital expenditure.
  • It also deals in different types of working capital and change in working capital schedule, Shareholders’ equity schedule, and Shares outstanding schedule, other long-term items schedule, Debt and debt repayment schedule, Interest schedule.
  • It will further explain the income statement drives; balance sheet drives both asset and liabilities.
  • The course also briefs about the basics of valuation. It discusses the importance, key tools and various valuation approaches.
  • The most important aspect in valuation is the various forms of cash flows that are explained in detail through examples in the course.
  • Further, the course touches upon the types of risks, various valuation methods and the accuracy.
  • What is valuation multiple and how to use it in ways enterprises is explained through different practical examples.
  • The course lay more emphasis on model design, the overall model development process and items covered during designing phase.
  • The course also looks into time related components with more emphasis on assumptions, sensitives and scenario cases.
  • All is explained in detailed just not through theoretical knowledge but also applying them to practical situation that makes concepts more understandable.
  • The course includes study material for reading, training and knowledge is provided in the form of lectures, sessions, group discussions, role plays sessions, and FAQ discussion

Requirements/ pre-requisites

The course is simple and easy to understand with minimum requirements or pre- requisites. All one needs is a keen interest in learning about financial and valuation modelling and a good internet connection.

Target audience

There is as such no age limit or set qualification for this course. Although one must be a intermediate. Any student interested in learning about financial and valuation modelling can take this course. The course is also can be taken up by ones pursuing internship in finance. Professional who want to sharpen their financial and valuation skills or anyone who is looking for short finance projects can go for this course.

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.