Financial Modeling & Valuation Fundamentals

BY
Boston Institute of Analytics

Empower your finance and business management skills with practical expertise in financial modeling, valuation and investment analysis.

Mode

Part time, Online

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom +1 more
Mode of Delivery Video and Text Based

Course overview

The Financial Modeling & Valuation Fundamentals course is being offered by Boston Institute of Analytics. This Financial Modeling & Valuation Fundamentals course is being designed to equip participants with essential skills in finance, investment and business analysis.Spanning over 40+ hours of learning and practical exercises. This Financial Modeling & Valuation Fundamentals course covers discounted cash flow modeling, asset and depreciation schedules, taxation, loan modeling, equity schedules and relative valuation.

The participants gain exposure to real world scenarios, case studies and advanced  financial tools, including AI powered technologies. This Financial Modeling & Valuation Fundamentals course is led by industry experts. This course ensures that learners acquire actionable insights to make informed financial decisions.

The highlights

  • Immersive Classroom Experience
  • Blended Online Learning Options
  • Globally Recognized Certification
  • Integration with Generative AI Modules
  • Real-World Projects & Case Studies
  • Practical Hands-on Capstone Projects
  • Industry Expert-Led Training
  • 40+ Hours of Learning & Exercises
  • Exposure to 5+ Tools and Technologies
  • Customized Learning Path & Curriculum
  • Dedicated Student Support

Program offerings

  • Real-world projects
  • Expert instructors
  • Peer & alumni community access
  • Doubt clearing sessions
  • Case studies
  • Ai-integrated learning

Course and certificate fees

certificate availability

Yes

certificate providing authority

Boston Institute of Analytics

Who it is for

The target audience for the Financial Modeling & Valuation Fundamentals course includes:

What you will learn

Financial knowledge Knowledge of taxation

The participants will gain proficiency in building financial models from scratch, forecasting cash flows and evaluating investment opportunities. Through practical exercises in excel and other finance tools, the participants will develop the ability to assess company performance, calculate asset depreciation, manage equity and debt schedules and perform scenario analysis. The participants will be capable of tackling complex financial challenges, making strategic business decisions, and effectively presenting insights derived from rigorous financial analyses.

The syllabus

Financial Modeling & Valuation Fundamentals: Orientation

Course Expectations and Structure
  • Overview of the Course Modules 
  • Brief on Assignments and Assessments
Introduction to Financial Modeling and Excel Basics
  • Understanding the basics of financial modeling
  • Overview of Excel functions and shortcuts for financial modeling
  • Introduction to building a financial model from scratch
  • Hands-on exercises in Excel to reinforce learning
Discounted Cash Flow (DCF) Modeling
  • Understanding the concept of time value of money (TVM)
  • Building a DCF model step-by-step
  • Forecasting cash flows and determining discount rates
  • Sensitivity analysis and scenario modeling in DCF
  • Practical exercises to apply DCF concepts in Excel

Modelling Asset, Equity, Taxation Schedules
  • Introduction to Asset Schedule modeling
  • Creating depreciation schedules for assets
  • Understanding taxation treatment and its impact on financial modeling
  • Modeling loan requirements and debt servicing
  • Identifying investment needs and capital expenditure requirements
  • Modeling equity schedule for issuing new common stock
  • Hands-on exercises to incorporate depreciation, taxation, loan and equity modeling into financial models
Advanced DCF Modeling Techniques
  • Advanced DCF modeling techniques such as terminal value calculation
  • Incorporating growth rates and assumptions in DCF models
  • Advanced sensitivity analysis and scenario modeling
  • Practical exercises to enhance DCF modeling skills in Excel

Introduction to Relative Valuation Methods

Relative Valuation Techniques
  • Understanding multiples such as P/E, P/B, EV/EBITDA
  • Building a relative valuation model using comparable company analysis (CCA) and comparable transactions analysis (CTA)
  • Hands-on exercises to practice relative valuation techniques in Excel

Capstone Project

Capstone Project Allocation, Mentorship and Presentation
  • Project and Dataset Assignment by Capstone Mentor
  • Orientation Session by Capstone Mentor – Project Expectations
  • Mentorship Session by Capstone Mentor – Doubt Resolutions
  • Project Presentation

Admission details

Follow the steps below to join the Financial Modeling & Valuation Fundamentals course.

Step 1 - Click on the link below: https://bostoninstituteofanalytics.org/financial-modeling-valuation-fundamentals/

Step 2 - Click on “Enquire Now”. Submit the form and your contact details and a representative will contact you.

Step 3 - Once the fees are paid, you are enrolled in the Financial Modeling & Valuation Fundamentals course.

How it helps

This certification is recognised globally by learning from financial institutions, ensuring that participants expertise is acknowledged across international markets. This certificate significantly enhances careers prospects in high demand roles such as investment banking, equity research and financial analysis by equipping professionals with advanced financial knowledge.

FAQs

Do I need prior experience in finance?

Basic understanding of finance is beneficial but not mandatory.

Is the certification recognized internationally?

 Yes, the certificate is recognised globally.

Are there any projects included?

Yes, the participants will get the opportunity to work on real world projects and a capstone project.

What tools and technologies will I learn?

The participants gain hands-on experience with Excel, MySheet AI, OpenAI, Copilot, and Google Gemini.

Is the course available online?

 Yes, blended learning options combine online and classroom sessions.

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