Course Description
Gain expert-level proficiency in financial modeling and valuation with this intensive, industry-driven training offered by Step Sure Training & Research Institute (STRI). This globally accredited course is meticulously designed for finance professionals, analysts, and decision-makers who need to build robust, Excel-based financial models and perform high-impact business valuations. Whether you’re in investment banking, corporate finance, private equity, or strategic planning, this program equips you with the critical tools and insights to drive investment decisions and corporate strategy with precision. The course emphasizes real-world application, empowering participants to forecast performance, evaluate M&A opportunities, and implement advanced valuation methods that align with global financial standards.
Course Objectives
By the end of this elite training program, participants will be able to:
- Master the construction of dynamic, flexible financial models in Excel for strategic decision-making.
- Apply advanced business valuation techniques, including Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and precedent transactions.
- Develop complete financial forecasts including income statements, balance sheets, and cash flow statements.
- Create effective Mergers and Acquisitions models, including accretion/dilution analysis and deal structuring.
- Conduct advanced sensitivity and scenario analysis to evaluate financial risks and performance under varying assumptions.
- Apply global best practices in model building, documentation, and presentation for executive-level reporting.
- Gain practical, hands-on experience through real-world case studies, ensuring deep understanding and practical implementation.
- Strengthen your ability to determine the true value of companies or assets using multiple valuation methodologies.
Course Modules
Module 1: Introduction to Financial Modeling
- Principles of financial modeling and structured model design
- Building a fully integrated three-statement model from scratch
Module 2: Advanced Financial Modeling Techniques
- Dynamic modeling frameworks for forecasting and budgeting
- Designing models that are scalable, auditable, and error-proof
Module 3: Business Valuation Fundamentals
- Core valuation methodologies: DCF, CCA, and Precedent Transactions
- Selecting and applying the appropriate valuation approach
Module 4: Discounted Cash Flow (DCF) Valuation
- Developing DCF models with precision
- Calculating WACC and terminal value for accurate long-term valuation
Module 5: Comparable Company Analysis (CCA) and Precedent Transactions
- Identifying relevant peer companies and past transactions
- Applying valuation multiples and interpreting valuation metrics
Module 6: Mergers and Acquisitions Modeling
- Building M&A financial models with accretion/dilution insights
- Deal structuring, financing, and synergy analysis
Module 7: Sensitivity and Scenario Analysis
- Evaluating financial impact through variable assumption testing
- Scenario planning for risk management and strategic planning
Module 8: Best Practices for Financial Modeling and Valuation
- Implementing standardized modeling techniques for clarity and accuracy
- Communicating insights effectively to executives and stakeholders
Key Beneficiaries / Users
This course is designed for professionals and organizations looking to elevate their financial decision-making capabilities:
- Investment Bankers and Analysts
- Corporate Finance Managers and CFOs
- Venture Capital and Private Equity Professionals
- Financial Analysts, Controllers, and Budget Officers
- Business Valuation Experts and Consultants
- Strategy, Planning, and Corporate Development Teams
- Entrepreneurs and Startups seeking valuation and investment readiness
- Financial Institutions, Advisory Firms, and Investment Companies
General Information
- Duration: 5-Day Intensive Masterclass (onsite or online participation available globally)
- Delivery: Led by top-tier financial modeling and valuation experts
- Content: Features real-life case studies and simulations for hands-on learning
- Certification: Globally recognized professional certification upon completion
- Mentorship: Includes 6-month post-training expert mentorship and support
- Locations: Available in Nairobi, Kampala, Kigali, Dar es Salaam, or fully online
- Hospitality: Full hospitality provided for in-person attendees, including meals and accommodation
- Accessibility: Highly flexible learning options and discounted group rates
Contacts
Email: info@stepsureresearchinstitute.org
Call/WhatsApp: +254 723 482 495 | +254 757 155 287
Website: www.stepsureresearchinstitute.org