Location
UAE, Dubai
Dates
Dates flexible (2 days)
Course Type
Professional Training Course
Accreditation
Yes (Details)
Language
English
Price
$1,800 $1,530 only

Special prices available

Course Overview

The Financial Modeling course will guide you through a step-by-step process to develop earnings forecast models. You will use detailed earnings model templates that are at par with those used by global investment banking firms.

You will get exposure to industry best practices in building earning models from scratch through a series of closely guided exercises and model answers. You will learn how to build a detailed model and many practical examples, such as how to de-bug and balance a complex model through a series of simple steps.

Who should take this course

This course is ideal for equity analysts, corporate finance professionals, portfolio managers, business analysts and the ones who aspire to play their roles in capital market.

Accreditation

IKL Certificate

Course content

Analyzing Financial Statements

  • The different methods of analyzing financial statements include how to use financial ratios effectively to identify possible anomalies in company financial statements.

Understanding Financial Modeling Best Practices

  • The best practices to adopt to minimize the potential for errors when building an earnings model. Key concepts include a discussion on financial model structure and formula complexity.

GAAP to Non-GAAP Reconciliation

  • The common non-recurring items reported by companies, identify such items in company filings, and adjust them to derive the recurrent earnings for the company.

Restating the Income Statement

  • The steps of restating the income statement reported in a company filing to a standardized format that allows for the calculation of EBITDA and recurrent earnings.

Identifying Revenue Drivers

  • Importance of identifying detailed drivers of revenue for operating companies in various industries. This course includes a case study for participants to identify revenue drivers for an assigned company.

Assessing Cost Drivers

  • It is important to identify detailed drivers of the operating costs for operating companies in various industries. The course includes a case study for participants to identify cost drivers for an assigned company.

Understanding Operating Leverage

  • The basics of operating leverage, as well as the methods that could be adopted to understand the cost structure of a company. In addition, participants will learn how the factors driving revenue growth could impact the earnings of the company.

Forecasting Revenue and Operating Cost

  • A simple two-step approach lessens the complexities of forecasting the earnings for a company. In addition, participants will be provided general guidelines on research for the purpose of arriving at defensible forecasts.

Forecasting Income Statement and Balance Sheet

  • How to analyze model and forecast key line items in the income statement and balance sheet, such as working capital, property and equipment, intangible assets, borrowings, and share repurchases.

Balancing the Financial Model

  • The step-by-step process helps to balance any financial model. This 11-step process can also be used to critique and identify errors in a financial model that prevent it being from balanced.

Calibrating Estimates with Consensus

  • The importance of calibrating assures the forecasts with consensus, and source the data for consensus and broker-specific estimates.

Using Scenario Analysis

  • The importance of conducting a scenario analysis established a detailed scenario analysis sheet in and earning model template

About Course Provider

Institute of Knowledge and Leadership (IKL) has emerged on the global map of learning, talent development and executive education as a highly advanced and qualified training platform. IKL is based in Dubai and serves prominent clients from across the MENASA region.

The distinctive factor about IKL is its significant, highly qualified and skilled pool of global trainers, primarily equipped with state of the art training methods and techniques coupled with the passion to share knowledge and to co - create a value proposition with organizations and their teams. IKL has trainers across the globe from 25 nationalities, over 200+ knowledge areas, and with a cumulative training, knowledge creation, sharing, and dissemination experience for over 1000+ years with over 2 million participants globally.