Financial Modeling & Valuation

Description

Why financial modeling is relevant ?

Financial modelling uses spreadsheet software, such as MS Excel, to create a statement that showcases the company’s past, present and possible future in numerical values. It helps companies collate their financial data, analyse the findings and make significant business decisions. It is a cost-effective method that evaluates potential ideas and estimates risks.

It can also help create sustainable solutions to different monetary problems within the company. Most importantly, it drafts efficient financial statements that present the company’s fiscal health to the outside world. A vital skill when the business is looking at mergers and acquisitions, trying to raise capital or attracting new investors.

Professionals who use financial models:

• Equity research analysts need to create effective statements that help them decide on a valuation
• Financial planners create models to help them make predictions about potential investments
• Investment bankers and advisors who are working on projects related to mergers and acquisitions or raising capital need investment modelling 
• Credit analysts need financial modelling methods to figure out potential loans

How to create financial models

• Start by collecting the company’s financial information between two specific dates.
• Record the date in a spreadsheet format
• Make the required calculations as per the demands. You can work on the growth rate, margins, expenses, etc.
• Analyse the findings to see what changes or modifications are needed going ahead
• You can make predictions based on the data above

Instructions

1. Classes available for Windows/Android/iOS.
2. You can view this class only on any one device.
3. Views allowed are unlimited within the validity period.
4. To view videos on Windows Device, video player provided is required to be installed on your Laptop or Desktop with the help of the tutorial provided. Once installed encrypted videos can be accessed by using “Login ID” sent via email”.
5. On Windows internet is required for 1 or 2 seconds each time when video player is started, post that videos can be viewed offline.
6. On Android and iOS platforms you have the ability to both stream and download videos for offline viewing within the App.

Demo

About Faculty

CA Agrika Khatri is a highly regarded professional who possesses extensive expertise in the field of chartered accountancy and financial modeling. With a passion for teaching, Agrika has dedicated herself to guiding and mentoring CA students, equipping them with the necessary skills and knowledge to excel in their careers. She is known for her deep understanding of financial valuation techniques and her ability to simplify complex concepts, making them accessible and easily comprehensible for her students. Agrika’s teaching style is engaging, practical, and tailored to meet the specific needs of her students, ensuring that they grasp the intricacies of financial modeling and valuation with confidence. Through her guidance and teaching, CA Agrika Khatri is shaping the future generation of skilled and competent professionals in the field of finance.