Financial Modeling and Financial Planning Training

Our lead trainer is a certified Advanced Financial Modeler (AFM), a chartered stockbroker (ACS, Nigeria and ACISI, UK) who has built financial models, investment portfolio risk models, stocks analysis models, automated financial reporting templates, loan schedules, FX tracker, market indices tracker and many other financial projects for corporate clients within and outside Nigeria. He is not going to share book knowledge with you but real-world expertise and templates you can readily use. He is also one of the few Africans that have been vetted and accepted as a Financial Modelling and Valuation expert on TopTal whose client base span fortune 500 companies and other big companies across Europe, Americas, Australia and Asia

He is the sole developer of the only Nigerian financial markets analysis tool on Microsoft office store, developer of Nigerian stocks analysis dashboard and the brain behind the Nigeria Market Data platform. He has also published an Amazon bestseller on Microsoft Excel: Microsoft Excel and Business Data Analysis for The Busy Professional and another bestseller on Power BI Power BI for the Busy Professional book. He is the hands-on type you would want to be trained by.

This training is aimed at making you proficient in building Financial Models and carrying out Valuation for existing businesses and start-ups. You will learn to create financial models from scratch using Microsoft Excel and build one during the training. You will also learn how to apply them in real-world situations so as to help friends with their business valuations, help your company with financial planning and advise clients on equity funding. The training is strictly targeting people with accounting background and basic knowledge of corporate finance.

You will get training materials and templates, weekly/monthly practice tasks, training notepad with pen, a training certificate from us (a registered Microsoft Partner & FMI approved training provider), access to our online community and after training support.

Our training have had participants from Guinness Nigeria, Nigerian Breweries, Society for Family Health, Schlumberger, Chevron, Periscope, Brains and Hammers, GfK, Palladium Group, First Bank, Citi Bank, Dalberg, PMI, EatNGO, NLNG, GSK, Promasidor, SaveTheChildren, Mobil, FMDQ, NSE, Biofem Pharmaceuticals, Total, Vodacom, Nestle, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance, Transmission Company of Nigeria, Nokia Siemens Networks and DDB.

Try to pay early to secure your spot and send us your name as you would like it to appear on your certificate.

Payment Details

• Account Name: URBIZEDGE LIMITED
• Bank: FCMB
• Account No: 2888666014

The training outline is:

 Introduction to Financial Modeling and Valuation

1. Refresher on the fundamental accounting principles
2. Trial Balance
3. Building the Income Statement from the Trial Balance
4. Building the Balance Sheet Statement from the Trial Balance
5. Building the Cash Flow Statement from the Trial Balance
6. Introduction to Financial Ratios

 Building a Financial Model Template from Scratch

1. Template Building from Scratch

1. Creating the Required Sheets and Having an Index Sheet
2. General Model Structure Design
3. Working Across Multiple Sheets at Once
4. Linking Sheets
5. Absolute and Relative References
6. Template Building Tricks

1. Required Excel Tools and Formulas

The Financial Model Core

1. Modelling Stage One: Projection Ratios and Scenarios (Optimistic, Base and Pessimistic)

1. Income Statement Drivers Projections – from schedules or moving average
2. Balance Sheet Drivers Projections – from schedules or moving average

1. Modelling Stage Two: Financial Statements Forecasts

1. Income Statement Forecast
2. Balance Sheet Forecast
3. Cashflow Statement Forecast – extracting the Cashflow from Income Statement and Balance Sheet

1. Extracting the Unlevered Free Cashflow

Different Types of Valuation Models

1. Discounted Cash Flow (DCF) Model
2. Comparative Company Analysis (comps) Model (and precedent transaction valuation multiples)
3. Sum-of-the-parts Model
4. Leveraged Buy-Out (LBO) Model
5. Merger and Acquisition (M&A) Model
6. Book value Model
7. Depreciated Replacement Cost (DRC)
8. Dividend Discount Model

 DCF Valuation

1. Enterprise Value = Discounted Cashflow of Explicit Forecast Period + Discounted Terminal Value
2. Calculation of WACC, CAPM and Cost of Debt
3. Practical Reality of the Nigerian Economic Spaced. Extracting The Equity Value from The Enterprise Value
4. Sensitivity Analysis: WACC vs Perpetuity growth
5. Practical Use of The Results
6. Company Valuation: Sell-side, Buy-side and Advisory
7. Business Unit or Subsidiary Valuation
8. Capital Project Valuation

 Financial Ratios

1. Liquidity Ratios
2. Asset Management Ratios
3. Leverage Ratios
4. Profitability Ratios
5. Valuation Ratios
6. Financial Project Planning Excel formulas