Finance & Accounting
Financial Modelling & Valuation
A five-day programme on building financial models and valuing businesses from them, covering modelling architecture and forecast construction, integrated three-statement modelling, discounted cash flow valuation, multiples and comparable analysis, and scenarios, sensitivity and valuation reporting.
Introduction
Financial Modelling & Valuation Training Course builds the modelling and valuation capability that analysts, corporate finance professionals, and investment staff need to value a business and defend the number. Valuation is an argument built from forecasts, assumptions, and comparables. The model states the case; the valuation delivers the verdict. Weak practice there produces outputs that shift with every reviewer, ranges so wide they decide nothing, and conclusions nobody can reproduce. This course develops the technical discipline that prevents those outcomes. It covers model architecture, three-statement forecasting, and DCF and multiples valuation, then adds scenario design, sensitivity, and model review.
Financial Modelling & Valuation Course Objectives
- Apply financial modelling principles and structural design standards.
- Build driver-based forecasts for revenue, cost, and capital.
- Construct integrated three-statement financial models.
- Derive weighted average cost of capital and discount rates.
- Apply discounted cash flow valuation and terminal value methods.
- Apply trading and transaction multiples valuation.
- Apply comparable company selection and adjustment techniques.
- Apply scenario, sensitivity, and probabilistic analysis.
- Apply formula auditing, integrity checks, and model review.
- Prepare valuation reports, football field charts, and recommendation packs.
Course Methodology
- Interactive lectures with real model builds and valuation cases.
- Model architecture, forecasting, and three-statement workshops.
- DCF, multiples, and terminal value exercises.
- Scenario, sensitivity, and valuation reporting practice.
- Structured peer review with facilitator feedback on valuation files.
Who Should Take This Course
- Financial analysts and FP&A professionals.
- Investment banking and corporate finance staff.
- Private equity and credit analysts.
- Management accountants and controllers.
- Treasury and strategic planning professionals.
- Consultants building valuation models.
Financial Modelling & Valuation Course Outlines
Modelling Architecture and Forecast Construction
- • Modelling principles, rules, and layout conventions.
- • Workbook structure: inputs, calculations, and outputs.
- • Timeline, periodicity, and calendar design decisions.
- • Named ranges, tables, and consistency standards.
- • Historical analysis and baseline establishment.
- • Driver-based forecasting and operational linkage.
- • Case study: building a structured model from a raw data set.
Integrated Three-Statement Modelling
- • Income statement build and margin layer computation.
- • Balance sheet construction and balance proofing.
- • Cash flow statement linkage and reconciliation.
- • Working capital schedule and cash conversion modelling.
- • Fixed asset, depreciation, and capital expenditure schedules.
- • Debt schedule, interest, and circularity handling.
- • Workshop: building an integrated three-statement model.
Discounted Cash Flow Valuation
- • Free cash flow derivation and forecast horizon decisions.
- • Weighted average cost of capital and cost of equity estimation.
- • Beta estimation, risk-free rate, and equity risk premium.
- • Terminal value: perpetuity growth and exit multiple methods.
- • Enterprise value to equity value bridge.
- • Mid-year convention and discounting timing choices.
- • Workshop: valuing a business using DCF.
Multiples and Comparable Analysis
- • Trading multiples: EV/EBITDA, P/E, and EV/sales.
- • Transaction multiples and control premium considerations.
- • Comparable company selection and screening criteria.
- • Normalisation and non-recurring item adjustment.
- • Applying multiples to forecast metrics.
- • Football field chart construction and range presentation.
- • Workshop: building a multiples valuation and range chart.
Scenarios, Sensitivity, and Valuation Reporting
- • Scenario design across base, upside, and downside cases.
- • One-way and two-way data tables for key value drivers.
- • Monte Carlo basics and probability-weighted value ranges.
- • Formula auditing and model integrity checks.
- • Valuation report structure and recommendation writing.
- • Model documentation, version control, and handover.
- • Course review, assessment, and action planning.
Conclusion
By successfully completing Financial Modelling & Valuation, participants will gain a thorough understanding of modelling architecture and forecast construction, integrated three-statement modelling, discounted cash flow valuation, multiples and comparable analysis, and scenarios, sensitivity and valuation reporting. They will also acquire practical skills in financial model architecture and forecast design, integrated three-statement model construction, DCF and cost of capital valuation, and multiples analysis, scenario testing and valuation reporting. In addition, the course prepares them to value businesses with transparent assumptions and conclusions that withstand challenge. Gentex Training Center delivers this programme with a strong focus on applied modelling practice and review-ready valuation files.
FAQs for Financial Modelling & Valuation course
— What is the "Financial Modelling & Valuation" course about?
It is a five-day programme on building financial models and valuing businesses from them. It covers modelling architecture and forecast construction, integrated three-statement modelling, discounted cash flow valuation, multiples and comparable analysis, and scenarios, sensitivity and valuation reporting.
— What are the key benefits of the "Financial Modelling & Valuation" course?
Participants value businesses with transparent assumptions and conclusions that withstand challenge. The course improves model structure and forecast discipline, sharpens three-statement linkage and balance proofing, strengthens WACC and DCF derivation, improves comparable selection and multiple application, and raises sensitivity analysis and valuation reporting quality.
— What skills will I gain from the "Financial Modelling & Valuation" course?
Participants gain financial model architecture and forecast design, integrated three-statement model construction, DCF and cost of capital valuation, and multiples analysis, scenario testing and valuation reporting. These four skills cover the practical core of financial modelling and valuation work.
— What tools, methods, or standards are covered in the "Financial Modelling & Valuation" course?
The course covers modelling principles, rules and layout conventions, workbook structure with inputs, calculations and outputs separation, timeline and periodicity design, named ranges, tables and consistency standards, historical analysis and baseline establishment, driver-based forecasting and operational linkage, income statement build and margin layer computation, balance sheet construction and balance proofing, cash flow statement linkage and reconciliation, working capital schedule and cash conversion modelling, fixed asset, depreciation and capital expenditure schedules, debt schedule, interest and circularity handling, free cash flow derivation and forecast horizon selection, weighted average cost of capital and cost of equity estimation, beta estimation, risk-free rate and equity risk premium, terminal value via perpetuity growth and exit multiple methods, enterprise value to equity value bridge, mid-year convention and discounting timing, trading multiples including EV/EBITDA, P/E and EV/sales, transaction multiples and control premium considerations, comparable company selection and screening, normalisation and non-recurring item adjustment, multiple application to forecast metrics, football field chart construction, scenario design across base, upside and downside cases, one-way and two-way data tables, Monte Carlo basics and probability-weighted ranges, formula auditing and model integrity checks, valuation report structure and recommendation writing, and model documentation, version control and handover.
— How is the "Financial Modelling & Valuation" course applied in real-world practice?
Participants apply the techniques to real valuation assignments. They structure models with separated inputs, calculations and outputs, build driver-based forecasts, construct integrated three-statement models with working capital, fixed asset and debt schedules, handle interest circularity, derive free cash flow and forecast horizons, estimate WACC with beta and risk premium inputs, calculate terminal value by perpetuity growth and exit multiple, bridge enterprise value to equity value, apply trading and transaction multiples with comparable selection and normalisation, build football field charts, run scenario and sensitivity analysis with data tables and Monte Carlo, apply integrity checks, and write valuation reports with recommendations. Many leave with a three-statement model template, a DCF and multiples valuation workbook, and a valuation report structure ready to use.
Scheduling in Progress | Training Arranged Around Your Needs
Our team can coordinate this program based on available dates and locations. Contact us to explore training options that best fit your needs.
Introduction
Financial Modelling & Valuation Training Course builds the modelling and valuation capability that analysts, corporate finance professionals, and investment staff need to value a business and defend the number. Valuation is an argument built from forecasts, assumptions, and comparables. The model states the case; the valuation delivers the verdict. Weak practice there produces outputs that shift with every reviewer, ranges so wide they decide nothing, and conclusions nobody can reproduce. This course develops the technical discipline that prevents those outcomes. It covers model architecture, three-statement forecasting, and DCF and multiples valuation, then adds scenario design, sensitivity, and model review.
Financial Modelling & Valuation Course Objectives
- Apply financial modelling principles and structural design standards.
- Build driver-based forecasts for revenue, cost, and capital.
- Construct integrated three-statement financial models.
- Derive weighted average cost of capital and discount rates.
- Apply discounted cash flow valuation and terminal value methods.
- Apply trading and transaction multiples valuation.
- Apply comparable company selection and adjustment techniques.
- Apply scenario, sensitivity, and probabilistic analysis.
- Apply formula auditing, integrity checks, and model review.
- Prepare valuation reports, football field charts, and recommendation packs.
Course Methodology
- Interactive lectures with real model builds and valuation cases.
- Model architecture, forecasting, and three-statement workshops.
- DCF, multiples, and terminal value exercises.
- Scenario, sensitivity, and valuation reporting practice.
- Structured peer review with facilitator feedback on valuation files.
Who Should Take This Course
- Financial analysts and FP&A professionals.
- Investment banking and corporate finance staff.
- Private equity and credit analysts.
- Management accountants and controllers.
- Treasury and strategic planning professionals.
- Consultants building valuation models.
Financial Modelling & Valuation Course Outlines
Modelling Architecture and Forecast Construction
- • Modelling principles, rules, and layout conventions.
- • Workbook structure: inputs, calculations, and outputs.
- • Timeline, periodicity, and calendar design decisions.
- • Named ranges, tables, and consistency standards.
- • Historical analysis and baseline establishment.
- • Driver-based forecasting and operational linkage.
- • Case study: building a structured model from a raw data set.
Integrated Three-Statement Modelling
- • Income statement build and margin layer computation.
- • Balance sheet construction and balance proofing.
- • Cash flow statement linkage and reconciliation.
- • Working capital schedule and cash conversion modelling.
- • Fixed asset, depreciation, and capital expenditure schedules.
- • Debt schedule, interest, and circularity handling.
- • Workshop: building an integrated three-statement model.
Discounted Cash Flow Valuation
- • Free cash flow derivation and forecast horizon decisions.
- • Weighted average cost of capital and cost of equity estimation.
- • Beta estimation, risk-free rate, and equity risk premium.
- • Terminal value: perpetuity growth and exit multiple methods.
- • Enterprise value to equity value bridge.
- • Mid-year convention and discounting timing choices.
- • Workshop: valuing a business using DCF.
Multiples and Comparable Analysis
- • Trading multiples: EV/EBITDA, P/E, and EV/sales.
- • Transaction multiples and control premium considerations.
- • Comparable company selection and screening criteria.
- • Normalisation and non-recurring item adjustment.
- • Applying multiples to forecast metrics.
- • Football field chart construction and range presentation.
- • Workshop: building a multiples valuation and range chart.
Scenarios, Sensitivity, and Valuation Reporting
- • Scenario design across base, upside, and downside cases.
- • One-way and two-way data tables for key value drivers.
- • Monte Carlo basics and probability-weighted value ranges.
- • Formula auditing and model integrity checks.
- • Valuation report structure and recommendation writing.
- • Model documentation, version control, and handover.
- • Course review, assessment, and action planning.
Conclusion
By successfully completing Financial Modelling & Valuation, participants will gain a thorough understanding of modelling architecture and forecast construction, integrated three-statement modelling, discounted cash flow valuation, multiples and comparable analysis, and scenarios, sensitivity and valuation reporting. They will also acquire practical skills in financial model architecture and forecast design, integrated three-statement model construction, DCF and cost of capital valuation, and multiples analysis, scenario testing and valuation reporting. In addition, the course prepares them to value businesses with transparent assumptions and conclusions that withstand challenge. Gentex Training Center delivers this programme with a strong focus on applied modelling practice and review-ready valuation files.
FAQs for Financial Modelling & Valuation course
— What is the "Financial Modelling & Valuation" course about?
It is a five-day programme on building financial models and valuing businesses from them. It covers modelling architecture and forecast construction, integrated three-statement modelling, discounted cash flow valuation, multiples and comparable analysis, and scenarios, sensitivity and valuation reporting.
— What are the key benefits of the "Financial Modelling & Valuation" course?
Participants value businesses with transparent assumptions and conclusions that withstand challenge. The course improves model structure and forecast discipline, sharpens three-statement linkage and balance proofing, strengthens WACC and DCF derivation, improves comparable selection and multiple application, and raises sensitivity analysis and valuation reporting quality.
— What skills will I gain from the "Financial Modelling & Valuation" course?
Participants gain financial model architecture and forecast design, integrated three-statement model construction, DCF and cost of capital valuation, and multiples analysis, scenario testing and valuation reporting. These four skills cover the practical core of financial modelling and valuation work.
— What tools, methods, or standards are covered in the "Financial Modelling & Valuation" course?
The course covers modelling principles, rules and layout conventions, workbook structure with inputs, calculations and outputs separation, timeline and periodicity design, named ranges, tables and consistency standards, historical analysis and baseline establishment, driver-based forecasting and operational linkage, income statement build and margin layer computation, balance sheet construction and balance proofing, cash flow statement linkage and reconciliation, working capital schedule and cash conversion modelling, fixed asset, depreciation and capital expenditure schedules, debt schedule, interest and circularity handling, free cash flow derivation and forecast horizon selection, weighted average cost of capital and cost of equity estimation, beta estimation, risk-free rate and equity risk premium, terminal value via perpetuity growth and exit multiple methods, enterprise value to equity value bridge, mid-year convention and discounting timing, trading multiples including EV/EBITDA, P/E and EV/sales, transaction multiples and control premium considerations, comparable company selection and screening, normalisation and non-recurring item adjustment, multiple application to forecast metrics, football field chart construction, scenario design across base, upside and downside cases, one-way and two-way data tables, Monte Carlo basics and probability-weighted ranges, formula auditing and model integrity checks, valuation report structure and recommendation writing, and model documentation, version control and handover.
— How is the "Financial Modelling & Valuation" course applied in real-world practice?
Participants apply the techniques to real valuation assignments. They structure models with separated inputs, calculations and outputs, build driver-based forecasts, construct integrated three-statement models with working capital, fixed asset and debt schedules, handle interest circularity, derive free cash flow and forecast horizons, estimate WACC with beta and risk premium inputs, calculate terminal value by perpetuity growth and exit multiple, bridge enterprise value to equity value, apply trading and transaction multiples with comparable selection and normalisation, build football field charts, run scenario and sensitivity analysis with data tables and Monte Carlo, apply integrity checks, and write valuation reports with recommendations. Many leave with a three-statement model template, a DCF and multiples valuation workbook, and a valuation report structure ready to use.
Partners in Learning
Our Partners in Learning include leading companies and organizations that trust Gentex Training Center for high-quality training courses and professional development programs. Together, we deliver impactful training programs that support skills growth, leadership development, and organizational excellence.
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