Valuation Course for New Financial Analysts
What you'll learn
- Master the key valuation tools, which are essential to possess as a financial analyst, as an entrepreneur or as an investor.
- Learn how to apply the Discounted Cash Flow (DCF) Method to estimate the value of a business.
- Learn how to apply the Comparable Trading Multiples Method to estimate the value of a business.
- Learn how to apply the Precedent Transaction Multiples Method to estimate the value of a business.
- Summarize the results of each valuation method both though a table and graphically (through the so-called “Football Field”), and derive the aggregate value.
Requirements
- Basic knowledge of Excel
Description
By the end of this course, you will be able to master the key valuation tools using the case study of Microsoft, allowing you to calculate the intrinsic value of any business, whether you want to:
1) Upgrade your career prospects in the competitive field of finance and specifically in fields like corporate finance, investment banking, business development, M&A, private equity, etc.,
2) Develop a solid business plan for your next entrepreneurship endeavour, or
3) Calculate the fair price of a potential investment
In this course, you will learn exactly how to estimate the value of a business, based on:
1) Discounted Cash Flow Method: The particular method works on the premise that the value of the company stems from its ability to generate free cash flows in the future. It highly depends on the predictions about the future cash flows, as well as the discount rate that will be used.
2) Comparable Trading Multiples Method: The particular method works on the premise that similar companies of similar size, operating in the same industry should trade at the similar valuation multiples (EV/Sales, EV/EBITDA, EV/EBIT, P/E, P/B).
3) Precedent Transaction Multiples Method: The particular method works on the premise that prices paid for similar companies of similar size, operating in the same industry, divided by a financial metric (Sales, EBITDA, EBIT, Net Income, Shareholders’ Equity) should yield similar valuation multiples (EV/Sales, EV/EBITDA, EV/EBIT, P/E, P/B).
Who this course is for:
- The course is addressed to financial analysts, who want to upgrade their career in the competitive field of finance and specifically in fields like corporate finance, investment banking, business development, M&A, private equity, etc.
- The course is also addressed to entrepreneurs, who want to create a business plan, or investors who need to calculate the fair price of a potential investment.
Instructor
![Finance Step Up](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 3.0 Instructor Rating
- 2 Reviews
- 306 Students
- 2 Courses
Our mission:
We help new financial professionals develop their technical and soft skills, allowing them to stand out from the competition and chase their dream careers.
What we cover:
Leveraging from our hands-on experience in the areas of investment banking and corporate finance, we have tailored our material to the needs of new financial analysts who want to pursue a career in the competitive field of finance and specifically in fields like corporate finance, investment banking, business development, M&A, private equity, etc.
Having said that, we have created the "New Financial Analysts" series, which consists of the following courses and we recommend taking in its entirety and in the following order:
· Essential Soft Skills for New Financial Analysts
· Excel Course for New Financial Analysts
· PowerPoint Course for New Financial Analysts
· Accounting Course for New Financial Analysts
· Valuation Course for New Financial Analysts
· M&A Course for New Financial Analysts
By completing all these courses, you will equip yourself with confidence to strongly support your job seeking efforts or upgrade your performance if you have already secured a position. This confidence derives from the deep knowledge of the technical material along with the soft skills that you should possess in order to withstand the highly demanding environment of finance.
Finance Step Up was founded by Nikos Panagiotakopoulos, CFA, who decided to disseminate his accumulated experience as a senior financial analyst in the investment banking and corporate finance fields to prospective financial analysts.
More about the instructor:
•Bachelor's and Master's Joint Degree in Naval Architecture and Marine Engineering from National Technical University of Athens
•MSc in Shipping, Trade and Finance from Bayes Business School (City University of London)
•CFA Charterholder
•More than 4 years of solid work experience as a senior financial analyst in the investment banking department of Piraeus Bank (largest bank in Greece) and the corporate finance department (M&A and Valuation team) of Deloitte.
•Involved in numerous M&A, ECM and DCM transactions, business valuations, fairness opinions, as well as corporate and business unit strategy advisory services.
•These projects cover a wide range of sectors including infrastructure, energy, banking, insurance, technology, media & telecommunications, real estate, mostly serving large listed conglomerates.
Finance Step Up is the ideal place to start as an aspiring finance professional.