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Advanced Financial Analysis Series - Advanced Financial Modelling – Core Model Event Code: 171016W
Date 16-Oct-2017
Time 08:45 a.m. - 5:00 p.m.
Venue HKSFA Office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Hamilton Lin, CFA
President
Wall St. Training
Fee HKSFA Member(s) at HK$2,500.0/person
CFA Candidate(s) at HK$4,000.0/person
Guest(s) and Non-member(s) at HK$4,000.0/person
This seminar is qualified for 6.5 CPT hour(s), 6.5 CE hour(s), 6.5 RBV CPD hour(s)
Remarks
  • Special Discount: 10% off for those who register for two (or more) workshops.
  • Only Visa and Master Card are accepted for online payment.
  • The fee includes course materials.
  • Classrooms are not equipped with computers, participants WILL HAVE to bring their own laptops.  Please bring Excel for PC installed (any version).  Macs will not be as effective as shortcut keys are different.
  • Please make sure your laptop has a working USB port to copy files at the beginning of class.

Event Details
HKSFA is proud to present our “Advanced Financial Analysis Series" held in conjunction with Wall Street Training & Advisory. This Series of workshops builds upon and expands our prior successful and popular Financial Analysis Series and will provide practical, Excel-based career-enhancing programmes related to financial modelling, projection modelling, fundamental analysis, mergers & acquisitions and leveraged buyouts. This series of hands-on workshops will consist of the following full-day, extended programmes:
  • Advanced Financial Modelling – Core Model
  • Corporate Valuation Methodologies & Valuation Modelling
  • M&A Deal Structuring & Merger Modelling Techniques 
The goal of these programmes is to improve and elevate the skills sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel.

About Wall Street Training & Advisory: 
Wall Street Training & Advisory, Inc. (WST) is a leading global provider of training and advisory services. WST has a nearly two-decades-long track record of successfully providing services to clients across a variety of financial industry verticals, including investment banking, mergers & acquisitions, equity and fixed-income research, asset and investment management, credit analysis, private equity, and high-yield LBO and special situation/distressed analysis. WST has also worked with Fortune 500 companies, government agencies, extra-governmental regulatory organizations, and professional organizations around the world to provide tailored training for new hires and existing employees. To learn more: www.wallst.training  

 
Highlights of the Workshops:
ADVANCED FINANCIAL MODELLING – CORE MODEL
 
Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Incorporate different methodologies to forecasting the different types of assets on the balance sheet and compare and contrast with projecting liabilities. Learn how to balance a model utilizing the debt sweep and the revolver and not using any “plugs”. Appreciate the danger of and properly control for circular references. Avoid messy nested “if” statements!! You will leave the classroom with a fully constructed model that can be customized and applied to other companies. The final model is a fully scalable model that can be added upon.

Learning Objectives: 
  • Build an integrated set of financials, including IS, BS & CF statements 
  • Learn how to balance a model utilizing debt sweep and no “plugs” 
  • Become super-efficient in Excel through intensive use of keyboard shortcuts
  • Intensive focus on correct financial modelling approaches & best practices
 
Learning Goals:
5-Year Financial Statement Projection Model:
  • How do you project an IS from revenues and expenses down to Net Income? 
  • What are the different methodologies to forecasting the different types of assets on the balance sheet and how do they compare and contrast with projecting liabilities?
  • How do you project the shareholders’ equity account?
  • What is the importance of financial ratios in building the balance sheet projections?
  • How do you approach building an integrated cash flow statement?
  • How do you build each component of the cash flow statement and why is cash projected last?
 
Integration and Balancing of Financial Model:
  • Balance the model using the debt schedule and debt sweep logic – the most important analysis in terms of balancing the model!!
  • How does the cash actually flow through the model?
  • Incorporate automatic debt payments and use cash generated to either pay down debt or build cash
  • How does the revolver facility actually balance the model? 
  • Avoid messy nested “if” statements!!
  • How does the BS and financial statements balance without the use of “plugs”?
  • How are the financial statements integrated using the Interest schedule?
  • What are circular references, why should they be avoided and how to get around circular references
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals is required. This Financial Modelling class is a fast-paced, hands-on, technical workshop. 


*Rating – Advanced


Click here to download the event flyer for further details.
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