Financial Modeling & Business Valuation- November 11 to 13, 2020

Time: 9:00am - 5:00pm Download PDF
Venue: CEE@IBA,Karachi Reg Form
Info: ceeinfo@iba.edu.pk  
Contact: Tel: (0213) 8104700 (Ext:1809, 1812, 1808, 1804)  
  • Introduction

    The objective of the course is to provide comprehensive overview of the latest analytical tools used by financial advisors and industry consultants for developing financial statements, while applying globally accepted best practices.

  • Learning Outcomes
    • Construct a financial model, real-time, under the guidance of a seasoned investment professional.
    • Identify and incorporate Globally Accepted Best Practises pertaining to financial modelling.
    • Learn the necessary tool-kit required to prepare decision making dash-boards.
    • Discuss business cases with a focus on identifying Key Value Drivers required to understand business mechanics.
  • Participants' Profile
    • Professionals using MS Excel.
    • Professional involved in the construction and use of financial models, including budgets, projections, evaluations, cash flows, projects, etc.
    • Professional aspiring to pursue a career in financial advisory.
    • Senior executives looking for opportunities to rejuvenate their financial modeling skills.
  • Testimonials

    "A learning experience that refined my financial modeling skills."
    Mr. Unser Owais Accounts Officer, Sindh Engro Coal Mining Company

    "I found the workshop a valuable experience for the beginners which catered basic excel skills along with requisite knowledge to excel in financial modeling. Keep arranging workshops like this one, I would be happy to attend more. Good Work!"
    Ms. Rabia Lalani Assistant Manager Investment Research, IGI Pakistan

  • Faculty

    SAAD USMAN is a fellow member of Institute of Chartered Accountants of Pakistan (ICAP) as well as CGMA – UK. He is a certified director from Pakistan Institute of Corporate Governance (PICG) and is working as a CFO in a local manufacturing company listed on the Pakistan Stock Exchange. He has more than 15 years of experience of working with local as well as multinational companies in middle and senior management roles. Saad is a Microsoft Office Specialist 2016 (MS Excel, MS Word, MS PowerPoint) as well as MOS Expert 2016 (MS Excel). Saad is an experienced Financial Modeler and has taught/trained thousands of students and corporate managers on topics of Financial Modelling and Advance Excel for the last ten years. At present, he has also been engaged as a visiting faculty at Institute of Business Administration (IBA) Karachi teaching courses such as Advanced Corporate Finance and Financial Modelling.

  • Topics Covered

    The course is designed to cover the following key objectives:

    • Follow a logical, structured and disciplined approach towards model building
    • Build a model from start to finish
    • Learn how to translate key financial and commercial aspects into Excel
    • Understand how to tailor the outputs of the model and interpret the results
    • Learn ways to reduce the incidence of modelling errors
  • Key Topics

    Modeling Basics

    • Purpose of financial models and the risks associated with financial modeling
    • Leading approaches to model building, their benefits and the importance of formatting

    Model Design

    • Overall process of model development and model design
    • Set a typical layout, structure and flow of the model
    • Adopting a template-based approach to achieve consistency between model worksheets

    Layouts and Assumptions

    • Alternative layouts for model inputs and scenarios
    • Using range names and data validation to increase model robustness

    Fixed Assets and Depreciation

    • Different ways of modelling capital expenditure relating to different asset classes
    • Depreciation methodologies including cases where multiple asset acquisitions take place across the model timeline

    Operations Modeling

    • Forecasting for revenues, operating and maintenance costs and working capital
    • Using indexation factors based on different cash flow timing assumptions

    Debt and Equity Financing

    • Modelling different drawdown approaches to service funding needs
    • Costs related to debt financing such as interest
    • Different debt repayment methods

    Taxation

    • Different approaches for modelling corporate taxation

    Outputs

    • The importance of integrated financial statements and how to set them up
    • IRR and NPV calculations, using both project and equity cash flows
    • Other key output measures such as lending and profitability ratios and industry KPls

    Implementation and Use of Model

    • Creating dashboards, hyperlinks and contents pages for easier use and navigation
    • Performing stress testing on a model based on designated sensitivities and in-built scenario cases

    Model Review and Testing

    • Use of checks sheets to automatically detect and identify potential modelling errors
    • Common modelling errors including tips on how to spot them

    Valuation

    • Introduction to company valuation
    • Difference between equity and enterprise value
    • Stages of a complete DCF valuation
  • Fees
    PKR 60,000/ + 5% SST participant each module
    • Inclusive of Course material, IBA Workshop Certificate, Lunch, Refreshments & Business networking
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