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Investment Banking Financial Modelling – Fundamentals – 3 days


About Instructor

Course Overview

This course is intended for people that have limited or no knowledge of corporate finance, investment banking industry and financial modelling.

To pursue an Investment Banking or Private Equity career a candidate who wants to apply for such job needs to know the basics of how to prepare a financial model, what is a company valuation, what are its parameters, how is prepared an information memorandum and many other skills. Investment banking candidate selection is done via 3 to 6 rounds, without the mentioned skills the candidate can be able to pass the first online tests but will then struggle and unable to pass the subsequent rounds.

Figures that will benefit from this course may include:

  • Master Students, Graduates or PostGraduates with an economic or scientific education that want to increase their knowledge in numeric modelling to develop a career in Investment Banking or Finance
  • Investment banking or Financial professionals that want to increase or refresh their financial modelling skills

Course summary

  • Skills requirements for an Investment Banking Career
  • Understanding and basics of a company Balance Sheet
  • Rewriting of a Balance Sheet for Investment Banking purposes
  • Introduction to a company valuation (how to)
  • Private and public companies differences in valuation
  • Real Company Valuation – Appropriate Methods
  • The Discounted Cash Flow method (DCF)
  • Comments on other methods

Case Studies:

(1) Valuation of a real private company

(2) Application of other valuation methodologies on the real data provided


Section 1: Course Main Topics
Corporate Valuation skills are the most useful in the investment banking industry. Corporate Valuation is usually done building a numeric model of the business. The structure and the types of the models can vary significantly depending on the business sectors and characteristics, details of the data available and  their reliability.

Link to PDF Sample (soon available)

30M Seminar
The concepts of:

  • EBITDA and
  • IRR (Internal Rate of Return)

Different kind of mandates in the investment banking industries
Data mining
30M Seminar
How to search and find the data you need about a company, an investment etc. ?

  • Free and Paid financial databases (S&P, Bloomberg, Factset etc.)
  • Analysing an investment proposal
  • Normalisation of a financial statement for analysis purpose

Section 2: Case Studies
Case Study 1 – Valuation of a real private company

The trainer will provide to the candidates real values of a private business operating in the market, for which a previous professional valuation has been done. The candidate will have to bring those data into an excel worksheet building from scratch a full Investment Banking Financial Model and a basic company valuation.

Video Link (coming soon)

Case Study 2 – There are various methodologies that can be applied for a company valuation the course will give an essay of the more common methodologies applied in Investment Banking.

Video Link (coming soon)

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Duration 3 Days
Level Master
Institution Pro Finance Academy
Location PFA London teaching premises
Seat avaiable 30
Price £895.00

30 in stock

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