CFA Society Philippines

Basic Financial Modeling Workshop 2024

This is a 2-day course that provides participants with the opportunity to experience hands-on learning in building financial models and performing basic discounted cash flows valuation.

Basic Financial Modeling Workshop

Basic Financial Modeling builds upon, and implements in Excel, the fundamental financial analysis and valuation topics. First. you will create a top-down, five year income statement projection model. Then, dive deeper into revenue growth assumptions by creating segment build-up analysis to identify drivers of growth. Finally, construct a trading statistics analysis that captures the current market multiples of your target mode. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative and technical aspects of financial modeling. Leave the classroom with a template model that is scalable and applicable to other companies immediately. We focus on the fundamental building blocks, both from a technical Excel efficiency perspective, as well as best practices of financial modeling approach. Speaker: Mr. Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.