- Despite your strong skills in company analysis and project evaluation, you’ve never built a financial model from scratch—especially the dynamic models used in Private Equity and M&A transactions.
- While you have created financial models for valuing listed stocks, you have not yet developed any models specifically applied for Private Equity or M&A deals.
- You have built valuation models before, but they are static, lack integration, and require extensive manual adjustments whenever the parameters change.
- You have taken financial modeling courses and already constructed basic valuation models, but you know they fall short of the standards required for PE or M&A transactions.
- 100% Hands-On Program: Course curriculum is based on real-world demands from global PE funds and IB firms, focusing on actionable skills you can implement right away!
- Deal Simulation Case Study: Participants will learn theory and gain hands-on experience by building a financial model simulating a PE – M&A transaction, thereby obtaining a vivid understanding and experience of deal requirements.
- Practical Exercises: Participants practice building the model through step-by-step process, systematically enhancing skills, and mastering foundational techniques
- Led by a PE-IB Expert: The course is delivered by a practitioner with over 25 years of financial modeling experience, working at and with domestic and international investment funds. Such trainer will also shared hard-earned insights and proven strategies to help you avoid pitfalls and build credibility.
- Model Segmentation: Participants will analyze professional-grade financial models and compare them to amateur ones, and thereby mastering international-standard financial model from the beginning.
- Rich Resources: Participants gain access to a comprehensive set of references on financial modeling and Excel techniques, empowering them with rich resources for post-course self-study and self-development.
- Ideal for alumni of the courses PE-IB for Dealmakers (Analyst and Associate levels) looking to sharpen their expertise.
- Perfect for Analysts working at PE funds or IB advisory firms aiming to acquire international-standard modeling skills for career advancement.
- Designed for PE-IB enthusiasts seeking a strong foundation to break into this elite financial arena.
Prerequisites:
- Basic knowledge of economics, accounting, or finance, or a university degree in these disciplines.
- Completion of the courses PE-IB for Dealmakers (Analyst or Associate levels) offered by Vietnam Investment Nurturing Hub.
- Current or past enrollment in the CFA program, minimum Level 1.
- Understanding and analysing financial statements
- Financial model: Structure, components, rules, and tips
- Building financial model with Excel: rules, functions, and tricks
- Business modeling: revenue types and cost structures
- Forecasting revenue, cost of goods sold (COGS), and expenses
- Forecasting capital expenditures (CAPEX) and depreciation
- Forecasting Debt and Equity
- Forecasting working capital
- Preparing a Pro Forma Profit and Loss Statement (P&L)
- Preparing a Pro Forma Balance Sheet
- Preparing a Pro Forma Cash Flow Statement and completing the 3 financial statements
- Valuation: cost of capital and weighted average cost of capital (WACC)
- Valuation: Discounted Cash Flow (DCF) and comparable methods
- Investment performance evaluation
- Sensitivity and Scenario analysis
- 8 sessions
- Fee: VND6,900,000
- Format: Online
- Class schedule: Tuesday and Thursday, from 18:30 to 21:00
- Register: https://forms.gle/UzM96dkzRUeAahJn8
