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Investment Valuation

Introduction to Valuation

Valuing investments can be daunting at first but really it’s just the simple process of estimating the value of an asset. Your existing data can help calculate this. This course will teach you the basic theory of valuation and show you how to build simple Excel valuation models.

Intermediate        18 Lessons        150 Minutes        CPD Credits
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About This Course

It’s hard to know where to start when it comes to valuing investments. There are so many factors to consider. This course will take you through the process methodically, giving you confidence in the valuations you create.

Across the 18 lessons, you’ll learn about the different methods of valuation, how uncertainty and loans affect investments, and the Excel models that will help.

By the end of the course, you’ll uncover the modelling skills needed to run your own investment valuations.

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Learning Outcomes

  • Explain the different methods of valuing an asset
  • Calculate the Present Value of an investment
  • Evaluate the impact of the discount rate on Present Value
  • Calculate the Net Present Value and Internal Rate of Return
  • Evaluate how loans affect the value of an investment
  • Calculate the Terminal Value of an investment
  • List examples of multiples that can be used to value a company
  • Compare different methods of valuing a company

Lessons

1. Why Learn About Valuation
2. Different Methods of Valuation
3. Time Value of Money and Present Values
4. Calculating Present Values in Excel
5. Choosing the Right Discount Rate
6. Calculating Net Present Value

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7. Calculating Internal Rate of Return
8. Limitations of IRR
9. IRR Versus NPV
10. Investing with Loans Part 1
11. Investing with Loans Part 2
12. How Loan Terms Affect Returns
13. Downside of Investing with Loans
14. Growth Rates and Terminal Value
15. Market-Based Valuation and Multiples
16. Limitations of Market-Based Valuation
17. More Tips on Using Multiples
18. Cost-Based Valuation
Learning Certificates

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Each time you complete a course exam, you earn a certificate that demonstrates your proficiency in that subject matter. We are proud to be able to say that Kubicle certificates are recognized by the most respected employers from around the world.

When you earn internationally-recognized certificates, you increase confidence. And when you enhance your ability, speed and accuracy, you increase your employability.

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