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Kubicle Certificates

Financial Modelling and Valuation

Kubicle’s financial modelling courses help you to understand financial statements better, create efficient financial models, and also cover approaches to valuation.  All course certificates are CPE, CPD and NASBA certified.

8 Courses        110 Lessons        4 Projects        24 Hours
Start Today
Kubicle Certificates

Looking to Enhance your Financial Modeling Skills?

Kubicle’s financial modelling courses help you to better understand financial statements, create efficient financial models, and also covers approaches to valuation.  All course certificates are CPE, CPE and NASBA certified.

8 Courses        110 Lessons        4 Projects        24 Hours
Start Today
Course Details

About this Subject

In these Kubicle courses on Financial Modelling and Valuation, you will receive a brief overview of the three main financial statements and learn how to perform financial analysis using Excel. By mastering these skills, you will gain the confidence to predict a company’s future performance and financial health, allowing you to steer your organization towards success.

In the first section of the subject, we will dive into the art of financial forecasting by building 5-year projections for MarkerCo’s (a hypothetical company) financial statements. You will learn how to interpret historical data, identify trends, and use Excel to create accurate and reliable financial projections. By the end of this section, you will be equipped with the tools to make informed financial decisions based on realistic predictions for your company’s future growth and profitability.

In the following modules, you will delve into valuation techniques that every management executive must know. Understanding a company’s value is paramount in strategic decision-making and attracting potential investors. We will cover key concepts such as enterprise and equity value, the capital asset pricing model, and terminal value. By the end of the course, you will be proficient in estimating a company’s worth, enabling you to make sound investment and acquisition choices.

Duration
Self paced

Price
Available with Enterprise License

Level
Beginner to Advanced

Qualification
Kubicle Diploma

Who’s it for?

Management executives, management and strategic consultants, finance professionals, entrepreneurs, and aspiring leaders. This course provides a brief overview of financial statements, financial analysis in Excel, and covers topics such as financial forecasting, company valuation, leveraged buyouts, and valuations for startups and mergers. Participants will gain essential skills for strategic decision-making, financial planning, and investment assessment.

The Curriculum

Financial Modeling Courses & Projects

Introduction to Financial Statements

Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.

15 Lessons        Intermediate        CPD & CPE Credits

Financial Projections

In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo’s financial statements.

13 Lessons        Intermediate        CPD & CPE Credits

Identify credit ratings with financial projections

In this project, you’ll help a credit rating agency rate a company seeking funding for the first time. You’ll analyze three years of past financial statements, and develop five years of projections, identifying the financial health of the company so investors can make informed investment decisions.

Project        7 Steps        CPD & CPE Credits

Performing Your First Company Valuation

This course will show you how to estimate a company’s value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.

13 Lessons        Advanced        CPD & CPE Credits

Leveraged Buyouts

Debt structures are very common in financial modeling and are required learning for analysts. In this course, I’ll show you how a private equity firm uses different forms of debt to purchase MarkerCo in a leveraged buyout.

13 Lessons        Advanced        CPD & CPE Credits

Modeling startup investments

Valuation models for fast-growth, early-stage companies require a different approach to established, stable businesses. We’ll value a fictional startup, TrackerTime, which is seeking investment from a venture capitalist.

16 Lessons        Advanced        CPD & CPE Credits

Evaluate the merits of an investment in a startup

In this project, you’ll help a startup IT consulting company evaluate an investment offer. You’ll create financial projections that account for the differences between a startup and an established company, and evaluate the returns from the proposed investment to determine its financial viability.

Project        7 Steps        CPD & CPE Credits

Mergers and Acquisitions

Mergers and Acquisitions are transactions in which the ownership of companies is combined into a single entity. This course will show you how to analyze a fictional acquisition in the clothing retail industry.

14 Lessons        Advanced        CPD & CPE Credits

Value a company in advance of a merger

In this project, you’ll develop a valuation model for a window and door retailer that is seeking a buyer. When the optimum buyer turns out to be a competitor company, you’ll then develop a model for this merger transaction that will help determine if the merger makes financial sense.

Project        9 Steps        CPD & CPE Credits

Advanced LBO Modeling Part 1

This course provides a much more detailed financial model for an LBO transaction, incorporating many new concepts and accounting principles, not included in our previous LBO course.

12 Lessons        Advanced        CPD & CPE Credits

Advanced LBO Modeling Part 2

In this course, we learn how to adjust our financial statement projections, due to the acquisition of the company. In addition, we perform a series of analyses to generate a recommendation for Dealer-Partners on the proposed deal.

14 Lessons        Advanced        CPD & CPE Credits

Calculate the returns from a leveraged buyout

In this project, you’ll help a private equity firm which is purchasing a soft drinks manufacturer in a leveraged buyout. You’ll build a thorough model for the transaction, and evaluate the private equity firm’s expected returns. This will help them decide if the transaction is worth pursuing.

Project        8 Steps        CPD & CPE Credits

What is it Like Training with Kubicle?

All training on Kubicle is delivered through our bite-sized micro learning format.  Each courses contains a combination of lessons and practical exercises, aimed at supporting learners to merge theory with real-world application.  All courses are completed with a final exam.  Learners have unlimited attempts to complete an exam.

You can review a sample lesson here:

Why learn with Kubicle?

You’re in good hands with Kubicle.  We train 100% of the Big4 and over 300 individual large enterprises in 30+ countries around the world.

Our training is recognized by top employers looking to stay competitive with data literacy skills.  Ask us today for a customer reference – we’d be happy to offer one!

A Tour of Financial Modelling

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Learning Certificates

Earn Recognized Credentials

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. For instance, all Kubicle Excel training is certified by the CPD Standards Office, as well as NASBA.

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

Testimonials

What Enterprises Say

“Kubicle solved key training delivery and tracking needs for Excel, Financial Modelling & Data Analysis”

Ben Thuriaux-Aleman
Partner at Arthur D. Little

“Courses that are timely and relevant to accounting and finance professionals”

Jared Soileau
Associate Professor at LSU

“E-learning can be a mixed bag, but I’ve been impressed by Kubicle’s focus on demystifying complex material. “

Agata Bak-Geerinck
Senior Consultant at Deloitte Financial Advisory

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