Tuesday, April 8, 2025

Finance, Accounting, Modeling and Valuation (training)

Colleagues, in the “Finance, Accounting, Modeling and Valuation” program you will learn to analyze and understand an income statement (even if you have no experience with income statements), understand a balance sheet (even if you have no experience with balance sheets), and cash flow statements (even if you have no experience with cash flow statements). Understand and use modeling best practices so you can create financial models. Know where to get data in order to build a financial model (in depth understanding of identifying and using/navigating the best free websites and sources to build your financial model). Create a financial model (projecting the future) for an income statement, a financial model (projecting the future) for a balance sheet, and a financial model (projecting the future) for a cash flow statement. Understand valuation best practices so you can create target prices based on your financial models. Use Discounted Cash Flow (DCF) and how to create the Weighted Average Cost of Capital and Terminal values in order to pick target prices. Use P/E in order to pick target prices and P/R in order to pick target prices along with EV/Sales, EV/EBITDA, P/B, EV/FCF. Define a target price based on an average of several different valuation methodologies. Analyze the total addressable market for a company you are doing research and financial statements using profitability ratios: Gross Margin (Cost of Goods Sold / Revenue), Operating Margin (EBITDA/ Revenue), Net Profit Margin (Net Income / Revenue), Return on Assets (Net Income / Assets) and Return on Equity (Net Income / Equity). Analyze financial statements using debt and inventory formulas: Debt to Assets (Total Liabilities/ Total Assets), Debt to Equity (Total Liabilities/ Total Equity), Interest Coverage Ratio (EBITDA / Interest) and Inventory Days on Hand (Inventory / Cost of Good Sold), and Analyze and compare companies using the following formulas: Price / Earnings, PEG (P/E / Growth), Price / Revenue, EV/EBITDA, EV/Sales, Price/Free Cash Flow and Price / Book. Skill-based training modules include: 1) Accounting Part 1 of 3: Income Statement Analysis, Balance Sheet Analysis, Accounting Part 3 of 3: Cash Flow Statement Analysis, 2) Introduction and Best Practices, 3) Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?, Case Study: Building a Model for LinkedIn, Financial Model Exercise, 4) Valuation Part 1 of 6: Introduction and Best Practices, Discounted Cash Flow (DCF), Price to Revenue, Price to Earnings & Additional Valuation Methodologies, Final Target Price Calculation & "TAM Sanity Check", Comparing TAM to the Target Price, and 5) Assessing Financials with Formulas. 

Enroll today at (teams & execs welcome): https://tinyurl.com/32wxuntu  


Download your free Finance, Accounting & Banking - Career Transformation Guide.


Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team) 


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