Practical Financial Modelling and Valuation

Finance & Investment

Next Intake: 13 Feb 2025 (Thu)

Basic
SkillsFuture
Short Courses

This module is conducted in-person.

Next course starts on

13 Feb 2025 (Thu) See Full Schedule

Fee

SGD1,744* (as low as SGD203.20 after maximum funding) Learn More

Duration

2 days
Weekdays (9am - 5pm)

Level

Basic

Who Should Attend

Financial and investment analysts
Investors, financial professionals involved in business and/ or investment valuations
Fresh graduates and new entrants to the investment and corporate finance industry

PREREQUISITES

Participants need to be proficient in using excel (basic mathematical operations) and have a working knowledge of accounting and financial statements.

*Admission to the programme is subject to approval.

SYSTEM REQUIREMENTS

A personal laptop with Windows OS and Microsoft excel is also required.

Overview

Financial modelling is a critical skill in business valuation for professionals working in corporate finance and investment. Modelling goes beyond number crunching and requires the ability to incorporate macroeconomic and business inputs into financial models. The output of these models is used in setting the stage for negotiations and decision making around buying or selling a business.

The Practical Financial Modelling and Valuation workshop aims to equip participants with the foundations of valuing a business, including hands-on practice using excel to build basic financial statements.

Participants will learn how to perform scenario analyses, structure discounted cash flow to derive the value of a business. The model developed in-class can be used as a basis for developing more advanced and bespoke models used for diverse industries.

Learning Objectives

Understand the basic principles of financial modelling
Build a model based on the core financial statements
Learn to apply the different approaches to valuation
Simulate the impact of corporate strategies on business valuation
Use financial modelling to support investment decision making

Topic/Structure

Underlying Principles to Modelling

Developing a financial model goes beyond simply putting numbers on a spreadsheet. It entails decision making at the management level and strategic thought processes involving the analysis of the future performance of businesses.

Building Financial Models

It is important to acquire the necessary foundation and best practices for developing financial models. Learn to build the core elements of any financial model (P&L, balance sheet and cash flow statements).

Assessing Impact of Strategic Decisions

Carry out scenario and sensitivity analyses based on different business drivers. Overlay these decisions into the financial models, including equity/debt financing and adjusting revenue and cost drivers.

Using Valuation to Guide Negotiations and Decision Making

Know what are the common approaches to valuation (cost, market, and income) as well as their applications in market practices. Create visual discussion materials that can be used in negotiations to bridge valuation gaps and aid in decision making.

Assessment

As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.

Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.

Calculate Programme Fee

Fee Table

COMPANY-SPONSORED

PARTICIPANT PROFILE

SELF-SPONSORED

SME

NON-SME

Singapore Citizen < 40 years old

Permanent Resident

LTVP+

$523.20

(After SSG Funding 70%)

$203.20

(After SSG Funding 70%
+ ETSS Funding 20%)

$523.20

(After SSG Funding 70%)

Singapore Citizen ≥ 40 years old

$203.20

(After SSG Funding 70%
+ MCES Funding 20%)

$203.20

(After SSG Funding 70%
+ ETSS Funding 20%)

$203.20

(After SSG Funding 70%
+ MCES Funding 20%)

International Participant

$1,744

(No Funding)

$1,744

(No Funding)

$1,744

(No Funding)

All prices include 9% GST

Please note that the programme fees are subject to change without prior notice.

Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.

Self Sponsored

SkillsFuture Credit: Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.

This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.

Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual).
Workfare Skills Support Scheme: From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.

Company Sponsored

Enhanced Training Support for SMEs (ETSS)

Organisation must be registered or incorporated in Singapore
Employment size of not more than 200 or with annual sales turnover of not more than $100 million
Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
Trainees must be Singapore Citizens or Singapore Permanent Residents
Trainees must not be a full-time national serviceman
Trainees will be able to enjoy ETSS funding only if the company's SME's status has been approved. To verify your SME's status, please click here.

Please click here for more information on ETSS.

Absentee Payroll