Financial Modeling and Analysis

Catalog description

Making educated decisions today by forecasting operating and financial performance is a critical exercise for owners, managers, consultants, investment bankers, creditors, equity and credit analysts, as well as investors such as private equity groups, hedge funds, institutional investors, and individuals. The goal of this course is to instruct step-by-step how to build a comprehensive, multi-purpose projection model in Excel and subsequently interpret selective operating, credit, and equity valuation data. Based on this information, students learn how to (1) evaluate a company’s operating and financial performance; (2) develop an appropriate capital structure by structuring debt and equity transactions, which not only protect both the creditors and shareholders, but also create an appropriate risk and reward equilibrium; and (3) formulate an educated investment opinion and propitiously time entry and exit trading points.