Advanced Financial Analysis Series - Advanced Financial Modeling : Core Model

Advanced Financial Analysis Series

Advanced Financial Modeling : Core Model

on 11 October 2017 

Trainer : Hamilton Lin, CFA

This workshop is Eligible for FTS and Skills Future Credit : Programme Code : P160310IHZ

Eligible for 7 CE and 7 CPD hours

 


Overview:

CFA Singapore is proud to present our “Advanced Financial Analysis Series” held in conjunction with Wall Street Training & Advisory. The Advanced Financial Analysis Series will provide practical, career-enhancing programs related to fundamental analysis, valuation and financial modeling. 

This series of hands-on workshops will consist of the following full-day programs:

     - Advanced Financial Modeling : Core Model     11 Oct 2017 (Wed)

     - REIT Financial Modeling                                     12 Oct 2017 (Thurs)

     - M&A Deal Structuring & Merger Modeling        13 Oct 2017 (Fri)

The goal of these programs is to improve and elevate the skill sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel. If you are interested in improving your financial modeling and valuation skills, or are in the midst of a career transition, these courses are for you!


Course details :

Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Incorporate different methodologies to forecasting the different types of assets on the balance sheet and compare and contrast with projecting liabilities. Learn how to balance a model utilizing the debt sweep and the revolver and not using any “plugs”. Appreciate the danger of and properly control for circular references. Avoid messy nested “if” statements!! You will leave the classroom with a fully constructed model that can be customized and applied to other companies. The final model is a fully scalable model that can be added upon

Learning Objectives:

     - Build an integrated set of financials, including IS, BS & CF statements

     - Learn how to balance a model utilizing debt sweep and no “plugs”

     - Become super-efficient in Excel through intensive use of keyboard shortcuts

     - Intensive focus on correct financial modeling approaches & best practices

 Learning Goals:

5-Year Financial Statement Projection Model:

     - How do you project an IS from revenues and expenses down to Net Income?

     - What are the different methodologies to forecasting the different types of assets on the balance sheet and how do they compare and contrast with projecting liabilities?

     - How do you project the shareholders’ equity account?

     - What is the importance of financial ratios in building the balance sheet projections?

     - How do you approach building an integrated cash flow statement?

     - How do you build each component of the cash flow statement and why is cash the last item to project?

 Integration and Balancing of Financial Model:

     - Balance the model using the debt schedule and debt sweep logic – the most important analysis in terms of balancing the model!!

     - How does the cash actually flow through the model?

     - Incorporate automatic debt payments and use cash generated to either pay down debt or build cash

     - How does the revolver facility actually balance the model?

     - Avoid messy nested “if” statements!!

     - How does the BS and financial statements balance without the use of “plugs”?

     - How are the financial statements integrated using the Interest schedule?

     - What are circular references, why should they be avoided and how to get around circular references



Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals and the integration of financial statements are required

Important - Please note : To maximize the educational value of this program, we strongly recommend that you have an intermediate understanding of Excel. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program. 

Bring your PC laptop with a working USB slot and Microsoft Excel installed. Macs may not be as effective.

Eligible for FTS and Skills Future Credit - Programme Code : P160310IHZ

Eligible for 7 CE and CPD hours


 

Course Fee:

CFA Singapore member price : S$880*  per module (Early Bird fee) / S$1,080* per module (Standard fee)

Non-member price : S$1,080* per module (Early Bird fee) / S$1,280* per module (Standard fee)

Early bird fee valid till 11 Spetember 2017

* Prices before 7% GST

* 10% off for sign up of 2 or more modules per delegate

Please email eventmanagement@cfasingapore.org for more details

Download course brochure here   |   Click here for our CFA Singapore official webpage

Hamilton Lin, CFA, President, Wall Street Training - President, Wall Street Training

Hamilton Lin, CFA, is President of Wall St. Training (www.wallst-training.com), a corporate training firm that teaches the fundamentals of financial analysis, modeling and valuation. Clients include prestigious firms including some of the largest investment banks, many boutique investment banks, buy-side asset managers, research firms and commercial banks, such as Bank of America/Merrill Lynch, Capital Group, Citigroup, CLSA, Credit Suisse, Deutsche Bank, Fidelity, GE Business Development & Private Equity, Greenhill, ING, JPMorgan, Lazard, Oppenheimer, TD Securities, TIAA-CREF, TPG, UOB, Wells Fargo, World Bank – IFC and many others. Hamilton has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset management and related sectors. He has worked on over six dozen deals and closed over three dozen deals, ranging from plain vanilla deals, to squeeze-outs, LBOs and distressed situations ranging in deal value from $10 million to over $6 billion. Prior to founding his firm, he worked at Goldman Sachs Investment Banking, where he standardized his group's best practices; Banc of America's M&A department, where he customized many of the firm's models; various boutique middle-market investment banks, executing private transactions; and Ryan Labs, an asset-liability asset management firm. Hamilton teaches globally, from all major cities in the USA including New York City, San Francisco, Chicago, Boston, to Toronto and Montreal in Canada, as well as Asia, including Hong Kong, Singapore, Shanghai, to Europe including London and most major financial hubs. Hamilton is currently a Professor at NYU Stern and has also taught at Baruch College and Hunter College in New York City. He graduated from NYU Stern in Finance and International Business, is a Chartered Financial Analyst and has taught all levels and all study sessions of the CFA exam. He also teaches all of the financial modeling and valuation courses (dozens of classes a year) at the following CFA Institute member societies: - New York Society of Securities Analysts - San Francisco CFA Society - Chicago CFA Society - Boston Security Analysts Society - Toronto CFA Society - Stamford CFA Society - The Hong Kong Society of Financial Analysts - Singapore CFA Society - CFA-China: Shanghai & Beijing

DATE:
Wednesday, October 11, 2017-
Friday, October 13, 2017

TIME:
09:00 a.m.-05:00 p.m.

LOCATION:
TBC
TBC

Speaker(s):
Hamilton Lin, CFA, President, Wall Street Training


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