Course Detail

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Analyst Boot Camp (ABC) I

This course is designed for Analysts working in corporate/project finance, investment banking, consulting, advisory, asset management, etc. It covers core concepts in Financial Mathematics, MS Excel, Business Valuation and Financial Statement Analysis.

Financial Mathematics

  • Compounding, Discounting and the CAGR
  • Annuities (Ordinary and Annuity Due); Perpetuities
  • Calculating Cash Flows for Investment Appraisal
  • Discounted Cash Flow Analysis
  • NPV/IRR & investment decision rules

Selected Topics in Intermediate /Advanced MS Excel, including:

  • Formulas and Functions
    • Relative and Absolute Referencing
    • Statistical functions: COUNT, SUMIF, COUNTIF, COUNTA, SUMIFS, SMALL, etc.
    • Text functions: TEXT, LEN, TRIM, LOWER, UPPER, PROPER, etc.
    • Logical functions: IF, OR, AND, IFERROR, ISERROR, etc.
    • Date functions: TODAY, MONTH, YEAR, NETWORKDAYS, etc.
    • Look-up functions: VLOOKUP (including use of wildcard characters), LOOKUP
  • Analysis Tools
    • Working with Pivot Tables
    • Goal Seek
    • Data Tables
    • Working with Named Ranges
    • Define Named Ranges
    • Edit Named Ranges
    • Use Named Ranges in Formulas
    • Spreadsheet Modelling Techniques
    • Custom Scenario Analysis
    • Sensitivity Analysis with Data Tables

Selected Topics in Business Valuation

  • The Concept of Value
    • Value of a business
    • Equity valuation vs. Firm valuation
    • Value vs. Price
  • Valuation Models
    • Asset-Based Valuation
    • Relative/Market-Based (Co-Co, Co-Tran)
    • Discounted Cash Flow (DCF)
    • Dividend Discount Model (DDM)

Accounting and Financial Analysis

  • The Accounting Equation and the Statement of Financial Position
    • The accounting equation
    • Differentiate between assets, liabilities and owners’ equity
    • Purpose of the Statement of Financial Position
  • The Statement of Profit or Loss
    • Understand the Statement of Profit or Loss
    • Understand the link between the
  • Statement of Profit or Loss and the Financial Position
  • Double Entry Accounting
    • Understand cash and credit transactions in terms of debits and credits
    • Record debit and credit entries in ‘T’ accounts
    • Close off revenue and expense accounts to the Statement of Profit or Loss
    • Close off asset and liability accounts
  • The Trial Balance
    • Introduction to the General Ledger
    • Post transactions for a period, close off the accounts and extract a trial balance
  • Property, Plant and Equipment
    • Calculating depreciation charge
    • Statement of Financial Position and Statement of Profit or Loss effect of depreciation

Assessing the Financial Health of a Company

  • Interpretation of Financial Statements, including ratio analysis (Profitability, Liquidity, Solvency, Efficiency, etc.)
  • Cash Flow Analysis – examine the source and use of cash in a company
  • Free Cash Flows to the Firm (FCFF) & Free Cash Flows to Equity (FCFE)

Upcoming events

No upcoming events at this time

We offer discounts for group bookings (i.e group of delegates attending the same course at the same time) as follows:

    3-5 participants - 5% discount
    6-9 participants - 7.5% discount
    10 or more participants - 10% discount