Equity Modeling

This course is designed for finance professionals who have the knowledge of the valuation process. The course is focused on building financial models of equity valuation in excel, and then stress testing those valuation models under alternative future scenarios. A class case will be used, and students will be expected to do some preparation before the class. Students are also expected to have and be able to use a financial calculator or have knowledge of Excel.

Course Objectives

By the end of the course, participants will be able to:

• Review mechanics of business valuation
• Discuss primary and secondary sources necessary to create a model
• Analyze stock reports to see how analysts value companies
• Create a model to value a company

Suggested Prerequisites:

• Equity Valuation

Program Level: Intermediate

Advance Preparation: Financials of chosen company to familiarize with the numbers in advance of class

Computers and Financial Calculators: Computers

Recommended CPE Credits: 7