TitleSubtitle

Presenter – Instructor Name

Financial Modeling and Advanced Valuation

Presenter – Ankur KapurIntroduction to Financial Modeling

Know your instructor

Ankur is a Finance domain expert and has over twelve years of experience in valuations, M&A, research and portfolio management. He currently manages over $100 million assets and classifies himself as active portfolio manager and his area of expertise includes equity, F&O, fixed income and portfolio management.

Ankur has worked with global companies such as American Express Financial Advisors, McKinsey and Ernst & Young. He is an alumnus of Hindu College and Delhi School of Economics. He is also a CFA from CFA Institute, USA and CFP from FPSB India.

Ankur has trained 500+ students in Financial Modeling globally. Ankur Kapur – CFA, CFP

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What will you learn today?

Why Financial Modeling ? Course Objective Course Benefits Who should take this course ? Case: Beta calculation

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Course Introduction

Course IntroductionAdvanced Valuation and Financial Modeling Course is an online live training program that can enable you to build a

comprehensive understanding of valuation and also become an expert in excel modeling

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By attending this program, you will:

Deepen your understanding of the valuation concepts you apply daily

Re-focus / re-learn the financial theory behind estimating value

Further understand and enhance your knowledge of valuation theory and

potential application

Question common practices and identify common mistakes and

misunderstandings

Who should attend?

Commerce graduate MBA students Financial and Business analysts Financial controllers, managers

and modelers Chief Financial Officers Risk Managers Chartered Accountants Corporate treasury managers Middle Office Staff General Managers Fund Managers PE Fund Managers

Course Content

Advanced Excel Features and Techniques

Financial Statement & Analysis

Cost of Capital

Stock Valuation Models

DCF Modeling

Special Situation - Private Company Valuation

Mergers & Acquisitions

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How do you practically calculate ‘BETA’

Estimating the cost of equity – beta overview

What is Beta? A measure of how much a company’s stock moves with the market Beta is a result of comparison to a “market” return. Make sure you

understand which market comparison it is based upon (e.g. local vs. global)

Why is Beta important?

Beta is a measure of investment risk that helps us to estimate the returns required for an equity investment

It helps us to define the non-diversifiable “risk” of a security

How to calculate Beta

Beta is estimated by regressing a company’s stock returns against an index

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Estimating the cost of equity – beta calculation

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Raw regressions should use at least 60 data points (e.g., five years of monthly returns). Rolling

betas should be graphed to examine any systematic changes in a stock’s risk.

Raw regressions should be based on monthly returns. Using shorter return periods, such as daily

and weekly returns, leads to systematic biases.

Company stock returns should be regressed against a value weighted, well-diversified portfolio,

such as the S&P 500 or MSI World Index.

Course Details

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Edureka's Financial Modeling with Advanced Valuation Techniques course: • Online Live Courses: 16 hours• Assignments: 15 hours• Project: 15 hours• Lifetime Access + 24 X 7 Support

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Batch starts from 5 December (Weekend Batch)

Time: 8:00PM to 10:00PM

Thank You

Questions/Queries/Feedback

Recording and presentation will be made available to you within 24 hours