KPME Three Statement Modeling & Valuation

What does the Three Statement Modeling Program Cover?

This program equips candidates with the knowledge and tools required to build models from scratch, hence equipping you with the skills required to develop a fully integrated three statement financial model and perform equity valuation.

The Three statement modelling program by Kaplan Professional ME is approved by KHDA in the UAE.

Learning Objectives

Understand how to plan the model design and structure

Forecast financial statements

Develop consistent and review friendly models

Understand how to perform a flexible DCF valuation

Perform scenario and sensitivity analysis

Who is it for?

The course is suitable for anyone who wants to develop their core financial modeling skills. Professionals and graduate students working or aspiring to work in asset management, investment banking, sovereign wealth funds, private equity, corporate finance, corporate banking and equity research can pursue this course.

Program Agenda

Financial Modeling

Overview of Financial Modeling
Key Excel tools used in financial modeling (Logical & Date functions, Data Tables, Index & Match, Choose, etc.)

Introducing the case study company

Model design and structure for the case study company
Know the key model outputs and their drivers
Understand the requisite inputs
Developing cell styles for model transparency and review

Financial Statements

Extracting, cleaning and normalizing historical financial statements from annual reports
Building error checks in the model

Interest during construction & controlling circular referencing

Repayment waterfall

Reserve accounts, cash sweeps

Forecasting Financial Statements

Revenue modeling or different types of industries
Forecasting key operating expenses and margins
Stepwise projection of income statement, balance sheet, and cash flows

Projecting and Key Schedules

Debt & interest, capex & depreciation and working capital, etc.

Equity Valuation

Understanding and forecasting Free Cash Flows to the firm (FCFF)
Understanding the key inputs and calculating WACC
Calculating and performing sanity check for the terminal value
Developing DCF Valuation

Analysis

Performing sensitivity analysis using data tables
Scenario analysis

Developing the model from scratch for a large global/ regional public company

Our Expert Trainers

Rahul Sonthalia

AFM, CFA, CMA

Rahul Sonthalia

AFM, CFA, CMA

Rahul has more than 13 years of experience in the area of investment banking, equity research, macro-economic research, and training. He has been teaching financial modeling and investment banking courses in UK, Singapore, and the MENA region.

He has delivered advanced financial modeling related programs for Sovereign wealth funds and banks in the GCC and for large asset management companies in the UK and Singapore. He was a guest speaker on “Best Practices in Financial Modeling” at the Modeloff Global World Financial Modeling championship in London.

What Our Students Say

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36 months ago

Financial Modelling (2019) – Eva Reinerova

The trainers at Kaplan Professional ME are very understanding, knowledgeable, and patient. I have studied for the CMA and CFA courses, therefore I know the quality of the training team. They are very experienced in terms of industry and course expertise.

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38 months ago

Financial Modelling (2019) – Nikhil Kapoor

Rahul is a fantastic trainer who is very coherent and gets his ideas across perfectly. He takes his time to answer all questions in-depth and ensures we learn the concepts thoroughly. I would 100% recommend Kaplan Professional ME to everyone.

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55 months ago

Financial Modelling (2019) – Tichaona Maviyo

Rahul was exceptional! He ensured that he explained the concepts really well and I truly felt like I got more value than I paid for. I received financial modeling manuals, case studies, and beyond classroom support that has helped me develop models efficiently.

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55 months ago

Financial Modelling (2019) – Umar Masood

The course has been really detailed right from the steps to follow to the outcomes to expect. I would highly recommend the course to anyone that would like to learn about the practical application of financial models.

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36 months ago

Bank Financial Statements Analysis – Private Banking Company (2021)

This is one of the best courses I have attended. The course was very well instructed and very beneficial to our scope of business such as analyzing the ratios and going deeper into financial analysis.

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