Introduction to Corporate Finance and Excel Spreadsheet Formulas for Corporate Finance

Introduction to Corporate Finance and Excel Spreadsheet Formulas for Corporate Finance

If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

corporate finance, investment banking, private equity

‘Demist the haze of M&As and learn to do the math’

 

Course description part 1 – Introduction to Corporate Finance

Get to grips with the mechanics of corporate finance

This informative course offers a blended learning experience that combines training expertise of international experts with hands-on knowledge and experience of a local facilitator and is an essential for those in the financial services sector who are interested in developing their skills in the corporate finance arena.

Get the low down on high finance!

 

What goes on the in the capital markets?

Learn the essentials of corporate finance and establish who the main participants in the capital markets process are and what the capital raising process involves as well as how to structure a deal or finance an acquisition.

Achieve your goals in high finance

This multifaceted course will also help you achieve your goals where high finance is concerned, where you will learn the main business valuation techniques, types of valuation multiples, types of debt as well as equity securities and is structured to provide an overview of the various aspects involved in the capital structure of corporations, sources of funding, what actions are taken to increase the value of a company to shareholders and the tools and analysis involved in allocating financial resources.

If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

Course curriculum

Corporate Finance Overview

Module objectives

Download course notes presentation

Capital Markets –  who are the key participants?

Business and Funding – lifecycles

Capital Raising – Overview

Capital Raising – Process

 

Business Valuation

Module Objectives

Comps, precedents and DCF (Discounted Cash Flow)

Enterprise value and equity value

Value and price drivers

DCF (Discounted Cash Flow) analysis

 

Mergers & Acquisitions (M&As)

Module Objectives

Acquisition Process

Types of buyers involved in the Mergers & Acquisitions process

Valuation process

Structuring – what are the considerations?

Financing Mergers & Acquisitions

If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

Debt Financing

Module Objectives

Debt Capacity

Senior Debt Financing

Subordinated Debt Financing

 

Equity Financing

Module Objectives

Types of Equity

Private Equity Financing

Preferred Shares and Ratchets

 

Course description part 2 – Excel Spreadsheet Formulas for Corporate Finance

Learn to excel with the Excel tricks of the trade

Specifically designed for those who are already involved in the tasks of financial analysis and financial modelling, this part of the course will teach you all the functions and formulas, shortcuts, tips and tricks you need to become an Excel whizz.

All the way to the JSE and beyond!

Based on first-hand investment banking training programs, this part of the course will help you map your own course, all the way to the JSE and beyond!

If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

Leave your mouse behind

The first half of this module deals with the basics of Excel and rapidly advances to a more complex level and promises that even an expert is guaranteed to learn something new.  Improve your spreadsheet building skills and leave your mouse behind by learning to use only keyboard shortcuts.

Finance-specific formulas

The second half of this module tackles the aspect of dealing with more sophisticated functions and formulas as well as a higher level of financial analysis and financial modelling and hones in on finance-specific formulas used in everyday, on-the-job financial analysis.

What will I learn from this module?

  • Everything you need to know about Excel as an indispensable tool which is used in the day-to-day tasks involved in the field of corporate finance.
  • How to master functions and formulas as well as keyboard shortcuts to save you time and increase the speed of your modelling skills.
  • On-the-job analyst training that involves industry leading best practices and techniques.

Course curriculum

Introduction

Table of contents

Key learning objectives

 

Excel Layout

Download files – Excel template and course notes

Overview of layout

Workbooks, worksheets, cells and formula bar

The ribbon

 If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

Excel Settings

Overview of Settings

Changing your Settings

 

Basic Financial Analysis Set-up

Module Objectives

Format, background, special numbers, column width and freeze panes

Paste special, font colours, format numbers and sum

Percentages, fill, font colours, borders and view gridlines

 

Advanced Financial Analysis Set-up

Module Objectives

Structure, organisation, duplicate sheets and grouping

Anchoring cells and grouping

Naming cells, auditing and tracing precedents and dependents

Conditional formatting and ‘Got to special’

Headers and dynamic titles

 

Functions and Formulas

Module Objectives

Time periods and date functions

Sum, average, sum product and median

IF statements

Rounding and absolute functions

Min, max, small and large

IFerror, find and replace

 

Session wrap up

Download completed course files

Session review

If you are seeking to improve your knowledge and skills when it comes to high finance, this course provides a detailed overview of the fundamental concepts involved in corporate finance, investment banking, private equity, corporate development, equity research, treasury, financial planning and analysis (FP & A) and a great deal more.

Career streams in Corporate Finance

Identifying potential career streams within the corporate finance arena

The investment banking culture

Additional learning and review

 

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