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.
‘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
Upcoming Public Courses
Leadership Mastering Emotional Intelligence, Refining Interpersonal Skills & Dealing with Conflict Resolution