Course Overview
This advanced training program is designed to provide participants with the skills and knowledge
necessary to build complex financial models used in investment banking. It focuses on financial
modeling techniques for M&A, leveraged buyouts (LBO), IPOs, and other investment banking
transactions. The course covers key topics such as forecasting financial statements, building dynamic
models, and using Excel-based tools for valuation, scenario analysis, and sensitivity analysis.
Participants will also learn how to incorporate advanced features like Monte Carlo simulations and
debt structures into their models.
By the end of the course, participants will be able to build detailed financial models that are essential
for strategic decision-making and valuations in investment banking contexts.

Target Group
 Investment Bankers and M&A Professionals
 Corporate Finance and Treasury Professionals
 Financial Analysts and Associates in Investment Banking
 Private Equity and Venture Capital Professionals
 Consultants involved in financial advisory and modeling
 CFOs, Finance Directors, and Senior Financial Managers
 Professionals working in financial institutions who require advanced modeling skills
 Advanced finance students or professionals looking to specialize in financial modeling

Expected Outcomes
By the end of this course, participants will:
1. Have a comprehensive understanding of advanced financial modeling concepts and
techniques.
2. Be proficient in building integrated financial models for corporate finance, M&A, and IPO
transactions.
3. Understand how to conduct sensitivity and scenario analysis to evaluate financial outcomes
under different assumptions.
4. Be capable of structuring and analyzing LBO models, M&A models, and valuation models.
5. Understand how to incorporate debt structures, equity contributions, and capital markets
dynamics into financial models.
6. Develop skills to forecast and model financial statements (income statement, balance sheet,
and cash flow).
7. Learn how to incorporate advanced Excel functions such as data tables, Monte Carlo
simulations, and VBA (Visual Basic for Applications) to enhance modeling capabilities.
8. Be able to present financial model results clearly and effectively to stakeholders.
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