Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Valuation is the art and science of attributing value to an asset, investment or company. In this course, we will cover the three most common valuation methodologies: comparable company valuation, precedent transaction valuation and discounted cash flow valuation.
Topics Include:
- Valuation Techniqes (DCF, Comparable Company & Pecendent Transaction)
- Presenting Valuation Results
- Enterprise Value vs. Equity Value
- Numerator/Denominator Consistency
- Cost of Capital
- Terminal Value
- NPV and IRR in Excel
- Relative Valuation
Key Takeaways
Upon completing this course, you will be able to:
- Identify a wide range of valuation methods.
- Understand the difference between enterprise value and equity value.
- Explore the three main business valuation techniques.
- Determine the pros and cons of different valuation methods.
- Discover how to present your analysis like a world-class financial analyst.
- Calculate key outputs within the model structure.
Who Will Benefit
This course will benefit financial professionals working in investment, equity research, private equity, and financial planning & analysis. This course is suitable for beginners, but it will also cover some more intermediate discussions for experienced practitioners.
Prerequisite(s)
Before taking this course, it is recommended to have a foundational understanding of:
- Corporate Finance
- Financial Mathematics
- Basic Excel Skills
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Jeff Schmidt has taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world. He also advised clients on modeling best practices, model rebuilds, and streamlining large spreadsheets. Before his career in financial education, Jeff covered approximately 50 companies with a combined market cap of $500 billion during his career in equity research. He also worked in corporate development leading M&A due diligence and financial planning & analysis, as well as working in investment banking and restructuring.