Finsimco logo

Intense, real-world, memorable - gamified simulation training

rick-rothenberg-bJ_vUXquYzw-unsplash.jpg

Financial Modeling and Valuation Training

Participants build end-to-end financial models from scratch - forecasting performance, valuing businesses, and presenting deal-ready outputs - in our Financial Modeling and Valuation Training.

icon

Financial Modeling and Valuation Training Overview


The Financial Modeling and Valuation Training gives participants practical experience constructing and applying financial models to evaluate a company’s worth, guide investment decisions, or prepare for deal-making.

Developed by investment bankers, corporate finance professionals, and valuation experts, the training replicates the real-world pressure and structure of live modeling assignments. Participants start with raw company data and market inputs, build detailed integrated models, and produce defensible valuations using multiple methodologies.

Ideal for investment banking, private equity, or corporate finance courses, the training builds technical fluency, business judgment, and presentation readiness.
icon

Financial Modeling and Valuation Training Concepts


Participants apply advanced concepts from corporate finance, accounting, and valuation, including:
  • Three-Statement Modeling: Building and linking income statement, balance sheet, and cash flow statement

  • Forecasting Drivers: Revenue growth, margins, working capital, and capex assumptions

  • Valuation Techniques: DCF (discounted cash flow), precedent transactions, and public comparables

  • WACC and Terminal Value: Calculating discount rates and perpetuity/growth exit methods

  • Sensitivity and Scenario Analysis: Testing key drivers and downside cases

  • Model Accuracy and Integrity: Circularity, audit checks, and dynamic formula design

  • Executive Summaries: Creating board-level outputs from detailed financial work

rick-rothenberg-bJ_vUXquYzw-unsplash.jpg

Gameflow


icon

What Participants Do


In this training, participants take on the role of analysts at an advisory or investment firm. Over multiple rounds, they:
  • Receive a company’s historical financials and qualitative background

  • Identify key performance drivers and build a fully integrated financial model

  • Select and apply relevant valuation methods (DCF, comps, transactions)

  • Perform sensitivity analysis and calculate valuation ranges

  • Create investment memos, board decks, or client-ready valuation summaries

  • Defend modeling logic and valuation conclusions to simulated stakeholders

icon

What Participants Learn


The training builds technical mastery and decision-making confidence. Participants learn how to:

  • Translate financial statements into dynamic forecasting tools

  • Think critically about business assumptions and valuation logic

  • Choose appropriate methodologies for different types of companies or deals

  • Structure clear, audit-proof models used in real investment settings

  • Communicate complex models in a concise, strategic format

  • Understand the expectations of investors, clients, and senior executives

icon

Why This Financial Modeling and Valuation Training Works


Financial modeling is a foundational skill in finance - but too often, it’s taught in fragments. This training delivers the end-to-end experience, connecting technical modeling with strategic insight.

By mirroring real analyst workflows, it teaches not just Excel proficiency, but also client-facing thinking: how to defend your work, focus on what matters, and deliver clarity under time pressure. The training is adaptable for undergraduate, MBA, and professional training programs.
icon

Frequently Asked Questions


  • Do participants need Excel modeling experience? Basic spreadsheet fluency is recommended. The training includes guided steps and audit tools for newer users, but is challenging enough for advanced participants too.

  • Is this training technical or strategic? Both. participants build detailed models and use them to form business conclusions and investment recommendations.

  • What company types are included? The default training uses a mid-market operating business with real-world complexity. Other sectors (e.g., SaaS, manufacturing, retail) are available upon request.

  • Can participants use different valuation approaches? Yes. They can apply DCF, trading comps, and precedent transactions and are encouraged to triangulate valuation outcomes.

  • How long does the training take? 6 - 8 hours for a full build, with optional extensions for deeper reporting, investor pitches, or presentation rounds.

  • Is it better for individuals or teams? Both formats work well. Teams can split model building, memo drafting, and valuation defense roles to mimic real-world team workflows.

  • How is performance evaluated? Assessment includes technical accuracy, valuation rationale, model structure, and communication clarity - both written and verbal.

  • Does the training include pitch presentations? Yes. Participants deliver summary presentations or memos justifying their valuation, which are evaluated for clarity, realism, and insight.

  • Are there error-checks or audit tools? Yes. Built-in features help participants debug formulas, check linkages, and ensure output consistency.

  • Can instructors customize scenarios or assumptions? Absolutely. Instructors can choose company types, set custom scenarios (e.g. IPO, M&A, growth capital), and adjust inputs for different participants levels.

Related Products

icon

Enquire

Webinar 10 Nov 2025 00:00

Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the training.

or

Private Demo

Book a 15-minute Zoom demo with one of our experts to explore how the training can benefit you.