At OTC we believe in tailoring our courses to meet each client’s specific requirements.  The illustrative course outline below gives an indication of the type of course content that we’ve been asked to deliver. For more information call us on +44 20 7700 3330 or email info@ockendontraining.com

Strategy & Leadership Finance & Commerce Investment Banking

Advanced equity modelling

What is covered?

This course is a practical exploration of the more advanced features of excel that allow complex analyses of corporations.
The course is highly interactive, with participants able to work on example valuation models, as well as benchmarking their analyses against outputs from Bloomberg.

Who will benefit?

Analysts who regularly produce or update models and want to maximise the functionality by using some of the more complex features of Excel to complement their work.

Course Content

Modelling uncertainty

• Data tables
• Scenario manager
• Using VBA

Coping with change

• Vlookup and Hlookup
• Index and Match functions

Dealing with circular references

• Analytical solutions to problems
• Solver

Three-phase valuation models

• Exponential growth
• Maturation
• Terminal value

Monte Carlo simulation

• What is Monte Carlo simulation
• Basic applications
• Using VBA

Bloomberg integration

• Linking data dynamically to Bloomberg