This course will help delegates build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market. It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and basic excel skills. This practical, interactive course, runs in a workshop-style format, using Excel, so delegates will be expected to have access to a laptop rather than a tablet or handheld device during the course. The course will be delivered by Professor Ken Lee.
What will I gain?
- The overall approach analysts take to a professional model
- The ability to build an integrated set of P&L, Balance Sheet and Cash Flow forecasts consistent with the methods taught to sell-side and investment banking analysts.
- Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.
- Turning a forecast model into a valuation
When and where is this course running?
The Financial Modelling course is running on the below date. If you cannot attend the date or your preferred modality is not yet scheduled, please do ‘Register Interest‘ in the course.
Monday 16 March 2026 (13:30 – 17:00) – In-Person, City of London
Monday 27 July 2026 (13:30 – 17:00) – In-Person, City of London
Thursday 05 November 2026 (13:30 – 17:00) – In-Person, City of London
Price: IR Society members and members of DIRF: £580
