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|Advanced Financial Analysis Series - Segment Build-up and Sensitivity Modeling [Complete]||Event Code: 170309W|
|Time||08:45 a.m. - 5:00 p.m.|
|Venue||HKSFA Office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong|
|Speaker(s)|| Mr. Hamilton Lin, CFA
Wall St. Training
HKSFA Member(s) at HK$2,500.0/person
CFA Candidate(s) at HK$4,000.0/person
Guest(s) and Non-member(s) at HK$4,000.0/person
|This seminar is qualified for||6.5 CPT hour(s), 6.5 CE hour(s), 6.5 RBV CPD hour(s)|
HKSFA is proud to present our “Advanced Financial Analysis Series" held in conjunction with Wall St. Training. The Advanced Financial Analysis Series will provide practical, career-enhancing programs related to fundamental analysis, valuation and financial modeling. This series of hands-on workshops will consist of the following full-day programs:
The goal of these programs is to improve and elevate the skill sets of the financial analyst and the investment professional. Heavy emphasis is placed on being as effective and efficient as possible with Excel. If you are interested in improving your financial modeling and valuation skills, or are in the midst of a career transition, these courses are for you!
Wall St. Training (www.wallst-training.com) provides professional financial training solutions to Wall Street through hands-on classroom training and customized corporate training programs for financial analysis which take a hands-on, interactive, practical, non-theoretical approach. The instructor, Wall St. Training’s President and Founder, Hamilton Lin, CFA, has trained numerous major financial services firms including Bank of America/Merrill Lynch, Capital Group, CLSA, Credit Suisse, Deutsche Bank, Fidelity, GE Business Development & Private Equity, Goldman Sachs, Greenhill, ING, JPMorgan, Lazard, Morgan Stanley, Oppenheimer, TD Securities, TIAA-CREF, TPG, UOB, Wells Fargo, World Bank – IFC and many others. Wall St. Training also provides financial modeling training courses to most of the largest CFA Institute societies around the world.
Highlights of the Workshop:
Learn how to build detailed revenue and segment build-ups into your larger financial model. Many financial projection models are based off simple revenue growth rate and expense margin assumptions, resulting in reduced precision in the projection model. This course teaches various approaches to true, bottoms-up, fundamental analysis, from both an “account-by-account” and “business segment” basis (very detailed build-up vs. division by division). The results of build-up analysis roll-up into a consolidating income statement that feeds into the Income Statement revenue items.
Detailed Business Segment Build-Up:
Operating & Division Segment Build-Up:
Detailed Account by Account Build-Up:
Sensitivity Analysis and Multiple Cases:
*Workshop Rating - Advanced
(Highly focused technical presentations of interest to participants with a high level of technical knowledge in the subject area.)
Click here to download the event flyer for further details.