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Title

Segment-Built Up Modeling

Event Description

Learn how to build detailed revenue and segment build-ups into your larger financial model by quantifying the drivers of growth. 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 for both publicly trade and listed companies as well as private companies or entities in which you have additional detail. We start by understanding the logic of channel checks and building the case for growth rates based on qualitative analysis and comprehension of industry- and company-specific drivers of growth. We then turn around and quantify our qualitative analysis by incorporating into our financial model on a business and operating segment basis. The results of the build-up analysis rolls into the Income Statement from your core integrated financial projection model. In addition, layer on sensitivity and scenario analysis to easily toggle through various cases, including base (management) case, upside and downside cases.​

Event Type

Society

Education Topic

Equity Investments; Portfolio Management

Start Time

3/14/2018 8:00 AM

End Time

3/14/2018 5:00 PM

City

Quezon City

State/Province

Metro Manila

Event Country

Philippines

Event Region

Asia Pacific

Location Info

Speaker

Mr. Hamilton Lin, CFA

CE Credits

7

SER Credit

0

Currency

Php

Member Price

Php21,000.00 / day (VAT EXCLUSIVE)

Non-Member Price

Early Bird Rate: Php24,000.00 | Regular Rate: Php26,000.00 / day (VAT EXCLUSIVE)

Candidate Price

Early Bird Rate: Php24,000.00 | Regular Rate: Php26,000.00 / day (VAT EXCLUSIVE)

Registration

https://docs.google.com/forms/d/e/1FAIpQLSefzAXXgnirU5iQkx9XyCngen5OOxSbSkz0x9nBVLcIGAKQdw/viewform​​

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 12/27/2017 11:59 PM by rey.gargantilla@cfaphilippines.org[CASMSTS:username]
Last modified at 12/27/2017 11:59 PM by rey.gargantilla@cfaphilippines.org[CASMSTS:username]