Upcoming Events

  • Wednesday

    Understanding the 2024 ESG landscape

    Jun 19, 03:00 PM - 05:00 PM (SGT)
    Speaker Richard McGillivray Senior Director, Global Partnerships and Client Solutions, Asia Pacific CFA Institute

  • Wednesday

    Basic Financial Modeling Workshop 2024

    Jul 17 - 24, (SGT)
    This is a 2-day course that provides participants with the opportunity to experience hands-on learning in building financial models and performing basic discounted cash flows valuation.
    Quezon City, Philippines

  • Monday

    Basic Financial Modeling Workshop

    Oct 14, 09:00 AM - 05:00 PM (SG)
    Basic Financial Modeling builds upon, and implements in Excel, the fundamental financial analysis and valuation topics. First. you will create a top-down, five year income statement projection model. Then, dive deeper into revenue growth assumptions by creating segment build-up analysis to identify drivers of growth. Finally, construct a trading statistics analysis that captures the current market multiples of your target mode. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative and technical aspects of financial modeling. Leave the classroom with a template model that is scalable and applicable to other companies immediately. We focus on the fundamental building blocks, both from a technical Excel efficiency perspective, as well as best practices of financial modeling approach. Speaker: Mr. Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.
    Quezon City, Philippines

  • Tuesday

    Advanced Financial Modeling Workshop

    Oct 15, 09:00 AM - 05:00 PM (SG)
    Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. Incorporate different methodologies to forecasting the different types of assets on the balance sheet and compare and contrast with projecting liabilities. Learn how to balance a model utilizing the debt sweep and the revolver and not using any “plugs”. Appreciate the danger of and properly control for circular references. Avoid messy nested “if” statements!! You will leave the classroom with a fully constructed model that can be customized and applied to other companies. The final model is a fully scalable model that can be added upon. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.
    Quezon City, Philippines

  • Wednesday

    Corporate Valuation Methodologies

    Oct 16, 09:00 AM - 05:00 PM (SG)
    How can you tell if a company is undervalued or overvalued? Is the current stock price the only measure of value? Why would one company command a higher or lower premium than its direct competitor? This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used. Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company’s intrinsic value. Gain insight into relative valuation methodologies (trading comps, deal comps) to fundamental valuation (discounted cash flow analysis, break-up / sum of the parts valuation). Coverage goes beyond the academic theory of financial ratios to the practical application of fundamental analysis, offering alternative, real-world methods of evaluating a company's intrinsic value. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.
    Quezon City, Philippines

  • Thursday

    M&A Deal Structuring

    Oct 17, 09:00 AM - 05:00 PM (SG)
    Learn about mergers and acquisitions and how deals are structured. The first half of this course focuses on the mergers and acquisitions process and the basics of deal structures, presenting the main tools and analyses that MS:A investment bankers and acquirers utilize. It covers the following modules: (i) in-depth analysis of the entire MS:A process, including due diligence and legal issues; (ii) common structural issues including cash vs. stock, upfront payments vs. earn-outs, and stock vs. asset deals; (iii) crucial merger consequence analysis including detailed accretion/dilution and contribution analyses; and (iv) detailed analysis of transaction case studies to illustrate various deal structures and demonstrate detailed alternative earn-out structures and methodologies. Speaker: Mr, Hamilton Lin, CFA Founder & CEO of Wall Street Training & Advisory, Inc.  
    Quezon City, Philippines

Credit Analysis and Valuation Workshop 2024

This course provides participants with a general overview of the fundamentals of corporate credit including methods and techniques that analysts can use when assessing credit risk.

18 and 25 May, 2024

8:00AM - 4:30PM

Venue: TBD

Register Here

Download the brochure here.