New York City (NYC)

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What courses complement this one?

Advanced Financial Valuation

To get a comprehensive understanding of Advanced Financial Valuation, study over 3 days:

 

 

Book all 3 courses

Course details

Advanced Valuation Issues

This session covers the more advanced areas of multiples and DCF valuation. Enterprise value and income statement adjustments are addressed for both DCF and multiples, using case company examples.

 

Stock Based Compensation Issues

 

Learning outcomes

  • Essentials of stock based compensation accounting
  • Intrinsic value of stock based compensation
  • Treasury method of accounting for stock based compensation
  • Restricted stock and performance stock units
  • Multiples adjustments
  • DCF adjustments

Non-controlling interests (NCI) and Equity Affiliates/Associates Issues

 

Learning outcomes

  • Accounting for NCI
  • NCI valuation
    • Market values
    • P/E multiples
    • Book values, and price to book multiples
    • And other methodologies
  • Adjustments for NCI to DCF and multiples
  • Accounting for equity affiliates/associates
  • Equity affiliates, core, consolidated and total EV
  • Equity affiliate valuation
    • Market values
    • P/E multiples
    • Book values, and price to book multiples
    • And other methodologies
  • Adjustments for equity affiliates to DCF and multiples

Operating Leases Issues

 

Learning outcomes

  • Differences between operating and financing/capital leases
  • Fundamentals of operating and financing/capital lease accounting
  • Operating leases adjustments to multiples
    • Lease adjustment to earnings
    • Lease adjustment to enterprise value for multiples and DCF
  • Operating leases and DCF


Pensions issues

 

Learning outcomes

  • Fundamentals of pension accounting
  • Defined benefit vs. defined contribution plans
  • Funded vs. unfunded plans
  • Pension deficits and surpluses
  • Pension adjustments to multiples
    • Pension adjustment to earnings
    • Pension adjustment to enterprise value for multiples
  • Pension adjustments for DCF

"Using AMT Online (AMTO) was excellent as it allowed me to work through the course material at my own pace. AMT Online was very easy to use and navigate through." ~ graduate, leading business school

What will you receive on the course?

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to DELTA online learning environment
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files

Who should attend this course?

  • New hires who have joined the firm late and missed the in-house program
  • Individuals looking to fill a knowledge gap
  • Experienced bankers looking to refresh their technical skills
  • Teams employed in financial strategy roles from non-banking corporations
  • Graduates preparing to interview for a role in the finance sector
  • Students at business school and looking for a career in finance

Prerequisite

A solid understanding of financial statement analysis (balance sheet, income statement and cash flow) and financial modeling skills.

 

NB.

This course is non-residential. The venue will provide light refreshments. AMT reserve the right to cancel or postpone sessions or change content if registrations are insufficient to continue 2 weeks prior to scheduled commencement date. Registrants will be given at least 5 business days’ notice of such changes.