Advanced Financial Modeling & Valuation (Amazon Case) (CF)

The course demonstrates advanced financial modeling and valuation using a case study built on Amazon.

Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance and supporting skillsets. 

After registering for a CFI On Demand Course, CPA Saskatchewan will send you information on how to access the course within 2 business days.

On completion of the CFI courses, CFI will issue a certificate as supporting documentation for CPD audit purposes.

Click HERE for more information.

OBJECTIVE:
The course demonstrates advanced financial modeling and valuation using a case study built on Amazon. Participants are tasked with building financial modeling and performing comparable company analysis to value AMZN shares. This advanced financial modeling course has several objectives including:

  • Calculate Amazon's Total Addressable Market (TAM) for each business segment, and determine the market share in each
  • Use Amazon's actual financial statements (annual report, 10-k, 10-q, etc) to build a historical 3-statement model
  • Learn how to structure an advanced valuation model in the most efficient way
  • Set up all the assumptions and drivers required to build out the DCF model
  • Create a 10-year forecast for Amazon's business, including an income statement, balance sheet, cash flow statement, supporting schedules, and free cash flow to the firm (FCFF)
  • Learn how to deal with advanced topics like segmented revenue, stock-based compensation, capital leases, and more
  • Perform advanced comparable company analysis (Comps) using Capital IQ and Pitchbook Data
  • Perform a Sum-Of-The-Parts (SOTP) valuation of Amazon
  • Generate multiple operating scenarios to explore a range of outcomes and values for the business
  • Perform sensitivity analysis on key assumptions and assess the overall impact of the transaction

WHO WILL BENEFIT:
Professionals working in investment banking, corporate development, private equity, and other areas of corporate finance that deal with valuing companies and performing advanced methods of valuation.

LEARNING OUTCOMES:
The course is built on a case study of Amazon, where participants are tasked with building a financial modeling and performing comparable company analysis to value AMZN shares. Through the course of the transaction, participants will learn:

  • how equity research analysts value the company (including looking at an actual report from Morningstar),
  • how to find comparable companies in Capital IQ and PitchBook Data, as well as how to export their financial information,
  • how to handle advanced accounting topics like capital leases (treated as debt) and stock-based compensation (a non-cash expense that's dilutive), and
  • how to create a dashboard and summary output that highlights the most important information from the model. 


When
5/7/2021 - 3/31/2022
Where
On Demand

Personal Passport Eligibility

Corporate Passport Eligibility

 

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