The course was developed for finance professionals who want to learn and apply the skills needed for business valuation. Students learn valuation theory and build a financial model from zero in Excel. Course and material in English. The course is certified for Continuing Professional Education by the Brazilian Federation of Accountants and participants receive a certificate.
Understanding business valuation can ensure a competitive advantage in many areas. Having a good domain of business valuation and financial modelling is especially useful for professionals in the following areas:
The ability to create and understand valuation models is known to be one of the most valued skills in the business world. The business valuation market in Brazil has been growing in the last 10 years after the implementation of IFRS, but there is a lack of qualified professionals in the market, so proper training should give professionals a significant career boost. The Certified Business Valuation and Financial Modeling course is based on a practical valuation case study of a company. The knowledge gained will be useful in any work that needs a better understanding of the performance of a company or other investment. The programme will help you:
“The business valuation and financial modeling course was great. He not only worked on the theoretical concepts of valuation, but also applied it practically, in Excel spreadsheets that will certainly work as a model and future references when any doubts arise. The instructor was able to combine his knowledge and experience in the subject with a clear and didactic approach, leaving an excellent impression of the SHP.”
Ruben Doege, Economic-Financial Analyst
The course covers both theory and practice, giving students the opportunity to build a valuation model from zero in Excel, following a 4-step approach:
The course covers all of the basics you need to know to perform a business valuation and how to overcome some of the challenges that you are likely to face in the real world, for example regarding data availability:
Students receive PDF slide with the course and the instructor version of the valuation model built during class at the end of the course. Students also receive a certificate at the end of the course.
The course draws on the financial modeling books Building Financial Models by John S. Tjia and Practical Financial Modeling by Jonathan Swan and the valuation concepts developed by the following authors (among others): Damodaran, Koller, Copeland, Titman, Pratt and Grabowsky.
See links to three introductory articles from our academic coordinator and founder, Susan Hawkins, CFA, which you may find useful:
Susan Hawkins, CFA, is the founder of SHP and the course coordinator. She has 5 years of full-time training experience and 10 years of professional experience at EY in the United Kingdom and Brazil and at the Bank of England (UK Central Bank) in internal and external assurance, contingency planning for financial institutions and business valuation. She has an undergraduate degree in Economics and Management from the University of Oxford in the United Kingdom, she is a CFA Charterholder and a member of the CFA Society Brazil. She qualified as a Chartered Accountant with ICAS (Institute of Chartered Accountants of Scotland) and has passed the American Society of Appraisers ASA 1 and ASA 2 exams.
All tutors are valuation professionals and are accredited as teachers through the SHP Financial Training Academy.
Covid-19 Pandemic Update – our face-to-face classes are currently being replaced by live online classes until further notice. We would like to thank all of our students for their flexibility as we react to this new reality, it is much appreciated. Recordings are available in case students miss a class.
Location for face-to-face classes: FECAP University, Avenida da Liberdade, 532, São Paulo, SP – Brazil – CEP: 01502-001 or on site (in-company).