Business Valuation and Financial Modeling Testimonials

Interview with Arthur Lima, Manager in the Transaction Services team at PwC, who completed SHP Financial Training’s Certified Business Valuation and Financial Modelling Course in 2019.

What do you do?

I work at PwC with M&A Advisory, mainly focused on due diligence for local and overseas investors (financial and corporate buyers), acting on buy and sell side transactions, and also assisting with completion accounts for closing procedures.

 

What made you join the Certified Business Valuation and Financial Modelling Course?

Since we work with diverse investors on different transactions in various sectors, I decided to take the course in order to have the knowledge to offer complete assistance to our clients during due diligence and M&A process, instead of just the traditional accounting work. By understanding every step of a transaction, theoretically and in practice, I’m able to assist our clients with any of their needs, from the traditional due diligence analysis (understand of recurring and operational EBITDA, normalized level of Working Capital and indebtedness level), to tailored analysis that fits the modelling and price mechanism of that transaction.

 

How did you first hear about the course?

I heard about SHP from a friend that took the ACCA classes and said great things about them, mainly related to the quality of the course due to great teachers and small student numbers. I took a look at the school website and found the course. The content format, hours and material of course convinced me, so I decided to sign-up.

 

What value will this add for you?

Besides preparing me to apply for positions in the M&A market, in both finance and corporates, the course helped me to provide a more robust experience and better quality, purpose-driven analysis for my clients.

 

How has studying helped you so far?

In my opinion the course is 10 of 10 because it teaches you the theory, wrapping up all the knowledge that is needed to understand the basics. During the course you apply the theory in practice, and understand from scratch how to build a model and how adapt it, by business and industry.

 

Do you have any advice for other students?

The course is great, and is a starting point for those who want to learn from the scratch the topic, and also a springboard for those who already have some knowledge, but need to go deeper and learn in practice how things are done.

Where we are
 

All of our classes are offered live online 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. 

 Disclaimer
 
CFA Institute does not endorse, promote or warrant the accuracy or quality of SHP Financial Training. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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