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Raphael Gondo
Participants will develop the skills to assess the value of assets, analyze financial statements, and make strategic investment decisions. The curriculum combines theoretical frameworks with practical applications, preparing learners to excel in the dynamic field of financial valuation and management.
Register for this course and see more details by visiting:
OpenCourser.com/course/g1690j/valuation
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What's inside
Syllabus
Week 1 - Introduction: basic concepts for valuation analysis
In this week you will be Introduced to why learners should be excited to take this course, and show the final objective of the course. Learn important references and how they use the content of this course in their activities.
Discover the characters in the financial zoo.
Read more
Syllabus
Week 1 - Introduction: basic concepts for valuation analysis
In this week you will be Introduced to why learners should be excited to take this course, and show the final objective of the course. Learn important references and how they use the content of this course in their activities.
Discover the characters in the financial zoo.
Read more
Week 2 - Companies analysis: beyond the numbers
In this week, you will see how to break down the points of what to buy, according Phillip Fisher and understand that a company is always competing in their numbers.
Week 3 - Cash is king, but how to get there: Sales and costs modelling
In this week, you will see the main point of performance evaluation and why cash and cashflow are importants to this.
Week 4 - Cash is king, but how to get there: Debt, investments, and - finally - cashflows
In this week, you will see the importance of cashflow and understand how to deal with the structure of the cashflow statement. Also, in this week you will see how uncertainty influences the valuation and the performance evaluation of companies.
Week 5 - Mock valuation understanding
Finally, you will practice your knowledge doing a valuation of a company.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores financial valuation and management, which are highly relevant in industry
Offers multi-modal instructional materials, including videos, discussions, and readings
Develops financial analysis, statement interpretation, and investment strategy skills
Teaches a foundational understanding of assessing asset value
Examines cashflow and uncertainty's influence on valuation
Advises that learners come in with some basic financial concepts and knowledge
Save this course
Save Valuation & Strategic Finance to your list so you can find it easily later:
Save
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Valuation & Strategic Finance with these
activities:
Review Time Value of Money and Discounted Cash Flows
Show steps
Sharpen your understanding of how the time value of money and discounted cash flows impact investment decisions, which are fundamental concepts in financial valuation.
Browse courses on
Time Value of Money
Show steps
-
Revise the concept of present value and future value
-
Practice calculating the present and future value of cash flows
-
Review how to discount cash flows to determine their present value
Review basic accounting principles
Show steps
Strengthen your foundation in accounting to better understand financial statements and valuation techniques.
Browse courses on
Accounting Principles
Show steps
-
Review your notes or textbooks on basic accounting concepts.
-
Complete practice exercises or online quizzes to test your understanding.
Walkthrough Examples of Financial Statement Analysis
Show steps
Supplement your understanding of financial statement analysis by following guided tutorials that demonstrate how to dissect and interpret financial statements, a crucial skill for investment decisions.
Browse courses on
Financial Statement Analysis
Show steps
-
Find online tutorials on financial statement analysis
-
Follow along with the tutorials, taking notes on key concepts
-
Practice analyzing financial statements on your own
-
Compare your results with the provided solutions or industry benchmarks
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Learn about different valuation techniques through online tutorials
Show steps
Supplement your classroom learning by exploring online resources that provide step-by-step guidance on various valuation techniques.
Browse courses on
Valuation Methods
Show steps
-
Identify reputable online platforms or courses that offer valuation tutorials.
-
Choose tutorials that cover specific valuation methods you are interested in.
-
Follow the instructions and examples provided in the tutorials.
Review 'Valuation' by McKinsey & Company
Show steps
Get a head start on the course material by reviewing this comprehensive guide to valuation techniques and principles.
View
Valuation, DCF Model Download: Measuring and...
on Amazon
Show steps
-
Read the executive summary and introduction to familiarize yourself with the key concepts.
-
Review the chapter on 'The Basics of Valuation' to understand the different valuation methods and their applications.
-
Focus on the chapter on 'Equity Valuation' as it is highly relevant to the course syllabus.
Follow online tutorials on financial valuation
Show steps
Following online tutorials on financial valuation will supplement the material covered in this course and provide you with additional practice in applying valuation techniques.
Browse courses on
Financial Valuation
Show steps
-
Search for online tutorials on financial valuation.
-
Watch the tutorials and take notes.
-
Complete any practice exercises or quizzes that are provided.
Discuss valuation strategies with peers
Show steps
Engage with fellow students to exchange ideas, share insights, and learn from diverse perspectives on valuation strategies.
Browse courses on
Investment Analysis
Show steps
-
Find a study group or join an online forum dedicated to valuation.
-
Participate in discussions, ask questions, and share your own analysis.
-
Collaborate with peers on valuation projects or case studies.
Valuation Practice Problems
Show steps
Reinforce your valuation skills by solving practice problems that cover various valuation techniques, enhancing your ability to make informed investment decisions.
Browse courses on
Financial Valuation
Show steps
-
Find practice problems in textbooks, online resources, or mock exams
-
Solve the problems independently
-
Check your solutions against the provided answer key or consult with a mentor
-
Identify areas where you need improvement and focus on those concepts
Solve valuation case studies
Show steps
Deepen your understanding of valuation concepts by applying them to real-world scenarios and practicing your analytical skills.
Show steps
-
Identify a publicly traded company and download its financial statements.
-
Apply the discounted cash flow (DCF) model to estimate the company's intrinsic value.
-
Compare your valuation with the company's current market price and analyze the potential investment opportunity.
Manage a simulated investment portfolio
Show steps
Gain hands-on experience in investment decision-making and portfolio management.
Browse courses on
Investment Management
Show steps
-
Create an account on a simulated trading platform.
-
Research different asset classes and investment strategies.
-
Build a diversified portfolio based on your research and risk tolerance.
-
Monitor your portfolio's performance and make adjustments as needed.
Solve valuation case studies
Show steps
Solving valuation case studies will provide you with hands-on experience in applying the concepts you learn in this course to real-world scenarios.
Browse courses on
Financial Valuation
Show steps
-
Read the case study and identify the key financial data.
-
Apply the valuation techniques you have learned to determine the value of the company.
-
Write a report summarizing your findings and recommendations.
Develop a financial model for a company
Show steps
Developing a financial model for a company will allow you to apply your understanding of financial statements and valuation techniques to create a comprehensive financial plan.
Browse courses on
Financial Modeling
Show steps
-
Gather financial data for the company.
-
Build a financial model using a spreadsheet or financial modeling software.
-
Use the model to forecast the company's future financial performance.
-
Present your findings to a group of investors or stakeholders.
Develop a financial model for a startup company
Show steps
Demonstrate your proficiency in financial modeling by creating a comprehensive financial plan for a hypothetical startup company.
Browse courses on
Financial Modeling
Show steps
-
Conduct market research to understand the industry and target market.
-
Develop financial projections for the next 5 years, including revenue, expenses, and cash flow.
-
Estimate the startup's valuation using appropriate valuation methods.
-
Prepare a financial model summary and presentation to showcase your findings.
Review Time Value of Money and Discounted Cash Flows
Show steps
Sharpen your understanding of how the time value of money and discounted cash flows impact investment decisions, which are fundamental concepts in financial valuation.
Browse courses on
Time Value of Money
Show steps
Show steps
Show steps
- Revise the concept of present value and future value
- Practice calculating the present and future value of cash flows
- Review how to discount cash flows to determine their present value
Review basic accounting principles
Show steps
Strengthen your foundation in accounting to better understand financial statements and valuation techniques.
Browse courses on
Accounting Principles
Show steps
Show steps
Show steps
- Review your notes or textbooks on basic accounting concepts.
- Complete practice exercises or online quizzes to test your understanding.
Walkthrough Examples of Financial Statement Analysis
Show steps
Supplement your understanding of financial statement analysis by following guided tutorials that demonstrate how to dissect and interpret financial statements, a crucial skill for investment decisions.
Browse courses on
Financial Statement Analysis
Show steps
Show steps
Show steps
- Find online tutorials on financial statement analysis
- Follow along with the tutorials, taking notes on key concepts
- Practice analyzing financial statements on your own
- Compare your results with the provided solutions or industry benchmarks
Ten other activities
Expand to see all activities and additional details
Show all 13 activities
Learn about different valuation techniques through online tutorials
Show steps
Supplement your classroom learning by exploring online resources that provide step-by-step guidance on various valuation techniques.
Browse courses on
Valuation Methods
Show steps
Show steps
Show steps
- Identify reputable online platforms or courses that offer valuation tutorials.
- Choose tutorials that cover specific valuation methods you are interested in.
- Follow the instructions and examples provided in the tutorials.
Review 'Valuation' by McKinsey & Company
Show steps
Get a head start on the course material by reviewing this comprehensive guide to valuation techniques and principles.
View
Valuation, DCF Model Download: Measuring and...
on Amazon
Show steps
Show steps
Show steps
- Read the executive summary and introduction to familiarize yourself with the key concepts.
- Review the chapter on 'The Basics of Valuation' to understand the different valuation methods and their applications.
- Focus on the chapter on 'Equity Valuation' as it is highly relevant to the course syllabus.
Follow online tutorials on financial valuation
Show steps
Following online tutorials on financial valuation will supplement the material covered in this course and provide you with additional practice in applying valuation techniques.
Browse courses on
Financial Valuation
Show steps
Show steps
Show steps
- Search for online tutorials on financial valuation.
- Watch the tutorials and take notes.
- Complete any practice exercises or quizzes that are provided.
Discuss valuation strategies with peers
Show steps
Engage with fellow students to exchange ideas, share insights, and learn from diverse perspectives on valuation strategies.
Browse courses on
Investment Analysis
Show steps
Show steps
Show steps
- Find a study group or join an online forum dedicated to valuation.
- Participate in discussions, ask questions, and share your own analysis.
- Collaborate with peers on valuation projects or case studies.
Valuation Practice Problems
Show steps
Reinforce your valuation skills by solving practice problems that cover various valuation techniques, enhancing your ability to make informed investment decisions.
Browse courses on
Financial Valuation
Show steps
Show steps
Show steps
- Find practice problems in textbooks, online resources, or mock exams
- Solve the problems independently
- Check your solutions against the provided answer key or consult with a mentor
- Identify areas where you need improvement and focus on those concepts
Solve valuation case studies
Show steps
Deepen your understanding of valuation concepts by applying them to real-world scenarios and practicing your analytical skills.
Show steps
Show steps
Show steps
- Identify a publicly traded company and download its financial statements.
- Apply the discounted cash flow (DCF) model to estimate the company's intrinsic value.
- Compare your valuation with the company's current market price and analyze the potential investment opportunity.
Manage a simulated investment portfolio
Show steps
Gain hands-on experience in investment decision-making and portfolio management.
Browse courses on
Investment Management
Show steps
Show steps
Show steps
- Create an account on a simulated trading platform.
- Research different asset classes and investment strategies.
- Build a diversified portfolio based on your research and risk tolerance.
- Monitor your portfolio's performance and make adjustments as needed.
Solve valuation case studies
Show steps
Solving valuation case studies will provide you with hands-on experience in applying the concepts you learn in this course to real-world scenarios.
Browse courses on
Financial Valuation
Show steps
Show steps
Show steps
- Read the case study and identify the key financial data.
- Apply the valuation techniques you have learned to determine the value of the company.
- Write a report summarizing your findings and recommendations.
Develop a financial model for a company
Show steps
Developing a financial model for a company will allow you to apply your understanding of financial statements and valuation techniques to create a comprehensive financial plan.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Gather financial data for the company.
- Build a financial model using a spreadsheet or financial modeling software.
- Use the model to forecast the company's future financial performance.
- Present your findings to a group of investors or stakeholders.
Develop a financial model for a startup company
Show steps
Demonstrate your proficiency in financial modeling by creating a comprehensive financial plan for a hypothetical startup company.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Conduct market research to understand the industry and target market.
- Develop financial projections for the next 5 years, including revenue, expenses, and cash flow.
- Estimate the startup's valuation using appropriate valuation methods.
- Prepare a financial model summary and presentation to showcase your findings.
Career center
Learners who complete Valuation & Strategic Finance will develop knowledge and skills
that may be useful to these careers:
Valuation Analyst
Valuation Analyst
Valuation analysts are responsible for valuing assets, such as companies, businesses, and real estate. They use their knowledge of financial markets and economics to make informed decisions about the value of these assets. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for valuation analysts. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Investment Banker
Investment Banker
Investment bankers are responsible for advising companies and governments on financial matters, such as mergers and acquisitions, capital raising, and debt restructuring. They use their knowledge of financial markets and economics to help their clients make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for investment bankers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Portfolio Manager
Portfolio Manager
Portfolio managers are responsible for managing investment portfolios for individuals and institutions. They use their knowledge of financial markets and economics to make informed decisions about how to allocate assets and manage risk. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for portfolio managers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Financial Analyst
Financial Analyst
Financial analysts are responsible for evaluating and making recommendations on financial investments. They use their knowledge of financial markets and economics to make informed recommendations that can help investors make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for financial analysts. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Fund Manager
Fund Manager
Fund managers are responsible for managing investment funds for individuals and institutions. They use their knowledge of financial markets and economics to make informed decisions about how to allocate assets and manage risk. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for fund managers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Financial Advisor
Financial Advisor
Financial advisors are responsible for providing financial advice to individuals and families. They use their knowledge of financial markets and economics to help their clients make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for financial advisors. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Comptroller
Comptroller
Comptrollers are responsible for overseeing the financial operations of a company. They are responsible for managing the company's finances, including budgeting, forecasting, and financial reporting. Comptrollers also play a key role in strategic planning and decision-making. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for comptrollers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Investment Consultant
Investment Consultant
Investment consultants are responsible for providing investment advice to individuals and institutions. They use their knowledge of financial markets and economics to help their clients make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for investment consultants. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Venture Capital Analyst
Venture Capital Analyst
Venture capital analysts are responsible for evaluating and making recommendations on investments in early-stage companies. They use their knowledge of financial markets and economics to make informed recommendations that can help investors make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for venture capital analysts. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Chief Financial Officer
Chief Financial Officer
Chief financial officers (CFOs) are responsible for overseeing the financial operations of a company. They are responsible for managing the company's finances, including budgeting, forecasting, and financial reporting. CFOs also play a key role in strategic planning and decision-making. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for CFOs. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Private Equity Analyst
Private Equity Analyst
Private equity analysts are responsible for evaluating and making recommendations on investments in private companies. They use their knowledge of financial markets and economics to make informed recommendations that can help investors make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for private equity analysts. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Corporate Finance Analyst
Corporate Finance Analyst
Corporate finance analysts are responsible for evaluating and making recommendations on financial matters within a company. They use their knowledge of financial markets and economics to help their companies make sound financial decisions. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for corporate finance analysts. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Treasurer
Treasurer
Treasurers are responsible for managing the financial operations of a company. They are responsible for managing the company's finances, including budgeting, forecasting, and financial reporting. Treasurers also play a key role in strategic planning and decision-making. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for treasurers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Asset Manager
Asset Manager
Asset managers are responsible for managing investment portfolios for individuals and institutions. They use their knowledge of financial markets and economics to make informed decisions about how to allocate assets and manage risk. The Valuation & Strategic Finance course provides a strong foundation in the principles of financial valuation and analysis, which are essential skills for asset managers. By taking this course, you will gain the knowledge and skills you need to succeed in this challenging and rewarding field.
Auditor
Auditor
Auditors are responsible for examining the financial records of a company to ensure that they are accurate and compliant with all applicable laws and regulations. The Valuation & Strategic Finance course may be useful for auditors because it provides a strong foundation in the principles of financial valuation and analysis. This knowledge can help auditors to better understand the financial statements of a company and to identify potential areas of risk.
For more career information including salaries, visit:
OpenCourser.com/course/g1690j/valuation
Reading list
We've selected 12 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Valuation & Strategic Finance.
Save
Provides a comprehensive overview of valuation methods and techniques, with a focus on practical applications. It valuable resource for both students and practitioners who want to develop their skills in this area.
Provides a practical guide to financial statement analysis, with a focus on identifying and interpreting key financial ratios and metrics. It valuable resource for both students and practitioners who want to improve their understanding of financial statements.
This classic book provides a timeless guide to value investing, with a focus on identifying and investing in undervalued companies. It valuable resource for both students and practitioners who want to develop their understanding of investing.
This classic book provides a comprehensive overview of security analysis, with a focus on fundamental analysis. It valuable resource for both students and practitioners who want to develop their understanding of this area.
Provides a practical guide to valuation, with a focus on developing and using valuation models. It valuable resource for both students and practitioners who want to develop their skills in this area.
Provides a simplified overview of value investing, with a focus on identifying and investing in undervalued companies. It valuable resource for both students and practitioners who want to develop their understanding of this area.
Save
Provides a comprehensive overview of valuation and strategy, with a focus on developing and implementing financial strategies that drive business value. It valuable resource for both students and practitioners who want to develop their skills in this area.
Provides a comprehensive overview of corporate finance, with a focus on fundamental principles. It valuable resource for both students and practitioners who want to develop their understanding of this area.
Provides a comprehensive overview of corporate valuation and strategy, with a focus on theoretical and practical aspects. It valuable resource for both students and practitioners who want to develop their understanding of this area.
Save
Provides a practical guide to investment banking, with a focus on valuation, leveraged buyouts, and mergers and acquisitions. It valuable resource for both students and practitioners who want to develop their skills in this area.
Provides a comprehensive overview of private equity, with a focus on the investment process, valuation, and risk management. It valuable resource for both students and practitioners who want to develop their understanding of this area.
Provides a comprehensive overview of venture capital, with a focus on the investment process, valuation, and risk management. It valuable resource for both students and practitioners who want to develop their understanding of this area.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/g1690j/valuation
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Effort
5 weeks
Level
Intermediate
Via
Coursera
Institution
Fundação Instituto de Administração
Instructor
Raphael Gondo
Language
English
This course belongs to a
collection
called
Data & Finance for the future. It's comprised of four courses:
- Data Analysis for Business
- Valuation & Strategic Finance (viewing)
- Financial Accounting
- Macroeconomics for Business Management
Good to know
Explores financial valuation and management, which are highly relevant in industry
Offers multi-modal instructional materials, including videos, discussions, and readings
Develops financial analysis, statement interpretation, and investment strategy skills
Teaches a foundational understanding of assessing asset value
Examines cashflow and uncertainty's influence on valuation
Advises that learners come in with some basic financial concepts and knowledge
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