Intro to Business Models, Financial Modelling & Valuation

  • Accountant
  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • ACCA
  • MAFF
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Every entrepreneur and business consultant should be aware of three basic skills needed in planning, running, and selling a business.

Business Models Business models provide the trajectory to the business activities. In absence of a robust business model, the best business organizations may also witness an untimely collapse. Further, while developing a business model, the following vital facts need to be at the focal point- Diversity, Modularity, Openness, Slack resources, Matching cycles, identifying your specific audience, establishing business processes, developing a strong value proposition, determining key business partners and Leave room for innovation.

Given the paramount significance, business modeling holds, this CPE course has focused on important topics, i.e., various forms of business models, the significance of business modeling, and how they help in creating solid business plans with clear thinking on how the business would serve their customers and generate value.

Financial models – Financial modeling is one of the most highly valued, but thinly understood, skills in financial analysis.  The objective of financial modeling is to combine accounting, finance, and business metrics to create an abstract representation of a company forecasted for the future.

There are many types of financial models, with a wide range of uses, including making business decisions at a company, making investments in a private or public company, pricing securities, or undergoing a corporate transaction such as a merger, acquisition, divestiture, or capital raise.  This CPE course is designed to teach you the basics of financial modeling which helps businesses to evaluate multiple scenarios of the impact of decisions.

Valuation techniques of business A business valuation provides the management of a business with numerous facts and figures about the actual worth or value of the company in terms of market competition, asset values, and income values. The key benefits of business valuation are Better Knowledge of Company Assets; Understanding of Company Resale Value; Assistance during mergers & Acquisitions; Obtaining True Company Value and Access to More Investors.

With the surge in business activities, valuations have occupied the center stage. Whether it is a start-up or a big corporate house, valuations are pervasive. Right from the setting up of the business entity, during its merger and acquisitions, to obtaining long-term finance from banks / financial institutions, winding up, and for various other business purposes, valuation is an integral component that helps you understand what returns you have created for your business.

This CPE Finance course for beginners will teach you all the basics a beginner needs to know!

Learning Objectives

  • To gather a basic understanding of business models
  • To determine what are financial models and how they work
  • To discuss concepts of valuing a business

Recommended For

  • This CPE course is recommended for CPAs, CMAs, CVAs, CFAs, ABVs, and any other professional who is interested in getting an understanding of the basic & trending business concepts.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Small Firm
  • Directors of Finance
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • VP Finance
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit for CA - ICAEW
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit of Asset valuation for Certified Financial Forensics (CFF)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Manish Gupta

Founder & CEO, VITTPRO

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

About Company

VITTPRO

Vittpro is professional accounting and finance company for helping small business manage their accounting and finance function with ease and gain insights from data.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

8 Ratings

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RL

Roger Levine, CPA (US)

Dec 20th, 2021

Audio was difficult to hear.

Financial Modeling and Valuation live CPE Course

PREMIUM

2 Credits

Subject Area

Finance

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