Financial Valuation Mastery Program
Build expertise in DCF modeling, comparable company analysis, and precedent transactions through hands-on training designed for working professionals in Australia's finance sector.
What You'll Master
Our comprehensive program covers the essential valuation methodologies that drive investment decisions across Australian and international markets. You'll work with real case studies from ASX-listed companies and develop practical skills that translate directly to your daily work.
- Discounted Cash Flow (DCF) modeling with sensitivity analysis
- Trading multiples and comparable company analysis
- Precedent transaction methodologies
- LBO modeling fundamentals
- Sum-of-the-parts valuation techniques
- Risk assessment and scenario planning
Each module includes hands-on Excel workshops where you'll build models from scratch and learn to present findings with confidence to stakeholders.
12-Week Learning Journey
Foundation & Financial Statement Analysis
Start with core principles of valuation theory and dive deep into interpreting financial statements. We'll analyze real companies like CSL, BHP, and Commonwealth Bank to understand how different business models impact valuation approaches.
Weeks 1-3 | Tuesday evenings 6:30-8:30 PM AESTDCF Modeling & Forecasting
Build sophisticated DCF models step by step. You'll learn to project cash flows, determine appropriate discount rates, and handle terminal value calculations. Special focus on resources and mining companies common in Australian markets.
Weeks 4-7 | Tuesday evenings 6:30-8:30 PM AESTRelative Valuation Methods
Master trading multiples and precedent transactions. Work with Bloomberg terminals and CapitalIQ to source comparable data. Learn when to use EV/EBITDA vs P/E ratios and how sector dynamics affect multiple selection.
Weeks 8-10 | Tuesday evenings 6:30-8:30 PM AESTIntegration & Presentation
Combine all methodologies in comprehensive valuations. Practice presenting recommendations and defending your assumptions. Final project involves valuing an ASX company and presenting to a panel of industry professionals.
Weeks 11-12 | Tuesday evenings 6:30-8:30 PM AESTLearn from Industry Veterans
Marcus Thornfield
Fifteen years at Macquarie Capital covering M&A transactions across resources, infrastructure, and consumer sectors. Marcus has led valuations on deals worth over $8 billion and brings real-world experience to every session.
David Kellerman
Former UBS equity research covering ASX 100 companies. David's models have guided institutional investment decisions worth hundreds of millions. He specializes in making complex valuation concepts accessible and practical.
Next Cohort Starts September 2025
Classes meet Tuesday evenings from 6:30-8:30 PM AEST via interactive online sessions. Each week includes 2 hours of instruction plus optional practice sessions on Thursdays for additional support.
All materials provided including Excel templates, case study datasets, and access to financial databases during the program. Sessions are recorded for review, though live attendance is strongly encouraged for group discussions and networking.
