Financial Analysis · Valuation

Valuation techniques for financial analysts

A structured program covering the methods analysts actually use — from DCF modelling to comparable company analysis — with live sessions where you work through real cases.

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Program structure

What the program covers

The curriculum is built around the methods that show up most in analyst work. Each module focuses on one technique, then connects it to the others so you see how they interact in practice.

Sessions run live, which means you can ask questions as they come up rather than waiting for a forum reply. Recordings are available if you miss one.

Financial analyst reviewing valuation models on screen during a live webinar session

Live sessions include screen-shared model walkthroughs and Q&A with the instructor.

Module 01

Foundations of business value

What drives value in a business, how accounting connects to economics, and where analysts typically misread the numbers.

Module 02

Discounted cash flow modelling

Building a DCF from scratch — projecting free cash flows, choosing a discount rate, and stress-testing your assumptions with sensitivity tables.

Module 03

Comparable company analysis

Selecting the right peer group, adjusting for capital structure differences, and interpreting multiples without over-relying on them.

Module 04

Precedent transaction analysis

Reading deal data, accounting for control premiums, and understanding why transaction multiples diverge from trading multiples.

Module 05

Putting the methods together

Reconciling outputs from different approaches, building a valuation range, and presenting your conclusions clearly to a non-technical audience.

5 focused modules, each on a distinct method

Live sessions with direct Q&A, not pre-recorded

CA remote-friendly format, join from anywhere in Canada

How sessions are structured

Each session follows the same rhythm so you know what to expect, but the material changes week to week.

Concept walkthrough

Each session opens with a focused explanation of the technique — no background assumed beyond basic accounting. The instructor works through the logic before touching any model.

~30 min

Live model build

The instructor builds or extends a spreadsheet model on screen while explaining each step. You follow along with a template sent before the session.

~40 min

Case discussion

A short real-company case is reviewed together. Participants share their read on the numbers before the instructor walks through the analysis — disagreement is expected and useful.

~20 min

Open Q&A

The last segment is unstructured. Bring questions from your own work — the instructor answers directly, and other participants often jump in with their experience.

~15 min