Wall Street Prep

Best Practice Project Finance Modeling|New York City

Master Project Finance Modeling and dramatically increase your Excel efficiency

Provided in partnership with Corality, the leader in project finance modeling.

What You'll Learn

  • Learn to build, review and analyze project finance models
  • Taught by experienced bankers
  • Includes Excel model templates

Designed specifically for project sponsors, bankers and advisers, this instructor-led seminar will teach you the skills to build, review and analyze project finance models. Applicable to Mining, Oil & Gas, Power, Renewable Energy, Real Estate and Infrastructure.

Pricing

This boot camp is full. To be added to the waitlist, please call us at 617-314-7685.
Enrollment
$3,000*
Wait List Only

Agenda

    • Master proven techniques for best practice modeling resulting in better models built faster
    • Discuss the life-cycle of a project finance model, from screening and structuring to financial close
    • Develop a model structure that is robust and scalable that can evolve with a typical project or transaction
    • Understand the structure of cashflow waterfalls and the importance of ‘seniority’
    • Integrate project finance term (operational) debt
    • Construct and analyse debt facilities for credit or investment decisions
    • Calculate key returns results and understand the role of dividends policy
    • Take control of robust and rapid sensitivity and scenario analysis through powerful Excel techniques
  • Pre-Seminar Excel online training

    This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Who is this boot camp for?

This course is suitable for anyone who needs to build, review or analyze project finance models. It is designed to appeal to project sponsors, bankers and advisors. Typical attendees include analysts, managers, senior managers and associate directors.

Boot Camp Overview

corality-turbinesYou will learn the modeling principles and structured approach that are applicable across a range of industries.

Designed to appeal to project sponsors, bankers and advisors, Best Practice Project Finance Modeling is essential to improve your ability to build, review or analyze project finance models at all levels.

Best Practice Project Finance Modeling will give you the tools you need to build and sensitize robust and transparent cash-flow based financial models and dramatically increase your Excel efficiency. During this two day financial modeling course you will, under personal coaching from our expert trainer, build your own project finance model from scratch using SMART, Corality’s globally proven modeling methodology.

You will learn the modeling principles and structured approach that are applicable across a range of industries including Mining, Oil & Gas, Power, Renewable Energy, Real Estate and Infrastructure.

This project finance modelling course will enable you to
  • Achieve consistent and accurate outputs using SMART best practice modelling
  • Learn efficient modelling techniques to deliver more analysis, faster and more accurately
  • Master time saving techniques including scenario management and data tables
  • Construct flexible debt repayment functionality and ratio analysis
  • Learn from professional financial modelers and leading developments in transaction modeling
Who should attend this course focused on project finance models?

This course is suitable for anyone who needs to build, review or analyze project finance models. Typical attendees include Analysts, Managers, Senior Managers and Associate Directors.

Pre-course knowledge

While no pre-course modeling knowledge is strictly required, it is expected that participants have a good handle on Excel prior to attending the course. Wall Street Prep registrants receive free access to the Excel Crash Course to satisfy this prerequisite.

Seminar Location

This boot camp will be held in an event space in New York, NY. The exact location will be emailed after enrollment.

Why attend a boot camp?

  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.

  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.

  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

  • Continuing ed & webinars

    Enrollment includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Syllabus

Best Practice Project Finance Modeling

Day one

  • Master proven techniques for best practice modeling resulting in better models built faster
    • Learn to work with the powerful and easy to follow SMART best practice modeling methodology
    • Discuss and identify good vs. bad modeling techniques using real-life examples
    • Greatly increase consistency among your team in calculation technique and presentation
  • Discuss the life-cycle of a project finance model, from screening and structuring to financial close
    • Learn the various structural phases of project finance. Understand when to use which phase
    • Build your understanding of the building block components, key details and challenges of a transaction model
    • Understand the design flow of the model builder, learn how to know where to go next
  • Develop a model structure that is robust and scalable that can evolve with a typical project or transaction
    • Establish key constants in the model using full scope of Excel range name function
    • Build a flexible timing structure using appropriate date functions and binary flags
    • Construct modularized units that form the building blocks of a professional model including (but not limited to):
      • Capital Expenditure breakdown with contingencies controls
      • Production calculations with multi-path optionality on time-series schedules
      • Revenue build up with detailed pricing controls
      • Operational and maintenance expenses including fixed and variable items
  • Understand the structure of cash-flow waterfalls and the importance of ‘seniority’
    • Focus on how to calculate Cash Flow Available for Debt Service
    • Learn how to layout line items in an efficient and easy to communicate way
    • Understand the different types of circular references and how to avoid them

Day two

  • Integrate project finance term (operational) debt
    • Walk through of term debt structuring and annuity repayment through first principles
    • Inclusion of target Debt Service Coverage Ratio repayment functionality
    • Discussion of linear and bullet repayment structures in project finance
  • Construct and analyse debt facilities for credit or investment decisions
    • Learn the importance of credit ratios and their purposes in analysis
    • Build commonly used ratios in banking and finance from first principles
    • Extract key metrics from ratios using a range of advanced Excel functions
  • Calculate key returns results and understand the role of dividends policy
    • Discuss the reason and impact of dividends policy on valuations
    • Integrate internal rate of returns and NPV, understand role of the discount rate
    • Learn differences between NPV and XNPV functions and common errors in their application
  • Take control of robust and rapid sensitivity and scenario analysis through powerful Excel techniques
    • Save time and deliver rapid analysis with our approach to scenario management
    • Use the scenario manager to test the model in all scenarios
    • Build confidence in your analysis through pre-programed combinations of model inputs

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685








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