Self-study: Valuation Fundamentals

Based on live webinar of May 21, 2014

The audio portion of this course was recorded during a live webcast presented by Aalok Mody, co-founder and instructor with Pillars of Wall Street. This 120-minute program serves as an excellent introduction to corporate valuation for advisors and professionals who are new to valuation theory and procedure; or as a refresher for those with intermediate experience. The instruction focuses on strengths and weaknesses of the four primary valuation methodologies as well as the calculation of equity and enterprise value. Relative versus fundamental valuation and majority versus minority stake valuation are covered.

NOTE: This webinar is not a modeling class, but provides comprehensive preparation for Excel-based statement forecasting and cash flow modeling.

Learning Objectives
After completing this program, participants will be able to:

  1. List the four primary valuation methodologies and discuss the basic assumptions of each.
  2. Identify the strengths and weaknesses of the four primary valuation methodologies.
  3. Calculate equity and enterprise value under each of the four primary valuation methodologies.
  4. Compare and contrast relative versus fundamental valuation, and majority versus minority stake valuation.

Instructors

Aalok Mody, Co-Founder, Pillars of Wall Street—Aalok is an experienced financial instructor who has led financial training courses for thousands of analysts and associates throughout the United States, Europe and Asia. Aalok brings unparalleled enthusiasm, dedication and real-world experience to the classroom having worked both as an Analyst and Associate prior to his teaching career.
Price $95
CPE Credit Recommended, 2 CPE Credit hour(s), field of study—Accounting - Technical;
Knowledge level Basic—Most beneficial to CPAs and other financial advisors new to a skill or attribute, including individuals at staff or entry level in an organization as well as seasoned professionals who desire increased knowledge in the subject matter.
Additional Info Online registration and payment of fee will allow materials to be shipped to participant’s address and participant to submit request for CPE credit after completing the requirements (instructions enclosed with materials). Presenters’ PowerPoint slides for reference are included with materials. If unable to register online, participants may call AIRA’s office at (541) 858-1665 to order.
Format CD (Audio/Video) with Manual
Prerequisites None
Advance prep None

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Refunds:

Requests for refunds must be received within 10 days after receipt of course subject to a $25 cancellation fee and return of all materials in good condition.

Question Resolution

For assistance regarding refunds, program cancellations, or other program related matters, please contact our offices at (541) 858-1665 or by email aira@aira.org.

National Registry of CPE Sponsors

Association of Insolvency & Restructuring Advisors (AIRA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) for group training on the National Registry of CPE Sponsors.

NASBA CPE Credits are made available and awarded for AIRA group training that complies with the Statement on Standards for CPE Programs. In accordance with these Standards, relevant group training details are disclosed to learners in advance via email invitations, registration websites, or other similar advance announcements.

AIRA’s CPE Sponsor ID Numbers:

  • NASBA National Registry: 103243
  • Texas State Board of Public Accountancy: 003242

Complaints regarding NASBA National Registry CPE Sponsors may be submitted to NASBA via their website, NASBARegistry.org. State boards of accountancy have final authority on the acceptance of CPE Credits for Certified Public Accountants (CPAs).