Financial Modelling
SIDC – Approved Training Provider
Series
+6013-8681346
+6017-2346100
[email protected]
Via Commerce
www.viacommerce.com.my
© 2021 Via Commerce. All Rights Reserved.
[SPEV01]
Start-up / Private Equity Valuation
5th April, 2021
(Monday)
Course Objective
▪ Validate the choice of valuation model and
approach for Start-up / Private Equity Valuation.
Structured Online ▪ Develop valuation models to draw conclusions
(LMS) reflective of the value of the project, asset or
company with respect to Start-up / Private
Equity Valuation.
9.00am to 1.00pm
Target Audience
▪ Capital Market participants including Investment
10 Analysts, Fund Managers, Equity Researchers,
SIDC Personnel in Corporate Finance and Investment
CPE Points Banking.
© 2021 Via Commerce. All Rights Reserved.
[SPEV01]
Start-up / Private Equity Valuation
Course Outline
5th April, 2021
(Monday)
Session 1: Key Value Drivers and Customer-based Metric
▪ Validate a valuation model incorporating key value drivers and customer-
based metric for start-ups and private companies.
Structured Online
(LMS) Session 2: Developing Cash Flow Model
▪ Construct a financial model for the valuation purposes
Session 3: Relative Valuation Models for Start-ups
▪ Draw valuation conclusions from a list of valuation models for start-up and
private equity companies.
9.00am to 1.00pm
Session 4: Relative Valuation Models for Start-up
(continued)
10 ▪ Draw valuation conclusions from a list of valuation models for start-up and
SIDC private equity companies.
CPE Points
Session 5: Assessment
▪ Assessment of the training course. © 2021 Via Commerce. All Rights Reserved.
[CSM01]
Capital Structure Modelling
19th April, 2021
(Monday)
Course Objective
▪ Ascertain the factors the influence the cost of
capital structure of a company.
Structured Online ▪ Identify the shareholders’ expectations in the
(LMS) determination of the required cost of equity.
▪ Develop a financial model to analyse proposals
for capital structure that meet the client’s
requirements and expectation.
9.00am to 1.00pm
Target Audience
▪ Capital Market participants including Investment
10 Analysts, Fund Managers, Equity Researchers,
SIDC Personnel in Corporate Finance and Investment
CPE Points Banking.
© 2021 Via Commerce. All Rights Reserved.
[CSM01]
Capital Structure Modelling
Course Outline
19th April, 2021
(Monday)
Session 1: Cost of Debt/Borrowing
▪ Establish factors which determines that cost of debt in the construction of
the capital structure of a company.
Structured Online
Session 2: Credit Tranching and Waterfall Modelling
(LMS)
• Develop a financial model to prepare for the construction of credit
structured product using the waterfall modelling approach.
Session 3: Cost of Equity and Leverage Effects
• Establish factors which determines the cost of equity by incorporating
shareholders’ expectations in the construction of the capital structure of a
9.00am to 1.00pm company.
Session 4: Optimal Capital Structure
10 • Financial modelling in analysing capital structure proposals in meeting
SIDC client’s corporate mandate.
CPE Points Session 5: Assessment
▪ Assessment of the training course. © 2021 Via Commerce. All Rights Reserved.
[BFRS01]
Business and Financial Risk Simulation
3rd May, 2021
(Monday)
Course Objective
▪ Conduct assessment on identified associated
financial risks in investment valuation.
Structured Online ▪ Develop a financial model which allows risk
(LMS) management activities.
▪ Develop financial models which allow mitigated
associated risks.
9.00am to 1.00pm
Target Audience
▪ Capital Market participants including Investment
10 Analysts, Fund Managers, Equity Researchers,
SIDC Personnel in Corporate Finance and Investment
CPE Points Banking.
© 2021 Via Commerce. All Rights Reserved.
[BFRS01]
Business and Financial Risk Simulation
Course Outline
3rd May, 2021
(Monday)
Session 1: Integrated Models
• Explain the development of integrated models applied in identifying and
measuring financial risk in the process of valuation.
Structured Online
(LMS) Session 2: Sensitivity Analysis
• Develop a financial model facilitating sensitivity analysis on key financial
risk indicators / risk management activities.
Session 3: Scenario Analysis
• Develop a financial model facilitating scenario analysis on key financial
risk indicators / risk management activities.
9.00am to 1.00pm
Session 4: Optimising Model
10 • Develop a financial model which allows the mitigation of associated
financial risk.
SIDC
CPE Points Session 5: Assessment
• Assessment of the training course.
© 2021 Via Commerce. All Rights Reserved.
Trainer Profile
David Meow is the Managing Director of Via Commerce Sdn. Bhd. The company,
incorporated in 2002 by a group of professionals from various backgrounds in
investment and finance. Via Commerce is involved in training and consultancy in
areas including securities valuation, investment management, corporate finance
and financial risk management.
Having started his career in the banking industry in 1989, David has more than 27
years of experience in areas related to financial analysis, investment management,
treasury (financial risk management) and financial reporting functions. He
performs independent valuation for corporations as well as financial instruments.
In relation to financial modelling, he has been conferred the Financial Modeling and
Valuation Analyst designation by the Corporate Finance Institute, obtained a
Specilization Certificate in Excel Skills for Business from Macquarie University
(Sydney, Australia), Certificate in Analytics Edge offered by MITx (an initiative of
The Massachusetts Institute of Technology (MIT)), and a Certificate in Data
Analysis offered by DelftX, an initiative of Delft University of Technology, through
Mr. David Meow edX.
▪ Chartered Financial Analyst (CFA)
He has trained and consulted in 7 countries within the region. He was involved in
▪ Master of Laws (University of London)
▪ Financial Risk Manager (FRM)
providing advisory and training courses for government–related regulatory bodies
▪ Chartered Accountant (M) including Bank Negara Malaysia (BNM), Permodalan Nasional Berhad (PNB) and
▪ Master of Business Administration Securities Commission, Jabatan Perdana Menteri (ILKAP), Khazanah Berhad,
(Heriot-Watt University) Employees Provident Fund (EPF),Central Provident Fund (CPF) of Singapore,
▪ Certificate of Data Science financial institutions and corporations.
(John Hopkins University)
© 2021 Via Commerce. All Rights Reserved.
Upcoming Courses
June to
December 2021 ➢ Project Financing – Investment Module
➢ Project Financing – Financing Module
Structured Online
(LMS) / ➢ Merger and Acquisition Modelling
Face-to-Face
➢ Leveraged Buyout Modelling
➢ Financial Modelling with VBA And Macros
➢ Revenue Forecasting
TBA ➢ Business Valuation Models
10 ➢ Technical Writing using Dashboard Approaches
SIDC ➢ Real Estate Valuation
CPE Points
© 2021 Via Commerce. All Rights Reserved.