Financial Market Fundamentals

"I work in the new business field. We are an in-house M&A department doing buyside analysis. I took the Business Valuation and Financial Modeling course because I needed to have more technical knowledge of the subject, as it is necessary to do valuation for my work. The course made me more confident to do the analysis at work, which will help me grow in the M&A area.”

“The business valuation and financial modeling course was great. He not only worked on the theoretical concepts of valuation, but also applied it practically, in Excel spreadsheets that will certainly work as a model and future references when any doubts arise. The instructor was able to combine his knowledge and experience in the subject with a clear and didactic approach, leaving an excellent impression of SHP.”

“The course was excellent – I learned a lot about an activity that is frequently performed in the job market, and that is not covered in colleges. The professor was extremely qualified, and with extensive market experience. The course was very well developed, and I intend to keep in touch with SHP Financial Training for future certifications such as the CFA, which, for example, I want to do next year.”

"I enjoyed the course so much. The knowledge and skills I gained will be very important as I’m pivoting my career from market intelligence to venture capital/private equity."

"The course was very practical, mainly. We literally had a walkthrough on Excel modeling. Dynamic and fun teachers. Three Saturdays very well invested. I recommend."

Interview with Arthur Lima, Manager in the Transaction Services team at PwC, who completed SHP Financial Training’s Certified Business Valuation and Financial Modelling Course in 2019.

What do you do?

I work at PwC with M&A Advisory, mainly focused on due diligence for local and overseas investors (financial and corporate buyers), acting on buy and sell side transactions, and also assisting with completion accounts for closing procedures.

What made you join the Certified Business Valuation and Financial Modelling Course?

Since we work with diverse investors on different transactions in various sectors, I decided to take the course in order to have the knowledge to offer complete assistance to our clients during due diligence and M&A process, instead of just the traditional accounting work. By understanding every step of a transaction, theoretically and in practice, I’m able to assist our clients with any of their needs, from the traditional due diligence analysis (understand of recurring and operational EBITDA, normalized level of Working Capital and indebtedness level), to tailored analysis that fits the modelling and price mechanism of that transaction.

How did you first hear about the course?

I heard about SHP from a friend that took the ACCA classes and said great things about them, mainly related to the quality of the course due to great teachers and small student numbers. I took a look at the school website and found the course. The content format, hours and material of course convinced me, so I decided to sign-up.

What value will this add for you?

Besides preparing me to apply for positions in the M&A market, in both finance and corporates, the course helped me to provide a more robust experience and better quality, purpose-driven analysis for my clients.

How has studying helped you so far?

In my opinion the course is 10 of 10 because it teaches you the theory, wrapping up all the knowledge that is needed to understand the basics. During the course you apply the theory in practice, and understand from scratch how to build a model and how adapt it, by business and industry.

Do you have any advice for other students?

The course is great, and is a starting point for those who want to learn from the scratch the topic, and also a springboard for those who already have some knowledge, but need to go deeper and learn in practice how things are done.

Building careers, boosting business

Financial Market Fundamentals

Interview with Arthur Lima, Manager in the Transaction Services team at PwC, who completed SHP Financial Training’s Certified Business Valuation and Financial Modelling Course in 2019.