Start Date / Programs / Extended Catalog

Financial Modeling and Company Valuation

The value of a company, built figure by figure.

Virtual Live10hApr 2026

Program Description

Valuing a company is one of the most demanding disciplines in finance. Behind every figure lie assumptions, projections and methodological decisions that separate a solid analysis from a fragile estimate.

Financial Modeling and Company Valuation trains precisely that discipline. Over 10 hours of live sessions, the programme works through the logic of the financial model: how it is built, how it is projected and how it translates into a defensible judgement of value. It is a core competency for anyone advising wealth with business holdings, evaluating private investments or structuring corporate transactions.

The Virtual Live format combines the rigour of live instruction with the flexibility of a remote setting, designed for working professionals.

General Objective

To develop in participants the ability to build structured financial models and apply company valuation methodologies with technical rigour, in order to support investment decisions, wealth advisory and corporate transactions.

Learning Objectives

  • 01Build structured, consistent and auditable financial models.
  • 02Project a company's financial performance from defensible assumptions.
  • 03Apply the reference valuation methodologies used in professional practice.
  • 04Identify the critical assumptions that determine value and subject them to scrutiny.
  • 05Interpret the results of a valuation and communicate its conclusions with clarity.
  • 06Integrate valuation analysis into investment decisions and wealth advisory.

Why Take This Program

  1. A fundamental competency: financial modeling and valuation are the common language of corporate finance and investing.
  2. 10 hours of live instruction, concentrated on the essentials of the discipline.
  3. Virtual Live format: the dynamics of a classroom, from any location.
  4. An applied focus: from the model to the decision, not theory for theory's sake.
  5. A Private Wealth Management Institute programme, built to an institutional standard.
  6. Relevant for wealth advisers with entrepreneur clients and private holdings.
  7. Starting in April 2026, within the extended PWM programme catalogue.
  8. Investment of $30,000 MXN, excluding VAT.
  9. A live remote format that eliminates travel without sacrificing interaction.
  10. A solid foundation for later deepening into private markets and investing in companies.

Syllabus — Key Topics