Financial Modeling, Valuations & Investment Banking is one of the most widely sought after skills set in coveted field of Financial Research and Analytics. It teaches how to interpret and analyze historical financial data of companies and build financial models that project the future financial performance of the companies. The projection helps in estimating of the valuation of the companies.
 
By the end of the program, the participants will be able to independently build models that are robust and provide dynamic projections. They can thoroughly analyze a company from multiple standpoints: operations, investment, financing and valuation.
 
Applications of Financial Modelling,Valuations and Investment Banking
 
1. Equity Research: Financial Modeling enables analyst in examining an organization’s financial projections, competitor’s projections and other dynamics to determine whether it is a smart or a risky investment.
2. Investment Banking: Financial Modeling helps Investment Banker in Valuing the company by forecasting the revenues. On the basis of Valuation they recommend the buyer or seller on acquisition of new funds or investments in new funds respectively.
3. Project Finance: Financial Modeling helps in assessing the financial viability of a project and creating a funding plan through debt and equity components
4. Mergers & Acquisitions: Financial Modeling helps the companies in access the value of the company which they want to merge or acquire by forecasting the revenues , preparing debt schedule , by doing competitor analysis.
5. Credit Rating: Financial Modeling equips Credit Analysts in collecting historical information & , outstanding debts and forecasting future growth on excel sheet to determine the degree of risk factor, which helps him/her in giving rating.
6. Financial Analysis: Financial Modeling helps companies in assessing their own finances & build financial models for their on projects. & in creating a funding plan through debt and equity components.

 

Features of the Course

  1. 22 Days (90 Hours) classroom training by experts with iterative learning.
  2. Excel Workbooks : 100+ Workbooks with complete focus on practical application. Create models following a step-by-step approach devised by professionals. These workbooks have been specially designed to ensure you incorporate best industry practices of financial modeling.
  3. 100% Job Assistance for Premium Jobs with our network of 100+ companies.
  4. Certification: Certificate will be provided on sucessful completion of course.
  5.  Learn 6 skills in one course i.e. Excel, VBA, Financial Modeling, Valuations, Project Finance and Investment Banking.
  6. Both Weekend and WeekDays Batches available.
  7. Extra FREE classes for doubt clearing and Interview Preparation.

Who should sign up?

  • CA, BCom, BBA, MBA, and CFA aspirants/candidates who wants to pursue a career in Finance.
  • Graduates who wants to bridge the Gap between Theory and Practice.
  • Professionals looking at a career switch to finance.
  • Graduates who wants to work as Financial Analyst, Investment Bankers, Equity Research Analyst, M&A Analyst, Investment Managers
Faculty
Mr. Vikram Miglani is B.Tech from NIT Kurkshetra and MBA from NMIMS Mumbai. He had also cleared
CFA level 2, conducted CFA institute USA;
FRM conducted by GARP USA and
CQF conducted Fitch Learning London.
 
He has more than Eleven years’ experience of working in multiple domains of Banking &
Financial Services and Manufacturing and handled various roles in Equity Research, Investment Banking, Index division, Corporate Finance, Pension Advisory, Quantitative Research and Production Planning & Control in Manufacturing department.
 
He has providing corporate trainings to WNS, NEC, EY and various other companies on Excel VBA, CFA, FRM, Equity Research, Investment Banking and Financial Modeling

Where the students will be placed? We provide 100% Job placement assistance  with our network of 100+ companies free of cost. We have our own LinkedIN  group for premium jobs https://www.linkedin.com/groups/10347568 Few of the companies, where our students get placed

1. Moody Analytics
2. Evalueserve
3. Deolite
4. Ernst & Young
5. KPMG
6. Aranca
7. SBI Capital
8. Barclays Capital
9. Cians Analytics
10. Crisil
 
11. XL Catlin
12. ICRA
13. Black Rock
14. L&T
15. Smart Cube
16. KPMG
17. Credit Suisse
18. McKinesy
19. JP Morgan
20. Morgan Stanley
21. HCL
22. Infosys
23. TCS
24. Wipro
25. Ola
26. Oyo Rooms
27. Amazon
28. Axis Banks
29. RBS
30.  WNS

Course Curriculum

Day1: Excel Tips,Tricks, Shortcuts, Conditional Formatting and Introduction to Formulas
Introduction to Excel window in 2013 Details 00:00:00
Customization and shortcuts of Ribbon Details 00:00:00
Basic Manipulations with Rows & Columns Details 00:00:00
Working with Fonts, Borders alignment and colors. Details 00:00:00
Absolute, Relative and Mixed Reference Details 00:00:00
How to Learn and Remember Excel Shorcuts 250+ Details 00:00:00
Fastest way to work in Excel, Rows and Columns Details 00:00:00
Intro to functions, Evaluate and Debug functions Details 00:00:00
Logical Functions: if, simple if, nested if, compound if, AND, OR with if Details 00:00:00
Day2: Functions & Formulas & Data Validation
Text Functions:  Concatenate, Substitute, Right, left, Mid, Len, Upper, lower, Proper, Find, Search, Trim, Trunc, Round Details 00:00:00
Lookup Functions: Vlookup, Hlookup, Index, Match, Offset, Choose, Indirect. Details 00:00:00
Conditional Functions: Sumifs, Countifs, Averageifs Details 00:00:00
Date and Time functions: (How date works in excel)Month, Year, Day, Date, Today , Now, Days360 Details 00:00:00
Information Functions: Iserror, Istext, Isnumber,Isodd, Iseven, Cell , Isblank Details 00:00:00
Financial Functions : Present Value, Future Value, NPV, IRR Details 00:00:00
Working with named ranges: Creating a named range, Editing a named range, Deleting a named range Creating a custom named range Details 00:00:00
Data Validation: List, Text, Date&Time Details 00:00:00
Day3: Working with Charts
Building Primary & Secondary Axis in a Chart Details 00:00:00
Invert if Negative Chart Details 00:00:00
Bullet Chart Details 00:00:00
Dynamic and Interative Charts Details 00:00:00
Multiple Columns chart Details 00:00:00
WaterFall Chart Details 00:00:00
Picto chart Details 00:00:00
Day4: Pivot Table and What if Analysis
Introduction to Pivot Tables Details 00:00:00
Creating Pivot Tables Details 00:00:00
Summarizing Pivot tables Details 00:00:00
Sorting, Filtering and Grouping Pivot Tables Details 00:00:00
Goal Seek Details 00:00:00
Scenarios Analysis Details 00:00:00
Data Tables Details 00:00:00
Solver Details 00:00:00
Day 5: Basic and Advance VBA Macros
Introduction to VBA Macros, About VBA Macros, Record a Macro and Modify the Code, Personal Macro Workbook Details 00:00:00
The Visual Basic Editor Opening the VB Editor, Project Explorer Window, Inserting a Code Module, Properties Window, Toolbars in the VB Editor Details 00:00:00
Code Structures, How to Enter Code: Code Blocks, Sub…End Sub Block, Function…End Function Block Statements: Capturing and Assigning Values, Making Decisions: If and Select Case, Loops: For, For Each, and Do Loops, Add comments to code Details 00:00:00
Day 6: VBA - Variables, Objects, Procedures
Variables and Options: Variable Types and Declarations, Declaring Variables Details 00:00:00
Coding Common Excel Objects: Excel Object Model, Workbook, Worksheet, Range Details 00:00:00
Interactive Macros, Events: Message Box, Input Box, Trigger Macro on Workbook Events. Trigger Macro on Worksheet Events Details 00:00:00
Creating and Scoping of Procedures Details 00:00:00
Day 7 : VBA - User defined Functions UDF and Events
Scoping of User defined Functions Details 00:00:00
Macro Events like Workbook open, close save etc Details 00:00:00
Day 8: Debugging, Error Handling and Applications
Various Options of debugging VBA code Details 00:00:00
Various methods of Error Handling in VBA codes Details 00:00:00
Creation of Applications using VBA codes Details 00:00:00
Day 9: Revision of Excel VBA
Day 10: Financial Statements & Ratio Analysis
Introduction to Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement. Details 00:00:00
Understanding every line item of the Financial statements Details 00:00:00
Understanding the concept of EBIT and EBITDA Details 00:00:00
Income Statement Ratio: Gross Margin, EBIT margin, PAT Margin Details 00:00:00
Balance Sheet Ratios: ROE, ROCE, Liquidity Ratios, Coverage Ratios etc Details 00:00:00
Financial Reporting vs Tax reporting, Reasons for Deferred tax Details 00:00:00
Inventory Methods – FIFO, LIFO and Weighted Average Details 00:00:00
Capitalization vs Expense Details 00:00:00
Overview and explanation of all major financial ratios and there uses in difference sectors Details 00:00:00
Day 11 : Financial Model FMCG Sector
Building comprehensive financial models from scratch for a Listed Company. Details 00:00:00
Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with required item based schedules. Details 00:00:00
Integrate assumptions and drivers into financial models based on the information available in the Annual report. Details 00:00:00
Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and equipments / Depreciation, Intangible Assets, Retained Earnings , and Debt & Interest Details 00:00:00
Perform sensitivity & Scenario analysis using data tables Details 00:00:00
What are circular references, why should they be avoided and how to deal with circular references Details 00:00:00
Day 12: Financial Modeling Oil & Gas Sector
Different business segments – Upstream, Midstream, and Downstream – that make up the O&G industry Details 00:00:00
Oil and Gas accounting and Financial statements analysis Details 00:00:00
Understand different types of Oil & Gas Reserves Details 00:00:00
Factors determining crude oil and natural gas prices Details 00:00:00
How to Forecast crude oil and natural gas prices Details 00:00:00
Various ways to project Revenue of E&P company and how toproject operating expenses Details 00:00:00
Links between three Financial statements and how they are different with normal companies Details 00:00:00
Day 13 : Financial Model IT Sector
Building comprehensive financial models from scratch for a Listed Company. Details 00:00:00
Calculating Growth Drivers and Future Assumptions Details 00:00:00
Revenue Build-Up – Projecting the Future Revenues Details 00:00:00
Cost Build-Up – Projecting the Future Cost Details 00:00:00
Modeling historical & projected financial statements Details 00:00:00
Building cash flow statement Details 00:00:00
Modeling the projected P/L and BS Details 00:00:00
Modeling the projected Cash Flow Statement Details 00:00:00
WACC and Cost of Equity Analysis Details 00:00:00
Day 14 : Financial Model Real Estate Sector
Step by Step building a model for Commercial Real Estate Project Details 00:00:00
Building Area Assumptions Details 00:00:00
Capex and funding Schedules Details 00:00:00
Building Debt and Interest Schedule Details 00:00:00
Building Revenue and NOI schedule Details 00:00:00
Modeling Valuation, IRR, Equity Returns Details 00:00:00
Scenario Analysis for key project parameters Details 00:00:00
Day 15: Doubt Clearing and Revisions of Financial Models
Day 16: Valuations - Discounted Cash Flows DCF
Building an integrated model for valuation using DCF Details 00:00:00
Modeling the projected P/L and BS Details 00:00:00
Modeling the projected Cash Flow Statement Details 00:00:00
WACC and Cost of Equity Analysis Details 00:00:00
Sensitivity/Scenario Analysis Details 00:00:00
Performing Valuation using DCF (FCFF & Enterprise Value) Details 00:00:00
Day 17 : Relative Valuations of Companies
Participants learn to select appropriate comparable companies by evaluating operational, financial, size Details 00:00:00
Set evaluation benchmarks & select comparable companies Details 00:00:00
Gather appropriate financial history and projections Details 00:00:00
Normalizing operating results and calculating LTM operating results Details 00:00:00
Calculate shares outstanding using the treasury stock method Details 00:00:00
Selecting and Evaluating Appropriate Multiples (P/E Trailing and forward, EBIT Multiple, EBITDA Multiple, P/B Multiple, Revenue Multiple, PEG) Details 00:00:00
Day 18 : Project Finance
Recognize the advantages of using Net Present Value (NPV) versus Internal Rate of Return (IRR) to calculate the value of a project Details 00:00:00
Learn to calculate, XIRR, MIRR, make dynamic model with multiple options using scenario manager Details 00:00:00
Determine the value of projects that have different life spans using different approaches Details 00:00:00
Recognize the formulas for the after-tax Weighted Average Cost of Capital (WACC) and Capital Asset Pricing Model (CAPM) and how they are used to determine the cost of capital Details 00:00:00
Day 19 : Investment Banking - Comparable Company
Learn the steps required to construct a meaningful trading comps analyses (enterprise value, latest twelve months numbers, cleaning reported financials, calculate & benchmark multiple) Details 00:00:00
Impact of convertible securities – options, warrants, RSUs, convertible bonds, convertible preference shares Details 00:00:00
Treatment of leases (operating and capital), R&D expenses etc. Details 00:00:00
Possible reasons for why different companies in the same sector are trading at different multiples and how to analyze those differences before jumping on the conclusion that particular stock is undervalued/overvalued Details 00:00:00
Day 20 : Investment Banking - Comparable Transaction
Learn the steps required to construct a deal comps analysis (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials, Calculate & Benchmark Multiple) Details 00:00:00
Calculate transaction value (purchase price), premiums and multiples in past deals Details 00:00:00
Difference between transaction value and enterprise value Details 00:00:00
Difference between Trading Multiples and Deal Multiples Details 00:00:00
When to apply Deal Multiples or Trading Multiples for Valuation Details 00:00:00
Day 21: Resume and Interview Preparation
Day 22: Mock Interviews

Batch dates and Location

Name of BatchDateTimeCourse and LocationPrice 
Weekend - Morning - Sat- Sun 16 December 201710:30 AM to 2:30 PMClassroom - at Basement D-160 South City 1 Near Huda Metro Station GurgaonINR 42000

INR 12900
Enroll Now
Weekend - Morning - Sat- Sun 22 December 201710:30 AM to 2:30 PMClassroom - at Basement D-160 South City 1 Near Huda Metro Station GurgaonINR 42000

INR 12900
Enroll Now
Weekdays - Morning
Monday and Wednesday
26 December 201710:30 AM to 2:30 PMClassroom - at Basement D-160 South City 1 Near Huda Metro Station GurgaonINR 42000

INR 12900
Enroll Now
Weekdays - Evening
Monday and Wednesday
27 December 20176:00 PM to 9 PMClassroom - at Basement D-160 South City 1 Near Huda Metro Station GurgaonINR 42000

INR 12900
Enroll Now

Certificates

Certificate will be provided on successful completion of course

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