Financial Modeling Course

Financial Modeling Course

Financial Modeling is one of the most fundamental and widely sought after skills in the finance industry. EduPristine Financial Modeling course will teach you the basic of MS Excel all the way to creating successful Financial Models and by the end of the course, you will be able to independently build models.

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DID YOU
KNOW?

Financial Modellers earn an astounding 33% more than their peers

Russel Reynolds
Study 2017

About COURSE

Financial modeling self learn course is a flexible course that helps you to prepare for the exam at your own pace. This course is designed for self-directed learning, allowing participants to begin classes at their convenience with structured training and review exercises to reinforce learning, followed by an end-of-course examination.

  • Building models using best practice Excel® techniques

    Getting acquainted with Excel mechanics and functionality

  • MS Excel Workbooks (Best practice in structuring models)

    Get 'before' and 'after' files for each lesson to practice questions and verify answers later

  • Bonus Package

    Get additional Video Tutorials on Macros, Building the LinkedIn model, Credit Risk Models, Glossary of Financial Terms and MS Excel Shortcuts

  • 20 Hrs of Online Recordings of Project Finance

    Exclusive video recordings explaining the process of constructing a financial model for project finance

  • 20 Hrs of Online Recordings of Financial Modeling

    20 hours of exclusive video recordings on how to construct effective and efficient models

  • Faculty Support

    Gain access to our online forum and discuss questions and doubts

  • Lecture Notes

    Download special notes prepared by the instructor during sessions to aid the video tutorials

  • Case Studies (Using models for analysis, including valuations)

    Get the best training in financial modeling by understanding successful real world financial models

  • Certificate of Excellence

    A reference to get ahead in your career. At the end of the course, you will receive a Certificate of Participation. You can also earn the Certificate of Excellence upon completing our course assignment (Please get in touch with our sales representative for more details).

Course Structure

  • Understanding And Creating A Financial Model Template
  • Learning referencing (usage of $)Frame work in Excel
  • Learning Custom formatting in Excel
  • Excel Skills - Shortcuts, Formulas, Array Function and Pivot Tables
  • Implementing simple business modeling case in Excel
  • Simple exercise/models in excel
  • Case Study FMCG
  • Data Collection and Data Structuring
  • Preliminary Scrutiny of the Data and Information
  • Understand the Business Model and Operating Model
  • Modeling the Historical Statement
  • Business Drivers Identification and Modeling
  • Modeling Assumptions for Future Action
  • Modeling Revenue Build-up - projecting the future revenues
  • Modeling Cost Build-up - projecting the future cost
  • Modeling the Asset Schedule
  • Modeling the Depreciation Schedule - Book and Income Tax Depreciation
  • Working Capital & Term Loan Modeling - Debt Infusion Tax Modeling
  • Modeling MAT and MAT credit
  • Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payble
  • Equity Modeling - Equity Infusion
  • Modeling Paid Up Capital and Share Premium Account
  • Modeling Retained Earning Schedule
  • Modeling the projected P/L and BS
  • Modeling the projected Cash Flow Statement
  • Conducting Covenant Testing
  • Performing Ratio Analysis
  • WACC and Cost of Equity Analysis
  • Performing Valuation using DCF (FCFF & Enterprise Value) and Comparable analysis (Relative Valuation)
  • Performing sensitivity/scenario analysis
  • Introduction to Project Finance
  • Understanding the Project Finance Model
  • Characteristics of Project Finance
  • Risk and contractual arrangement to Mitigate Risk
  • Understanding the Escrow Arrangement
  • Incorporating Date, logical functions and flags to make the Model Flexible
    Incorporating Delays in the Model
  • Cash Flow Waterfall model - Modeling Payoffs to Investors using Goal Seek
  • Implementing Interest During Construction and Breaking Circular Loops
  • Meaning and categories of M&A
  • Merger motivations
  • Forms of payment in a Merger Deal
  • Hostile Vs Friendly offer
  • Evaluating a Merger Bid
  • Merger Analysis - Key Drivers and Inputs
  • Accretion/Dilution Analysis
  • Merger Plan - Ownership Vs Deal Price
  • Modeling a financing plan
  • Performing sensitivity analysis on Acquirer's EPS
  • Performing Contribution Analysis
  • Estimating value of a Merger Transaction
  • Discounted Cashflow Analysis
  • Comparable Company Analysis
  • Comparable Transaction Analysis
  • Accenture Case Study
  • Data Collection from Public Sources
  • Understanding the Business Profile of the Company
  • Modeling Revenue & Expenses Drivers
  • Modeling Income Statement
  • Modeling Implied EBITDA
  • Balance Sheet Projections
  • Cash Flow Statement Projection
  • Performing Valuation And Sensitivity Analysis
  • Calculating Enterprise value and Implied Market capitalization
  • Macros I
  • Introduction to Macros & Advanced Application Building in Excel
  • Key Concepts in Macros
  • Macros as recorded Robots!
  • Form Controls and Active X controls
  • Implementing user forms in Excel Macros
  • Linking forms to excel cells
  • Building flexible Charts in Excel
  • Macros II
  • Understanding VBA - Sub & Functions
  • Understanding the Relevant Language Constructs
  • IDC Implementation using Macros
  • Breaking Circular Loops using Macro
  • Monte Carlo Simulation
  • Basics of Debugging VBA Code
  • Charting
  • Building Primary & Secondary Axis in a Chart
  • Radar Charts - Showing the progress of Commercial Property Development
  • Waterfall Charts - Showing Funding Breakup for Renewable Energy project
  • Football Field - Showing Valuation Summary using Different Parameters
  • Gantt Chart - Tracking the status of an Ongoing Project
  • Advance Function
  • Named Ranges
  • Index Match
  • Array Functions
  • Building Scenarios using Offset Functions
  • Creating growing models & Index functions
  • Usage of Indirect Functions
  • Usage of Goal Seek and Solver Functions
  • Lesson 0 - An Overview of Excel [46min.]
  • Relative & Absolute Cell References in Formulas [6min.]
  • Using IF Formula, Nesting IF Formulas [30min.]
  • COUNTIF, SUMIF Formulas [7min.]
  • Excel Text Formulas [22min.]
  • VLOOKUP formula, INDEX, MATCH Formulas [12min.]
  • OFFSET Formula [22min.]
  • SUMPRODUCT Formula [22min.]
  • SUMIFS Formula, COUNTIFS Formula [12min.]
  • Advanced VLOOKUP Tricks [23min.]
  • How to Get Unique Values from a List using Formulas [6min.]
  • SMALL, LARGE Formulas [13min.]
  • ROWS, COLUMNS Formulas [10min.]
  • Formula Editing Tips And Tricks [19min.]
  • Formula Debugging Using F9 Key [4min.]
  • Formatting Paste Special [63min.]
  • Conditional Formatting - 1 [15min.]
  • Conditional Formatting - 2 [24min.]
  • Conditional Formatting - 3 [28min.]
  • How to Select Correct Chart [37min.]
  • Introduction to Excel Charts [50min.]
  • Chart Formatting - 10 Tips [64min.]
  • Bar & Column Chart Formatting [18min.]
  • Conditional Formatting - 3 [28min.]
  • Excel Tables [59min.]
  • Excel Pivot Tables [93min.]
  • Pivot Table Tricks [43min.]
  • Data Filters & Sorting [55min.]
  • Data Validation [39min.]
  • 7 Advanced Charting Tutorials in Excel [61min.]
  • Dynamic Charts in Excel [34min.]
  • Interactive Charts In Excel [37min.]
  • Create On Demand Charts in Excel using VBA & Magic [Bonus Lesson] [45min.]
  • Excel School Class Project
  • Importing External Data [72min.]
  • Export Excel to Other Formats [20min.]
  • Excel Access Integration [40min.]
  • Advanced Formulas [77min.]
  • Introduction To Macros [75min.]
  • Working With Complex Worksheets [50min.]
  • Excel School Webinar Recording [50min.]
  • Excel 2010 - A Short Introduction [20min.]
  • Integrated Valuation Model
  • Complete Material in Presentation
  • The Case Study for Project Finance
  • Making Stunning Charts with Excel
  • Glossary of Financial Terms
  • Introduction To P&L
  • P&L Model In Excel
  • Introduction To Balance Sheet
  • Introduction To Cash Flow Statement
  • Integrating Financial Statements Business Case
  • Creating A Layout For Integrated Model
  • All Excel Templates for Week 1
  • Download Week 1 Newsletter
  • Excel Shortcuts
  • Referencing Framework In Excel
  • Custom Formatting In Excel
  • Business Modeling Basic Case
  • Emi Basic Case
  • The Case Study for Project Finance
  • Introduction to Integrated Financial Model for Project Finance Sector
  • Glossary of Financial Terms
  • All Excel Templates for Week 2
  • Download Week 2 Newsletter
  • Lecture Notes for Week 2
  • Introducing Project Finance
  • Project Finance Characteristics
  • Understanding Date Function
  • PF Model - Updating Layout
  • PF Model - Building Area
  • PF Model - EPC Phasing
  • PF Model - EPC Costing
  • Additional Material (Complete Slide Pack with all material released)
  • Complete Slide Pack with All Material (Right Click and Download)
  • All recordings for Week 3
  • All Excel Templates for Week 3
  • Download Week 3 Newsletter
  • Lecture Notes for Week 3
  • This week's Lessons are related to understanding Circular References in Excel and its application in Financial Modeling Lessons:
  • PF Model - Building Project Cost
  • Understanding Interest During Construction (IDC)
  • Understanding Circular References in Excel
  • A Short Case on Using Circular References to Update Interest Expense
  • Implementing IDC
  • Break Even Analysis
  • All recordings for Week 4
  • Project Finance Model - Building Capex Schedule - I
  • Project Finance Model - Building Capex Schedule - II
  • Project Finance Model - Building Financing Schedule
  • Live Webinar Recording
  • Excel - Understanding sumif and index-match functions
  • Project Finance Model - Building Yearly Schedules
  • Credit Risk Model - I (Understanding Array functions in Excel)
  • Download Week 6 Newsletter
  • Sessions Related to Project Finance Model
  • Additional Material related to depreciation and deferred taxes
  • Download All recordings for Week 7
  • Download Week 7 Newsletter
  • Lecture Notes for Week 7
  • Sessions Related to Project Finance Model
  • Additional Material related to Real Life IPO (Optional)
  • Download All recordings for Week 8
  • All recordings for Week 8
  • Week 8 - Extended (Bonus Material)
  • Download All recordings for Week 8 (Extended)
  • Download All Excel Templates for Week 8
  • Sessions Related to Project Finance Model
  • Additional Material related to Building Cashflow Waterfall Model
  • Download All recordings for Week 9
  • Download All Excel Templates for Week 9
  • News Letter
  • Lecture Notes for Week 9
  • Free Cash Flows (to the Firm and Equity) - FCFF, FCFE
  • Calculating FCFF and FCFE
  • Understanding Cost of Equity - CAPM
  • Understanding Cost of Capital - WACC
  • Understanding terminal value
  • Project Finance Model - Way forward
  • Project Finance Model - Valuation
  • Using Excel Data Tables for Scenarios
  • All recordings for Week 10
  • PF Model – Scenario Analysis Using Data Tables
  • PF Model – Scenario Analysis for Civil Cost
  • PF Model – Advanced Scenario Analysis Using Macros
  • PF Model – Monte Carlo Simulation
  • PF Model – Monte Carlo Simulation - II

About COURSE

Live Virtual Financial modeling training is conducted using professional grade IT conferencing system from Citrix. The students can interact with the faculty in real-time during the class using chat and voice. The students will be required to install a light-weight IT application on their device which could be a laptop, desktop, tablet or a mobile. Citrix supports Windows, iOS operating system and recommends an internet speed of 1 MBPS at the user's end.

  • Live Virtual Classroom Training

    Get trained by topic experts with interactive learning

  • Excel Workbooks

  • 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.

  • Bonus Package

    Exclusive 1000+ minutes of video tutorials explaining the process of constructing a financial model for project finance.

  • Video Tutorials

    Easy to follow byte sized video tutorials of over 1200 minutes created by topic experts. Learn the concepts at your own pace.

  • Objective Quizzes

    Module wise quiz to check the conceptual knowledge of students after each module (Online).

  • Doubt Solving By Experts

    Write to us and get your doubts solved by our experts within 2 business days. You can also initiate a discussion by posting it on active forums.

  • Study notes

    Download the study notes to supplement video tutorials.

  • Case Study Approach(Using models for analysis, including valuations)

    Appreciate the concepts by working on case studies derived from real-life situations.

Course Structure

  • Excel as a Tool for Financial Modeling
  • Referencing & Excel Shortcuts for Financial Modeling
  • Building Layout for Scalable Financial Model
  • Building Growth Drivers for Revenue
  • Building Growth Drivers for Cost
  • Building Asset and Debt Schedule
  • Projecting P&L and Balance Sheet
  • Projecting Cash Flow Statement
  • Circular References in Cash and Interest
  • Analyzing Financial Statements with Ratios
  • Corporate Finance Concepts for Financial Modeling
  • Key Valuation Concepts
  • Valuation Using DCF and Comps
  • Scenario Analysis and Building Dashboards
  • Advanced Tools in Excel for Auditing Financial Models
  • Auditing Large Models and Complicated Formulas
  • Advanced Excel Functions to Create Flexible Financial Models
  • Using Index, Match and Offset Functions to create Flexible Models
  • Mastering Financial Functions – Lease Analysis for Facebook
  • Advanced Charting Techniques in Excel – Creating Football Field
  • Creating Dashboard for Financial Data
  • Understanding Macros
  • Creating Flexible Dashboards & Charts Using Form Controls
  • Introduction to VBA for Financial Modeling
  • Recording Macros to Break Circular References
  • Implementing Monte Carlo Simulation for Revenue Analysis – I
  • Implementing Monte Carlo Simulation for Revenue Analysis – II
  • Summarization and Concluding Session

Schedule WHEN

 

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Benefits WHY?

  • Commercial Banks use Financial Modeling for disbursing loans for the projects; Project Management uses it for performance tracking of on-going projects.
  • Financial Modeling concepts can be applied to any industry. Individuals who hold an MBA and also possess knowledge of Financial Modeling have an advantageous edge over others.

According to the latest survey conducted by ‘Payscale’, financial modeling certified gets paid depending upon the position.

INR 5-12 lakhs

depending upon the position.

Reviews WHAT OTHERS SAY

I am greatly impressed by the quality of your training. In fact it is the reason I am going to take the exam this time as I had previously decided not to take it because the quality of the training I had purchased was not what I had expected. I look forward to joining the seminars. All the best to you and everyone at Edupristine.

Rafael Romero Meza Academic Investigator, Universidad Desarrollo

I am very pleased to have found these courses offered by a recognized, reputable training firm at a great value! Thank you!

John J. Roppo Chief Financial Officer Greater Pittsburgh Area

Who should do this? TARGET

This Financial Modeling program is suitable for people in Investment banking, Project management, Equity research, Business planning & strategy, Private equity funds or commercial banking. It is also ideal for CAs, CFA Program-holders, FRMs, MBAs Finance professionals, B.Tech and Commerce Graduates who want a career in any of the above profiles.

FAQsWHY?

How much time will it take to complete the course?

Are there any pre-requisites/prior knowledge/skills that are required for this course?

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