Authorization
Partnership with IIM Indore Equiti Club and Acadcom for certification and test.
About Financial Modeling
- The task of building a model (usually a spreadsheet) depicting financial statements/ business model, which can help you in decision making
- For Example, if you are looking to invest in a blockbuster IPO of latest internet company (Lets say Zynga), how do you analyze. Look at the complete financial model here
- It could also be used to represent the performance of a business, a project, or any other investment
- Useful tools that allow business options and risks to be evaluated in a cost-effective manner against a range of assumptions
- Helps in identifying optimal solutions and evaluating financial returns
- It could mean different things to different users Either accounting, corporate finance, quantitative finance applications!
Target Audience
- Most suitable fpr people in investment banking, Equity research, Business planning & strategy, Private management, or commercial banking
- Also a good plus for people pursuing CA, CFA , FRM, MBA Finance
- Ideal for candidates with Degree, Diploma, B .TECH in engineering and Commerce who want a career in finance
Pre-Requisites
- Basics of Finance and accounting
- Corporate Valuation Methodologies
- Usage of Excel
Methodology
- You get the statements from filings (Annual report, S1, DRHP, etc.)
- You have the historical financial statements (P&L, B/S, etc.)
- You Project the statements in future
- Analyze the business (valuation/ Ratios)
- If you want to learn it step by step (For FREE!), join our 30 day modelling tutorial for Facebook
- If you want a more structured and fast paced approach, join our training
Course Structure
- Module I:Valuation Modeling
- Understanding Integrated Financial Models
- Scenario Analysis
- Excel Efficiency – Shortcuts and formulae
- Cash and Interest Revolver
- Building Historical Financial Statements
- Ratio Analysis
- Projecting Financial Statements
- Valuation – DCF and Comps
- Module I:Merger & Acquisition (M&A) Analysis
- Building Merger Inputs
- Stock and Cash Mix Deal
- Contribution Analysis
- Accretion and Dilution
- Download Sample Model – iGate-Patni
- Module I:Project Finance Modeling
- Understanding Date functions
- Modeling Cash flow waterfall
- Modelling Delays in Projects
- Circular references and modelling IDC
- Module II:Macros for Financial Modeling
- Writing & Recording Macros
- Working with cells and ranges in VB
- Using Excel Form Controls for flexible GUI
- Case study - Breaking circular loops
- Understanding VBE
- Case study - Monte Carlo Simulation
- Module II:Advanced Functions for Financial Modelling
- Using advanced functions like Offset, Index
- Modeling using Named Ranges
- Advanced lookups using Index and Match
- Modeling synergies using Solver
- Download case on Offset for scenarios
- Module II:Advanced Charting and Dashboarding Techniques
- Creating flexible charts
- Creating waterfall chart
- Creating dashboard using charts
- Creating football field
- Download Charts - Linkedin
FAQs
Q. Who is the target audience?
A. Most suitable for people in Investment banking, Equity research, Business planning & strategy, Private equity, Project management, or commercial banking. Also a good plus for people pursuing CA, CFA, FRM, MBA Finance. Ideal for candidates with Degree, Diploma, B .TECH in engineering and Commerce who want a career in finance.
Q.What are the prerequisites of this course?
A. The candidate should know the Basics of Finance and the usage of Excel. Corporate Valuation Methodologies is also one of the topics that the candidate will definitely benefit from in this course.
Q.Where can I get doubt clarifications?
A.We have an active forum, where you can raise your doubts and we would be happy to share our knowledge.
Why Financial Modeling?
- Is a key element in most major business decisions – Must to have skill for career progression!
- Prepared whenever any organisation is considering any major financial decision – Raising Capital, Project Finance, Bidding for a project, Evaluating Acquisition Target, Cash Flow planning, Capital structuring, etc. – varied job profiles
- Good Career Prospects – Picked up from leading job portal
Testimonials
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K Gangadhara Rao Accounts Officer George Institute for Global Health |
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| This is Best Financial Modeling training for small Scale to Large Scale Industries irrespective of Product, services, Builders, Dealers, Franchises etc. | ||
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Sabrina Kloehn Strategic Financial Planning & Analysis |
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| Love building the integrated model from scratch. It is helpful to see and hear another person's perspective on the approach to an integrated model. It is also very helpful to reach out to the faculty at any time. | ||
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Jim Moran |
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| I find the approach and the models very practical to my everyday work. I enjoy the fact that I can work at my own pace. | ||
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