Financial Modeling Classroom

Classroom Prep

Financial Modeling Classroom
Unlike most of the other businesses, all finance professionals have to continuously work with large amount of numbers. Almost everyone uses MS Excel to create financial models to analyse and project financial statements. A mastery over financial modeling will give all the professionals an edge over others as they can do their work faster and with more accuracy.


ABOUT FINANCIAL MODELING

Financial Modeling is one of the most fundamental and widely sought after skills in the finance industry. It is the art of building a model to depict financial statements and investment analysis using MS Excel. This helps arrive at optimal business solutions by analyzing various parameters. At the end of the course,You will be able to do the task of building a model depicting financial statements/business model, which helps in decision making.

The EduPristine Financial Modeling course will teach you the basic of MS Excel all the way to creating successful Financial Models. By the end of the course, you will be able to independently build models that are robust and provide dynamic projections that can be used to thoroughly analyze a company from multiple standpoints: operations, investment, financing and valuation.

Learn Financial Modeling with us in the classroom environment with hands on experience. The first module is Equity Evaluations and the second module teaches advanced Excel. So you can make a model firstly, and then understand how to use that model for various purposes like projections, evaluations etc.

Topics Covered

  • Day 1
    +
    • 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
  • Day 2, 3, 4 & 5
    +
    • 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
  • Day 6
    +
    • 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
  • Day 7 & 8
    +
    • 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
  • Day 9 & 10
    +
    • 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
  • Day 11
    +
    • 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
  • Day 12
    +
    • 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
  • Day 13
    +
    • 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
  • Day 14
    +
    • 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

Excel in the financial world

The course will enable you to
  • Value and analyze Firms, IPOs and FPOs in Financial Modeling.
  • Investments in nascent stages can be valued with accuracy with hands on Financial Modeling for eg. Private Equity/ Venture Capital Investing
  • Build your own financial models

The ideal candidate for financial modeling

This program is suitable for students and professionals related to Investment, Equity Research, Credit, Project, Mergers & Acquisition, Corporate Finance, Critical Thinking and analytical skills. It is also ideal for CA, CFA Program candidates, FRM, MBA Finance, B TECH and Commerce Graduates who want a career in any of the above profiles.

Financial Modeling is also a suitable choice for those in non-finance related careers such as in the preparation of Business Plan, working on Excel, decision making and mapping theory to practical.

CAREER BENEFITS

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.

PRE-REQUISITES

Students should have hands-on experience with Excel and a brief idea about Finance, Balance Sheets and Cash Flow Models.

Venue

City
Date
Address
Phone
(Toll Free)
Ahmedabad 22nd Feb The Chambers Hotel, Nagri Hospital, Purshottam Mavlankar Marg, Ellisbridge, Ahmedabad, GJ 380006 18002005835
Bangalore 29th Nov Sanctum Technology Pvt Ltd, #114, Al-Azeem Center, Opp. Raheja Arcade, Above Food World, Koramangla, Banglore - 560095 18002005835
Chennai 20th Dec Aec Business Academy, Kittu Complex, Giriappa Road, Near GRT Grand Hotel, T Nagar, Chennai 18002005835
Delhi 29th Nov EduPristine, #44,2nd Floor Regal Complex Outer Circle Connaught Place 18002005835
Hyderabad 20th Dec Hotel Kens, Road No.3, Sri Nagar Colony, Banjara hills 18002005835
Mumbai (Andheri) 6th Dec 7th Floor, 702, Raaj Chamber, Old Nagardas Road, Next to Andheri subway, Andheri East Mumbaii 400069 18002005835
Mumbai (Thane) 22nd Nov 1st Floor, Karnavat Classes, Lohar Lane, OppNagrik Store, Next to KunjVihar, Near Railway Station, Thane West 421504 18002005835
Pune 20th Dec SCDL-1065, Gokhale Cross Road, Model Colony, Pune 18002005835
FIN MOD Classroom
Classroom
30000
14 days Classroom Training (70 hrs)
Webinar Video Recordings for each topics
Downloadable Financial Models for Various Companies
Day wise Topic Access Materials & Downloadable Financial Models
Module-I: Financial Modeling using MS Excel
Case Studies Sessions
Module-II: Advance Financial Modeling
Access for Downloading Many Sample Models
Access Step by Step Model Templets
Study Notes: Downloadable Complete Course Material
Domain Specific MS Excel Workbook and Practice
Lecture Handout
Certificate of Participation / Excellcence
24 * 7 Access to Online Materials
Discussion Forum
Buy

Course Highlights

Extensive Classroom Training
14 days (70 hrs.) 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.
Live Webinar
14 days Online Lectures with Recordings for all the topics.
Comprehensive study notes
Download complete course material for future reference and to understand concepts better.
Case Study Approach(Using models for analysis, including valuations)
Appreciate the concepts by working on case studies derived from real-life situations.
Certification
EduPristine& BSE brings Financial Modeling Join Certificate Program
24x7 Online Access
24x7 Online Access* to Course Material (Unlocked Excel Models, Presentations, etc.)
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.
I found the Financial Modeling course offered by Edupristine as knowledge enriching. Course content and lectures were good and helped in understanding complex financial models and improved efficiency at work.
EduPrisitine's faculty is awesome. The classroom sessions from industry practioners gave a deep understanding of the topics. As a PMO Lead, I expected more on project finance with advanced excel tricks but I got a lot great stuff to learn apart from it. I thanks Pristine faculty for this. Looking forward for continual relation with Pristine.
FAQ
I am a rookie with MS Excel. Will it be difficult to learn Financial Modeling? Difference between learning MS Excel and Financial Modeling? What career can I build by learning Financial Modeling?
Disclaimer

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