Financial Modeling Course

Financial modeling is emerging as one of the most highly sought after pre-requisites for finance professionals in India. Professionals with Financial Modeling skills working in Equity Research, Investment Banking, Credit Ranking Analysis, Financial Analysis, Business Analysis, Project Finance, or Fund Management have an advantageous edge over others.

This program is suitable for people in the fields of Investment Banking, Project Management, Equity Research, Business Planning & Strategy, Private Equity Funds, and Commercial Banking. It is also ideal for CAs, CFA Program-holders, FRMs, MBAs Finance professionals, B.Tech graduates and Commerce graduates who desire a career in the given profiles.

1. Overview of Excel and its versions
2. Understanding and creating a Financial Model template
3. Using referencing framework (usage of $) to effectively use formulae
   • Case: Product Quotation
4. Identify the relevant data using conditional formatting
   • Case: Candidate shortlisting (HR)
5. Extracting the required information from string of data using Left, Right, Mid and Trim
   • • Case: Addresses for Real-Estate Marketing
6. Understanding Array functions
   • Case: Analyse the investment results
7. Getting the relevant details from multiple tables/ sheets with Lookup/ Index/ Match functions
8. Using Name Ranges to make formulae easy to implement and understand
   • Case: Analysing the sales: region/ year / product wise
9. Looking at multiple possibilities with Offset function
   • Case: Choosing different scenarios
10. Getting the desired result with Goal Seek
    • Case: Breakeven Analysis
11. Getting the desired result having multiple constraints using Solver
    • Case: Finding a right mix of production
12. Summarizing the results with Sumifs/ Pivot Tables
    • Case: Analysing results Vendor/ Product wise

1. Collect and Structure Data
2. Scrutinize collected data and information
3. Understand business and operating models
4. Model Historical Statements
5. Understanding Drivers
6. Modeling Driver Assumptions
7. Projecting future Drivers
8. Modeling Revenue Build-up
   • Projecting the future revenue
9. Modeling Cost Build-up
   • Projecting the future cost
10. Modeling the Asset and Depreciation Schedule
    • Book and Income Tax
11. Modeling Debt and Working Capital
12. Tax Calculations
    • Income Tax
    • MAT and MAT Credit
    • Deferred Tax
    • Current Tax
    • Accumulated Losses
13. Modeling Equity Schedule
    • Paid Up Capital
    • Retained Earning
14. Modeling the Financial Statements, Ratio Analysis
15. Modeling Valuation
    • WACC and Cost of Equity Analysis
    • Valuation using DCF
      • FCFF, FCFE and EV
    • Valuation using Comparables
      • Trading Comparables
      • Transaction Comparables
16. Performing Sensitivity/Scenario Analysis
17. Valuation Comparison
    • Football Field Chart

1. Meaning and Categories of M&A
2. Exploring motivations behind a merger
3. Different forms of payment in a merger deal
4. Hostile versus Friendly Oer
5. Evaluating a Merger Bid
   • Case: Estimating fair acquisition price of the target company in M&A
   • Absolute Valuation
   • Discounted Cash Flows
   • Comparables
   • Trading Multiples
   • Transaction Multiples
6. Case: Real-life case study on M&A
   • Rationale of the Transaction
   • Research Reports
   • Collecting and projecting numbers
   • Creating high level merger accounting for Goodwill – Pooling method
   • Modeling a Financing Plan
   • Performing Sensitivity Analysis on Acquirer’s EPS,
   • Contribution Analysis
   • Accretion/Dilution Analysis

1. Case: Real-life case on creating a Project Model for Broadband Services
   • Fiber Infrastructure under build, own and operate
   • GANTT Chart: Timeline of Construction
   • Creation of an SPV
   • Construction Schedule
   • Uses and Sources
   • Debt Schedule
   • Interest During Construction
   • Repyament Schedule
   • DSRA: Debt Service Reserve Account
   • DSCR: Debt Service Coverage Ratio
   • Margin Calculation
   • Re-CAPEX
   • Equity Schedule
   • Annualized Schedule
   • Modeling Revenue Build-up
   • Different kind of Services, Customers and Plans
   • Modeling Cost Build-up
   • Operating Model
   • DSCR
   • In-house Costs
   • Outsourced Costs
   • Margin in different kind of costs
   • Cashflow Statement
   • Project Cash flow
   • Equity Cash flow
   • Valulation
   • NPV
   • IRR
   • Project
   • Equity
   • Company IRR

1. • Macros
   1. Accessing VB editor, Developer tab
   2. Changing security to ‘Disable all macros with notication’
   3. Recording your 1st macro – copy pasting values
   4. Formatting chart with macros
   5. Creating exible CAPM model using Form Controls
   6. Writing your 1st macro – adding a new worksheet and populating content
   7. Debugging and stepping into the VBA Code of your rst macro
   8. Correcting circular reference in IDC using VBA/macros
   9. Case: Removing Circular Reference in the Project Model
   10. Case: Populating Result for all scenarios

1. Data Collection from Public Sources
2. Understanding the Business Profile of the Company
3. Modeling Revenue and Expenses Drivers
4. Modeling Income Statement
5. Modeling Implied EBITDA
6. Balance Sheet Projections
7. Cash Flow Statement Projection
8. Performing Valuation and Sensitivity Analysis
9. Calculating Enterprise Value and Implied Market capitalization

1. Case: Variance Analysis
   • Understanding Budget vs Actual Expenses
   • Summarizing Actuals under different heads month wise
   • Creating a Dashboard
   • Variances under different heads
   • Charting for Budget vs Actual
   • Charting on Actual breakdown
2. Case: Sales Dashboard
   • Understanding the data
   • Creating Tabular format
   • Naming Tables
   • Creating desired Pivot Tables
   • Naming Pivot Tables
   • Creating Dashboard
   • Summary on Sales
   • Using Picture Art
   • Creating Slicers
   • Report Connections
   • Sizing Slicers
   • Creating Different Charts
   • Line Chart
   • Bar Chart
   • Pie Chart
   • Tree Map
   • Geographical Map
   • Sunburst

1. PowerBI
   • Connect to Data Source
   • Transform Data
   • Modify Data
   • Add Column
   • Different kind of charting
   • Decomposition Chart
   • KPI Influencers
   • Filters, Advanced Filters
   • Hierarchy
   • Manual Data Entry
   • Joining, Binning, Grouping
   • Whatif Analysis
   • Setup the gateway
   • Schedule the Reports
   • Reports and Dashboard
   • Web Publishing
   • Mobile BI

The Financial Modeling course is designed to teach students how to build different types of financial models with Excel.

The demand for Financial Modelers is on a continuous rise as Financial Modeling helps companies track the performance and growth of the organization.

Financial Modeling course opens doors to opportunities in Equity Research, Investment Banking, Credit Ranking Analysis, Financial Analysis, Business Analysis, Project Finance, Fund Management, and Commercial Banking.

The duration of the course is 100 hours. After completing the training and after being fully prepared, the examination can be given on the last Saturday of every month.

Yes, you can work and pursue Financial Modeling course together.

To know about the Financial Modeling course fee, contact our counsellors.

Financial Modeling skills can be used across all industries and all countries.

No, there is no exemption in the Financial Modeling Course.

Yes, you can pursue the Financial Modeling course along with Graduation. A candidate with a background in mathematics, economies, or statistics is most suitable for the course.

Yes, the Financial Modeling course certification by EduPristine and BSE Institute Ltd. is recognized in India.

No, there is no such requirement for the Financial Modeling course.

There is no minimum qualification required to pursue the Financial Modeling course. However, Students with mathematics, statistics, and economics background find it easier to understand the FM concepts.

The Financial Modeling course has only one exam.