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Home > Courses > Financial Modeling Course

Financial Modeling Course

(in collaboration with BSE Institute Ltd.)

Financial Modeling Course 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.

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Financial Modeling is the 'Core' Skill Across All Finance Domains

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Financial Modeling Course Eligibility

There is no minimum qualification required to pursue the Financial modeling course. But due to the complexity of the course, it is easier for students with mathematics, statistics and economics background to understand the concept of Financial Models.

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.

Here is how we bridge the skill gap and prepare you to be job ready


Practical and Experiential Training

    Industry relevant content
  • Case-study based hands-on training
  • Training by subject matter experts
  • Excel based training
  • BSE certification
  • Dedicated discussion forums
  • After Course Engagement (ACE)
+

Soft Skill Training

  • Interpersonal communication
  • Time management
  • Presentation skills
  • Email and virtual communication
  • Emotional intelligence
  • Decision-making and problem solving
  • Assertiveness and communication
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Market Ready

  • Frequent job updates
  • Customised career guidance
  • Interview skills workshop
  • Resume preparation assistance
  • Placement assistance
  • Career Services

Financial Modeling Course Highlights

Classroom Training

EduPristine & BSE Institute Ltd. Joint Certificate Program.

14 days (70 hours) extensive classroom training

Pre-recorded lectures

Comprehensive study notes

Post session practice on real-life case studies

Hands-on training on Excel workbooks

Experienced and passionate trainers

24*7 Learning Management System (LMS) access with a 1-year validity

Dedicated discussion forums

After Course Engagement (ACE)

Career Services

Corporate Training

Customized training solutions

Requirement based training modules

Foundation to expert level curriculum

Industry expert trainers

Learning Management System (LMS) access

Training at your premises

Case based training/simulations

Comprehensive study notes

Single point of contact for all communications

Financial Modeling Course Self Study Package

Financial Modeling

OnlineFM Self Study Package
Pre-Recorded Videos
Downloadable Financial Models
Week-Wise Model Templates
24x7 Access to Online Materials
Discussion Forum

Financial Modeling Course Curriculum

  1. Data Collection and Data Structuring
  2. Preliminary Scrutiny of the Data and Information
  3. Understand the Business Model and Operating Model
  4. Modeling the Historical Statement
  5. Modeling Assumptions for Future Action
  6. Modeling Revenue Build-up – projecting the future revenues
  7. Modeling Cost Build-up – projecting the future cost
  8. Modeling the Asset Schedule
  9. Modeling the Depreciation Schedule – Book and Income Tax Depreciation
  10. Working Capital and Term Loan Modeling – Debt Infusion
  11. Tax Modeling, MAT and MAT credit
  12. Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
  13. Equity Modeling – Equity Infusion
  14. Modeling Paid Up Capital and Share Premium Account
  15. Modeling Retained Earning Schedule
  16. Modeling the Financial Statements, Ratio Analysis
  17. WACC and Cost of Equity Analysis
  18. Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable Analysis (Relative Valuation)
  19. Performing Sensitivity/Scenario Analysis
  20. Comparing the Valuation Summary using Different Parameters on football field

Day 6 & 7: M&A I & II »

  1. Meaning and Categories of M&A
  2. Merger Motivations
  3. Forms of Payment in a Merger Deal
  4. Hostile versus Friendly Offer
  5. Evaluating a Merger Bid
  6. Case: Estimating fair acquisition price of the target company in M&A
  7. Discounted Cash Flows
    1. Identifying assumptions for estimating future cash flows
    2. Making pro-forma financial estimates
    3. Calculating FCFF, discount and terminal rate and NPV
  8. Comparable Companies
    1. Defining comparative value metric
    2. Estimating takeover premium and calculating takeover price
  9. Comparable Transactions
    1. Comparable transactions and defining comparative value metric
    2. Calculating the valuation of the company
  10. Case: LinkedIn acquisition by Microsoft
  11. Why LinkedIn and Microsoft
  12. Finding out rationale for the transaction
  13. Searching and researching relevant reports
    1. Understanding the usage of 10K and 10Q
    2. LinkedIn's Schedule 14A, LinkedIn's 10Q, Microsoft's fund raise
  14. Collecting and projecting numbers
    1. Merger Analysis – Key Drivers and Inputs
    2. Projecting Microsoft and LinkedIn numbers
    3. Find out the impact of deal announcement on share price
  15. Creating high level merger accounting for goodwill – Pooling method
  16. Accretion/Dilution Analysis and Modeling a Financing Plan
  17. Modeling a Financing Plan
  18. Performing Sensitivity Analysis on Acquirer's EPS, Contribution Analysis

Day 8, 9, 10, 11 and 12: Macros, Charting, and Project Finance »

  1. Macros
  2. Accessing VB editor, Developer tab
    1. Creating and deleting modules
  3. Changing security to ‘Disable all macros with notification
  4. Recording your first macro – copy pasting values
  5. Formatting chart with macros
  6. Creating flexible CAPM model using Form Controls and Active X Controls
  7. Writing your first macro – adding a new worksheet and populating content
  8. Debugging and stepping into the VBA Code of your first macro
  9. Correcting circular reference in IDC using VBA/macros
  10. VBA Assignments
  11. Case: Creating a Project model for the development of toll
  12. Road under build, own, operate and transfer model
  13. Creating flexible activity timeline chart – Gantt chart
    1. Using AND function to identify the timelines
    2. Using Webdings to create special characters
    3. Conditional formatting to highlight the timeline
  14. Establishing design parameter
    1. Calculating monthly traffic handling capacity
  15. Forecasting toll charges and monthly traffic
    1. Creating monthly timeline using date function(s)
    2. Calculating toll rate using min/max functions
    3. Estimating traffic under three different scenarios: Pessimistic, Most likely and Optimistic
    4. Adding two more scenarios: Custom and Simulated
  16. Auditing the Project details
    1. Converting all hardcoded numbers to different color in one go
  17. Using Macros (Form controls) to create flexible scenarios
    1. Creating flexibility for five different scenarios
    2. Using OFFSET function to get the output against selected scenario
  18. Creating flexible Project momentum
    1. Importing traffic and toll charges using HLOOKUP
    2. Using Date functions to create monthly, quarterly (CEILING) and yearly timelines
    3. Importing data of relevant scenario using TRANSPOSE function
    4. Cleaning the output using IFERROR
    5. Creating a name manager to use a factor frequently
    6. Projecting Power and Insurance expenses
    7. Modeling CAPEX, Government grant, Exit Value
  19. Calculating NPV, IRR and Payback period
    1. Creating flexible model to calculate cost of equity (CAPM) using Form controls
    2. Calculating XNPV, XIRR
    3. Finding out Payback period using COUNTIF
  20. Creating Yearly statements
    1. Converting monthly statements to yearly statements using SUMIF
    2. Calculating NPV and IRR, Discuss problems with NPV and IRR functions
  21. Linking output with Project chart using hyperlinks
  23. Performing Sensitivity analysis of 9 variables on 3 outputs
    1. a. Using Scenario manager to perform sensitivity analysis
    2. b. Facing and correcting issues with Scenario Manager
  24. Creating bar diagram of annual traffic chart
  25. Drawing Project financial Dashboard
    1. Creating chart using primary and secondary axis
    2. Creating flexible chart for toll revenues, operating expenses, profits and profit margin – Macros
    3. Creating waterfall chart for build-up of traffic
    4. Creating cash flow chart – combination of bar and line chart
  26. Creating custom scenario to mix-match scenarios during construction, after construction and/or revenues – Macros
    1. Inserting a user form to get the input for simulation
    2. Inserting the combo box, text box, spin button, Ok/ cancel button, message box
    3. Generating random numbers to tackle growth
    4. Creating Monte Carlo Simulation for traffic/growth
    5. Creating status bar with REPT function
    6. Calculating frequency using FREQUENCY

Day 13 & 14: Accenture Case Study »

  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

Financial Modeling Course Opportunities


With time and emerging technologies, the methodologies and techniques in the finance industry are also advancing. This has led to the concept of Financial models that help in efficient and easy analysis thus making Financial Modeling a pre-requisite for finance professionals in India.

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.

Financial modeling course is ideal for professionals at every level including CAs, CFA® Charter holders, FRMs, MBAs, B.Tech graduates and Commerce graduates.

Financial Modeling Course in collaboration with BSE Institute Ltd.

Why Choose EduPristine for Financial Modeling Course?


EduPristine along with BSE ltd offer real-life challenges, compelling the learners to apply concepts in the class and prepare for career realities. EduPristine is committed to helping you at every step by offering you practical and experiential learning along with soft skills training and placement assistance.

Get Unparalleled Customer Support with EduPristine:

Our Alumni Speak

Financial Modeling course is very comprehensive program that covered a wide range of aspects of the finance industry. It gave me a good exposure to Financial Modeling and practical exposure of valuation specially DCF and Relative Valuation techniques. I take this opportunity to thank the faculty and the management of EduPristine for honing my Excel and Valuation skills, which helped me to get placed in Dion Global Solutions Pvt. Ltd. as Research Analyst.

Ruchika Yadav  

I joined EduPristine for financial modeling Program. The topics covered and the material provided was very helpful. All the teachers had a good understanding of financial concepts and were successful in imparting it to their students. The whole team of EduPristine is very supportive and always ready to solve queries. I would like to thank them for their support which helped me to secure a job as an ‘Analyst’ in MCube Advisors Pvt. Ltd.

Aditi Joshi

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Apply for the Financial Modeling Program

We only take 20 - 25 students per batch.

Note: The regular decision deadline for the enrollment is 2 weeks before the batch start.



Why EduPristine


Our Training Methodology:

Our students can expect a mix of case studies, analytical tools, and the hallmark pedagogy of learning through a plethora of hands-on and real-life scenarios. Financial Modeling Course comes with a certification from BSE Institute which can help you kick start your career. After the completion of this program you’ll be able to build a model depicting financial statements and analyze a company from multiple standpoints. The methodology offers real-life challenges, compelling learners to apply relevant concepts in class and prepare them for career realities.

What EduPristine is known for:

EduPristine is a member of Adtalem Global Education (NYSE: ATGE), a global education provider headquartered in the United States. Adtalem is a $1.2 billion (INR 7560 crores) company that has nine institutions and companies with more than 16,000 employees spread across 145 locations. Adtalem takes pride in training 142,000 degree-seeking students all over the world. The organization's purpose is to empower students to achieve their goals, find success and make inspiring contributions to our global community. EduPristine is one of India's leading training providers in Accounting and Finance. Founded in 2008, EduPristine has a strong online platform and network of classrooms across India and caters to self-paced learning and online learning, in addition to classroom learning.

A large alumni network of 50,000+ students

15+ well-located centers

A faculty pool of 250+ Industry experts

Soft skills training & Career Services

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