Financial Modeling Certification Program by BSE Institute Ltd

Financial Modeling Program

EduPristine Financial Modeling Program in collaboration with BSE Institute Ltd. will teach you the basics of MS Excel all the way to creating successful Financial Models. By the end of the program, you will be able to independently build models that will help you analyze a company from multiple standpoints like operations, investment, financing and valuation. Get practical and experiential learning, along with soft skills and placement assistance.

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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

Online

FM Online

FM Online with Excel School

Project Finance Online

Project Finance with Excel School

FM and Project Finance

FM and Project Finance with Excel School

Price

12600

16800

12600

23100

18900

23100

Pre-Recorded Videos

Downloadable Financial Models

Week-Wise Model Templates

24x7 Access to Online Materials

Discussion Forum

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Day 1: Excel Tips »

Understanding and creating a Financial Model template
Case: Formatting the data, summarizing, and creating a presentable format
Formatting the imported file with text to columns
Getting the relevant information from string of data using Left, Trim
Converting text to numerical using text to columns
Using referencing framework (usage of $) to effectively use formulas
Summarize the sum of sales with Pivot Tables
1. Grouping the data on quarterly or monthly basis
2. Converting sales number units to make it presentable
3. Adding slicer to instantly dig into the number
Converting data into tabular format
Identify high profit sales using conditional formatting

Day 2, 3, 4 and 5: 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
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 and Term Loan Modeling – Debt Infusion
Tax Modeling, MAT and MAT credit
Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
Equity Modeling – Equity Infusion
Modeling Paid Up Capital and Share Premium Account
Modeling Retained Earning Schedule
Modeling the Financial Statements, Ratio Analysis
WACC and Cost of Equity Analysis
Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable Analysis (Relative Valuation)
Performing Sensitivity/Scenario Analysis
Comparing the Valuation Summary using Different Parameters on football field

Day 6 & 7: M&A I & II »

Meaning and Categories of M&A
Merger Motivations
Forms of Payment in a Merger Deal
Hostile versus Friendly Offer
Evaluating a Merger Bid
Case: Estimating fair acquisition price of the target company in M&A
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
Comparable Companies
1. Defining comparative value metric
2. Estimating takeover premium and calculating takeover price
Comparable Transactions
1. Comparable transactions and defining comparative value metric
2. Calculating the valuation of the company
Case: LinkedIn acquisition by Microsoft
Why LinkedIn and Microsoft
Finding out rationale for the transaction
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
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
Creating high level merger accounting for goodwill – Pooling method
Accretion/Dilution Analysis and Modeling a Financing Plan
Modeling a Financing Plan
Performing Sensitivity Analysis on Acquirer's EPS, Contribution Analysis

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

Macros
Accessing VB editor, Developer tab
1. Creating and deleting modules
Changing security to ‘Disable all macros with notification
Recording your first macro – copy pasting values
Formatting chart with macros
Creating flexible CAPM model using Form Controls and Active X Controls
Writing your first macro – adding a new worksheet and populating content
Debugging and stepping into the VBA Code of your first macro
Correcting circular reference in IDC using VBA/macros
VBA Assignments
Case: Creating a Project model for the development of toll
Road under build, own, operate and transfer model
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
Establishing design parameter
1. Calculating monthly traffic handling capacity
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
Auditing the Project details
1. Converting all hardcoded numbers to different color in one go
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
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
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
Creating Yearly statements
1. Converting monthly statements to yearly statements using SUMIF
2. Calculating NPV and IRR, Discuss problems with NPV and IRR functions
Linking output with Project chart using hyperlinks
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
Creating bar diagram of annual traffic chart
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
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 »

Data Collection from Public Sources
Understanding the Business Profile of the Company
Modeling Revenue and 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

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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