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FINANCIAL MODELING

LIVE ONLINE TRAINING

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.

ONLINE CLASS TECHNOLOGY

Live Online Classes are being conducted using professional grade IT conferencing system from Citrix. The students can interact with the faculty in real-time during the class using chat and voice. The students will be required to install a light-weight IT application on their device which could be a laptop, desktop, tablet or a mobile. Citrix supports Windows, iOS operating system and recommends an internet speed of 1 MBPS at the user's end.

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.

TARGET AUDIENCE

This program is suitable for people in Investment banking, Project management, Equity research, Business planning & strategy, Private equity funds or commercial banking. It is also ideal for CAs, CFA Program-holders, FRMs, MBAs Finance professionals, B.Tech and Commerce Graduates who want a career in any of the above profiles.

FINANCIAL MODELING (COURSE STRUCTURE)

  • Complete Material in Presentation
  • The Case Study
  • Making Stunning Charts with Excel
  • Glossary of Financial Terms
  • Introduction To P&L
  • P&L Model In Excel
  • Introduction To Balance Sheet
  • Introduction To Cash Flow Statement
  • Integrating Financial Statements Business Case
  • Case For Integrated Financial Model
  • Steps To Create Integrated Financial Model
  • Creating A Layout For Integrated Model
  • All Excel Templates for Week 1
  • Download Week 1 Newsletter
  • You can find download links in lesson pages.
  • Excel Shortcuts
  • Referencing Framework In Excel
  • Custom Formatting In Excel
  • Business Modeling Basic Case
  • Emi Basic Case
  • Understanding Integrated Valuation Case
  • Integrated Valuation Model Historical Statement P&L
  • Integrated Valuation Model Historical Statement Balance Sheet
  • Glossary of Financial Terms
  • All Excel Templates for Week 2
  • Download Week 2 Newsletter
  • Lecture Notes for Week 2
  • This week's Lessons are all related to Integrated Valuation Model:
  • Revenue Drivers
  • Cost Drivers
  • Balance Sheet Drivers
  • Building P&L Assumptions
  • Building B/S Assumptions
  • Building Assumption Numbers
  • Revenue Buildup
  • Raw Material Cost Buildup
  • Other Costs Buildup
  • All recordings for Week 3
  • All Excel Templates for Week 3
  • Download Week 3 Newsletter
  • Lecture Notes for Week 3
  • This week's Lessons are all related to Integrated Valuation Model:
  • Projecting P&L
  • Projecting Balance Sheet
  • Creating Asset Schedule
  • Creating Financing Schedule
  • Modeling the Cash Flow Statement
  • Break Even Analysis
  • All recordings for Week 4
  • All Excel Templates for Week 4
  • Download Week 4 Newsletter
  • Lecture Notes for Week 4
  • This week's Lessons are related to understanding Circular References in Excel and its application in Updating the Integrated Valuation Model:
  • Understanding Circular References in Excel
  • A Short Case on Using Circular References to Update Interest Expense
  • Updating Interest Expense using Circular References in the Integrated Valuation Model
  • Understanding Macros
  • Creating Custom Charts Using Macros
  • Breaking Circular References Using Macros - Application in Finance
  • All recordings for Week 5
  • All Excel Templates for Week 5
  • Download Week 5 Newsletter
  • Lecture Notes for Week 5
  • Recording of Live Webinar
  • Live Webinar Recording
  • This week's Lessons are related to starting the analysis of financial statements using Ratio Analysis. We also start understanding the very basics of corporate finance. Also this week, we look at additional material on credit risk model (Unrelated to integrated financial model), where we understand array functions and lookup functions in excel:
  • Understanding the steps in integrated financial model - Moving from creating financial statements to analyzing them
  • Integrate Financial Model - Financial Statement Analysis using Profitability Ratios
  • Integrate Financial Model - Financial Statement Analysis using Liquidity Ratios
  • Integrate Financial Model - Financial Statement Analysis using Other Ratios
  • Basics of Corporate Finance - Time Value of Money
  • Basics of Corporate Finance - NPV and IRR
  • Credit Risk Model - I (Understanding Array functions in Excel)
  • Credit Risk Model - II (Understanding Lookup functions in Excel)
  • All recordings for Week 6
  • All Excel Templates for Week 6
  • Download Week 6 Newsletter
  • Lecture Notes for Week 6
  • Understanding the the methodologies of Valuation
  • Free Cash Flows (to the Firm and Equity) - FCFF, FCFE
  • Calculating FCFF and FCFE
  • Understanding Cost of Equity - CAPM
  • Understanding Cost of Capital - WACC
  • Understanding terminal value
  • Integrated Valuation Model - Implementing Valuation by DCF
  • All recordings for Week 7
  • All Excel Templates for Week 7
  • Download Week 7 Newsletter
  • Lecture Notes for Week 7
  • This week's Lessons are optional and related to creating integrated financial model for real life IPOs - LinkedIn.com or Coal India Ltd. There are no recordings this week. You need to work on the model on your own as an assignment!
  • Templates and Steps for LinkedIn.com
  • Templates and Steps for Coal India Ltd
  • Week 8 - Extended (Bonus Material)
  • This week's Lessons are related to building the model for LinkedIn IPO.
  • Bonus Material - Recordings for LinkedIn Material
  • Step 0 - Introduction to complete Model
  • Step 1 - Creating the Revenue Buildup
  • Step 2 - Creating the Cost Buildup
  • Step 3 - Creating the Asset Schedule
  • Step 4 - Creating the Equity Schedule
  • Step 5 - Creating the P&L
  • Step 6 - Creating the Balance Sheet
  • Step 7 - Creating the Cash Flow Statement
  • Step 8 - Valuation - I
  • Step 9 - Valuation - II
  • Step 10 - Analysis
  • All recordings for Week 8 Extended - LinkedIn IPO
  • All Excel Templates for Week 8
  • This week's Lessons are related to valuation of the company using Comparatives (Comps) and performing scenario analysis on equity value. We also demystify one of the confusing concepts in accounting - Deferred Taxes.
  • Understanding Trading Comps
  • Understanding Transaction Comps
  • Important Points to Note while using Valuation through Comps
  • Integrated Valuation Model - Using Comps for Valuation
  • Using Excel Data Tables for Scenarios
  • Integrated Valuation Model - Using Data Tables for Scenarios
  • Using User forms to create GUI in Excel
  • Additional Material on Deferred Taxes
  • Understanding Deferred Taxes
  • Implementing Depreciation using SLM
  • Implementing Depreciation using DDM
  • Implementing Deferred Taxes
  • All recordings for Week 9
  • All Excel Templates for Week 9
  • Lecture Notes for Week 9
  • This week's Lessons are related to Charting and Creating Dashboards for Valuation Models. This is the concluding week for the Financial Modeling School
  • Integrated Valuation Model - Charting the football field
  • Advanced Accounting Concept - Revenue Recognition
  • Charting Technique - Waterfall Model for Percentage Revenue Recognized
  • Arranging Scroll Bars in Valuation Model
  • Understanding Dupont Analysis
  • Understanding Dashboarding Tool - Sparklines for Incell Charts
  • Integrated Valuation Model - Dupont Analysis & Dashboard
  • Integrated Valuation Model - Monte Carlo Simulation
  • Summarizing the Financial Modeling School
  • All recordings for Week 10
  • All Excel Templates for Week 10
  • Lecture Notes for Week 10

EXCEL SCHOOL

  • Lesson 0 - An Overview of Excel [46min.]
  • Relative & Absolute Cell References in Formulas [6min.]
  • Using IF Formula, Nesting IF Formulas [30min.]
  • COUNTIF, SUMIF Formulas [7min.]
  • Excel Text Formulas [22min.]
  • VLOOKUP formula, INDEX, MATCH Formulas [12min.]
  • OFFSET Formula [22min.]
  • SUMPRODUCT Formula [22min.]
  • SUMIFS Formula, COUNTIFS Formula [12min.]
  • Advanced VLOOKUP Tricks [23min.]
  • How to Get Unique Values from a List using Formulas [6min.]
  • SMALL, LARGE Formulas [13min.]
  • ROWS, COLUMNS Formulas [10min.]
  • Formula Editing Tips And Tricks [19min.]
  • Formula Debugging Using F9 Key [4min.]
  • Formatting Paste Special [63min.]
  • Conditional Formatting - 1 [15min.]
  • Conditional Formatting - 2 [24min.]
  • Conditional Formatting - 3 [28min.]
  • How to Select Correct Chart [37min.]
  • Introduction to Excel Charts [50min.]
  • Chart Formatting - 10 Tips [64min.]
  • Bar & Column Chart Formatting [18min.]
  • Excel Tables [59min.]
  • Excel Pivot Tables [93min.]
  • Pivot Table Tricks [43min.]
  • Data Filters & Sorting [55min.]
  • Data Validation [39min.]
  • Understanding the the methodologies of Valuation
  • Free Cash Flows (to the Firm and Equity) - FCFF, FCFE
  • Calculating FCFF and FCFE
  • Understanding Cost of Equity - CAPM
  • Understanding Cost of Capital - WACC
  • Understanding terminal value
  • Integrated Valuation Model - Implementing Valuation by DCF
  • All recordings for Week 7
  • All Excel Templates for Week 7
  • Download Week 7 Newsletter
  • Lecture Notes for Week 7
  • 7 Advanced Charting Tutorials in Excel [61min.]
  • Dynamic Charts in Excel [34min.]
  • Interactive Charts In Excel [37min.]
  • Create On Demand Charts in Excel using VBA & Magic [Bonus Lesson] [45min.]
  • Excel School Class Project # 1 [14min.]
  • Importing External Data [72min.]
  • Export Excel to Other Formats [20min.]
  • Excel Access Integration [40min.]
  • Advanced Formulas [77min.]
  • Introduction To Macros [75min.]
  • Working With Complex Worksheets [50min.]
  • Excel School Webinar Recording [50min.]
  • Excel 2010 - A Short Introduction [20min.]

PROJECT FINANCE

  • Integrated Valuation Model
  • Complete Material in Presentation
  • The Case Study for Project Finance
  • Making Stunning Charts with Excel
  • Glossary of Financial Terms
  • Introduction To P&L
  • P&L Model In Excel
  • Introduction To Balance Sheet
  • Introduction To Cash Flow Statement
  • Integrating Financial Statements Business Case
  • Creating A Layout For Integrated Model
  • All Excel Templates for Week 1
  • Download Week 1 Newsletter
  • Excel Shortcuts
  • Referencing Framework In Excel
  • Custom Formatting In Excel
  • Business Modeling Basic Case
  • Emi Basic Case
  • The Case Study for Project Finance
  • Introduction to Integrated Financial Model for Project Finance Sector
  • Glossary of Financial Terms
  • All Excel Templates for Week 2
  • Download Week 2 Newsletter
  • Lecture Notes for Week 2
  • Introducing Project Finance
  • Project Finance Characteristics
  • Understanding Date Function
  • PF Model - Updating Layout
  • PF Model - Building Area
  • PF Model - EPC Phasing
  • PF Model - EPC Costing
  • Additional Material (Complete Slide Pack with all material released)
  • Complete Slide Pack with All Material (Right Click and Download)
  • All recordings for Week 3
  • All Excel Templates for Week 3
  • Download Week 3 Newsletter
  • Lecture Notes for Week 3
  • This week's Lessons are related to understanding Circular References in Excel and its application in Financial Modeling Lessons:
  • PF Model - Building Project Cost
  • Understanding Interest During Construction (IDC)
  • Understanding Circular References in Excel
  • A Short Case on Using Circular References to Update Interest Expense
  • Implementing IDC
  • Break Even Analysis
  • All recordings for Week 4
  • Project Finance Model - Building Capex Schedule - I
  • Project Finance Model - Building Capex Schedule - II
  • Project Finance Model - Building Financing Schedule
  • Live Webinar Recording
  • Excel - Understanding sumif and index-match functions
  • Project Finance Model - Building Yearly Schedules
  • Credit Risk Model - I (Understanding Array functions in Excel)
  • Download Week 6 Newsletter
  • Sessions Related to Project Finance Model
  • Additional Material related to depreciation and deferred taxes
  • Download All recordings for Week 7
  • Download Week 7 Newsletter
  • Lecture Notes for Week 7
  • Sessions Related to Project Finance Model
  • Additional Material related to Real Life IPO (Optional)
  • Download All recordings for Week 8
  • All recordings for Week 8
  • Week 8 - Extended (Bonus Material)
  • Download All recordings for Week 8 (Extended)
  • Download All Excel Templates for Week 8
  • Sessions Related to Project Finance Model
  • Additional Material related to Building Cashflow Waterfall Model
  • Download All recordings for Week 9
  • Download All Excel Templates for Week 9
  • News Letter
  • Lecture Notes for Week 9
  • Free Cash Flows (to the Firm and Equity) - FCFF, FCFE
  • Calculating FCFF and FCFE
  • Understanding Cost of Equity - CAPM
  • Understanding Cost of Capital - WACC
  • Understanding terminal value
  • Project Finance Model - Way forward
  • Project Finance Model - Valuation
  • Using Excel Data Tables for Scenarios
  • All recordings for Week 10
  • PF Model – Scenario Analysis Using Data Tables
  • PF Model – Scenario Analysis for Civil Cost
  • PF Model – Advanced Scenario Analysis Using Macros
  • PF Model – Monte Carlo Simulation
  • PF Model – Monte Carlo Simulation - II

Sample Preview of our material: Quantitative Methods && Causes of Deadweight Loss

COURSE HIGHLIGHTS

Financial Modeling - Training

20 Hrs (Recommended 10 weeks) of comprehensive training

Project Finance

20 Hrs (Recommended 10 weeks) of comprehensive training

Study notes

The Step by Step Model Templates are helpful to create a financial model from scratch.

24x7 Online Access

Access to Course Material (Unlocked Excel Models).ns

Case Study

Hands-on Case Study (Real Life) based learning

VENUE

CityDateAddressPhone
(Toll Free)
Live Online Training24th SeptOnline (Flexibly attend through Online Mode)18002005835
Financial Modeling Online
OnlineFM OnlineFM Online with Excel SchoolProject Finance OnlineProject Finance with Excel SchoolFM and Project FinanceFM and Project Finance with Excel School
Price120001600012000160001800022000
Pre-Recorded Videos
Downloadable Financial Models
Week-Wise Model Templates
24x7 Access to Online Materials
Discussion Forum
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FAQs

Yes, the course is in pure online recorded form. You get access to all the material on Day 1 of registration. However we recommend that you spend 10 weeks per course for maximum effectiveness

We have an active forum, where you can raise your doubts and we would be happy to share our knowledge.

testimonials

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.

related links

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