Learn how to make financial models and valuations in 10 weeks! Be ready for the industry!

• Excel formulas that come in handy when it comes to Models and valuations.
• Understanding the Excel Interface
• Basic Charts
• Advanced level functions
• Logical functions
• Financial functions
• pivots

• Overview of how to use Power BI
• Connecting Data Sources in Power BI
• Introduction to Power Query and its uses
• Understanding data modelling in Power BI
• Data Analysis Expressions (DAX) and its role in Power BI
• Exploring DAX Functions Categories
• Understanding various visualization types in Power BI reports

• Introduction to financial instruments
• Overview of Capital market and Exchanges
• Introduction to fundamental analysis
• Understanding Profit & Loss Statement, balance sheet and Cash Flow Statement
• How to read an Annual Report
• How to conduct equity research
• Risk management and portfolio optimization
• Understanding of Capital Markets: primary and Secondary Markets and the relevance and components of Market Indices
• Understanding the implications of Leverage and Equity Risk
• Understanding Sources of capital: Equity and Debt
• Understanding Fundamental Analysis Tools and Practical Exercise of Analysing Financial Statements
• Introduction to Technical Analysis and Technical Analysis Tools

• Understanding the purpose, benefits and types of ratios
• How to Calculate and Interpret Ratios
• How to Correlate it to Financial Statement Analysis
• Ratio Benchmarking and Peer Analysis
• Hands-on Fundamental Equity Analysis of company data using Ratios

• Understand IS, BS, CFS, SOCE and Cost Sheet
• Understand and make meaningful interpretations financial statements Perform impact analysis

• Overview of Budgeting
• Budgeting Techniques
• Forecasting Methods
• Financial Projections forecasting sales, cost of goods sold (COGS), operating expenses, and working capital requirements
• Budgeting and Forecasting Models
• Variance Analysis
Sensitivity Analysis
• Budgeting for Capital Expenditures
• Rolling Forecasts

• Fundamentals of project financing
• Key components of a project financing model and how to develop them.
• Analyze the financial feasibility of projects.
• Learn to do historical analysis, make assumption and create schedules for each item of Financial Statements like Revenue, Expense, WC, Dep, Capex, Equity, Debt etc.
• Learn to use Equity Research Reports and Industry publications in your Model
• Identify and evaluate different funding sources for project financing.
• Assess and mitigate risks associated with project financing models.
• Develop financial models and forecasts
• Explore case studies of successful project financing models

• Understand different techniques of Company Valuations
• Advantages and disadvantages of each valuation techniques
• Understand the principles of DCF Valuation
• Learn the steps of DCF Valuation, FCFF, FCFE, WACC, Terminal Value, Enterprise Value, Share Price Calculation
• Apply DCF technique of Valuation and create a comprehensive model right from the scratch.
• Understanding the Approaches of Business Valuation – Asset Approach, Income Approach, Market Approach

Yes, we have live weekend batches with classes on Saturday and Sunday where the trainers can answer your questions and clarify your doubts as you learn.

Recording of each session will be available if you miss the live sessions but we recommend that you attend the live classes for the best learning experience.

This program is useful for all those who are seeking a career in finance. All those who have a basic knowledge of Microsoft Excel and finance are eligible for this program.

You can click on the enrol button to register for this course.

• Credit analyst
• Research analyst
• Operations analyst
• Data analyst
• Financial advisor
• Equity advisor
• Financial consultant
• Relationship manager
• Branch/retail banking

KPMG, EY, Accenture, Protiviti Consulting, Paytm, PhonePe, Razorpay, ICICI Bank, HDFC Bank, Zerodha

Send us a message at [email protected] and we’ll respond as soon as possible.