Our course is thoughfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples.
It is 80% practical with industry used case studies.
Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.
Online support from our team for all your queries based on ticket based tracking system
Get 3 certifcations inone course financial modeling, equity research and advance excel. You can show them seperately in resume.
Live case studies for each financial topics to ensure that learner can understand it thoroughly.
Our expert will assist you in resume building and job portal updation.
You get lifetime access to the FINXL LMS which includes videos, excel spreadsheets, presentations, ebooks, quizzes and case studies.
Our career square forum is ths most dynamic platform to connect with expert across the globe.
Financial Modeling is used in various business activities by Investment Banks, Equity Research firms, Credit Rating Agencies, Private Equity / Venture Capitalist, Banks, Consultancy Firms, Corporate Finance Teams. Essence of Financial Modeling is in translating Business Strategy & Operations in realistic numbers considering the impact of Economic, Sectoral & Competitive scenarios
Financial Modeling requires expertise in Accounting, Economics, Sector Knowledge, Analytics, Excel, Business Strategy. Equity Research firms provide detailed research & insights into an economy, sector, or company which forms the basis of investment decisions .
We FINXL Provide best Financial Modeling Equity Research Training Classes in Pune Maharashtra India. Investment banks and research firms don't entertain fresher's due to lack of minimum practical exposure required on job. Hence we are here to help you!!
Course duration: Intensive 4 MONTHS
COURSE HIGHLIGHTS
MODULE 1: MS EXCEL EXPERT
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Excel Essentials & keyboard accelerators
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Basic & advance excel functions
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Conditional Formatting, Paste Special
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Using VLOOKUP/HLOOKUP/ Match Index
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Using SUMIF, COUNTIF, AND AVERAGEIF
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DATEDIF, YEAR, YEARFRACE & MONTH
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Index, Search, Choose, offset
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Sensitivity analysis with Data tables
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Pivot table, Charting commonly used
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Dashboards, templates, Macros
MODULE 2: DATA
COLLECTION AND MODELING
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Sources for authentic financial data for US,
India, China, Germany, and Singapore companies
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Tricks to collect data in the shortest time
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Data collection & Data structuring for model
·
Understanding of Financial Reports & their
types
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Types of filing 10-K, 10-Q, 8-K, 20-F etc.
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Create a Model template for 5 years of historical
data for
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Revenue Drivers
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Cost Drivers
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Income statement
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Balance sheet
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Cash flow statement
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Dividend schedule
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Asset Schedule
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Debt Schedule
·
Equity Schedule
MODULE 3: FINANCE
FUNDAMENTALS
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What Financial Analyst does?
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Skill set requires for Financial Analyst?
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Job roles of BUY SIDE and SELL SIDE Analysts
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Understanding, Reading & Analyzing of
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Income statement Balance sheet
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Cash flow statements to accounts
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GAAP & Non-GAAP/Reported & Adjusted
numbers
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Reported/Adjusted /GAAP/Non-GAAP EPS
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Restructuring & Adjusted numbers
·
Pro-forma Income statement
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Restating financials for valuation and analysis
·
Concepts & treatment of
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Minority/Non-controlling
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Associates
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Subsidiary
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Convertible debt/securities
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Corporate actions & their treatments
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5 case studies on live small business
·
Make business plans for startups
·
Rights issue
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Bonus issue
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Takeover
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Merger
·
Acquisitions
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Interim/Annual dividend
·
Stock splits
·
Spin-offs
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Reverse split
MODULE 4: EQUITY
RESEARCH
(Analyzing Sectors/Industries/Companies)
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Company's Business model understanding
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Economies/Sectors/Industries understanding
·
Operational drivers & cost drivers &
Projection
·
FACTORS that impact the company's projections &
valuations
·
Case studies on 'Top Down' and 'Bottom Up'
approaches
·
Forecasting of IS, BS, CFS, and Schedules
MODULE 5: FINANCIAL
MODELING & VALUATIONS
·
Interlinking of financial statements (IS, BS,
CFS)
·
Case study: Tallying the balance sheet in 30
minutes
·
Use best practices in Financial Model building
·
Understand & develop a forecasting basis for
each line of IS, BS & CFS
·
Build & Forecast Advanced Schedules
·
Minority/Non-controlling
·
Associates
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Subsidiary
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Convertible debt/securities
·
Debt Repayment Schedule
·
Fixed Assets Module
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Dividend & Equity Schedule
RATIOS:
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In dept conceptual understanding of financial
ratios
·
Liquidity ratios
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Leverage ratios
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Efficiency ratios
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Profitability ratios
·
Market value ratio
·
Calculation and analysis of ratios on your
chosen company
·
Compare your company's ratios with competitors
·
DUPOND analysis
VALUATION:
(Understanding of various Valuation methods)
·
Liquidity ratios
·
Leverage ratios
·
Efficiency ratios
·
Profitability ratios
·
Market value ratio
1.
DISCOUNTED CASH FLOW (DCF)
·
In depth step by step understanding of DCF
·
Product/business/economic life cycle concepts
·
Time value of money concepts
·
Understanding & calculation of FCFF &
FCFE
·
In-depth analysis of systematic & un
systematic Risk
·
Beta, levered & Un-levered beta
·
Calculate beta using the last 5 years' price
c ·
Cost of capital (WACC)
·
Cost of Equity using Capital Asset Pricing Model
·
Cost of Debt
·
Cost of preference shares
· Risk-Free rate of return (Rf) for listed &
non-listed SMEs
·
Market Premium (Rm)
·
Net present value /company value
·
Sensitivity analysis
·
Application of DCF on your chosen company
·
’Buy' or a 'Sell' rating based on analysis
2.
RELATIVE VALUATION (RV) (Trading Comps/Exit Multiple)
·
Step by step understanding of RV & Trading
comps
·
Criteria to choose competitors
·
Criteria to choose Ratios for comparison
·
Usage of price multiples P/E, P/S, EV/EBITDA,
P/B
·
Drive prices using the above ratios
·
Price band and valuation conclusion
3. SUM
OF THE PARTS ANALYSIS (SOTP)
·
Determine the Business Segments
·
Value Each Segment
·
Pick any of the below valuation methods to value the
segment
·
DCF /Comparable companies / Precedent
Transactions
·
3- Add up all segment's valuations
4. DDM
(DIVIDEND DISCOUNT MODEL) (Gordon Growth Model)
· In-depth step-by-step understanding of DDM
·
Drive model and valuation conclusion
MODULE 6:
EQUITY RESEARCH REPORT
·
Introduction of various reports
·
Initiating Coverage
·
Company Update
·
Scenario Road map
·
Sector/Industry Reports
· 2 detail Equity Research Report on your chosen US/China/Germany/Singapore companies
·
5 short reports on your chosen Indian companies
·
Economy, Industry, and sector research and
analysis
·
Conclusion with analyst call 'BUY', 'SELL',
'NEUTRAL'
MODULE 7: PRESENTATION,
REAL CASE STUDIES MOCK INTERVIEWS, SOFT SKILL
·
10 real-time case studies
·
prepare you on 100+frequently asked equity
research interview questions with answers
·
Positive attitude and emotional intelligence training
·
Placement managers for 1 on 1 mentorship
·
Communication and interpersonal skills training
·
Conduct regular mock interviews
·
Work on individual strengths, and weaknesses and
prepare an interview script
·
Profile building and marketing
·
Interview scheduling& helping candidates in
placements
Pre-Requisites
Target Audience
Any commerce Graduates & Post Graduates (BBA, BCOM, BBM,
MCOM), Non-Commerce Graduate or Post Graduate (BSC, Engineers, B.E., B. Tech,
M.E., After MBA OR During MBA, CFA or any degree in Finance, MBA/CFA/CA
Aspirants, CPAs, ICWA, CS, Back office/operations working professional,
accounting working professional, KPOs/BPOs professionals, Financial Analysts,
Business Analysts, Startup founders, Bankers, Financial Controllers, CFOs,
CEOs, Fund Managers, PE Fund Managers, Account Receivables (AR), Accounts
Payables (AP), Record To Report (R2R), Reconciliation background professionals,
housewives after long gap of marriage or kids to make career in Finance field,
Businessman / Entrepreneur.
Research Companies
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