Financial Modelling & Equity Research (FM&ER)


 Rating
         
 Duration
4 MONTHS
 Eligible For
CA, MBA, B.E., CFA, BCA
Course Price at    20000

Get a Globally Accepted Certification

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.

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Course Features


Introduction

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 Details

Course duration: Intensive 4 MONTHS


COURSE HIGHLIGHTS

  •  The #1 Course to Land a Job in Equity Research
  •  Certified Financial Modelling & Equity Research Course with 100% Placement assistance.
  •  3/6 months internship with an Equity Research & Valuation firm.
  •  Gain hands-on, practical experience during training, similar to a real job within the Equity Research firm.
  •  80% of the Real-time industry used Case study-based learning.
  •  Our trainers: Equity Research working professionals with 13+ years of Experience
  •  A guide to over 100 frequently asked Equity Research questions and their answers.
  •  Build 5 financial models from scratch of your chosen Listed/Private companies.
  •  Be part of our Global Equity Research alumni network.
  •  Dedicated Placement Manager with 1-on-1 mentorship.


 MODULE 1: MS EXCEL EXPERT

    ·        Excel Essentials & keyboard accelerators

    ·        Basic & advance excel functions

    ·        Conditional Formatting, Paste Special

    ·        Using VLOOKUP/HLOOKUP/ Match Index

    ·        Using SUMIF, COUNTIF, AND AVERAGEIF

    ·        DATEDIF, YEAR, YEARFRACE & MONTH

    ·        Index, Search, Choose, offset

    ·        Sensitivity analysis with Data tables

    ·        Pivot table, Charting commonly used

    ·        Dashboards, templates, Macros

                             

MODULE 2: DATA COLLECTION AND MODELING

    ·        Sources for authentic financial data for US, India, China, Germany, and Singapore companies

    ·        Tricks to collect data in the shortest time

    ·        Data collection & Data structuring for model

    ·        Understanding of Financial Reports & their types

    ·        Types of filing 10-K, 10-Q, 8-K, 20-F etc.

    ·        Create a Model template for 5 years of historical data for

        ·        Revenue Drivers

        ·        Cost Drivers

        ·        Income statement

        ·        Balance sheet

        ·        Cash flow statement

        ·        Dividend schedule

        ·        Asset Schedule

        ·        Debt Schedule

        ·        Equity Schedule

 

MODULE 3: FINANCE FUNDAMENTALS

    ·        What Financial Analyst does?

    ·        Skill set requires for Financial Analyst?

    ·        Job roles of BUY SIDE and SELL SIDE Analysts

    ·        Understanding, Reading & Analyzing of

    ·        Income statement Balance sheet

    ·        Cash flow statements to accounts

    ·        GAAP & Non-GAAP/Reported & Adjusted numbers

    ·        Reported/Adjusted /GAAP/Non-GAAP EPS

    ·        Restructuring & Adjusted numbers

    ·        Pro-forma Income statement

    ·        Restating financials for valuation and analysis

    ·        Concepts & treatment of

       ·        Minority/Non-controlling

       ·        Associates

       ·        Subsidiary

       ·        Convertible debt/securities

    ·        Corporate actions & their treatments

    ·        5 case studies on live small business

    ·        Make business plans for startups

    ·        Rights issue

    ·        Bonus issue

    ·        Takeover

    ·        Merger

    ·        Acquisitions

    ·        Interim/Annual dividend

    ·        Stock splits

    ·        Spin-offs

    ·        Reverse split

 

MODULE 4: EQUITY RESEARCH

(Analyzing Sectors/Industries/Companies)

    ·        Company's Business model understanding

    ·        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

    ·        Subsidiary

    ·        Convertible debt/securities

    ·        Debt Repayment Schedule

    ·        Fixed Assets Module

    ·        Dividend & Equity Schedule

RATIOS:

    ·        In dept conceptual understanding of financial ratios

    ·        Liquidity ratios

    ·        Leverage ratios

    ·        Efficiency ratios

    ·        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

  • Does basic knowledge of Finance / Accounting needed? Not required as we start from basics
  • Does basic knowledge of Excel needed? Not required as we start from basics
  • Does any Finance degree or Finance background required? Previous finance knowledge will help but not compulsory

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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Course Content


  • 39 sections
  • 211 lectures
  • 17h 24m total length

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