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.
In today's fast-paced business world, financial planning and analysis have become crucial for any organization's success. Financial Planning and Analysis (FP&A) is the process of analyzing an organization's financial performance and creating a forecast for the future. It helps businesses make informed decisions by providing insights into financial trends, risks, and opportunities.
Course duration: Intensive 4.5 MONTHS
COURSE HIGHLIGHTS:
The #1 Course to Land a Job in Financial Planning & Analysis
Certified Financial Planning & Analysis Course with 100% Placement assistance
3/6 months internship with an Analytics firm
Gain hands-on, practical experience as you will work as an employee in a Financial Analytics firm along with training
80% of the Real-time industry used Case study-based learning
Our trainer: FP&A working professional
A guide to over 100+ frequently asked FP&A questions and their answers
Build 5 financial models from scratch of your chosen Listed/Private companies
Be part of our Global FP&A alumni network
Learn the best Planning, Budgeting, Forecasting, KPIs Analysis, Reporting & Presentation practices used in the industry
Prepare a company’s Budget from Scratch
Dedicated Placement Manager with 1-on-1 mentorship.
MODULE 1: MS EXCEL EXPERT
Excel Essentials & keyboard accelerators
Basic & advanced 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 & ACCOUNTS CONCEPTS UNDERSTANDING
Finance principles and processes (e.g. financial management concepts, corporate finance activities, etc.)
General financial concepts and common financial formulas (e.g. time value, opportunity costs, debt structures and covenants, earnings per share, cost of capital, etc.)
Financial accounting concepts, principles, and practices
Interactions/ interrelationships of common financial statements
Basic microeconomics (e.g. marginal costs, pricing, price elasticity of supply and demand, etc.)
Managerial accounting/reporting and cost accounting concept
MODULE 4: FINANCIAL MODELING & VALUATIONS
Interlinking of financial statements (IS, BS, CFS)
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 including the following points
Debt Repayment Schedule (DRS)
Fixed Assets Module (FAM)
Dividend & Equity Schedule (ES)
RATIOS:
In-depth conceptual understanding of financial ratios, we include the following points
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
DUPONT analysis
VALUATION:
(Understanding of various Valuation methods)
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
Cost of Equity using the Capital Asset Pricing Model (CAPM)
Cost of Debt (Kd)
Cost of preference shares (Ke)
The risk-free rate of return (Rf) for listed & non-listed SMEs