Financial Planning & Analysis (FP&A)


 Rating
         
 Duration
4.5 MONTHS
 Eligible For
3+ Year Experience in Any Field (MBA/PGDM Finance, CA, CFA, CS, CMA, M.Com, B.Com, BBA, BE, M.Tech, CIMA)
Course Price at    30000

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

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 Details

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