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.
Join our Financial Analyst Course with 100% Job Guarantee in Corporate Finance. Gain expertise in financial analysis, valuation, and budgeting. Develop skills in Excel, data analysis tools, and financial software. Benefit from real-world simulations and networking opportunities. Our career services team ensures personalized support for resume building, interview preparation, and job placement. Launch your successful career as a financial analyst in just a few weeks. Take the first step today!
Course duration: Intensive 12 Months on Job Training
COURSE HIGHLIGHTS
The #1 Course to Land a Job in Financial Analyst
An Industry recognized Certified Financial Analyst Course with a 100% Placement GUARANTEE*
12-month on job training program with a financial research company
Gain hands-on, practical experience during training, similar to a real job within the Financial Research Bank
80% of the Real-time industry used Case study-based learning
Our trainers: Investment Banking working professionals with13+ years of Experience
A guide to over 100 frequently asked Financial Analyst questions and their answers
Build 15 financial models from scratch of your chosen Listed/Private companies
Dedicated trainer for soft skills & interview preparation
Be part of our Global Financial Analyst 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 & MODELING
Authentic sources of financial data for companies based in the United States, India, China, Germany and many more
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 Equity Research Analyst does?
Skillset required for Equity Research Analyst?
Job roles of BUY SIDE and SELL SIDE Analysts
Understanding, Reading & Analyzing of:
Income statement
Balance sheet
Cash flow statements
Notes 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
Rights issue
Bonus issue
Takeover
Merger
Acquisitions
Interim/Annual dividend
Stock splits
Spin-off
Reverse split
10+ case studies on live small business
Make business plans for startups
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
Minority/Non-controlling
Associates
Subsidiary
Convertible debt/securities
Debt Repayment Schedule
Fixed Assets Module
Dividend & Equity Schedule
RATIOS:
In-depth conceptual understanding of financial ratios
Liquidity ratios
Leverage ratios
Efficiency ratios
Profitability ratios
Market value ratios
Calculation and analysis of ratios on your chosen company
Compare your company's ratios with competitors
DuPont analysis
VALUATION:
(Understanding of various Valuation methods)
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 & unsystematic Risk
Beta: levered beta & Un-levered beta
Calculate beta using the last 5 years' price
Cost of capital (WACC):
Cost of Equity using Capital Asset Pricing Model (CAPM)
Cost of Debt
Cost of preference shares
Market Premium (Rm)
Risk-Free rate of return (Rf) for listed &non-listed SMEs
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
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
Add up all segment's valuations
4. DDM (DIVIDEND DISCOUNT MODEL)/ (GORDON GROWTH MODEL)
In-depth step-by-step understanding of DDM / GGM
Drive model and valuation conclusion
MODULE 5: M&A, LBO MODEL
LEVERAGED BUYOUTS
Key Participants
Characteristics of a strong LBO candidate
Economics of LBOs
Primary Exit/Monetization Strategies
LBO Financing: Structures
LBO Financial: Primary Sources
LBO Financing: Selected Key Terms
LBO Financing: Determining Financing Structures
LBO ANALYSIS
Locating & Analyzing the Necessary Information
Building the pre-LBO model
Performing LBO Analysis
Input Transaction Structure
Completing the post-LBO model
Grievance Redressal
Engagement with Credit rating Agencies
MERGER & ACQUISITIONS:
Sell Side
Auctions
Negotiated Sales
BUY-SIDE:
Buyer Motivation
Deal Structure
Buy-side valuation
Merger consequences Analysis
IPO:
Overview Of Initial Public Offering(IPO) Process
Definitions of Initial Public Offering
Why do companies go Public?
The Parties Involved
Your Company
External Auditors
Investor/Public relations
Lawyers
Investment Banks
Criteria to be needed before applying for an initial public offering IPO
Advantages and disadvantages of going public
STEPS FOR INITIAL PUBLIC OFFERING (IPO):
Procedures to change public structures
Factors Triggering the Timing of Going Public
The initial Public offering IPO team
Initial Public offering IPO Costing
The Investor's Prospective
Due Diligence Process
PITCHBOOK:
Investment Banking Pitch Book
How to build a pitchbook
Sell Side pitch book for sell-side mandates
Buy side pitch book examples
Equity Pitch Book and Debt Pitch Book Examples for financing Mandates
What do you need to know about pitch books as an intern or New hire
REGULATORS & MARKET REQUIREMENT:
Regulatory Compliance
Core Requirement
Financial Positions Profit Record
Stability of Business Minimum Expected Market capital
Public Float
MODULE 6: FINANCIAL PLANNING
Getting Started with Financial Planning
The Accounting Framework
Financial modeling
Corporate financial planning/strategic planning
GATHERING & INTERPRETING INFORMATION:
Sources of historical information and historical financial data and corporate structure and functions
Sources of information about a company's business environment (e.g. business models, financial ratios, and industry metrics)
Reading and interpreting corporate annual reports
Determining peer group sand competitors
Basic macroeconomic concepts used in financial planning (e.g., consumer price index, gross domestic product, exchange rates, interest rates, inflation rates, economic indicators, etc).
Implications of tax policies on projections
Risk factors and risk management concept
Financial and non-financial key performance indicators
Strategic planning concepts and frameworks
SWOT ANALYSIS:
Porter's five forces model
Growth share matrix
Determining information needs and gathering information from internal/external stakeholders and business partners
Tools for information gathering (e.g., templates, surveys, etc.)
MODULE 7: FINANCIAL FORECASTING
Perform Top-Down and Bottom-up Forecasting
Forecast a Company's Sales
Calculate Net Cash Flow
Forecast a Company's Planned Level of Production
Forecast Various Types of Expenditures
Estimate Working Capital Needs
Carry out a Fixed Asset Roll forward
Forecasting techniques(moving average, regression analysis, etc.)
Forecasting Selling, General & Administrative expenses
Essential Mechanics of the Forecasting Process
Forecasting Balance Sheet Items·
MODULE 8: FINANCIAL BUDGETING
Budgeting within a strategic framework
Building a robust budgeting process
A practical guide to developing budgets
Managing budget psychology
Common budgeting approaches (e.g. incremental, value-based, zero-based, etc.)
Tracking budget performance with variance analysis (waterfall charts, etc.)
Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)
BUDGETING CONTROL:
Meaning and objectives of budget and budgetary control, essentials of effective budgeting, types of funding, and budget vs. actual.
CAPITAL BUDGETING:
Concept and process of capital budgeting, feasibility analysis, managing risk and certainty in capital budgeting, evaluation criteria under discounted and non-discounted cash flow approaches. Evaluate various investment decisions using appropriate tools and techniques and apply them to day-to-day business decisions.
MODULE 9: FINANCIAL ANALYSIS
Investment Decision making- Purpose, objective, and process of investment decisions and evaluation of different types of projects. The new line of business, expansion of the current product, backward/forward integration, and application of effective financial management. Analysis of the balance sheet, and application of appropriate measures for executing and evaluating the financial results to support managerial decision-making and setting strategies.
MODULE 10: REPORTING & PRESENTATION
Corporate Financial Reporting Attributes of good corporate financial reporting for performance analysis, understanding profit & loss items, reviewing the balance sheet, variance analysis, non-performing asset analysis identifying the cause, and taking appropriate action
GLOBAL BANKING SPECIAL:
Special guide on Global Banking KPIs
Regulatory reporting
SEC reporting
FINMA reporting
MD&A (Management discussion & analysis)
Other external &internal reporting
Basel III Financial structure (P&L account, balance sheet)
Restructuring items/adjustment items & their treatments
Additional information section
Key performance indicator (KPIs) - a type of KPIs and its calculation & Interpretation
MODULE 11: POWER BI
Power BI is a business analytics service provider by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves without having to depend on any information technology staff or database administrator. The power BI certification course shares knowledge on how it provides cloud- based BI services-known as Power BI Services, along with a desktop-based interface called Power BI Desktop. It offers data modeling capabilities including data preparations, data discovery, and interactive dashboards.
TOPICS COVERED:
Introduction to Power BI
Basic components of Power BI
Loading Data in Power BI Desktop
Data Cleaning using Power BI query editor
Transform, Clean, Shape, and Model Data for further analysis
Creating Calculated Columns and measures
Performing data analysis using DAX
Visualization Charts in Power BI
Slicers and Map Visualizations
Creating cards, measures, KPI, reference lines, and slicers
Creating reports and dashboards
Publishing reports on Power BI Services
Using Power BI service for operations on reports
MODULE12: REALCASE STUDIES, MOCK INTERVIEWS, SOFT SKILLS
50+ real-time case studies
Prepare you on 100+ frequently asked interview questions with answers
Positive attitude and emotional intelligence training
Placement manager for 1on 1 mentorship
Communication and interpersonal skills training
Conduct regular mock interviews
Work on individual strengths, and weaknesses and prepare interview scripts
Profile building and marketing
Interview Scheduling & helping candidates in placement
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 professionals, accounting working professionals, 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 a long gap of marriage or kids to make a career in the Finance field, Businessman / Entrepreneur.
Sales and Marketing skilled Individuals seeking a career change to the core finance domain
Research Companies
> UBS | > Deloitte | > Deutsche Bank |
> FIS | > BNP Paribas | > Honeywell |
> Nomura | > J.P. Morgan | > Grand Thornton |
> Syngenta | > TCS | > Transparent Value |
> HSBC | > Bajaj Finserv | > Capgemini |
> WNS Global | > Pitte | > Johnson Controls |
> Elanco | > Spectra | > PKF Advisory |
> Shore Infotech | > DSIJ | > Eversana |
> Crisil | > Maersk | > BMC Software |
> Reval Analytics | > Accenture | > Moody's Analytics |
> Qualys | > Danfoss | > Veritas |
> Daloopa | > EY | > Morningstar |
> Citco | > KPMG | > Barclays |
> TIAA | > Citicorp | > Tristone |
> State Street | > Rocket Software | > Cognizant |
> ZS Associates | > Mitcon Consultancy | > SG Analytics |
> Credit Suisse | > Infosys | > Thomson Reuters |
> Vodafone | > Force Motors | > Alcor Fund |
> Wheaton Advisors | > Cians Analytics | > Dalal Street |
> Morgan Stanley | > Aspera Advisors | > Genpact |