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