COURSE HIGHLIGHTS

•  The #1 Course to Land a Job in Financial Analyst.
•  .An Industry recognised 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 with 13+ 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.

WHAT YOU WILL LEARN

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,

MODULE 2: DATA COLLECTION AND MODELING

   ·       Sources for authentic financial data for the 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 the following:

1.           Revenue Drivers                           
2.    ·        Cost Drivers
3.    ·        Income statement
4.    ·        Balance sheet
5.    ·        Cash flow statement
6.    ·        Dividend schedule
7.    ·        Asset Schedule
8.    ·        Debt Schedule
9.    ·        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 the following factors: 

•     .         Income statements
•      .            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 the following points:

           .Minority/Non-controlling

            .Associates

            .Subsidiary

            .Convertible debt/securities

   ·        50 case studies on live small business

   ·        Make business plans for startups

   .        Corporate actions & their treatments like the following:   

·           .        Rights issue

            ·        Bonus issue

            ·        Takeover

            ·        Merger

            ·        Acquisitions

            ·        Interim/Annual

            ·        dividend

            ·        Stock splits

            ·        Spin-offs

            ·        Reverse split

     MODULE 4: 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

    ·         Debt Repayment Schedule

    ·         Fixed Assets Module

    ·         Dividend & Equity Schedule

RATIOS:

    ·         In-depth conceptual understanding of Financial ratios

    ·         Calculation and analysis of ratios on your chosen company

    ·         Compare your company's ratios with competitors

    ·         DUPOND analysis                              

    ·         Liquidity ratios

    ·         Leverage ratios

    ·         Efficiency ratios

    ·         Profitability ratios

    ·         Market value ratio

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 & un systematic Risk

    ·         Beta, levered & Un-levered beta

    ·         Calculate beta using the last 5 years' price

    ·         Cost of capital (WACC)  risk-Free rate of return (Rf) for listed & nonlisted 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

4. DDM (DIVIDEND DISCOUNT MODEL) (Gordon Growth Model)  

    .         In-depth step-by-step understanding of DDM

    ·         Drive model and valuation conclusion

    ·         Cost of Equity using Capital Asset Pricing Model

    ·         Cost of Debt              

    ·         Cost of preference shares

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

    ·         Imput 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

    ·         Defenations 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 Minium Expected Market capital

    ·         Public Float

     
 MARKET AND INVESTOR REQUIREMENTS

    ·         Accounting Methods

    ·         Valuation of the company

    ·         Governance / Responsibilities of the board

INITIAL PUBLIC OFFERING IPO PROCESS

    ·         Investment Bank Selection

    ·         Registration of the Initial Public Offering

    ·         Regulation Fillings   

    ·         The Underwriting Structure

    ·         Pricing & Underwriting

    ·         Methods of Flotation

MODULE 6.1: 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 groups and 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 6.2: 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 6.3: 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 7: 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 8: 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 9: 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 Powe BI

    ·         Loading Data in PowerBI Dektop

    ·         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

MODULE 10: REAL CASE 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.