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.
Course duration: Intensive 12 Mns. on Job Training
COURSE HIGHLIGHTS
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:
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:
·
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.
Pre-Requisites
Target Audience
Research Companies