Financial modeling course

Financial Modelling & Valuation Course

( with FMI, CANADA Certification )

Financial modeling is a fundamental, hands-on skill that is almost a must for anyone looking to pursue a career in finance. The CareerBulls Financial Modeling and Valuation course will teach you the basics of MSExcel, and help you create and understand successful financial models. Through this program, you will learn about financial ratios and analysis, mergers and acquisitions, DCF, and business valuation. It is used in many financial applications such as initial public offering (IPO) investment banking, mergers and acquisitions, corporate banking, private equity, equity research, budgeting etc..

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    Course Features

    80+ Hr Interactive Classes from Experts

    CV & LinkedIn Profile Building & Soft Skill Training

    Limited Batch Size – Max Batch Size of 15 Students only in One Batch

    International Certificate by FMI Canada

    Investment Bankers as Trainers with 15+ Yrs Exp

    100% Placement in Top KPO’s/Big4’s

    Top Jobs Options

    Investment Banks

    Corporate Finance

    Financial KPO’s

    Credit Rating Agencies

    Consulting & Advisory Services

    Equity Research Companies

    Financial Planning & Analysis

    Project Finance Companies

    Asset Management Companies

    Study Options

    Class Room Training

    • 80hrs of Weekend Classes
    • Real Time Faculty Interaction
    • Physical Study Materials
    • 100% Placement Assistance
    • Investment Bankers as Trainers
    • Class Assignments
    • Interview prep and Soft Skill Classes
    • 24*7 Doubt Clearing Support

    FEE : Rs. 35,000

    Live Interactive Online

    • 80Hr+ 80Hr Live Interactive Online Classes
    • Class-Wise Recordings for Revisions
    • 100% Placement Assistance
    • Detailed study materials
    • Weekend Assignments
    • CV Building & Soft Skill Training
    • Free Backup Classes

    FEE : Rs. 30,000

    Self Study

    • 70+ Hrs of Class –Wise Recordings for Lifetime
    • Detailed Study Materials
    • 24*7 Doubt Clearing Support
    • Certificate of Completion & Excellence
    • Learn at your Place
    • Unlimited Viewing
    • Better quality material

    FEE : Rs. 18,000

    One on One Counseling with your Career Mentor and ASK us Anything

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    Career Opportunities
    Free DEMO Class

    What would you learn

    Upcoming Batch Details

    Mode: Classroom & Live Interactive Online

     

    Total Duration 2.5 Months
    Upcoming Batch Date   8 & 15 Oct 2023
    Days Saturday & Sunday
    Timing 10:30am – 2:30pm

    Our Certifications

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    Certificate of Participation

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    Certificate of Excellence

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    International Certification from FMI CANADA

    Our Prominent Placements

    The success stories from some of our most recent batches.

    About your Trainer

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    Mr. Avinash Jain (Microsoft Certified Trainer, Microsoft Office Specialist, Microsoft Certified Office Expert), is an experience senior-level consultant and instructor with over 16+ Years’ Experience in Learning & Development for Various Domains Viz. Training and Consultancy, Software Applications & Programming Languages. 

    Have a vast experience of handling corporate clients like Reserve Bank of India(RBI) Delhi, RSSB & RURA Rwanda Africa, Dubai SME in UAE(United Arab Emirates) Dubai, Shriram City Union Finance Ltd (Delhi & Mumbai), Hero Motocorp, Eveready Industries India Ltd Sidcul Haridwar (Uttarakhand) and many more……

    Avinash Jain – Lead Faculty

    Microsoft Excel & Business Intelligence

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    Rich experience of 15+ years in the financial services domain. Has worked with leading Investment Banks both in India and the US. Certified by FMI (Financial Modeling Institute) Canada, he has also been a guest faculty at BSE, Delhi and UGC recognized MBA colleges.

    Experienced in the execution of wide range of Investment Banking analysis. Has hands on experience in setting up valuation models based on DCF, LBO and Industry multiples.

    Ashu K. – Lead Faculty

    Financial Modeling & Investment Banking

    Detailed Course Curriculum

    Day 1. Introduction to MS Excel

    • Introduction to Excel:
      • Keyboard Accelerators and Shortcuts
      • Create and Customize the Excel List
      • Data entry with Auto Fill Feature
      • Working with Advance Cut, Copy, Paste Command
      • Use of Find and Replace
      • Working with Summarizing and Filtering on Data
      • Manipulating worksheet data
      • Defining valid sets of values for ranges of cells
      • Sorting worksheet data
      • Sorting data by using custom lists
      • Organizing data into levels
      • Looking up information in a worksheet
      • Using Paste Special
      • Customize Excel Format
      • Basics and Rules for performing Calculation on data
    • Examples of common functions:
      • Mathematical Functions (SUM, PRODUCT, POWER, SQRT, ABS ETC.)
    • PRACTICE SHEETS:
      • Create and Customize the Excel List
      • Data entry with Auto Fill Feature
      • Working with Summarizing and Filtering on Data
      • Organizing data into levels
      • Using Paste Special
      • Customize Excel Format

    Day 2. Excel Tools for Data Analysis

    • Revision and Solutions of Day 1 Practice sheet
    • Basics and Rules for performing Calculation on data
    • Understanding cell Referencing
    • Naming Groups of Data
    • Using basic formulas to calculate values
      • Mathematical Functions (SUM, PRODUCT, POWER, SQRT, ABS ETC.)
      • Text Functions (LOWER, TEXT, SEARCH, LEN, REPLACE, TRIM, LEFT, RIGHT ETC.)
      • Statistical Functions (COUNT, MIN, MAX, AVERAGE, COUNTA, AVERAGEA ETC.)
      • Date & Time Functions (TODAY, NOW, EOMONTH, NETWORKDAYS, YEARFRAC ETC.)
      • Array Functions (SUMPRODUCT)
    • Finding and Correcting Errors in Calculations
    • Combine data from multiple sources
    • Sensitivity Analysis and Data Tables
    • Link to data in other worksheets and workbooks using Hyperlink
    • PRACTICE SHEETS:
      • Mathematical Functions
      • Text Functions
      • Statistical Functions
      • Date & Time Functions
      • Array Functions

    Day 3. Excel Tools for Financial Modeling

    • Revision and Solutions of Day 2 Practice sheet
    • Working with Data Validation
    • Create Drop down List
    • Restrict user to make a wrong entry
    • Advance Calculation on data with Formula and Functions:
      • Statistical Functions (SUMIF, COUNTIF, SUMIFS, COUNTIFS, AVERAGEIF ETC.)
      • Informative Functions (ISBLANK, ISNUMBER, ISTEXT, ISERR ETC.)
      • Database Functions (DSUM, DAVERAGE, DCOUNT, DMIN ETC.)
      • Logical functions (IF, Nested IF, IFNA, IFERROR, AND, OR, TRUE, FALSE ETC.)
      • Lookup & Reference Functions (LOOKUP, HLOOPKUP, VLOOKUP, INDIRECT, INDEX, MATCH ETC.)
      • Financial Function (PV, FV, NPV, PMT, CUMIPMT ETC.)
    • Working with Array Functions
    • Formula Editing Tips and Tricks
    • Conditional Formatting
    • PRACTICE SHEETS:
      • Conditional Formatting
      • Working with Data Validation
      • Create Drop down List
      • Statistical Functions
      • Database Functions
      • Logical functions
      • Lookup & Reference Functions
      • Restrict user to make a wrong entry

    Day 4. Analyzing and Presenting Data Dynamically

    • Revision and Solutions of Day 3 Practice sheet
    • Create dynamic worksheets by using PivotTable
    • Analyzing data dynamically by using PivotTables
    • Creating dynamic Dashboard with using PivotTable & Pivot Charts
    • Convert Table into Dynamic Table using Offset Function
    • Concept of Data Table
    • Protect your workbook and sheet
    • Implementing simple business modelling case in Excel
    • Introduction to Charts & Graphs
    • Charts basics and its elements:
      • Create and Customize charts with Examples (Column and Stacked Column Chart, Bar Chart, Stacked Chart , Line Chart, Pie, Pie of Pie Chart)
      • Combo Chart (Combination of multiple charts)
      • Dynamic Chart
      • Many More
    • Design a dynamic Dashboard using offset function, charts and graphs
    • PRACTICE SHEETS:
      • Create dynamic worksheets by using PivotTable
      • Analyzing data dynamically by using PivotTables
      • Creating dynamic Dashboard with using PivotTable & Pivot Charts
      • Protect your workbook and sheet
      • Introduction to Charts & Graphs

    Day 5. Automating Excel Tasks using Macros and VBA

    • Revision and Solutions of Day 4 Practice sheet
    • Introduction to Macros & Advanced Application Building in Excel
    • Key Concepts in Macros
    • Recording macros
    • Run macros
    • Set macros setting
    • Personal Macro workbook
    • Assigning Shortcuts to Macro Programs
    • Understand Excel VBA Objects
    • Assigning a Macro to a Button.

    Day 6 & 7. Introduction to Financial Statements and Ratio Analysis

    • Understanding Income Statement, Balance Sheet, Cash Flow Statement
    • How Financial Statements are inter-related
    • Different Measures of Profitability
    • Reading the Annual Reports
    • Ratio Analysis including liquidity, asset management, debt management and profitability
    • DuPont Analysis
    • Investment Decision Analysis
    • Case Studies based on Live Companies

    Day 8. Valuation and Its Techniques

    • Market Capitalization
    • Enterprise Value
    • Key Trading Multiples
    • Determine Valuation
    • Discussion on Valuation Multiples
    • Methods of Consolidation
    • Non controlling interest
    • Investment in Joint Ventures and Equity Method Accounting
    • Relative Approach V/s Fundament Approach of Valuation
    • Understanding the concept of Implied Valuation
    • Estimating Target Price

    Day 9 & 10. Preparing Models as per Relative Approach of Valuation

    • Introduction to Comparable Companies Analysis
    • Select the Universe of Comparable Companies
    • Locate the Necessary Financial Information
    • Spread Key Statistics, Ratios, and Trading Multiples
    • Determine Valuation using Comparable Companies
    • Introduction to Precedent Transactions Analysis
    • Select the Universe of Comparable Acquisitions
    • Locate the Necessary Deal-Related and Financial Information
    • Spread Key Statistics, Ratios, and Transaction Multiples
    • Benchmark the Comparable Acquisitions
    • Determine Valuation using Comparable Acquisitions
    • Normalization of EBIT, EBITDA and Net Income
    • Adjustments of Options, Warrants and Restricted Stock Units
    • Case Studies based on Live Companies

    Day 11 & 12. Understanding Forecasting and Its Techniques

    • Understand the Business Model and Operating Model
    • Modelling the Historical Statement
    • Modelling Assumptions for Future Action
    • Revenue Schedule
    • Operating Cost Schedule
    • Capex / Depreciation Schedule
    • Income Tax Schedule
    • Working Capital Schedule
    • Debt Schedule
    • Equity Schedule
    • Assets Schedule
    • Modeling the Future Financial Statement
    • Case Studies based on Live Companies

    Day 13 & 14. Preparing Models as per Fundamental Analysis (DCF)

    • Introduction to Discounted Cash Flows (DCF)
    • Free Cash Flow to Firm (FCFF)
    • Free Cash Flow to Equity (FCFE)
    • Present Value on FCFF and FCFE
    • Understanding Cost of Capital (WACC)
    • Cost of Debt (Kd)
    • Cost of Equity (Ke)
    • Capital Asset Pricing Model
    • Beta Model
    • Levered, Unlevered and Re-levered Beta
    • Terminal Value
    • Exit Multiple Method
    • Perpetuity Growth Method
    • Computing Valuation using DCF
    • Football Field Model
    • Estimating Target Price
    • Case Studies based on Live Companies

    Day 15. Mergers and Acquisitions

    • Merger v/s Acquisitions
    • Types of mergers
    • Case Studies on different types of Mergers
    • Motives behind M&A
    • Synergies
    • Bootstrapping
    • Accretion / Dilution Modeling

    Day 16. Resume Building and Placement Session

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    Day 17. Final Assessment

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