Financial Modeling & Valuation with Mergers & Acquisitions1

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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Free Demo

New Batch Date: 7 May.

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

Study Options

When it comes to your career, the bulls are your best bet!

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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

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Live Interactive Online

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

FEE : Rs. 30,000

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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 Pace
• Unlimited Viewing

FEE : Rs. 18,000

What would you learn

DETAILED Course CURRICULUM

Our Prominent Placements

The success stories from some of our most recent batches.

#0
Jagrati Charan
Financial Analyst, Moody's Analytics
#1
Mayank Singhal
Senior Analyst, Moody's Analytics
#2
Kunika Bhargava
Analyst, NEXGEN Financial Solutions
#3
Rishabh Sharma
TAS Analyst, Dewan PN Chopra
#4
Akshay Jain
Business Analyst, Evalueserve
#5
Sumedha Verma
Portfolio Management, RBS
#6
Ranjeet Singh
Financial Analyst, MCube Financial
#7
Divyanshi Rao
Professional, Mortgage Underwriting
#8
Parmeet Singh
Senior Research Analyst, WNS
#9
Kuldeep Jain
Senior Research Analyst, RBS
#10
Akshay Goel
Analyst, EY
#11
Ramit Khattar
Business Analyst, Genpact
#12
Rahul Bhardwaj
Research Associate, Moody's
#13
Divyanshu Sharma
Financial Analyst, Silverskills
#14
Sonam Verma
Risk Analyst, EY

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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

Upcoming Batch Details

Mode: Instructor Led Live Interactive Online Classes
Total Duration 3 Months
Upcoming Batch Date 7 May 2022
Days Monday, Wednesday & Friday
Timing 10 AM – 1 PM 
Days Saturday & Sunday
Timing 11 AM – 3 PM 

Certifications on Financial Modeling

On successful course completion, the candidates would receive 1-2 certificates depending upon their performance.

Certification Of Completion

This certificate is awarded to all the candidates on successful completion of the course.

Certificate Of Excellence

Awarded to only top 20% of the students based on various parameters such as 100% attendance, scores, active participation, and overall performance.

International certification from FMI

We are an authorized training partner of FMI Canada. All certificates for this course are directly offered by the FMI Canada body.

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

Day 17. Final Assessment

What Our Students Are Saying

Yash Maurya

I loved everything about this institute! I had a great learning experience with Carrer bulls Institute. The faculty is highly specialised and proficient.

Yash Maurya

Jyoti Sethi

Careerbulls Financial Modeling course is very comprehensive program that gave me practical exposure to Financial Modeling and valuation specially DCF and Relative Valuation techniques.

Jyoti Sethi

Amandeep Singh

Career Bulls No doubt, is one of the best place to learn Financial Modelling. One can learn at his/her own pace. Faculty here is really helpful especially Ashu kukreja Sir.

Amandeep Singh

Our Certifications

Certificate of Participation
Certificate of Excellence
International Certification from FMI CANADA

Students Speak

Anushka Sharma

Career bulls institute is an excellent place to learn Financial modelling and valuation. The faculties themselves are well experienced and are very helpful and cooperative and clear all doubts. I would really recommend other professionals to attend the program organised by Career Bulls.

Anushka Sharma

sonali khanorkar

Career bull institute is an excellent place to learn Financial modelling and valuation. The faculties themselves are well experienced and are very helpful and cooperative and clear all doubts. Excel classes and Placement Assistant is also good.Overall, it was a wonderful experience for me.

sonali khanorkar

Jyotsna Sharma

This is one of the best place for financial modeling and valuation course, or I would say the only best place in Delhi for finance , faculty are very supportive and experienced, highly recommended institute for finance and investment banking.
I have placed as a Research Analyst with the placement support of this institute.

Jyotsna Sharma

Siddhant Jain

One of the best institute to learn financial modelling skills. faculty is really skilled,experienced and very friendly.it was really an amazing experience attending financial modeling course from Careerbulls Institute.
Siddhant Jain

Kritika Rai

Career Bulls institute is an excellent place to learn Financial modelling and valuation. The faculties are well experienced and are very helpful.

Kritika Rai

Supriya Mahindrakar

One of the best institute to learn financial modeling and valuation. Faculty is really skilled as well as supportive. They trained you as per the industry need which will definitely help to get job ready specially if you are fresher in the field of finance. Thank you Career Bulls for such a great learning experience.

Supriya Mahindrakar

Priya Tiwari

Best institute to learn Financial Modelling and to grow your career.. their Placement Team is very helpful & Supportive. Faculties are very knowledgeable.

Priya Tiwari

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