Course Overview
Estimated Training Hours: 400 Hours
Mode - Online
To be completed within 400 Hours
This e-learning program is designed in such a manner so that the financial models and the concepts taught through online instructions are easily understood by the learners. It will address specific areas of financial modeling and will help the finance professionals in upgrading and brushing up their knowledge. Excel is a very popular tool to perform financial modeling. This course will help the learners with basic and advanced Excel skills required to move up the career ladder in finance. It offers easy-to-follow study material which includes knowledge check exercises after each module, ensuring that learners absorb the content at a fast pace.
It includes an extensive study on fundamental theories and practice of valuation analysis strategy analysis, prospective analysis, DCF modeling, trading comparables and transaction comparables. The valuable knowledge that you will gain here, will greatly assist you in your career. It will help you compete successfully in rapidly changing global financial markets. This highly practical course will lead you quickly from the basics through the more advanced valuation methodologies and modeling techniques. The concepts and models taught are designed to be of practical benefit to learners and are immediately usable in the workplace.
Here you will learn how corporations are valued and the major analytical tools that are used. You will go beyond academic theory to real-world methods as used by professionals; includes a crucial primer to Corporate Finance and its non-theoretical application. Apply learning objectives and goals immediately by analyzing various concepts.
The course work involves the following:
- Reading Material
- Video Tutorials
- Reusable, modifiable Valuation Modeling Excel templates
- Live Chat Support to resolve queries and clear the doubts on a real time basis
- Interactive Check Your Understanding (CYU) questions
- Home Work (comprising of assignments and submission of projects which will be evaluated by experts through an e-mail correspondence)
- Final Assessment
- Test and Certification (are optional depending on individual need of the learner)
Course Sections
- Overview of Financial Modeling
- Getting Familiar with Excel Basics
- Working with Advanced Excel
- Preparing a Financial Model
- Discounted Cash Flow (DCF) Analysis
- Overview of Valuation Modeling
- Comparable Company Analysis
- Comparable Transaction Analysis
Course Goals and Objectives
This course will help you in understanding the Financial Modeling. By creating your own user-friendly financial model, you will learn to translate business concepts into a structured format to identify weaknesses and predict future performance.
Here you will get a thorough understanding of how to work with Advanced Excel tools and gain relevant skills to build good, integrated financial models. This course builds upon, and implements in Excel, the fundamental financial analysis topics. It will help you understand the performance of business, ongoing projects, and investments.
Knowledge of Advanced Excel will further help you in evaluating business options and risks in a cost effective manner against a range of assumptions. It helps in identifying optimal solutions and evaluating financial returns. Not only this, it will also help you explore the practical usage of advanced excel functions in a financial model.
It focuses on how to build a Full DCF model and will help you gain an expertise in doing valuation analysis in investment industry. You will be able to improve your efficiency and will be able to do valuation much quicker after undergoing the module on Discounted Cash Flow (DCF).
During this course, you will create your own financial model which you can take away and use for future reference. You will learn how to design and create a user-friendly model, which can be used by anyone with limited knowledge of Excel.
Here you will learn how corporations are valued and the major analytical tools that are used. You will go beyond academic theory to real-world methods as used by professionals; includes a crucial primer to Corporate Finance and its non-theoretical application. Apply learning objectives and goals immediately by analyzing various concepts.
Topics covered include
- Learn Excel Basics – Menu Commands, Data Manipulation, and Formatting
- Gain Excel Proficiency – Calculations, Functions, Formulas, and Excel best practices
- Gain Excel Expertise – Data Tables and Macros
- Incorporate Excel Functions – Graphs; Charts; Direct/Indirect linking; Pivot table; Auto filter & Advance Filter; Conditional Formatting
- Excel and Financial Modeling – Introduction to modeling techniques; Excel and its role in Financial Modeling
- What do you understand by Financial Modeling?
- What are the steps involved in preparing a financial model?
- How to go ahead with Modeling preparation?
- What do you understand by projections?
- What are the key assumptions that determine important performance measures?
- How do you determine quality of assumptions?
- What are the drivers that derive projections?
- What is the importance of projecting financial statements?
- What are the components required for projecting model?
- What are the different methods used to prepare financial statements?
- What are the historical ratios used to derive projections?
- How to build an Earnings Projection Model?
- How to build an Earnings Projection Model?
- How to prepare Amortization Schedule?
- What do you understand by DCF Analysis?
- How to calculate Terminal Value (Exit Value, perpetuity Growth Method)?
- How to work on Discount Rate (cost of debit, cost of Equity, CAPM)?
- How to calculate Sensitivity Analysis (TABLE Function)?
- How to calculate Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield?
- How to build a Full DCF Model?
- What do you understand by Comparable Company Analysis (‘comps’)?
- What is Enterprise Value and how is it calculated?
- How to calculate equity value and enterprise Value (EV)?
- What do you understand by Pro-forma financials?
- How to identify whether Pro-forma financials is to be done?
- What is Offer Price/Total Equity Purchase price?
- How to calculate last twelve months (LTM)?
- How to calculate equity value multiples: P/E, P/CF, P/BV, PEG, Dividend Yield?
- Why do we value companies?
- How to analyze valuation multiples and ratios?
- Why are PE ratios sub-optimal as a valuation metric?
- What is the relevance of capital structure and leverage on a company’s value?
- Why is corporate finance so critical to manage a firm’s profitability?
- Why doesn’t market capitalization properly represent a firm’s value?
Hands on experience
Interactive CYUs, home assignments, project submission, project evaluation done by industry experts and feedback shared accordingly.
Prerequisites:
(What level of Knowledge you should have)
- Knowledge of Accounting & Financial Statements Integration
- Knowledge of Valuation Modeling
- Basic to Moderate understanding of Excel worksheets
- Laptop/Desktop with Windows applications (Excel and PowerPoint)
Package Cost
INR 27,500*with 6 months validity **
*(Cost including all taxes)
**Offer valid for a limited period only
What you will get:
-
Industry recognised certificate
-
Fast track your career in Capital Markets
*Completing this course does not guarantee a job or internship with Acuity Knowledge Partners.
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