-compres.jpg)
Advanced Financial Modeling & Business Valuation Specialist
DETAILED CURRICULUM
CURRICULUM
Advanced Financial Modelling & Business Valuation Specialist training program has been divided into three levels: Foundation, Advanced & Supporting.
The foundation level aims to build/refresh a conceptual base in various subject areas related to corporate finance. In addition, the participants receive a crash-course in excel, preparing them for advanced excel/modelling training.
The advanced level comprises of an in-depth dive into PP&A, financial modelling and business valuation and also includes an advanced excel course module.
The supporting level is optional and comprises of comprehensive coverage of subject areas which will add immensely to your financial analysis capabilities and will aid you to become a truly world-class financial analyst
1
Foundation Level
✓ Introduction To Corporate Finance
✓ Fixed Income Foundations
✓ Corporate Math Basics
✓ Excel Crash Course
✓ Foundations of Excel Modelling
✓ Fundamentals of Financial Analysis
✓ Introduction to Behavioural Finance
2
Advanced Level
✓Advanced Excel Usage
✓ Complete Financial Model in Excel
✓ Modelling for Business Valuation
✓ FP&A and Cash Flow Forecast Modelling
✓ Scenario & Sensitivity Analysis
✓ Mergers & Acquisition Modelling
✓ Leveraged Buyout Modeling
1
3
Supporting Level
✓ Fundamentals of Budgeting
✓ Fundamentals of Business Strategy
✓ Data Visualization& Dashboards
✓ PowerPoint & Pitchbooks
✓ Performance Management
✓ Financial Modelling Using VBA
✓ Ecommerce Financial Modelling & Valuation
COURSES & CONTENTS
FOUNDATION LEVEL
COURSE - ONE
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Introduction To Corporate Finance
This course covers a wide range of fundamental corporate finance concepts. The basic objective is to enable participants to understand the skills they need to develop, in order to further their careers in corporate finance while working for organisations in the fields of investment banking, equity research, corporate development, private equity, financial planning & analysis and many more.
The course has been developed to impart wide-ranging foundational knowledge about corporate finance subjects. It should be a very valuable primer for those who are new to corporate finance as well as an important refresher for those who have worked in corporate finance roles earlier in their careers.
After attending this course, you will develop a basic but solid understanding of capital markets. The focus will be on understanding the key aspects of investment banking (M&A advisory and underwriting) and an outline of the corporate funding life cycle. You will also get a broad understanding of the business valuation process with special emphasis on understanding the difference between valuing a business using equity and enterprise value multiples and how a business is valued using discounted cash flow.
You will also develop a broad understanding of the steps involved in an acquisition transaction process, how synergies affect the valuations and evaluating an appropriate financing structure for an acquisition. The course will conclude with a thorough introduction to equity & debt financing by outlining various types, understanding the impact of leverage and the role of private equity funds.
✓ Overview Of Corporate Finance
✓ Introduction To Capital Markets
✓ Fundamentals Of Business
Valuation
✓ Understanding Mergers &
Acquisitions
✓ Exploring The Debt Financing
Options
✓ Exploring The Equity Financing
Options
✓ The Impact Of Leverage On
Returns
COURSE - TWO
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Fixed Income Foundations
This course has been developed with an objective to assist participants with a broad understanding of bonds & other fixed income securities. Anyone aiming to excel in a financial analysis career should understand how bonds work. Bonds represent one of the most significant ways through which companies around the globe raise debt and fund their businesses. It is therefore essential to build a broad understanding before building on to understand more complex fixed income concepts.
This course begins with covering some key issues i.e. Who issues bonds and what type of investors buy those bonds and the structure of what makes up a bond. We will then aim to understand the concept of credit spreads, the impact of the economic life cycle and yield curves.
In the second half of the course, we will focus first on bond pricing issues by building on an understanding of the time value of money, compound interest concepts, discounting and calculating cash flows. We will then explore the bond price sensitivity issues and will also focus on the duration concept.
✓ Understanding Interest
✓ Understanding Time Value of
Money & Discounting
✓ Bond Pricing Issues
✓ Bond Prices & Yields
✓ Bond Price Sensitivity
✓ Understanding Duration
✓ The Impact Of Economic
Lifecycles On Yield & Price
COURSE - THREE
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Corporate Finance Math Basics
Mathematics is a critical skill for any financial analyst. This course has been developed to equip the participants with a refreshed understanding of most critical mathematical formulas and concepts that one needs to master for a successful corporate finance career. The participants will not only attend a lecture but will be provided with hands-on opportunity to practice the concepts they learn in form of quizzes and short tests.
This course is one of the most critical foundational course for developing truly world-class financial modelling & business valuation skills.
We will begin by exploring in detail, the cash flow discounting techniques by understanding: time value of money, discount rates, net present value, annuity & perpetuity concepts. We will then move on to understand and practice a range of mathematical tools for establishing bond value, bond prices and calculating yields.
The second half of the course deals with some key statistical skills and explores weighted average cost of capital (WACC), expected values and measures of dispersion including range, variance & standard deviation.
We will finish with an in-depth review and practice covariance, correlation & regression concepts.
✓ Mathematical Base For
Discounted Cash Flow
✓ Annuity, Perpetuity & NPV
Calculation
✓ Mathematics For Bond Prices &
Yield Calculation
✓ Understanding The WACC
Calculation
✓ Range, Variance & Standard
Deviation
✓ Expected Values Concept &
Calculation
✓ Covariance, Correlation &
Regression
COURSE - FOUR
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Excel Crash Course
To be successful as a financial analyst, one has to be master in excel. Learning excel to a professional level needs clarity of functions & concepts as well as practice, and a step by step approach is probably the most effective. This course has been designed to deliver a thorough understanding of some of the most important formulas, functions & shortcuts. This will act as a solid foundation and will not only enable you to start with basic financial modelling but will also equip you to take on advanced excel course.
We will follow a case study methodology and will begin with understanding the layout, structure & format of a piece of financial analysis. We will then work through functions and formulas in a natural way, where we will utilize IF statements, choose function, conditional formatting etc. and a host of other tools which you will need as a financial analyst to build financial models.
Excel skills are one of the most important part of this financial modelling & business valuation specialist program. This course is a MUST for beginners and is a good point to start for intermediate level financial analysts. The participants will attend a lecture and will get the opportunity to get hands-on practice through quizzes, tests and a case study. Once you have completed this course, you will feel way more confident about your ability to go on and learn world-class financial analysis & modelling skills.
✓ Excel Keyboard Shortcuts
✓ Understand Excel Layout &
Settings
✓ Basic & Advanced Setup for
Financial Analysis
✓ Tracing Precedents &
Dependents
✓ Conditional Formatting
✓ Anchoring, Formatting &
Grouping Cells
✓ Thorough Practice of Wide
Range of Formulas & Functions
COURSE - FIVE
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Foundations of Excel Modelling
Financial models, built in excel are one of the most important tools that financial analysts use around the globe to value businesses, investments & projects. Good excel skills are therefore critical to all financial analysts.
This course has been developed with an objective to combine the fundamentals of building financial models with the essential excel functionality. i.e. It is one thing to know excel but a bit of another to know how to effectively use excel for building a world-class financial model. This course therefore, covers a wide range of concepts. The participants will learn the tips & tricks for excel navigation & shortcuts. We will look at how to build additional flexibility into all your financial models, we will cover sensitivity tools like goal seek, data tables, scenario and solver. We will also look at how to audit and quickly find errors in financial models.
This course comprises of lectures, quizzes, test and excel based case study for hands-on practice. This is a foundational level course that will create a solid base for participants to build-on to become world-class financial analysts. The wide range of excel as well as financial modelling concepts that you will learn in this course will be useful throughout your corporate finance careers.
We will begin with an in-depth dive into excel tips & tricks. From there, we will continue to build our understanding of excel formulas & functions with a very detailed look at specialised functionality for financial analysis. Moving on, we will get thoroughly familiar with the techniques & tools needed to forecast under uncertainty and will finish with a detailed look at ways and methods of auditing financial models.
✓ Advanced Excel Formulas,
Functions, Tips & Tricks
✓ Breaking Down Complex
Calculations & Dealing With
Multiple Conditions
✓ Building Scenarios Using
VLOOKUP
✓ Sensitivity Analysis & Scenario
Planning
✓ Advanced Usage Of Data
Tables, Goal Seek & Solver
✓ Auditing & Checking Model
Integrity
✓ Tracing Precedents &
Dependents
COURSE - SIX
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Fundamentals of Financial Analysis
Financial analysis is critical not only to understand a company's past performance but also to forecast its future prospects. The insight which one can gain through financial analysis can help businesses improve their profitability, cash flow and valuation.
This course is aimed at training participants on how to undertake a comprehensive financial analysis using a wide range of financial ratios. We will look at the ratios to analyse the income statement & profitability, ratios to analyse operating assets and asset utilization. We will also look at the ratio that can help us understand the capital structure. The intent of this analysis should be to make recommendations for a business that wants to improve its operations, its capital structure and asset utilization.
We will use DuPont pyramid of ratios as a basic model for combing various ratios together to produce a more comprehensive view of a business.
The course begins by taking a detailed look at vertical & horizontal income statement analysis, followed by an in-depth dive into balance sheet ratios, cash flow ratios and finally rates of return and profitability analysis
✓ Vertical & Horizontal Income
Statement Analysis
✓ Benchmarking
✓ Balance Sheet Analysis & Ratios
✓ Asset Utilization Analysis & Ratios
✓ Cash Flow Statement Analysis &
Ratios
✓ Rates of Return & Profitability
Analysis
✓ DuPont Pyramid Of Ratios
COURSE - SEVEN
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Introduction To Behavioural Finance
This is an introductory level course which explores how behavioural finance impacts market activity as well as the behaviour of finance professionals. As a financial analyst, it is important to understand how human behaviour like biases and irrationality impact the prices of investment securities.
The fundamental focus of financial modelling & business valuation specialist training program is on objective forms of analysis. However, it is extremely important for a financial analyst to understand how psychological forces impact security prices and markets. This course, therefore, covers a wide range of behavioural finance biases. We will explore the concepts of optimism bias and overconfidence bias. We will then look at a wide range of information processing biases such as hindsight bias, self attribution bias, the representation bias and the confirmation bias. More importantly, we will look at how these biases affect financial decision making.
The course begins with an in-depth look at the biases and errors that affect decision making and then moves on to explore the information processing errors and understanding how decisions are impacted by others. Attending this course will assist participants in their efforts to become more well-rounded financial analysts.
✓ Decision Making Biases & Errors
✓ Understanding Illusion Of
Knowledge & Control
✓ Information Processing Biases
✓ Self Attribution, Hindsight &
Confirmation Bias
✓ How Decisions Are Impacted By
Others
✓ Understanding Anchoring &
Herding Bias
✓ Herding & Independent Thinking
ADVANCED LEVEL
COURSE - EIGHT
Delivery Method:
Physical Classroom Training
Minimum Duration:
5.0 Hours
Advanced Excel
Building on the excel crash course, this course has been designed to take your excel skills to the next level. The participants will learn how to combine formulas and functions to make financial analysis & financial models more dynamic.
Advanced excel skills are developed not by merely knowing the specific functions but by mastering the ability to combine these functions. This course aims to assist the participants to develop these skills and become truly world-class financial analysts.
This is an advanced level course and uses a case study as a basic learning tool. Fundamentally designed for developing excel skills in the context of financial analysis & modelling, this course aims to impart training through covering a wide area of excel skills including formulas, functions, charts, graphs, data tables, lookup functions and all sorts of advanced skills one needs to perform dynamic & world-class financial modelling.
The course includes lectures and hands-on practice with advanced excel usage. The participants will gain the confidence they need to be able to perform truly advanced excel modelling. This will give you deeper insight and add more value to your career as a financial analyst.
✓ Excel Template Setup With
Dynamic Dates, Dynamic
Outputs & Scenarios
✓ Debt Schedules With PMT, IPMT &
IF Functions