What good is knowledge if you don’t know its practical application?
Financial Modeling is the practical application of finance taught in Commerce and Finance degrees. Where regular education equips the learner with KNOW-WHAT of finance, this program adds on by giving them KNOW-HOW. The participants learn how to use Excel to build models that depict financial statements of real companies.
Excel is a primary tool used in most usinesses and increasingly, employers expect more than a basic level of competence. The program helps the participant in attaining advanced proficiency in using excel features like referencing, validations, lookup, pivottables, etc. Further the participants learn to gather historical information of companies, analyze their performance on various financial parameters and then use this information to build successful models which can project the future performance of these companies.
Modeling through Excel will build enough confidence in the participants so that they are able to create their own financial model right from scratch, and use it for solving real business problems.
Analysis of these models is needed in the fields of Investment Banking, Financial Research, Commercial Banking and various other sectors. Any business may use these models to build scenarios, perform what if analysis and to take important business decisions. Banks and borrowers use these models to determine financing limits of a business. Investors use them to arrive at correct
valuation for buying or selling companies. Startup entrepreneurs build financial models to make fund raising presentations to venture capitalists.
In short Financial Modeling is a must learn skill for every finance professional and aspirant
Learning Objective
By the end of this program, Student should be able to
Build a financial model of a firm using advanced Excel.
Understand financial statements practically and evaluate alternative decisions.
Use valuation techniques to analyze the firm for investment or financing.
Career Prospects
Know-How of Financial Modeling and Analysis can lead to a rewarding career in the industry. A good hand with advanced Excel and a mention of financial Modeling in CV opens a plethora of opportunities for finance graduates and post graduates.
A few job areas where Financial Modeling Skill is a must have are:
- Business Analysis
- Equity Research
- Investment Banking
- Project Finance
- Private Equity
- Venture Funds
A few job areas where Financial Modeling Skill is a must have are:
- Business Analysis
- Equity Research
- Investment Banking
- Project Finance
- Private Equity
- Venture Funds
Elogibility :
- Recognized Bachelor’s Degree of minimum 3 years in any discipline
- Obtained at least 50% marks in graduation Or 45% marks in graduation for candidates of reserved category
- Students who are awaiting their result may also apply
Introduction to Financial Modelling
- Overview of Excel
- Understanding Template of a Financial Model
- Referencing in Excel
- Functions in Excel
- Case Study
Excel in Financial Modeling
- Named Ranges, Charts, Data Validation, Hyperlink, Conditional Formatting
- Pivot Tables, Filters, Grouping, Sheet Protection
- What if Analysis
- Case Study
Financial Statements & Interlinks
- Modeling Revenue & Cost forecasts
- Modeling Assets & Depreciation
- Tax Modeling
- Modeling projected P/L and B/S
- Modeling projected CFS
Financial Statement Analysis
- Performing Ratio Analysis
- Evaluating EPS
- ROE and Dupont Analysis
- Case Study
Valuation Techniques
- Introduction to Valuation
- WACC and Cost of Equity Analysis
- Performing valuation using DCF
- Performing Relative Valuation
- Case Study
Scenario Analysis
- Building Scenarios
- Sensitivity Analysis
- Investment Modeling
- Project Finance Modeling
- Case Study