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Financial Modeling Overview

A financial model is essentially an instrument that is worked in Excel to gauge a business’ financial execution into what’s to come. The estimate is regularly in light of the organization’s recorded execution and requires setting up the salary statement, accounting report, income statement and supporting timetables (known as a 3 statement model). The following is a case of financial modeling in Excel:

About Financial Modeling:

Financial modelling is the process by which a firm constructs a financial representation of some, or all, aspects of the firm or given security. The model is usually characterized by performing calculations and makes recommendations based on that information.

Financial Modelling is the task of building a model representing financial asset and performance of a business. Financial Modelling skills are must for finance and commerce professionals especially for almost all mid-senior management professionals worldwide. The added skills gained through MS Excel advanced training helps finance and commerce professionals to gain an in-depth understanding of financial modeling techniques to succeed in today’s demanding environment.

  • Valuation Modelling
  • Project Finance Modelling
  • Mergers and Acquisition Modelling
  • Macros for Financial Modelling
  • Advanced Excel functions for Financial Modelling
  • Advanced Charting and Dashboarding Techniques
Who should do the Financial Modeling Program

Candidates with following educational background interested in working for Financial Research firms based in India:

  1. Commerce Graduate with Excellent Accounting Skills
  2. CA Inter (and above) passed
  3. ICWA
  4. Graduates/Post Graduates in Economics with first class
  5. MBA’s with excellent accounting skills
Who can appear for the certification exam?
  • Only those candidates who have successfully completed the Financial Modeling Program can appear for the certification exam.

 

Our Training Features:

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Experienced Trainers

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Flexible Timings

N

Placement Assistance

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Hands on Training

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Online Training

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Financial Modeling Syllabus:

Basic Excel :

  • Formatting of Excel Sheets
  • Use of Excel Formula Function
  • Advanced Modelling Techniques
  • Data Filter and Sort
  • Charts and Graphs
  • Table formula and Scenario building
  • Lookups: Vlookup Match & offset, pivot tables

Financial Statement Analysis :

  • Introduction to Financial Statement Analysis
  • Financial Reporting Mechanics
  • Understanding Income Statement, Balance Sheet
  • Cash Flow Statement
  • Financial Analysis Techniques
  • Inventories, Long-Lived Assets
  • Non-Current Liabilities
  • Financial Statement Application

Financial Ratios :

  • Ratio analysis of industries
  • Du point Analysis
  • Peer to peer analysis
  • Preparation of Financial Analysis report on an industry

Financial Management & Corporate Finance :

  • Time value of money
  • Long-term financing
  • Cost of capital
  • Measure Of Leverage

Project Finance :

  • Project evaluation; stage of project; construction & development phase
  • funding during the investment phase
  • costs during the investment phase
  • life of the project
  • decision making
  • cash flow waterfall & resolve circular reference problem in interest during construction.

Equity Research Modelling :

  • Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, Segment Revenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers
  • Forecast Geographic & Segment Revenues, Cost Statement, Debt, Income Statement, Balance Sheet, and Cash Flow Statement.
  • Performa Adjustments, Income Statement – Compute Margins, Balance Sheet -Compute Ratios
  • Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation – Relative Valuation (Football Field Chart)
  • Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet, Prepare Company Overview, Sector Overview

VBA and Macros

  • Understanding Macros and VBA
  • Recording Macros Understanding basics of coding
  • Understanding objects and
  • Control statements in VBA code
  • Application of macros to Financial modeling
  • Developing solution to circular reference problem
  • Developing sensitivity table
  • Developing scenario analysis
  • Developing simulation
  • Examples will be based on Project Models

Investment Banking M & A

  • Introduction to Investment Banking
  • Merger and Acquisitions
  • Types of M&A: Merger, Acquisition
  • Consolidation Spin-off
  • Drivers for M&A
  • Accounting for Mergers: Purchase
  • Method & Pooling Method
  • Differentiate between financing and
  • Operating synergies
  • M&A Regulatory Environment
  • Developing M&A Models: Integration of
  • Financial Statements between (Target and Acquirer),
  • Valuation -DCF, Relative and Transaction
  • Comps
  • Developing Merger Model
  • Developing Synergies

SQL

  • Introduction to Databases
  • Terminologies – Records, Fields, Tables
  • Database normalisation
  • Primary Key
  • How data is accessed
  • Introduction to SQL – Table creation
  • SQL Syntax, SQL dataTypes, SQL Operators
  • Table creation in SQL: Create, Insert, Drop, delete and updating
  • Introduction to SQL – Table access & Manipulation  Select with Where Clause (In between, logical operators, wildcards, order, group by)
  • SQL constraints, Concepts of Join – Inner, Outer
  • Case Study

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