Financial Modeling

Financial Modeling

Financial Modeling is a key skill with application in several areas within banking and finance industry as well as in large corporations. Individuals with financial modeling skills can work in the areas of investment banking / equity research/trading, financial KPOs that are assisting investment bankers / equity research firms, financial advisory firms, project finance and in the area of performance tracking and MIS for companies themselves.

Who Should Take This Course?

The objective is to groom the candidates for entry level jobs in the finance sector which require financial analysis and modeling skills. The program aims to impart the necessary skills required to perform the role of a Financial Research Analyst. The program equips students with the practical skill sets required to perform financial analysis, modeling and valuation through Excel.

Description

In financial modeling you learn to gather historical information on companies and analyze company / industry performance on various financial parameters. This analysis is then used to build a companies financial model, which in turn is key to projecting a future financial performance. Based on this model companies / investors can arrive at a suitable valuation for the companies.

The program conducted by Proschool comprises of the following courses. Each course includes topics which are relevant providing conceptual as well as practical knowledge required for the job.

1. Accounting Fundamentals
   

   Introduction to Accounting Basic Accounting Principles Income Statement Balance Sheet Cash Flow Statement Financial Ratio Analysis Reading the Annual Report International Accounting Standards

2. Economic Analysis
   

   Introduction – Relevance of Economics Microeconomics Macroeconomics

3. Financial Management
   

   Time value of money Long term financing Cost of capital Risk and return Capital Structure Dividend Policy Working Capital Requirements Equity and Industry Analysis

4. Financial Markets
   

   Financial Markets & Intermediaries Equity Market Structure Equity Market Analysis Portfolio Management

5. Excel Proficiency
   

   Formatting of Excel Sheets Use of Excel Formulae Function Advanced Modeling Techniques Data Filter and Sort Charts and Graphs Table formula and Scenario building Introduction to macros

6. Financial Modeling & Valuation and Sector Overview
   

   Introduction to Data Gathering and Financial Modeling Prepare an Income Statement Prepare a Balance Sheet Prepare YTD Cash Flow Statement Prepare Geographic Revenue Sheet Prepare Segment Revenue Sheet Prepare Cost Statement Prepare Debt Sheet Analyze Revenue Drivers Forecast Geographic Revenues Forecast Segment Revenues Forecast Cost Statement Forecast Debt Proforma Adjustments Income Statement – Compute Margins Forecast Income Statement – Part A Forecast Income Statement – Part B Balance Sheet -Compute Ratios Forecast Balance Sheet Quarterly CFS and schedules CFS Projection CFS Projection – Part A CFS Projection – Part B Basics Of Valuation Valuation- Discounted Cash Flow Method (DCF) Valuation – Relative Valuation Valuation – Assumptions for Valuation Model Prepare Valuation Model Prepare Valuation Model – Part A Prepare Valuation Model – Part B Prepare Valuation Model – Part C Prepare Presentation Sheet(PS) Prepare Presentation Sheet(PS) -Part A Prepare Company Overview (CO) Prepare Company Overview (CO) – Part A Sector Overview

7. Report Writing

Report Writing

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Requirements

Education: Candidate must be at least a graduate or equivalent. Those in the final year will receive the certification only after they provide the proof of graduation. All candidates should undergo the training program of IMS Proschool and successfully complete the online quizzes

Technical: Online participants in this course would need a computer, an internet connection, headsets and a mic.

Certification

Examination: The candidate has to pass the certification exam conducted by Proschool at NSE Centres. The candidates will be evaluated on their performance in the online quizzes, assignments and final examination. Only those who have successfully completed the online quizzes and assignments will be eligible to appear for the Final Certification Examination.

About the Proschool Certification Examination

* The Certification Examination will be conducted at NSE Centres in select cities.
* The exams are normally conducted in the last week of every Feb, May, Aug, Nov. Students can therefore pace themselves accordingly and target for any of the above mentioned exam months. One will have to register for the exam at least 45 days prior to the exam date.
* The students will have to register for these exams at Proschool.
* The examination is a computer based test and will comprise of multiple choice questions. The exact paper structure will be communicated to the students by IMS Proschool before every exam since the structure is subject to change.
* The students will receive their scores immediately after the exam.
* Those who fail the examination can reappear for the exam by paying a repeat fee of Rs.3000/- . There is no limit on number of attempts.

How to Enrol for the Program?

You can Enrol Online OR download the Application Form from here [Download Application Form] OR obtain the same from your nearest Proschool centre and submit the duly filled Application Form along with the following documents to Proschool Centre (Mumbai or Pune) where you would like to attend the program.

i. Two passport size colour photographs.
ii. Self-attested photocopies of the highest qualification till date.
iii. The payment has to be made by Demand Draft. The DD should be drawn in favour of “IMS Proschool Pvt Ltd.” payable in Mumbai.
iv. Those applying for waivers, need to attach the supporting documents for the waiver

Note: 1) Proschool reserves the right to accept or reject any application without assigning any reason thereof.
2) Incomplete application forms or application forms which are not accompanied with relevant documents will not be processed.

To know more about our course and cost click here.