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ScholarsPro is a learning platform providing live instructor-led interactive online training, self paced video training and classroom training for students across the globe. We cater to professionals and students in categories like Financial Modeling, Big Data & Hadoop, Business Analytics & Data Science, Machine Learning, Data Visualization, Project Management and Programming.


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Financial Modeling Masterclass

Financial Modeling is a skill that can be used to forecast a picture of a security or a financial instrument or a company’s future financial performance based on the historical performance of the entity. This Master Class aims at imparting you the ability to learn and apply financial modeling techniques in a wide range of practical scenarios. You will learn the latest tools and techniques of building financial models using excel, project financial statements, and master a host of tools and techniques around Equity Valuation.

Mode: Instructor-led (classroom)

Course duration: 3 Days / 30Hours

Batch Dates: 04, 05, 06 May

Class Days & Time: Weekends, From 9.00 am to 5.00 pm

Pre-requisites

  • Familiarity with Excel - functions and tools
  • Understanding basic accounting concepts
  • Basic knowledge of valuation, project finance, return concepts.

PROGRAM AGENDA


DAY 1

Excel Tips, Charting & Advanced Functions

  • Introduction. Efficiently using excel – preparation for modeling
  • Excel – Summarization Using Pivot Tables. Creating a template for integrated model
  • Models with Advanced formulas and tools
  • Building Flexible & Growing Models (Offset, Index)
  • Advanced Charting Techniques
  • Project Finance
DAY 2

Mergers and Acquisitions

  • Meaning and Categories of M&A
  • Merger Motivations
  • Forms of Payment
  • Hostile Vs Friendly offer
  • Estimating Value
DAY 3

Macros, VBA and Its Usage in Financial Modeling

  • Introduction & Key Concepts in Macros
  • Macros as Recorded Robots!
  • Designing Application to gather user data
  • Understanding VBA
  • Writing & Debugging VBA code
  • Advanced Financial Applications

CERTIFICATIONS


From: Scholars Pro

Certified Financial Modeller

After the completion of 3 Days Financial Modeling Master Class

From: Moody’s Analytics

Certificate in Financial Modeling Training Program

After the completion of Moody’s Online Financial Modeling Course

Program Details

Excel Tips
  • Understanding And Creating A Financial Model Template
  • Learning referencing (usage of $)Frame work in Excel
  • Learning Custom formatting in Excel
  • Excel Skills - Shortcuts, Formulas, Array Function and Pivot Tables
  • Implementing simple business modeling case in Excel
  • Simple exercise/models in excel
Project Finance
  • Understanding the Project Finance Model
  • Characteristics of Project Finance
  • Risk and contractual arrangement to Mitigate Risk
  • Understanding the Escrow Arrangement
  • Incorporating Date, logical functions and flags to make the Model Flexible
  • Incorporating Delays in the Model
  • Cash Flow Waterfall model - Modeling Payoffs to Investors using Goal Seek
  • Implementing Interest During Construction and Breaking Circular Loops
Data Preparation 1
  • Data Collection and Data Structuring
  • Preliminary Scrutiny of the Data and Information
  • Understand the Business Model and Operating Model
  • Modeling the Historical Statement
  • Business Drivers Identification and Modeling
  • Modeling Assumptions for Future Action
  • Modeling Revenue Build-up - projecting the future revenues
  • Modeling Cost Build-up - projecting the future cost
  • Modeling the Asset Schedule
  • Modeling the Depreciation Schedule - Book and Income Tax Depreciation
  • Working Capital & Term Loan Modeling - Debt Infusion
  • Tax Modeling
  • Modeling MAT and MAT credit
  • Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
Data Preparation 2
  • Equity Modeling - Equity Infusion
  • Modeling Paid Up Capital and Share Premium Account
  • Modeling Retained Earning Schedule
  • Modeling the projected P/L and BS
  • Modeling the projected Cash Flow Statement
  • Conducting Covenant Testing
  • Performing Ratio Analysis
  • WACC and Cost of Equity Analysis
  • Performing Valuation using DCF (FCFF & Enterprise Value) and Comparable analysis (Relative Valuation)
  • Performing sensitivity/scenario analysis
M&A I&II
  • Meaning and categories of M&A
  • Merger motivations
  • Forms of payment in a Merger Deal
  • Hostile Vs Friendly offer
  • Evaluating a Merger Bid
  • Merger Analysis - Key Drivers and Inputs
  • Accretion/Dilution Analysis
  • Merger Plan - Ownership Vs Deal Price
  • Modeling a financing plan
  • Performing sensitivity analysis on Acquirer's EPS
  • Performing Contribution Analysis
  • Estimating value of a Merger Transaction
  • Discounted Cashflow Analysis
  • Comparable Company Analysis
  • Comparable Transaction Analysis
Macros I
  • Introduction to Macros & Advanced Application Building in Excel
  • Key Concepts in Macros
  • Macros as recorded Robots!
  • Form Controls and Active X controls
  • Implementing user forms in Excel Macros
  • Linking forms to excel cells
  • Building flexible Charts in Excel 
Macros II
  • Understanding VBA - Sub & Functions
  • Understanding the Relevant Language Constructs
  • IDC Implementation using Macros
  • Breaking Circular Loops using Macro
  • Monte Carlo Simulation
  • Basics of Debugging VBA Code
Charting
  • Building Primary & Secondary Axis in a Chart
  • Radar Charts - Showing the progress of Commercial Property Development
  • Waterfall Charts - Showing Funding Breakup for Renewable Energy project
  • Football Field - Showing Valuation Summary using Different Parameters
  • Gantt Chart - Tracking the status of an Ongoing Project
AdvanceD Function
  • Named Ranges
  • Index Match
  • Array Functions
  • Building Scenarios using Offset Functions
  • Creating growing models & Index functions
  • Usage of Indirect Functions
  • Usage of Goal Seek and Solver Functions

Financial Modeling Master Class : Case Studies


  • Data collection from public sources
  • Understanding the business profile of the company
  • Modeling revenue & expenses drivers
  • Modeling income statement
  • Modeling implied EBITDA
  • Balance sheet projections
  • Cash flow statement projection
  • Performing valuation and sensitivity analysis
  • Calculating enterprise value and implied market capitalization

Financial Modeling Bootcamp Training in Coca-Cola.



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