View
1.326
Download
0
Category
Tags:
Preview:
DESCRIPTION
6 Weeks Investment Banking Training Programme
Citation preview
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
ARC School of Finance
402, Pearls Business Park
Netaji Subhash Place
Pitampura, New Delhi
(Adjacent Fun Cinemas)
Certification in Investment Banking
Progress your journey to the next level and Enhance your potential earnings
Reach Us At:
(Mobile): +91 981 834 6801
(Email): tapan@arc-sof.com
(Gtalk): tapanjindal
(Web): www.arc-sof.com
The Dream Begins…!!!
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCWho We Are
School of Finance
Founded in 2009 by ex-professionals from
ARC Academia (School of Finance) is India office of Wall St. Training – USA, one of the largest
Investment Banking Training entities in the world.
Started with an endeavour to facilitate better learning process and train aspirants seeking a
successful career in the Investment Banking and Financial Research Industry.
Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co.,
Times PE, with professional academic backgrounds as CA, CFA, and MBA.
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCIn Their Words…
"…After bright academics and a successful career, anunfortunate chronic illness landed me in an ICU for almost
three years! Future seemed to be bleak and a corporate
job seemed uncertain to me. My passion to regain my lost
glory encouraged me to knock the door of the ARCAcademia to "mentor me." I travelled 2,000 kms, almost
bankrupt, loads of concerns on my unstable health, daring
bitter-cold in Winter... reached Delhi. My recouping began during the six-week intensive training program that was tailor-made to suit my career
aspirations, where complete attention has been paid to every minute detail.
Apart from the moral support and career assurance, my training was highly
professional, practical and thorough beyond my expectations coveringfundamentals, advanced topics and complete guidance during the
interviews phase. Now, I emerged highly successful, working for a Global
Big-3 Consulting firm... and Rest is History..." Humble Thanks to Team
ARC for bringing me back to life."Jagdeesh Basina, E&Y
"ARC Academia, brings the most relevant and up to
date course curriculum to enhance your knowledge or
to obtain a job in the Investment Banking Industry. The
6 week extensive program and teaching methodology,
designed by professionals, replicates the work practices
implemented by the top Investment Banking firms. In
addition, their exceptional support to prepare
you for an interview or to clarify your doubts anytime makes them the
finest institute in the Industry. My hearty thanks to the whole team of
ARC because of whom I was able secure a great job immediately after
completion of the course."
Gurpreet Sachdeva, Analec Securities
“I undertook the 6 week intensive training program onValuation from Wall St Training office in India and I am
thoroughly impressed. The structure of the program helps
novice in the domain of I-banking ramp up gradually and
methodically. Coming out of this program I feel veryconfident about roles and responsibilities of an I-bank
equity market analyst. I must give full credit to the faculty
for being very patient, through and knowledgeable. My skills set rangingfrom working in excel spreadsheet to power point and from understanding
the financial statements of a company to complicated and complex DCF
has improved drastically since I joined the 6 weeks program. I would
strongly recommend this to anyone who wants to make a transition into I-banking or is looking for a job as a fresher.”
Tushar Pande, Moody’s
"The Investment Banking training in India plugs the
theoretical models learnt in the universities with real life
practice. It exposed me to the practical applications of
all academic concepts in finance, thus enabling me to
be job ready. As the curriculum delivered is exactly how
it is done on Wall St and other financial centres across
the globe, it takes a practical approach to learning.
Indeed, this has been a wonderful learning experience and value for
investments. Thank you to the Wall St - ARC Academia team, as I look
forward to effectively applying the knowledge gained here on my next
jobs.
Ejindu Lwelu, Cambridge University
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCWhat We Offer
“Remarkable Career Transformation!
Humble Thanks to Team ARC for
bringing me back to life.”
Past Delegate, Joined E&Y
“ARC provides us the nurtured talent. It‟s
a mutually beneficial association that we
have with ARC and wish to nurture this
relationship going forward..”
HR, A Top Consulting Firm
“We are happy to empanel ARC for
recruitment matters in our investment
banking division. The so-far selected
candidates have produced sweet fruits.”
HR, A Leading KPO Firm
“We are particularly pleased with the fact
that a lot of time, effort and money is
saved when we hire candidates trained by
ARC..”
HR, A top Research House
“We Bridge the gap between -
Academic theory & concepts
and
Real world, on-the-job training”
Insightful & practical training
delivered by industry experts(ex-professionals from Goldman
Sachs, Fidelity, McKinsey, Times
Private Equity)
☞ We „Train the Capital Markets Aspirants and Participants‟
☞ We have trained the human resources of investment banks,
research house, private equity firms, consultancy firms,
brokerage firms, and stock exchanges
☞ We have highly talented team with faculty members having +30
man years of investment banking experience
☞ We have trained over 400 delegates in open workshops in
Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkatta,
apart from +2000 delegates in corporates and top B-schools
☞ Personal attention to every delegate with restricted batch sizes
☞ Intensive step-by-step classroom training programmes to
understand capital markets and its diversified domains
☞ Dynamic, highly practical & interactive training programmes with
real life case studies
☞ Decode Financial jargon and uncover popular misconception
☞ Get Certified from ARC Academia – Wall St. Training
☞ 100% placement assistance
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
6 Week Training Programme
The 6 weeks „Investment Banking‟ Training is designed to provide delegates with a comprehensive understanding of investment banking
techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between
theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCTake A Step…
Your Journey to
Investment Banking
Begins with…
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCTake A Step…
First Step The Next Step
Universities & Colleges ARC School of Finance
Theory or practical Theoretical Practical
Objective Impart knowledge Competency based professional development
Focus “What” and “Why” “How” do I apply this
FacultyProfessors who research
the real world
Investment bankers, finance managers and
professionals from real world of finance
Class roomDuration 1-4 years +250 hrs on job training
Content Leading knowledge Insight and best practice around the world
Gains Academic degree
Practical application of theoretical
concepts
Skills and capabilities
Career enhancement
Competitiveness in global marketplace
Steps Towards Career Path
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCPlacements
“Remarkable Career Transformation! Humble
Thanks to Team ARC for bringing me back to
life.”
Past Delegate, Joined E&Y
“A must have for someone with non-finance
background and looking to get in investment
banking sector..”
Past Delegate, Joined Copal Partners
“Simply enlightening, with a bespoke and
cutting- edge investment banking training”
Past Delegate, Joined Analec Securities
“At ARC, I was not only taught the concepts
of financial modelling but also encouraged to
reason and think independently”
Past Delegate, Joined SmartCube
“ARC provides us the nurtured talent. It‟s a
mutually beneficial association that we have
with ARC and wish to nurture this relationship
going forward..”
HR, A Top Consulting Firm
“We are happy to empanel ARC for
recruitment matters in our investment
banking division. The so-far selected
candidates have produced sweet fruits.”
HR, A Leading KPO Firm
“We are particularly pleased with the fact that
a lot of time, effort and money is saved when
we hire candidates trained by ARC..”
HR, A top Research House
We provide 100% placement assistance to the delegates looking for a career /
change in finance domain. So far the delegates from our previous 6 weeks
workshops have received the offers or have joined the companies like:
1) Analec Securities
2) Copal Partners (Now Moody‟s)
3) Deutsche Bank
4) E & Y
5) Evalueserve
6) Fitch Ratings
7) Goldman Sachs
8) Irevna (Subsidiary of CRISIL)
9) McKinsey & Co.
10) Penta Consulting Corp
11) ResCon Partners
12) The Smart Cube
13) Thomson Reuters
14) Verity Knowledge Solutions (UBS)
15) WNS
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCProgramme Structure and Training Methodology
Excel Template 1
The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation
Basics and Essentials Excel Based TrainingPresentation and
Report Writing
Interviews
Preparations
15% 55% 20% 10%
Excel Learning
Financial Statements
Ratios
Trading Comps
Deal / Transaction Comps
Financial Modeling
DCF Valuation
Merger Model
Case Studies
Company Profiles
Equity Research Report
Sector Analysis
Pitch Book
Buy Side
Sell Side
Mock Interviews with
Investment Bankers
Resume Preparation
Excel Template 2 PowerPoint Template 1 PowerPoint Template 2
Sample Templates we use for training programmes
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCProgramme Contents
Module 1: Financial Statements‟ Articulation
Module 2: Financial Ratios
Module 3: Cleaning Financial Statements
Module 1: Introduction to Valuation
Module 2: Valuation Based on Multiples
- Comparable Company Analysis
- Comparable Deal Analysis
Week 2
Module 1: Discounted Cash Flow Valuation (DCF)
- Free Cash Flows
- Terminal Value
- WACC
- Sensitivity Analysis
Module 1: Excel Training (Intermediary Level)
Module 2: Introduction to Financial Modeling
Module 3: Projections of Financial Statements
Module 1: Excel Training (Advanced Level)
Module 2: Project Feasibility Case Study
Module 3: Project Feasibility Case Study 2
Week 1
Week 4
Week 5
Module 1: Football Field
Module 2: Merger Model
Module 3: Pitch Book
Module 4: Mock Interviews
Week 6
Week 3
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Basic Financial Concepts – Financial Statements and Ratio Analysis Format: 100% Excel
This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements – income statement, balance
sheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types of
company filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one can
move to valuation methodologies.
What Delegates learn
What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them
What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)
Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debt
What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company
Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share
Can Debt to Equity ratio be calculated on market values and not book value
Why „Trailing Twelve Months‟ play an important role in analyzing a company
Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)
Basic Financial Concepts
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Relative Valuation – Analysis of Selected Publicly Trading Companies Format: 100% Excel
Company Comparable Analysis / Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizes
benchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potential
synergies from a buyer. Mastering thisjob is crucial to success in capital markets, whether you are in investment banking, equity research, or
asset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuation
perspective, focusing on current market valuation and trading multiples.
What Delegates learn
How to choose right set of peers; comparing „apples to apples‟
Normalizing financials for extraordinary items, non-recurring and restructuring charges
What is Enterprise Value (EV) and how it is different from Equity Value
Can EV be negative; if yes then how do I value a company
Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)
Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)
Trading Comps
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCTransaction Comps
Transaction Comps Format: 100% Excel
Transaction / Deal Comps is another critical function an analyst should master. Deal Comps or Analysis of Selected Acquisitions are very
similar to trading comps except deal comps multiples are based on the transactions happened in past compared to trading comps where
the multiples are calculated based on current trading price of publicly traded companies. This hands-on, Excel-based class teaches you to
analyze and compare the transactions happened in the industry in past to aid the future transactions.
What Delegates learn
How to choose right set of transactions; comparing „apples to apples‟
Calculate transaction value (purchase price), premiums and multiples in past deals
Enterprise Value vs Transaction Value
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Financial Modeling & DCF ValuationFormat: 100% Excel
Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cash
flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative
and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologies
because it relates specifically to the profitability and growth of the business being valued.
What Delegates learn
Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet
automatically
How to project financials for next 5 years of a company
How to calculate Free cash flows to firm
How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)
Calculation of Terminal Value
How to calculate Present value of forecasted numbers in excel
How to drive Intrinsic value per share; intrinsic value is not the target price per share
Sensitivity Analysis and why it is important
Financial Modeling and DCF Valuation
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Company ResearchFormat: 100% PowerPoint
Most of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether any
professional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of a
company profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates to
be comfortable right from the time they are onboard. So it‟s paramount that delegates learn making it. Session starts with discussing about
contents of a company profile and ends with a real time case study of preparation of a company profile in a template.
What Delegates learn
What are the key sections in a company profile
Where all to find information for those sections in company profile
Common templates which are used in preparation of a company profile and otherwise
How to analyze the competition and conduct competitive benchmarking
What is an operating matrix and what information should be captured in it
How to do the SWOT for a company
Getting comfortable with preparing graphs and tables in a PowerPoint , how to rebase the data and how to analyze them
What are company‟s strategy and how to incorporate that in a profile
A real time practical assignment is given to the delegates for them to prepare a company profile within the deadline specified
Company Research
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Sector Analysis Format: 100% PowerPoint
The next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go more
granular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical for
any research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire to
become knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis and
ends with a real time case study of preparation of a sector in an independent template.
What Delegates learn
What are the different parameters for a sector analysis
Where all to find information about different parameters
How to analyze a particular sector
What all is covered in an operating matrix and how to do operational benchmarking
Discussing 3 sectors with inputs from delegates
Discussing a complete report on a particular sector
A real time practical assignment is given to the delegates to prepare a sector report within the deadline specified
Sector / Industry Research
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCPitch Book
Pitch BookFormat: 100% PowerPoint
The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to making
sales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Session
starts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independent
template.
What Delegates learn
How to prepare a pitch book and what all is covered in the same
What all discussions take place during a pitch and how these are addressed
A real time practical assignment is given to the delegates for them to prepare a pitch book
Types of pitch book
Buy Side
Sell Side
IPO
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCMS-Excel
Excel Training (Basic + Advanced)Format: Excel
Delegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable using
excel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneoulsy
What Delegates learn
Using keys instead of mouse in excel /Sorting Data /Using conditional formatting in excel
Linkages used for Financial Modelling
Simple excel formulas as sum, product, division, multiplications, paste special, concatenate
Vlook Up/H look up usage of data/Match Function
Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If
CAGR Calculation/Transpose function/Usage of IF function/Table functions/Pivot Tables/IRR Calculation
Cell Referencing/Iterative calculations etc
Interest functions as EMI calculator/ Sum if, Count if, Sumifs
Multiple usage of Vlook Function
Array functions /Date Function
Rebasing tools in excel, Multiple Ifs functions
Sensitivity analysis
Statistical functions as Correlation, Regression
Data cleaning functions/Offset Functions
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCFeasibility of Project
Feasibility Case StudyFormat: 100% Excel
Delegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank.
They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. The
process of business model construction is part of business strategy of any organization
What Delegates learn
How to make Business Models
How to find out key operating matrix, revenue drivers and do future projections
Calculate the IRR from the project
Calculate the financial viability and feasibility of the project
Single variable sensitivity analysis
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
Faculty
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCCA. Tapan Jindal
Tapan Jindal
A 1st generation entrepreneur
having co-founded
ARC Financial Services and
ARC Academia,
brings with him rich
experience in
Corporate Valuation, Equity
Research, Investor Relations
Management Services and
Fund Raising Activities.
Employment Experience
• ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial
concepts
• ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
• Fidelity Investments, iGATE Global Solutions, Moody‟s Corporation
Credentials
• Authored „Investment Banking: The Dream Begins‟
• Amongst the youngest authors in the history of ICAI, for his book on Auditing for CA intermediary level
• Visiting faculty for “Masters in Business Finance” programme of ICAI
Education
• Chartered Accountancy from The Institute of Chartered Accountants of India
• Bachelors in Commerce from Panjab University
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCCA. Manoj Goel
Employment Experience
• ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts
• ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
• Goldman Sachs, largest investment bank
• Times Private Equity, a private equity arm of Times Group
Credentials
• Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Education
• Chartered Accountancy from The Institute of Chartered Accountants of India
• Bachelors in Commerce from Delhi University
Manoj Goel,
Co-Founder and Director in
ARC Financial Services and
ARC Academia,
brings with him diversified
and comprehensive
experience in
Corporate Finance,
Investment Banking,
Corporate Restructuring
including demergers, Cross
Border Acquisitions, and
Equity Syndication
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARCCA. Himanshu Jain
Himanshu Jain,
Co-Founder and Director in
ARC Financial Services and
ARC Academia,
brings with him exquisite
experience in
Strategic & Financial
Research, Consulting,
Insurance, Corporate Finance
and Private equity funding.
Employment Experience
• ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts
• ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
• McKinsey & Co, a Top Consulting Firm
• ICICI Prudential Life Insurance, as Management Trainer
Credentials
• Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
• Part of the research team for Business Book “Granularity of Growth” by McKinsey & Co.
Education
• Chartered Accountancy from The Institute of Chartered Accountants of India
• Bachelors in Commerce from Panjab University
Certification in Investment Banking© ARC School of Finance tapan@arc-sof.com +91 981 834 6801
School of Finance
ARC
tapan@arc-academia.com
+91 98 1834 6801
+91 11 6542 2128
Fee: INR 75,000 (Inclusive of taxes)
Days: Monday to Friday
Time: 10 a.m. to 5 p.m.
Register With Us at
Venue Address:
402, Pearls Business Park
Netaji Subhash Place
Pitampura, New Delhi
School of Finance
Recommended