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A Mahindra Group Initiative www.educationlanes.com PRESENT & This program teaches how to interpret and analyze historical financial data of companies and build financial models that project the future financial performance of the companies (AFMVP) - BATCH 01 ADVANCED FINANCIAL MODELING & VALUATION PROGRAMME • Theory of Valuation o Why need valuation? o Who needs valuation? o Top down approach to Valuation • Financial Statement Analysis o Income Statement o Balance Sheet o Cash Flow Statement Financial Indicators – Ratio Analysis Forecasting and growth rate assumption Capital Asset Pricing Model o Discounting Factor estimation • Approach to Valuation o Dividend Discount Model I. Gordon Model II. 2 Stage Model III. H-Model IV. Multi Stage Model o Free Cash Flow Model o Relative Valuation Model I. (PE, PB, PS, EV/EBITDA comparables...) o Sum of Parts Model Pick up company for valuation Find out the source data Analyse the Financial Statements of the company Analyse the Financial Statements of the competitors Preparing the earning model connecting the Income Statement, Balance Sheet and Cash Flow Statement Calculate the Financial Ratios and build the projection statement based on analysis and earning guidance issued by the company Forecast the Financial Statement and Balance them Do the Valuation exercise I. Discounted Cash Flow Model II. Relative Valuation Recommend Sell , Hold or Buy based on your findings PROGRAMME CONTENT

ADVANCED FINANCIAL MODELING & VALUATION … · • Financial Indicators – Ratio Analysis • Forecasting and growth rate assumption ... Tech Mahindra, LIC, Metlife, Pru ICICI, GAIL,

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A Mahindra Group Initiativewww.educationlanes.com

PRESENT

&

This program teaches how to interpret and analyze historical financial data of companies and build financial models that project the future financial performance of the companies

(AFMVP) - BATCH 01

ADVANCED FINANCIAL MODELING & VALUATION PROGRAMME

• Theory of Valuation o Why need valuation? o Who needs valuation? o Top down approach to Valuation• Financial Statement Analysis o Income Statement o Balance Sheet o Cash Flow Statement• Financial Indicators – Ratio Analysis• Forecasting and growth rate assumption• Capital Asset Pricing Model o Discounting Factor estimation• Approach to Valuation o Dividend Discount Model I. Gordon Model II. 2 Stage Model III. H-Model IV. Multi Stage Model

o Free Cash Flow Model o Relative Valuation Model I. (PE, PB, PS, EV/EBITDA comparables...) o Sum of Parts Model• Pick up company for valuation• Find out the source data• Analyse the Financial Statements of the company• Analyse the Financial Statements of the competitors• Preparing the earning model connecting the Income

Statement, Balance Sheet and Cash Flow Statement• Calculate the Financial Ratios and build the

projection statement based on analysis and earning guidance issued by the company

• Forecast the Financial Statement and Balance them• Do the Valuation exercise I. Discounted Cash Flow Model II. Relative Valuation• Recommend Sell , Hold or Buy based on your

findings

PROGRAMME CONTENT

Education Lanes is Tech Mahindra’s Growth Factories division’s initiative that offers certificate Programmes from premier institutes on a virtual platform. Education Lanes offers a comprehensive direct - to - device education suite with real-time interactive and participative virtual classroom sessions.

ABOUT EDUCATION LANES

The National Stock Exchange (NSE) is India's leading stock exchange covering various cities and towns across the country. NSE was set up by leading institutions to provide a modern, fully automated screen-based trading system with national reach. The Exchange has brought about unparalleled transparency, speed and efficiency, safety and market integrity. It has set up facilities that serve as a model for the securities industry in terms of systems, practices and procedures.

ABOUT NSE

PEDAGOGY In-depth Theoretical & Practical

Training on Financial Modeling & Valuation

Mock Trading, Assignments & Case Studies

Candidates shall be expected to keep their laptop ready for certain sessions which requires the use of MS Excel

ELIGIBILITY CRITERIA Graduates/Diploma (10+2+3) in any discipline Management Student

EVALUATION METHODOLOGY Evaluation by: National Stock Exchange of India Ltd

Evaluation will be on the below two components: Conceptual Assessment and Assisgments

Minimum 70% of attendance is required

There will be an assessment at the end of the programme. The participants who attend the programme with minimum 70 % of attendance and pass the assessment will be given successful completion certificate. The participants who attend the programme without taking the assessment and with minimum 70% of attendance will be given participation certificate

CERTIFICATION PROGRAMME DESIGN ANDDURATIONSession Time : 9:00 am - 11:30 amClass Frequency : SundayClass Duration : 2.5 HrsCourse Duration : 4 Months

PROGRAMME FEE AND SCHEDULERs. 35,000/-+ Applicable Tax

Registration Fees Admission Fees Installment

Dates At the time of Registration 10th August 2016 10th October 2016

Amount INR Rs 10,000/-* Rs 15,000/-* Rs 10,000/-*

Interpret, analyze and build financial models for valuation

of companies

Independently build models that are robust and provide

dynamic projections

Thoroughly analyze company from multiple standpoints: operations, investment, financing and valuation

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A Mahindra Group Initiativewww.educationlanes.com

FACULTY PROFILE

Prof. Vibha Jhol is an All India rank holder in Chartered Accountancy exams. Has about 22 years of post-qualification experience both in industry and in academics. She has worked for Deustche Bank (Country Controller DB Taiwan, senior roles in regional projects in DB Singapore, Mumbai and Kolkata), American Express (Manager Finance India and Area Countries), ITC Classic Finance and Price Waterhouse Consultancy.

After her industry stint, she has moved to academics. She has trained officers of ICICI Bank, HDFC Bank, Genpact etc. For the past nearly six years she has been teaching MBA Finance second year finance specialisation papers at a premier B School. She is currently pursuing her PhD in financial markets from one of the IIMs - FPM (Industry) . She has also published blogs and articles at Yahoo Finance USA, online newspapers in India and in the CFP (Certified Financial Planners') journal published by the FPSB (Financial Planning Standards Board) etc.

PROF. VIBHA JHOL

Malhar possess 20 years of experience in Corporate Finance and Personal Finance. He had been employed in private sector company’s like Berger Paints and public sector companies like Durgapur Projects Limited (DPL) and Balmer Lawrie till 2003. He left his PSU job and ventured into personal finance. He joined the Financial Planning Standards Board of India as their Head of Knowledge Management in 2005. He left FPSB India in December’2006 and since then is pursuing career as self employed professional. He had written several articles in popular media like DNA, Business Standard, ET, FPJ, HT, Asian Age and in different journals and blogs on various issues on Personal Finance and is often quoted in media.

CFPCM from FPSB India , Associate Member of the Institute of Company Secretaries of India, Fellow Member of the Institute of Cost Accountants of India

He also holds a Diploma in IFRS (from ACCA), Advanced Diploma in Management Accounting (from CIMA) and NISM Investment Adviser Level I and Level II Certification.

He has imparted training in major corporates including SBI & associated banks, BOI, Central Bank, United Bank, Vijaya, IDBI, ICICI, Kotak, Federal, IndusInd, Axis, CITI, BNP, Bangladesh Bank, Magma, Bajaj, Cholamandalam, Peerless, ICICI Securities, Kotak Securities, AXIS MF, Reliance, DSP Black Rock, Accenture, Bank of America, Infosys, Fidelity, Tech Mahindra, LIC, Metlife, Pru ICICI, GAIL, Mitshubishi Chemicals and Hindu among others. He worked with agencies like SEBI NISM, CIBIL, CGTMSE, SIDBI and currently working closely with Dun and Bradstreet and NSE as external faculty.

PROF. MALHAR MAJUMDER

A Mahindra Group InitiativeFor queries, call us at: +91 8377831825, 9873110671Email us at: [email protected]