Financial Modelling 2016

7/25/2019 Financial Modelling 2016

1/25

NSE Certified Financial Modellin

IMS PROSCHOOL | WWW.PROSCHOOLONLINE.COM


2/25

Index

Financial Modelling

Application of Financial Modelling Financial Modelling Illustration

Why Financial Modelling?

IMS Proschool Financial Modelling Course

Key features

Study Options

Details of the course delivery

IMS Proschool



3/25

Financial Model applications

Forecasting future raw material needs

Valuation of a security

Benefits of a merger

Check the size of the market opportunity

See the roadmap to profitability


Financial Modeling is a key skill with application in several areas with

and finance industry as well as within corporations.

Check investment requ

Quantify and predict

Portfolio performance

Identify undervalued


4/25

Financial Modelling

1

In Financial Modeling you learn to gather historical informationon companies and analyze company / industry performance on

various financial parameters

2

Analysis is then used to build a companies financial model,which in turn is key to projecting a future financial performance

3

Based on this model companies / investors can arrive at a

suitable valuation for the companies.

4

Such research analysis is used in the areas of investmentbanking / equity research/financial KPOs that are assistinginvestment bankers / equity research firms, financial advisoryfirms, project finance


Prepa

Fina

Mod

Rese

Re


5/25

Financial Modelling Illustration

Colle

Inf

Co

w

N B


6/25



Put His

in to


7/25



Prep

Exce

1. In

S

2. B

S

3. C

S4. R

C

5. D

S


8/25



Base

infor

1. F

C

R

2. A

V


9/25



Finally present your findings in a

Report

Users of Res


10/25

Applications of Financial Modelling


Financial Modeling helps Investment Banker in Valuing the company by forecastingOn the basis of Valuation they recommend the buyer or seller on acquisition of neinvestments in new funds respectively.

InvestmentBanking

Financial Modeling enables analyst in examining an organizations financial projec

competitors projections and other dynamics to determine whether it is a smart o

investment.Equity Research

Financial Modeling equips Credit Analysts in collecting historical information & , oudebts and forecasting future growth on excel sheet to determine the degree of rishelps him/her in giving rating

Credit Rating

Financial Modeling helps in assessing the financial viability of a project and creatinplan through debt and equity componentsProject Finance

Financial Modeling helps the companies in access the value of the company whichmerge or acquire by forecasting the revenues , preparing debt schedule , by doing analysis

Mergers &Acquisitions

Financial Modeling helps companies in assessing their own finances & build finanfor their on projects. & in creating a funding plan through debt and equity componFinancial Analysis


11/25

Why NSE Certification Your gateway to a rewarding career in Equity Research, Investment Banking, Cred

Project Finance, Business Analysis

Learn Excel Modeling for Analyzing, Valuing & Forecasting different companies

Prepare Financial Research snapshots and evaluate different sectors

The only Financial Model program in India certified by NSE India.

NSE is the largest certifying body for financial modules

Get two additional certifications on Investment Banking M&A and Advance

Macros by IMS Proschool



12/25

Syllabus at a glanceModule 1 Module 2

Excel Proficiency Refresher course on Economics, Fina

, Financial Statements & Financial MFormatting of Excel Sheets, Use of Excel Formulae

Function

Introduction - Economics , Microeconomic

economic

Data Filter and Sort , Charts and Graphs Refresher - Basic Accounting Principles

Table formula and Scenario building, lookups, pivot

tables

Reading the Annual Report & Internationa

Standards

Advanced Modeling Techniques Time value of money , Long term financingcapital , Risk and return

Introduction to macros, Macros, Recording of

Macros

Capital Structure , Dividend Policy , Workin

Requirements ,Equity and Industry Analysi

Understanding Visual Basic Environment (VBE) Financial Markets & Intermediaries



13/25

Syllabus continued

Module 3 Project Finance

Project evaluation

Stage of project

Initial & development phase

Funding during investment phase; costs during investment phase; life of project

Decision making

Cash flow waterfall & resolve circular reference problem in interest during construction.



14/25

Syllabus Continued

Module 4 Equity Research Modelling

Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue ShRevenue Sheet, Cost Statement, Debt Sheet

Analyze Revenue Drivers, Forecast Geographic Revenues, Segment Revenues, Geographic Rev

Statement, Debt, Income Statement, Balance Sheet, and Cash Flow Statement.

Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost Statement, De

Statement, Balance Sheet, and Cash Flow Statement.

Performa Adjustments, Income Statement - Compute Margins, Balance Sheet -Compute Ratio

Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), ValuationValuation (Football Field Chart)

Valuation Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation

Prepare Company Overview , Sector Overview

Report Writing - Overview



15/25

Course Resources

StudyMaterial

FM Book 1

FM Book 2

ClassroomTraining

Theory

Hands-onTraining

OnlineResources

Study Material

References

Sample Models

Financial

Modelling

Training



16/25

Evaluation & NSE Certification

NSEIndia(NCFM)certification

Schedule theexam directly

Fill the "NSEIndia- Exam

request form"

Take ProjectAssessmentand score

50%

Complete 4assessments

with 50%score



17/25

Whats More Additional Training(After clearing NCFM - Financial Modelling Exam)

-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 referenceproblem

- Developing sensitivity table

- Developing scenario analysis

- Developing simulation

- Examples will be based on project

models

Advanced

VBA &Macros

- Introduction to Inve

Merger and Acquisi

- Types of M&A: Merg

Consolidation ,Spin-

- Drivers for M&A

- Accounting for Merg

Method & Pooling M

- Differentiate betwe

operating synergies

- M&A Regulatory En

- Developing M&A M

Financial Statement

and Acquirer),

- Valuation -DCF, Rela

Comps

- Developing Merger

- Developing Synergie

Investment

BankingM & A



18/25

Key Features

3 Months weekend classroom program and Live Virtual

classroom program

Comprehensive course content making you Job ready

Practical hands-on training methodology

Study resources for reference and practice

NSE Exam preparation via rigorous internal assessments

Placement Assistance Interview grooming



19/25

Study Options


Comprehensive Classroom Live Virtual Classes Distance

12 weeks of Classroom Training

35 hrs of Audio Video enabled Live &

Interactive training program on CISCO

Platform

Self study

Study Material Books and Online

Resources

Study Material Books and Online

Resources

Study Material

Online Resources

100 hrs Audio Video presentation on

building models

Get recorded sessions for future

reference.

100 hrs Audio Vid

on building mode

Learn 6 financial models of different

sectors

Clear your subject doubts face-to-face

with experts

4 hrs online work

Weekend Classes Weekend sessions At your own pace

Pune , Mumbai, Delhi , Bangalore,

Hyderabad

Mumbai, Pune , Navi Mumbai, Delhi,

Bangalore, & HyderabadAcross India

INR 30,000 ( All inclusive) INR 18,000 (All inclusive) INR 12,000 (All in


20/25

Study modes - Features


Classroom

Training Face-to-face training by industry expert

faculty

Access online study resources and mockassessments

Get your queries/doubts resolved in real time

Networking opportunity with variedexperienced professionals

Knowledge sharing among peers andmotivation due to interactivity

Interview grooming

LiveVirtua

lClasses Audio Video enabled Li

training program on CISC

Clear your subject doubts with experts

Get recorded sessions for

reference and missed sess Access Online study resou

assessments

Interact with your peers vlearning

No travel, save time - Studcomfort of your home witconnectivity


21/25

About Proschool

IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd an organization engaged in tlast 37 years.

Proschool was launched in 2006 with the objective of equipping graduates and youngrelevant and current skills through standards-based and thoroughly tested certification progrto perform in a wide spectrum of business environs.

Ranked #4 Trusted Brand in Education and 44th amongst Most Trusted Service Brands acro& Brand Equity Study)

IMS Proschool along with parent organization has trained more than 3 lakhs candidates for dexams and professional courses

90 centers across India for Management Training and 7 centers of Proschool for Financial Tra

Proschool has also trained over 20000 professionals from well known organizations like SBank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc.,



22/25

Partnerships


Funded by National Skill Development Corporation, a PPP promoted by the

Union Ministry of Finance, Govt of India to offer skills based education

Tie-up with National Stock Exchange's NCFM for Certification test administration

Approved learning partner of CIMA (UK) for management accounting

qualification

Approved prep provider of CFA Institute, USA for CFA Program

Partner with NISM (National Institute of Securities Market - an Initiative of SEBI)

to spread Financial Literacy and Awareness across 135,000 schools in the

country.


23/25

Trained & Certified employees of following Organizations

State Owned Banks

Foreign Banks

Security Houses

Mutual Fund Companies

Insurance Companies

IT/ITES

Corporate Clients



24/25


Certification Programs

Chartered Financial Analyst

Financial Modeling

Certified Financial Planner

Certification Financial Services Foundation

Chartered Institute ManagementAccountant

Business Analytics

Post Graduate Pro

(6 Month 9 mon

Financial Modeling & Busine

Business Analytics

Banking & Financial Plannin Management Accounting

Our other industry oriented programs


25/25

To Know more visit us at www.proschoolonline.coFollow us on www.facebook.com/proschoolonline

Or call your nearest IMS Proschool centre


City Contact no

Bangalore 9900799981

Mumbai 9619207323

Navi Mumbai9769162050 /

7710012857

Pune 020-65004735/36

New Delhi 011-43658144

Hyderabad 9701233472

Other cities 9769162050
http://www.proschoolonline.com/http://www.facebook.com/proschoolonlinehttp://www.facebook.com/proschoolonlinehttp://www.proschoolonline.com/

Documents

Financial Modelling 2016