Financial Modeling Course Details

Financial modeling involves the study of preparation of such models on spreadsheets which can express in quantitative terms the value of that asset. Objective of the NSE certified Financial Modeling course is not limited to imparting students with the knowledge of preparing financial models on spreadsheet, but, also to review different sectors and learn how practical scenarios of various industries can impact the model.


Following is the course outline of the financial modeling program

1. Excel Proficiency
•  Formatting of Excel Sheets
•  Use of Excel Formula Function
•  Advanced Modeling Techniques
•  Data Filter and Sort
•  Charts and Graphs
•  Table formula and Scenario building
•  Lookups: Vlookup
•  pivot tables
2. Financial Statement Analysis (Based on CFA level I syllabus)
Introduction to Financial Statement Analysis
Financial Reporting Mechanics, 
Understanding Income Statement, Balance Sheet, 
Cash Flow Statement,
Financial Analysis Techniques, 
Inventories, Long Lived Assets,
Non Current Liabilities,
Financial Statement Application
3. Financial Ratios (Based on CFA level I syllabus)
Ratio analysis of industries
Du point Analysis
Peer to peer analysis
Preparation of Financial Analysis report on an industry
4. Financial Management & Corporate Finance (Based on CFA Level I Syllabus)
Time value of money
Long term financing 
Cost of capital
Measure Of Leverage
5. Project Finance Modeling
•  Why Project evaluations
•  stage of project
•  construction & 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
6. Equity Research - Modeling (You will learn how to prepare Indian & international Equity models from scratch)Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic  Revenue Sheet, Segment Revenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers.

Forecast Geographic Revenues, Segment Revenues, Geographic Revenues,
Cost Statement, Debt, Income Statement , Balance Sheet, Cash Flow Statement.

Performa Adjustments, Income Statement - Compute Margins, Balance Sheet -Compute Ratios.

Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation Prepare Valuation Model, Prepare Presentation Sheet, Prepare Company Overview ,  Sector Overview
7. Report Writing & Sector overview•  Report Writing: On the basis of Financial Modeling,
•  Overview of different sectors such as retail, telecom, IT, Oil & Gas etc.
8. Financial Modeling - NSE India Certification ExamAfter completion of above topics students have to take the Financial Modeling Certification Exam. On clearing the exam, students will get Financial Modeling Certificate & will become eligible to undergo training of below topics on VBA, Macros and Investment banking.
9. Advance Macros & VBA for Finance•  Understanding Macros and VBA,
•  Understanding Macros and VBA,
•  Recording Macros,
•  Stepping into the code,
•  Understanding basics of coding,
•  Understanding objects and control statements in VBA code,
•  Application of macros to Financial modeling :
   -Developing solution to circular reference problem
   -Developing sensitivity table
   -Developing scenario analysis
   -Developing simulation
   -Examples will be based on project models.
10. Investment Banking – Merger & Acquisitions•  Introduction to Investment Banking -Merger and Acquisitions
•  Types of M&A: Merger ,Acquisition ,Consolidation ,Spin-off
•  Drivers for M&A
•  Accounting for Mergers: Purchase Method & Pooling Method
•  Differentiate between financing and operating synergies
•  M&A Regulatory Environment
•  Developing M&A Models: 
   Integration of Financial Statements between 
   (Target and Acquirer)
   -Valuation -DCF, Relative and Transaction Comps
   -Developing Merger Model
   -Developing Synergies
11. SQL
Introduction to Databases 
   - Terminologies - Records, Fields, Tables 
   -  Introduction to database normalisation 
   -  Primary Key
   -  How data is accessed
     
Introduction to SQL  
   -  SQL Syntax
   -  SQL data Types
   -  SQL Operators
   -  Table creation in SQL : Create, Insert, Drop , delete and updating 
   
Introduction to SQL  - Table access & Manipulation 
   - Select with Where Clause (In between, logical operators, wild cards, order, group by)
   - SQL constraints
   - Concepts of Join - Inner, Outer

Case study
Capstone Project
Benefits of Capstone Project: 
At the end of this Capstone, you'll be able to ask the right questions of the data, and know how to use financial data effectively to address business challenges of your own.
Once you are done with the Project, you'll be better prepared to do Valuation of a company and will able to come out with the Report.
if you dont have relevant experience in Financial Modeling, then with the help of Capstone project you can show your expertise in the job interview.
Additional Certificate on Capstone Project from IMS Proschool