Financial modelling is the core skills required for profiles like Investment Banking, Equity Research, Portfolio Management, Project Finance, Credit Research, Financial Planning & Analysis etc. You can acquire the skills to get into these profiles or be a successful investor or help your start-up raise funds. The course can be taken by fresh graduates or post graduates, MBA aspirants, working professionals, investors and entrepreneurs.
NSE Academy Certification
Joint certification from NSE Academy and IMS Proschool
Learning by doing:
Focuses on practical application of the finance concepts
Learn from industry experts:
Faculties from top institutes with rich industry experience
Skills for core finance:
Learn the most important skills for Investment Finance profiles
About the Course
Our Financial Modelling course
› Focuses on building skills in excel, financial statement analysis, project finance and equity modelling
› Delivered using case study-based methodology, ensuring students are job
readiness from day one
› Helps you brush up the accounting and finance concepts by using Level 1 of CFA curriculum
› Provides additional training and certification on VBA-Macros and Merger &
› Prepares you for Investment Banking, Equity Research, Credit Research, Project Finance, FP&A, etc
› Formatting of Excel Sheets
› Basic and Advance Functions
› Advanced Modeling Techniques
› Data Filter and Sort
› Charts and Graphs
› Table formula and Scenario building
› Pivot tables
Financial Reporting and Analysis ( including Ratios)
› Introduction to Financial Statement Analysis
› Financial Reporting Mechanics
› Understanding Income Statement, Balance Sheet, Cash Flow Statement
› Financial Analysis Techniques
› Financial Statement Application
› Du point Analysis
› Peer to peer analysis
› Time value of money
› Capital Budgeting
› Cost of capital
Project Finance Modelling
› Why Project evaluations
› Construction & development phase
› Forecasting revenue and cost drivers
› Forecasting assets and debt schedules
› Life of project; decision making
Equity Research – Modelling
› Analysis of historical financial statements
› Identifying and forecasting revenue and cost drivers
› Forecasting the three Financial Statements
› Forecasting assets, debt and other schedules
› Valuation based on DCF and relative valuation
About NSE Academy
NSE Academy, is a wholly-owned Subsidiary of NSE. It offers programs in various aspects of banking, financial services, financial markets and financial literacy. NSE Academy Certification in Financial Markets, or NCFM, program is an online testing and certification program that tests the practical knowledge and skills required to operate in the financial markets.
About IMS Proschool
IMS Proschool is one of the leading NSDC-approved institutes of skill development in India, with a strong presence in technology, finance and accounting domains. Proschool brings a strong understanding of the industry needs and a unique “active learning” approach to skill development.
I am from Engineering Background. How will Financial Modeling help me in my career?
The financial modeling program doesn’t require the candidate to have a commerce background. As long as the the candidate wants to understand decision making which may be in the form of project finance, or equity research or any other field where decision making comes in handy.
I have completed The CFA® Program. How will Financial Modeling help me?
The CFA® Program would have taught you the theoretical base on valuation, investment banking etc. In Financial Modeling, you will learn how to use this conceptual understanding in the practical world of finance where you will prepare financial models of a company to estimate its valuation.
I have done CA. How will Financial Modeling help me?
If you are a CA who doesn’t want to get into the traditional fields of audit, account and tax and instead covets Investment Banking, Private Equity, Equity Research then you should learn Financial Modeling. Moreover, many CAs are involved in Project Finance as well. Financial Modeling will help you to make Project Finance reports using all the contemporary techniques.
I have done B com. How will Financial Modeling help me?
Earlier, most of the job opportunities in the field of finance such as Financial Research, Equity Analysis, Credit Analysis where available only to the CAs & MBAs. But with changing job profiles and cost pressures, many companies are hiring fresh graduates. If you do Financial Modeling, then your chances of being selected for a research job increases substantially. Moreover, many opportunities are opening up in the field of Financial Research and KPOs where they hire Graduates. Financial Modeling will also provide you to form a solid foundation and understanding for The CFA® Program as well.
I am pursuing MBA in Finance. How will Financial Modeling help me?
If you are pursuing an MBA in Finance and want to make a career in any of the financial sectors such as Equity Research, Investment Banking, Project Finance, Corporate Finance or Credit Research then Financial Modeling will definitely be a big part of your job profile. You will learn practical applications of the theory subjects that you have learnt in your MBA such as Financial Management, Accounts and Economics. In Financial Modeling, you will learn Excel in both its basic and advanced avatars. Lastly, it will also help you to improve your profile vis-à-vis other candidates of your institute.
Does Financial Modeling help me in banking as well?
In corporate banking, most of the work deals with lending money to institutions and/or projects. Financial Modeling helps you to evaluate them and fund the projects/intuitions which are Financially Viable.
What is Credit Analysis? How does Financial Modeling help in Credit Analysis?
Credit Analysis is primarily used to check the creditworthiness of a company which wants to raise money. In such cases, the analysts observe the past performance of the company to evaluate whether the company can meet its financial obligations. In India, companies that want to raise debt from the market will get a credit rating from the rating house. Based on this rating, they can raise money from the market. With a better rating, more funds will be generated with a lower interest rate.
Financial Modeling equips Credit Analysts in collecting historical information as well as outstanding debts and forecasting the future growth on excel to determine the nature and degree of risk factors, which helps him/her in giving the rating.
What is Investment Banking? How does Financial Modeling help in Investment Banking?
As we have seen, Financial Modeling also helps investors to find companies where they can invest for better returns. Usually, the Investment Banks also end up helping/advising their clients on how to manage their financial assets.
Financial Modeling assists the investment bankers to do the valuation of the companies. If you want to get into Investment Banking, then Financial Modeling has proven to be a pre-requisite.
What is Equity Research? How does Financial Modeling help in Equity Research?
The primary role of an equity research analyst is to analyze companies in order to find possible investments. Sell-side equity research provides its research to the clients. Buy-side equity research is when the analysts perform research to invest in their firm’s money (e.g. mutual funds, hedge funds etc).
In Financial Modeling, you will learn how to discover the financial condition of a company and its future growth prospects. Based on this you will carry out valuations of a company and prepare a research report.
What is Project Finance? How does Financial Modeling help in Project Finance?
Project finance deals with long term financing of infrastructure and industrial projects, based upon the projected cash flows of the project instead of the balance sheets of the project sponsors. It is quite attractive to the private sector because of the ability to fund major projects off the balance sheet. For instance, if Reliance Infrastructure wants to build a metro in Mumbai, they will need huge investments for the project. An investor will invest in Reliance Infra after evaluating the potential cash flows from this project.
Financial Modeling will train you to prepare such project finance models, forecast revenues, evaluate projects and finally present a project finance report to the investors. We have prepared a special module in the Financial Modeling program for Project Finance.
How is the Proschool program on Financial Modeling different from that of the other training providers?
Proschool was the first to introduce Financial modelling course in India. Proschool’s FM program offers NSE Certification which is better accepted compared to other qualifications. Moreover Proschool uses active learning approach, which is basically a method in which the student is engaged in solving and building models from Day 1.