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CERTIFICATION INFINANCIAL MODELING AND VALUATION

PROGRAM HIGHLIGHTS

The Certification will include a comprehensive coverage of Financial Modeling

and Valuation and covers core corporate finance concepts, Modeling &

Forecasting, the three financial statements, equity & enterprise value,

understanding valuation through multiples, discounted cash flow (DCF),

valuation in project finance and forecasting and valuation of start-ups as well

as Excel for finance.

COMPREHENSIVE COVERAGE

After completing the 8 week functional skill building program, you will gain an in

depth understanding of how to build robust and dynamic financial models with

a special focus on forecasting and Industry Research while mastering Excel for

Corporate Finance and the complete art and science of Valuation.

INDUSTRY-ALIGNED CURRICULUM

DELIVERY MODESChoose between two delivery modes: 1) Classroom or 2) Online Instructor-led

virtual classes to cater to your preferences while ensuring maximum learning

efficacy. The Classroom and Virtual Class formats come with 15 hours of

engaging Instructor videos.

EXPERIENTIAL LEARNINGThe program provides an edge through our unique case study methodology

focusing on real h business scenarios. Each module and topic will be centered

around one of 6 in-depth real Life cases to ensure practical learning.

CERTIFICATIONYou will receive the industry endorsed certification and the optional CISI

Corporate Finance Technical Foundations certification. The Imarticus Career

Assistance team provides you guidance throughout the program, giving you the

best career opportunities.

24/7 LEARNINGIn addition to classroom sessions, our state of the art online portal centralizes

learning with 24/7 access to study material, learning aids and tests.

CERTIFICATION IN FINANCIAL MODELLING AND VALUATION

WHY FINANCIAL MODELING AND VALUATION?

GROWING DEMAND IN INDIA & GLOBALLY

The Certification in Financial Modelling and Valuation is a skill building certification

program designed for careers in Corporate Finance across various Financial Services

roles such as Mergers & Acquisitions, Private Equity, Equity Research, Business

Analysis, Business Modelling, Budgeting, Financial Control and Financial Operations.

BUILT ON A FOUNDATION OF FINANCIAL MODELINGAND REAL LIFE TRANSACTIONS

Core concepts &

Accounting FundamentalsMastering ExcelForecasting &

Valuation

THE PURPOSETo build a Financial Model which can enable

a person to take better financial  decisions.

COMMON TOOLSThe most common tool used on and off Wall

Street to build financial models is Microsoft Excel.

APPLICATIONS OF FINANCIAL MODELING Business Valuation

Deciding Cost of Capital

Capital Budgeting and Project Financing

Financial Statement Analysis

Scenario Preparation and Long Term Forecasting

While most financial models focus on valuation,

some are meant to quantify and predict risk, portfolio performance, or general

economic trends within an industry or region. 

VALUATIONThe process of estimating the

worth of an asset.

```

ESTIMATEDRDTO BE THE 3

LARGEST GLOBAL

ECONOMY BY 2030

CONTRIBUTION OF

FINANCIAL SERVICES

IN GDP IS 6%

FINANCIAL MODELINGOPEN VACANCIES

GLOBALLY ONMONSTER

13,700+INR

6,00,000

AVERAGE SALARY

FOR ANALYST

December, 2015INDIA ON THE FAST TRACK

CURRICULUM

TOPIC

INTRODUCTION TO MODELING

FINANCIAL STATEMENTS

MODELING INCOME AND

EXPENSES

MODELING DEBT

MODELING TAXATION

MODELING NON-OPERATING

EXPENSES

MODELING EPS AND DPS

MODELING WORKING CAPITAL

MODELING OTHER BALANCE

SHEET LINE ITEMS

MODELING CASH FLOW AND

BALANCE SHEET INTEGRATION

REAL LIFE CASE STUDY

VALUATION (THEORY)

VALUATION (PRACTICE, CONTINUED)

MERGERS AND ACQUISITIONS

PRIVATE EQUITY

LEVERAGED BUY OUT

PROJECT FINANCING - PART 1

PROJECT FINANCING - PART 2

DATA ANALYSIS USING EXCEL

CHARTING AND DASHBOARDING

Overview of Financial Modeling Practical Application of Modeling Hands-on | |

Practice with Basic Modeling

Overview of Financial Statements Profit Metrics Introduction to Ratios | |

Revenue Modeling Modeling Cash Expenses Modeilng Capex Modeling | | |

Depreciation

Funding Decision Modeling Repayments Modeling Interest Expenses | |

Overview of Taxation Deferred Tax Modeling Current Tax and Deferred Tax | |

Overview of FX, Risk and Hedging Associates Overview of Extraordinary Expense | |

Below the Line Adjustments

Overview of EPS Basic vs Diluted EPS Identifying Dilutive EPS and Modeling | | |

Dividend Decisions and Modeling

Overview of Working Capital Working Capital Ratios Forecasting Working Capital | |

Pension Obligation Equity Associates Minority Interest | | |

Indirect Method of Cash Flow Calculation Direct Method of Cash Flow Calculation |

Case Study on Publicly realistic company

Basic Approaches to Valuation Relative Valuation DCF and Other Intrinsic Valuation | |

Trading Comps and Peer Valuation DCF Valuation Sensitivity Analysis | |

Meaning and Purpose Valuation Challenges Creating Proforma Financials Accretion / Dilution | | |

Analysis

Private Equity Overview Deal Structuring |

Overview of Leveraged Buyout Advantages and Disadvantages Modeling Pay-in and Pay-outs | |

in LBO

Overview Funding Options for Project Finance Structuring Project Finance Transaction Project | | |

Cash Flows vs Equity Cash Flows Modeling Project Timelines and Project Execution |

Modeling Cash Flow Waterfall Capitalizaiton of Pre Commencement Expenses Handling | |

Uncertainties

Excel Best Practices Vlookup Index and Match Conditional Functions Nested If Function | | | |

Introduction to Visual Representation Creating Basic Charts Pivot Tables and Charts Waterfall | | |

Charts and Football Field

RESUME BUILDING AND INTERVIEW PREP FINAL EXAM AND MOCK INTERVIEWS

RESUME BUILDING

Refining and polishing the

candidate’s resume with

insider tips to help them

land their dream job

INTERVIEW PREP

Preparing candidates to ace

HR and Technical interview

rounds with model interview

questions and answers

MOCK INTERVIEWS

Preparing candidates to face

interview scenarios through 1:1

and panel mock interviews

with industry veterans

CAREER ASSISTANCE

CAREER PATH

0 YEAR

Analyst

8 YEARS

VP2-4 YEARS

Associate

10+ YEARS

Director

GLOBAL FIRMS THAT HIRE FOR FINANCIAL MODELING AND VALUATION

¾ JP Morgan Chase

¾ Barclays

¾ Deutsche Bank

¾ Copal Partners

¾ BNP Paribas

¾ Crisil

¾ American Appraisal

¾ D E Shaw

¾ Axience

¾ Standard Chartered

¾ RBS

¾ Probe

¾ Tres Vista

¾ Avendus

¾ o3 Capital

¾ Integreon

AND MANY MORE...

CAREERS IN FINANCIAL MODELING AND VALUATION

ECONOMICS & ACCOUNTING

VALUATION

MATHEMATICAL/QUANTITATIVE SKILLS

KNOWLEDGE OF EXCEL

FINANCIAL AND BUSINESS ACUMEN

READING COMPREHENSION

CRITICAL THINKING

COMPLEX PROBLEM SOLVING

SYSTEM ANALYSIS

Skills Required for Financial Modelling Types of Analyst Positions

BUDGETING

BUSINESSANALYSIS

FINANCIALCONTROL

ACCOUNTING

EQUITYRESEARCH

MERGERS &ACQUISITIONS

START UPS

FINANCIALOPERATIONS

BUSINESSMODELING

PRIVATEEQUITY

FACULTY

Reshma Krishnan

Reshma has over 10 years of experience in treasury

and corporate finance, primarily in M&A and

corporate fund-raising. She comes to us from

Avendus Capital, where she focused on M&A and

private equity transactions in the infrastructure and

manufacturing space. Her domain expertise lies in

origination and deal execution particularly in the

areas of financial modeling and documentation.

She also writes and curates content for

international financial websites that cater to the

global Indian diaspora. Being a journalist for The

Hindu Business Line newspaper covering industrial

stocks has given her a head start in financial

analysis and provided her with a bird’s eye view of

effective business communication.

Shanin Thomas

Shanin has over 12 years of expertise in value

investing, financial statement analysis, business

valuation, and behavioral finance. He is a value

investor and runs a boutique investment advisory

firm, Analysewise Investment Advisors. He has

delivered corporate training programs on

valuation, industry analysis, equity research and

capital Markets for leading Europe-based

investment banks and several other corporates.

Having worked as an Investment Banker with JP

Morgan in their Mumbai and New York offices, he

was also part of a 4-member team which worked

closely with MSD Capital, which is the family office

of Michael Dell. Shanin is a qualified CFA and has a

Bachelors in Electronics Engineering from Mumbai

University.

PROGRAM DELIVERYThe program is delivered in two modes—Classroom Training and LiveInstructor-led Virtual Training — to cater to your learning preferences whileensuring maximum learning efficacy.

n Online instructor-led training for 50 hours with expert faculty for real-time

learning at a pre-determined time from the comfort of your own home

n The program also comes with 15 hours of engaging self-paced Instructor

videos that you can watch before coming to class

ONLINE INSTRUCTOR-LED TRAINING [65 HOURS]

n Classroom training for 65 Hours by expert faculty who are certified by SAS

Institute at a pre-determined time at any of our Imarticus centers

n The program also comes with 15 hours of engaging self-paced Instructor

videos that you can watch before coming to class

CLASSROOM TRAINING [80 HOURS]

OPTION 1

OPTION 2