Financial Modelling Equity Research

Our course is thoughfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples.

It is 80% practical with industry used case studies.

Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.

Financial Modeling is used in various business activities by Investment Banks, Equity Research firms, Credit Rating Agencies, Private Equity / Venture Capitalist, Banks, Consultancy Firms, Corporate Finance Teams. Essence of Financial Modeling is in translating Business Strategy & Operations in realistic numbers considering the impact of Economic, Sectoral; Competitive scenarios.

Module:

• Module 1: Ms Excel Expert
  •  Excel Essentials & keyboard shortcuts
  •  Basic & advance excel functions
  •  DATEDIF, YEAR, YEARFRACE & MONTH
  •  Index, Search, Choose, offset
  •  Using SUMIF, COUNTIF, AND AVERAGEIF
  •  Sensitivity analysis with Data tables
  •  Using VLOOKUP/HLOOKUP/ Match Index
  •  Pivot table, Charting commonly used
  •  Conditional Formatting, Paste Special
  •  Dashboards, Templates, Macros
• Module 2: Data Collection And Modeling
  •  Sources for authentic financial data for US, India, China, Germany, and Singapore companies
  •  Tricks to collect data in the shortest time
  •  Data collection & Data structuring for model
  •  Understanding of Financial Reports & their types
  •  Types of filing 10-K, 10-Q, 8-K, 20-F etc
  •  Create a Model template for 5 years of historical data for
  • Revenue Drivers
  • Cost Drivers
  • Income statement
  • Balance sheet
  • Cash flow statement
  • Dividend schedule
  • Asset Schedule
  • Debt Schedule
  •  Equity Schedule
• Module 3: Finance Fundamentals
  •  What Research Analyst does?
  •  Skill set requires for Equity Research Analyst?
  •  Job roles of BUY SIDE and SELL SIDE Analysts
  •  Understanding, Reading & Analyzing of
  •  Income statements & Balance sheet
  • Cash flow statements
  • Notes to accounts
  • GAAP & Non-GAAP/Reported & Adjusted numbers
  • Reported/Adjusted /GAAP/Non-GAAP EPS
  • Restructuring & Adjusted numbers
  • Pro-forma Income statement            
  • Restating financials for valuation and analysis
  •  Concepts & treatment of the following points
  • Minority/Non-controlling
  • Associates
  • Subsidiary
  •  Convertible debt/securities
  •  5 case studies on live small business
  •  Make a business plan for startups
  •  Corporate actions & their treatments
  • Rights issue
  • Bonus issue
  • Takeover
  • Merger
  • Acquisitions
  • Interim/Annual dividend
  • Stock splits
  • Spin-off
  • Reverse split
• Module 4: Sector/Industry Research
  • (Analyzing Sectors/Industries/Companies)
  •  Company's Business model understanding
  •  Economies/Sectors/Industries understanding
  •  Operational drivers & cost drivers & Projection
  •  Factors that impact the company's projections & valuations
  •  Case studies on 'Top Down' and 'Bottom Up' approaches
  •  Forecasting of IS, BS, CFS, and Schedules
• Module 5: Financial Modeling & Valuation
  •  Interlinking of financial statements (IS, BS, CFS)
  •  Tallying the balance sheet in 30 minutes
  •  Use best practices in Financial Model Building
  •  Understand & develop a forecasting basis for each line of IS, BS & CFS
  •  Build & Forecast Advanced Schedules including the following points
    • Debt Repayment Schedule (DRS)
    • Fixed Assets Module (FAM)
    • Dividend & Equity Schedule (ES)