Course Details

Financial Modeling is required whenever any organization is considering any major financial decision – Raising Capital, Project Finance, Mergers & Acquisitions, etc. 

Essence of Financial Modeling is in translating Business Strategy & Operations in realistic numbers considering the impact of Economic, Sectoral & Competitive scenarios 

Required in Investment Banking, Equity Research, Credit Rating, Corporate Finance, Private Equity, etc


Why?

  • Core Finance Careers requires Financial Modeling
  • Economic / Sectoral Analysis
  • Projection Modeling
  • Valuations – DCF / PE / EV/EBITDA
  • Modeling Dashboard
  • Cases from Power, Auto, Telecom & E-Commerce
  • 30+ hours of learning
  • Lifetime Access to Online Course
  • Completion Certificate


Course Brochure for more details - 03. Equity Research & Financial Modeling.pdf


Course curriculum

  • 1

    Introduction to Financial Modeling

    • 1. Introduction to Financial Modeling

    • 2. Use of Financial Models

    • 3. Companies preparing Financial Modeling

    • 4. Types of Financial Models
  • 2

    Economic & Sectoral Analysis

    • 5. EIC Approach to Financial Analysis & Modeling

    • 6. Factors to Look at in the Economy

    • 7. Understanding Business Dynamics across various Sectors

    • 8. Company Overview - NTPC
  • 3

    Financial Statement Analysis

    • 9. Introduction to Financial Statements

    • 10. Standalone vs Consolidated Statements

    • 11. Decoding Income Statement

    • 12. Decoding Balance Sheet

    • 13. Fixed Assets & Depreciation

    • 14 Current Maturities of Long Term Borrowings

    • 15. Financial Statement Analysis

    • 16. Common Size & Trend Analysis

    • 17. Ratio Analysis – Profitability Ratios

    • 18. Ratio Analysis – Leverage & Coverage Ratio

    • 19. Ratio Analysis – Liquidity & Turnover Ratio

    • 20. Ratio Analysis – Return & Shareholders Ratio

    • 21. Unit Analysis
  • 4

    Building Financial Projections

    • 22. Approaches to Building Projections

    • 23. Example of Detailed Approach

    • 24. Forecasting Methods

    • 25. Capacity Addition

    • 26. Revenue Drivers

    • 27. Expense Drivers

    • 28. Other Drivers

    • 29. Revenue & Expense Model

    • 30. Capex Modeling - Part 1

    • 31. Capex Modeling - Part 2

    • 32. Capex Modeling - Part 3

    • 33. Loan Schedule - Part 1

    • 34. Loan Schedule - Part 2

    • 35. Working Capital

    • 36. Short Term Borrowings

    • 37. Building Forecasted P&L Statement

    • 38. Building Forecasted Cashflow Statement

    • 39. Building Forecasted Balance Sheet

    • 40. Accounting Flow for Financial Modeling
  • 5

    Corporate Valuations

    • 41. Introduction to Valuation

    • 42. Enterprise Value (EV)

    • 43. Approaches to Valuations

    • 44. Asset Approach of Valuation

    • 45. Introduction to Discounted Cash Flow (DCF) Method

    • 46. DCF - Weighted Average Cost of Capital

    • 47. DCF - Capital Asset Pricing Model

    • 48. DCF - Completing Weighted Average Cost of Capital

    • 49. DCF - Arriving at Free Cash Flows for Valuation

    • 50. DCF - Terminal Value 1

    • 51. DCF - Terminal Value 2

    • 52. DCF - PROs & CONs

    • 53. Introduction to Multiples Method of Valuation

    • 54. Creating Multiple Table

    • 55. EV Sales Multiple Valuation

    • 56. EV EBITDA Multiple Valuation

    • 57. EV/MW Multiple Valuation

    • 58. P/E Multiple Valuation

    • 59. P/S Multiple Valuation

    • 60. P/B Multiple Valuation

    • 61. Sector Related Multiples

    • 62. Sum of the Parts Valuation

    • 63. Valuation Drives & Myths
  • 6

    Modeling Dashboard

    • 64. Management Summary

    • 65. Gravity or Impact Analysis

    • 66. Football Field Analysis & Chart

    • 67. Scenario Building & Stress Testing

    • Assessment