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Corporate Finance Institute (CF Institute) provides high-end industry oriented finance straining in the field of corporate finance, investment banking, investment research, consultancy and analytics.

About Financial Modeling

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Course Description

Learn how to construct a robust financial model from scratch and use it to assess the feasibility of a project. CF Institute’s Financial Modeling Program aimed at financial analysts seeking a best practical approach to build a valuation models i.e. DCF, Comps, M&A and Project Finance etc.

Participants will construct a model to perform a discounted cash flow analysis for the investment decision, and explore the relevant sensitivities, to introduce an overall approach to building models, as well as a number of fundamental techniques and concepts which will prove invaluable in future modeling assignments.

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COURSE DURATION:
Duration will be 17 classes of 5 hours each spanning over 85 hours (Weekend program)

 

Upcoming Batches

Sign-up Delhi

City Location Description Batch Start Timing
Delhi Patel Nagar, Central Delhi 2 Months(weekends) 14th Oct 2018 9 AM – 2 PM Register
Gurgaon Huda City Centre, Gurgaon 2 Months(weekends) 11th Nov 2018 2 PM – 7 PM Register
Mumbai Andheri, Mumbai 2 Months(weekends) 18th Nov 2018 10 AM – 3 PM Register

LEARNING OUTCOME:
On successful completion candidates will be able to perform:

  • Build integrated financial modeling from scratch
  • Analyze all three financial statements and ratio analysis
  • Identify the revenue drivers and build revenue model
  • Various approaches to forecasting
  • Calculate the Free Cash Flow to Firm (FCFF) & Free Cash Flow to Equity (FCFE)
  • Calculate the Discount Rate (Cost of Debt, Cost of Equity & Cost of Capital)
  • WACC and sensitivity analysis
  • DCF Modeling and valuation
  • Calculate Equity Value Multiples: P/E, P/BV, P/TBV
  • Trading Comparables and Transaction Comparables
  • Calculate basic EV and perform various CACS Adjustments
  • Normalize the Earnings and identify the exceptions
  • Perform Trading Multiples analysis – EV/EBITDA, EV/EBIT, EV/Sales
  • Understanding M&A theory and accretion dilution modeling
  • Understanding project finance
  • Advance working knowledge of MS Excel tools and techniques, functions, removing circular references, iteration, and error handling etc.
  • Macro recording and VBA

CAREER AFTER FINANCIAL MODELING:
After completion of the course, participants can make rewarding careers in investment banking, equity research, credit research, financial research, project finance, banks, audit firms, consultancy and analytics.

 

WHO CAN PURSUE:

  • Chartered Accountants (CA)
  • Chartered Financial Analysts (CFAs)
  • MBAs
  • Graduates / Engineers
  • Business Analysts / Financial Analysts
  • Other finance professionals

CF INSTITUTE OFFERINGS:

  • 17 classroom training spanning over 85 hours days of
  • Extensive day wise content
  • Step by step guide to financial modeling projection
  • Excel models templates for each topic
  • Practice sheets / excel shortcuts
  • Industry Expert Faculties (CFA Charter holders and candidates)
  • Certification of completion / excellence
  • 24 x 7 supports for doubt clearing
  • Interview questions
  • Placement support post completion of program

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Curriculum

  • Introduction to Excel 2007
  • Keyboard Accelerators and Shortcuts
  • Using Paste Special
  • Working with Data Table
  • Basics and Rules for performing Calculation on data
  • Examples of common functions:
    • Mathematical Functions (SUM, PRODUCT, POWER, SQRT, ABS ETC.)
    • Text Functions (LOWER, TEXT, SEARCH, LEN, REPLACE, TRIM, LEFT, RIGHT ETC.)
    • Statistical Functions (COUNT, MIN, MAX, AVERAGE, COUNTA, AVERAGEA ETC.)
    • Date & Time Functions (TODAY, NOW, EOMONTH, NETWORKDAYS, YEARFRAC ETC.)
    • TRANSPOSE and SUMPRODUCT
  • Naming Groups of Data
  • Summarizing Data That Meets Specific Conditions
  • Finding and Correcting Errors in Calculations
  • Combine data from multiple sources
  • Manual and Auto Formatting
  • Sensitivity Analysis and Data Tables
  • Link to data in other worksheets and workbooks using Hyperlink
  • Practice Sheets
  • Examples and use of Advance Functions:
    • Statistical Functions (SUMIF, COUNTIF, SUMIFS, COUNTIFS, AVERAGEIF ETC.)
    • Informative Functions (ISBLANK, ISNUMBER, ISTEXT, ISERR ETC.)
    • Database Functions (DSUM, DAVERAGE, DCOUNT, DMIN ETC.)
    • Logical functions (IF, IFNA, IFERROR, AND, OR, TRUE, FALSE ETC.)
    • Lookup & Reference Functions (LOOKUP, HLOOPKUP, VLOOKUP, INDIRECT, INDEX, MATCH ETC.)
    • Financial Function (PV, FV, NPV, PMT, CUMIPMT ETC.)
  • Apply Data Validation
  • Create Drop down List
  • Using Name Manager
  • Removing Circular Reference
  • Excel Skills – Shortcuts, Formulas, Array Function and Pivot Tables
  • Conditional Formatting
  • Practice Sheets
  • Grouping & Ungrouping
  • Creating indirect Advance Drop Down List
  • Reordering and summarizing data
    • Limiting data that appears on your screen
    • Sorting worksheet data
    • Organizing data into levels
    • Finding unique values within a dataset
    • Sorting data by using custom lists
    • Auto & Advance Filter
  • Create dynamic worksheets by using PivotTable &PivotCharts
    • Analyzing data dynamically by using PivotTables
    • Filtering, showing, and hiding PivotTable data
    • Creating PivotTables from external data
    • Creating dynamic charts by using Pivot Charts
  • What if Analysis
    • Use of Goal seek
    • How to use Scenario Manager
    • Concept of Data Table
  • Protect your workbook and sheet
  • Implementing simple business modelling case in Excel
  • Exercise/modelsin excel
  • Introduction to Charts & Graphs
  • Charts basics and its elements
  • Createand Customize charts with Examples
    • Column and Stacked Column Chart
    • Bar Chart, Stacked Chart
    • Line Chart
    • Pie, Pie of Pie Chart
    • Doughnut Chart
    • X, Y Scatter Chart
    • Radar Chart
    • Bubble Chart
    • Combo Chart (Combination of multiple charts)
    • Waterfall Chart
    • Speedometer Chart
    • Gantt Chart
    • Histogram Chart
    • Dynamic Chart
  • Design a Simple Dashboard using charts and graphs
  • Links charts with Presentations
  • Represents Reports with slide presentation
  • Dividing Presentations into Sections
  • Add Simple Visual Enhancements
  • Using Ready-Made Animations
  • Customizing Animation Effects
  • Create a professional presentation
  • Prepare for Delivery
  • Introduction to Macros & Advanced Application Building in Excel
  • Key Concepts in Macros
  • Recording macros
  • Run macros
  • Set macros setting
  • Personal Macro workbook
  • Assigning Shortcuts to Macro Programs
  • Worksheet Objects: Adding, Deleting, Renaming, Protection with Macro
  • Workbook Objects: Creating and Opening Workbooks, Saving and Closing Workbook
  • User Forms, User Defined Functions, Add-ins etc.
  • Introduction to Financial Statements
  • Reading the Annual Reports
  • Understanding Income Statement, Balance Sheet and Cash Flow Statement
  • Understanding the concept of EBIT and EBITDA
  • Income Statement Ratio: Gross Margin, EBIT margin, PAT Margin
  • Balance Sheet Ratios: ROE, ROCE, Liquidity Ratios, Coverage Ratios etc
  • Free Cash flow to Firm (FCFF)
  • Free Cash flow to Equity (FCFE)
  • Cost of Equity (Ke)
  • Cost of Debt (Kd)
  • Cost of Capital (WACC)
  • Equity based Multiples: P/E, P/BV, P/S
  • Firm based Multiples: EV/EBITDA, EV/EBIT & EV/Sales
  • Understanding and creating a financial model template
  • Calculating Growth Drivers and Future Assumptions
  • Revenue Build-Up – Projecting the Future Revenues
  • Modeling historical & projected financial statements – P&L and B/S
  • Building cash flow statement
  • Asset and Depreciation Schedule
  • Debt and Interest Schedule
  • Building an integrated model for valuation using DCF
  • Sensitivity/Scenario Analysis
  • Performing Ratio Analysis
  • WACC and Cost of Equity Analysis
  • Performing Valuation using DCF (FCFF & Enterprise Value)
  • Introduction to Comparable Company Analysis
  • Inputting data for Comparable Company Analysis to excel
  • Normalization of EBITDA, EBIT, and Net Income
  • Understanding component of EV
  • Calculation of EV
  • Understanding Treasury Stock Method to calculate incremental shares
  • Options, warrants and restricted stock units (RSUs) adjustment
  • Discussion on Valuation Multiples
  • Types of mergers
  • Case study on every type of merger
  • Motives behind M&A
  • Introduction to bootstrapping
  • Practice exercises on bootstrapping
  • Introduction to accretion / dilution
  • Practice full accretion / dilution model
  • Introduction to project finance
  • Sources and uses of funds
  • IRR, Modified IRR, NPV, Profitability Index and Discounted payback period
  • Practice Model based on a case study

Course Price Rs.25,000 + Taxes

  • Duration – 17 classes of 5 hours each
  • Certificate of Participation / Excellence
  • Batch date – 14th October 2018

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CASE STUDY APPROACH

Follows a case study approach to transfer new skills

100% REAL LIFE EXAMPLES

Real life company or market data are used for an amazing practical experience

INTERVIEW PREPARATION AND COUNSELING

Mock interviews and assessment are conducted along with career counseling

PERSONAL ATTENTION

CF Institute ensures that candidates gets enough personal attention for doubt clearing

FOCUS ON BEST PRACTICES

Industry’s best practices are integral part of our programs for a great learning experience

EXPOSURE TO INVESTMENT BANKING

Updates curriculum in consultation with practicing professionals

Students Speak

Candidates who completed our in-house programs got placed in below companies.