FINANCIAL MODELLING(FM)

FINANCIAL MODELLING(FM)

Financial modelling and valuation techniques are becoming increasingly important for finance professionals and entrepreneurs across sectors. Quantitative models are used by both large and small enterprises to:
• Forecast future business requirements
• Required for debt or equity fund raise
• Determine financial risks and/or opportunities for business expansion
• Examine the earning and investment quality
• Determine the worth of a company

COURSES OFFERED

CURRICULUM

BASIC TO INTERMEDIATE EXCEL:

●Creating a Financial Model Template
●Cell Freeze, Row Freeze, Column Freeze and Cell Referencing
●Logical and Statistical Functions (String Function, Offset Function, Data table, Goal seek)
●Linkages used for Financial Modelling
●Algebraic operations using Formulas
●VLOOKUP / HLOOKUP
●Match Function
●IRR Calculation and CAGR Calculation
●Usage of IF function, Table functions, Transpose function
●Pivot Tables
●Interest functions as EMI calculator

BASICS OF BUSINESS MODEL:

FINANCIAL STATEMENT ANALYSIS:
●Introduction to Financial statements
●Balance Sheet, Profit and Loss and Cash Flow
●Revenue and Expenses
●Financial Statement Valuation -Applying DCF
●Cost of Equity -CAPM
●Net cost of Debt and WAC

ADVANCED EXCEL:
● Macros and Excel Visualization
● Combination of multiple functions in a problem as VLOOKUP +Match, Index+ Match, VLOOKUP and If
● Using Excel for Statistical Analysis like Correlation, Regression, Variance.
● Summarising data from different sheets and collating them into a single sheet using
● Charts – Waterfall Charts, Thermometer Charts
● Practical Application of Formulas and Charting through Creation of Dashboards
● Advanced excel formulas and Conditional formatting
● Using referencing framework (usage of $) to effectively use formulas Indirect function.
● Charts – Waterfall Charts, Thermometer Charts
● Practical Application of Formulas and Charting through Creation of Dashboards
● Advanced excel formulas and Conditional formatting
● Using referencing framework (usage of $) to effectively use formulas.

CORPORATE ANALYSIS:

● Time Value of Money
● Interest Rates
● Discounted Cash Flow Analysis
● Return on Investment
● Treatment of leases (operating and capital), R&D expenses etc
● Role of multiples in IPO valuation
● Running regression analysis on multiple.

PROJECT VALUATION:

● Project finance introduction
● Circular Logic and looping
● Creating EPC Schedule and CAPEX Schedule
● GANTT Chart Lar Logic and looping
● Building a Project Finance Model.

MERGER AND ACQUISITION (M&A):
● Introduction – Categories, Merger motivators, forms of payment
● Evaluation – Calculating FCFF, discount and terminal rate and NPVValuation – usage of 10K and 10Q, Merger Analysis

BUILDING FORECAST:
● Create a Basic IB Financial Model
● Growth Rates and Proportions
● Forecasting BS and CFS
● Forecasting costs and revenues
● Modelling Revenue and Expenses Drivers
● Modelling Income Statement and Implied EBITDA
● Visualization – Interactive excel dashboard

VBA:
● Macro Recording Basics
● The VBA Editor
● VBA & The Object Library
● Objects, Properties and methods
● Referencing a Range
● Important Range Properties
● The Worksheets Collection
● ActiveX and Dashboards

Turbo course offers students the benefit of CORE+ ENHANCED+ ADVANCED

DURATION AND MODE

30-90 hours of in person teaching

WHY FINANCIAL MODELLING(FM) AT FINTRAINERS?

Live classroom sessions by experts

Live classroom sessions by charter holders at centre

These sessions offer several benefits, including the chance to network, receive personalized coaching, and engage in interactive learning.
Mentoring sessions with experts

Mentoring sessions with experts

Overall, mentoring sessions with experts can be a powerful tool for personal and professional growth, providing individuals with the knowledge, guidance, and support they need to achieve their goals and reach their full potential.
Additional in person doubt clearing sessions

Additional in person doubt clearing sessions

These sessions are typically held outside of regular class hours and are designed to give students an opportunity to ask questions, seek help, and gain a better understanding of the subject matter.
Small batches of students promoting peer learning

Small batches of students promoting peer learning

When students work together in small groups, they can exchange ideas, ask questions, and challenge each other's assumptions. This kind of collaborative learning environment can be very effective in promoting deep understanding and critical thinking.
Mock tests with review

Mock tests with review

Reviewing your test results can help you identify areas where you need to improve and areas where you are already strong. This can help you focus your study efforts and make the most of your preparation time.
Recap of old topics with specially curated cue cards before starting new topics

Recap of old topics with specially curated cue cards before starting new topics

Are you tired of forgetting important information you learned in the past? Do you struggle to recall key concepts when studying a new topic? Well, fear not!
Convenient India and Global timings

Convenient India and Global timings

we understand that our students come from diverse backgrounds and have busy schedules. That's why we offer convenient India and Global timings for our courses to ensure that our students can attend classes at a time that works best for them.
Practical internship experience

Practical internship experience

We also provide our students with guidance and support throughout their internships, with regular check-ins and evaluations to ensure that they are making progress towards their learning goals.

About our instructors

  • Our Financial Modelling instructors are experts in their field, with years of practical experience in the finance industry.
  • They have extensive knowledge of the latest financial modelling techniques, tools, and software.
  • Our instructors have a deep understanding of financial statements, accounting principles, and financial analysis.
  • They have worked with top companies and organizations across various industries, including investment banking, private equity, and corporate finance.
  • Our instructors have a proven track record of success in financial modelling, with many having developed complex models for high-stakes projects and deals.
  • They are committed to providing our students with practical, hands-on training that reflects real-world scenarios and challenges.
  • Our instructors use a variety of teaching methods, including case studies, simulations, and interactive exercises, to ensure that students learn the key concepts and skills needed for financial modelling.
  • They provide personalized feedback and guidance to each student, helping them develop their skills and achieve their learning goals.
  • Our instructors are dedicated to staying up-to-date with the latest trends and developments in financial modelling, ensuring that our courses reflect the most current industry standards and practices.