6 weeks investment banking training

Certification in Investment Banking© ARC School of Finance [email protected] +91 981 834 6801

School of Finance

ARC

ARC School of Finance

402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi

(Adjacent Fun Cinemas)

Certification in Investment Banking

Progress your journey to the next level and Enhance your potential earnings

Reach Us At:

(Mobile): +91 981 834 6801

(Email): [email protected]

(Gtalk): tapanjindal

(Web): www.arc-sof.com

The Dream Begins…!!!

http://arc-sof.com

mailto:[email protected]




School of Finance

ARCWho We Are

School of Finance

Founded in 2009 by ex-professionals from

ARC Academia (School of Finance) is India office of Wall St. Training – USA, one of the largest

Investment Banking Training entities in the world.

Started with an endeavour to facilitate better learning process and train aspirants seeking a

successful career in the Investment Banking and Financial Research Industry.

Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co.,

Times PE, with professional academic backgrounds as CA, CFA, and MBA.

http://arc-sof.com





School of Finance

ARCIn Their Words…

"…After bright academics and a successful career, anunfortunate chronic illness landed me in an ICU for almost

three years! Future seemed to be bleak and a corporate

job seemed uncertain to me. My passion to regain my lost

glory encouraged me to knock the door of the ARCAcademia to "mentor me." I travelled 2,000 kms, almost

bankrupt, loads of concerns on my unstable health, daring

bitter-cold in Winter... reached Delhi. My recouping began during the six-week intensive training program that was tailor-made to suit my career

aspirations, where complete attention has been paid to every minute detail.

Apart from the moral support and career assurance, my training was highly

professional, practical and thorough beyond my expectations coveringfundamentals, advanced topics and complete guidance during the

interviews phase. Now, I emerged highly successful, working for a Global

Big-3 Consulting firm... and Rest is History..." Humble Thanks to Team

ARC for bringing me back to life."Jagdeesh Basina, E&Y

"ARC Academia, brings the most relevant and up to

date course curriculum to enhance your knowledge or

to obtain a job in the Investment Banking Industry. The

6 week extensive program and teaching methodology,

designed by professionals, replicates the work practices

implemented by the top Investment Banking firms. In

addition, their exceptional support to prepare

you for an interview or to clarify your doubts anytime makes them the

finest institute in the Industry. My hearty thanks to the whole team of

ARC because of whom I was able secure a great job immediately after

completion of the course."

Gurpreet Sachdeva, Analec Securities

“I undertook the 6 week intensive training program onValuation from Wall St Training office in India and I am

thoroughly impressed. The structure of the program helps

novice in the domain of I-banking ramp up gradually and

methodically. Coming out of this program I feel veryconfident about roles and responsibilities of an I-bank

equity market analyst. I must give full credit to the faculty

for being very patient, through and knowledgeable. My skills set rangingfrom working in excel spreadsheet to power point and from understanding

the financial statements of a company to complicated and complex DCF

has improved drastically since I joined the 6 weeks program. I would

strongly recommend this to anyone who wants to make a transition into I-banking or is looking for a job as a fresher.”

Tushar Pande, Moody’s

"The Investment Banking training in India plugs the

theoretical models learnt in the universities with real life

practice. It exposed me to the practical applications of

all academic concepts in finance, thus enabling me to

be job ready. As the curriculum delivered is exactly how

it is done on Wall St and other financial centres across

the globe, it takes a practical approach to learning.

Indeed, this has been a wonderful learning experience and value for

investments. Thank you to the Wall St - ARC Academia team, as I look

forward to effectively applying the knowledge gained here on my next

jobs.

Ejindu Lwelu, Cambridge University

http://arc-sof.com





School of Finance

ARCWhat We Offer

“Remarkable Career Transformation!

Humble Thanks to Team ARC for

bringing me back to life.”

Past Delegate, Joined E&Y

“ARC provides us the nurtured talent. It‟s

a mutually beneficial association that we

have with ARC and wish to nurture this

relationship going forward..”

HR, A Top Consulting Firm

“We are happy to empanel ARC for

recruitment matters in our investment

banking division. The so-far selected

candidates have produced sweet fruits.”

HR, A Leading KPO Firm

“We are particularly pleased with the fact

that a lot of time, effort and money is

saved when we hire candidates trained by

ARC..”

HR, A top Research House

“We Bridge the gap between -

Academic theory & concepts

and

Real world, on-the-job training”

Insightful & practical training

delivered by industry experts(ex-professionals from Goldman

Sachs, Fidelity, McKinsey, Times

Private Equity)

☞ We „Train the Capital Markets Aspirants and Participants‟

☞ We have trained the human resources of investment banks,

research house, private equity firms, consultancy firms,

brokerage firms, and stock exchanges

☞ We have highly talented team with faculty members having +30

man years of investment banking experience

☞ We have trained over 400 delegates in open workshops in

Delhi, Mumbai, Bangalore, Hyderabad, Pune and Kolkatta,

apart from +2000 delegates in corporates and top B-schools

☞ Personal attention to every delegate with restricted batch sizes

☞ Intensive step-by-step classroom training programmes to

understand capital markets and its diversified domains

☞ Dynamic, highly practical & interactive training programmes with

real life case studies

☞ Decode Financial jargon and uncover popular misconception

☞ Get Certified from ARC Academia – Wall St. Training

☞ 100% placement assistance

http://arc-sof.com





School of Finance

ARC

6 Week Training Programme

The 6 weeks „Investment Banking‟ Training is designed to provide delegates with a comprehensive understanding of investment banking

techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between

theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.

http://arc-sof.com





School of Finance

ARCTake A Step…

Your Journey to

Investment Banking

Begins with…

http://arc-sof.com





School of Finance

ARCTake A Step…

First Step The Next Step

Universities & Colleges ARC School of Finance

Theory or practical Theoretical Practical

Objective Impart knowledge Competency based professional development

Focus “What” and “Why” “How” do I apply this

FacultyProfessors who research

the real world

Investment bankers, finance managers and

professionals from real world of finance

Class roomDuration 1-4 years +250 hrs on job training

Content Leading knowledge Insight and best practice around the world

Gains Academic degree

Practical application of theoretical

concepts

Skills and capabilities

Career enhancement

Competitiveness in global marketplace

Steps Towards Career Path

http://arc-sof.com





School of Finance

ARCPlacements

“Remarkable Career Transformation! Humble

Thanks to Team ARC for bringing me back to

life.”

Past Delegate, Joined E&Y

“A must have for someone with non-finance

background and looking to get in investment

banking sector..”

Past Delegate, Joined Copal Partners

“Simply enlightening, with a bespoke and

cutting- edge investment banking training”

Past Delegate, Joined Analec Securities

“At ARC, I was not only taught the concepts

of financial modelling but also encouraged to

reason and think independently”

Past Delegate, Joined SmartCube

“ARC provides us the nurtured talent. It‟s a

mutually beneficial association that we have

with ARC and wish to nurture this relationship

going forward..”

HR, A Top Consulting Firm

“We are happy to empanel ARC for

recruitment matters in our investment

banking division. The so-far selected

candidates have produced sweet fruits.”

HR, A Leading KPO Firm

“We are particularly pleased with the fact that

a lot of time, effort and money is saved when

we hire candidates trained by ARC..”

HR, A top Research House

We provide 100% placement assistance to the delegates looking for a career /

change in finance domain. So far the delegates from our previous 6 weeks

workshops have received the offers or have joined the companies like:

1) Analec Securities

2) Copal Partners (Now Moody‟s)

3) Deutsche Bank

4) E & Y

5) Evalueserve

6) Fitch Ratings

7) Goldman Sachs

8) Irevna (Subsidiary of CRISIL)

9) McKinsey & Co.

10) Penta Consulting Corp

11) ResCon Partners

12) The Smart Cube

13) Thomson Reuters

14) Verity Knowledge Solutions (UBS)

15) WNS

http://arc-sof.com





School of Finance

ARCProgramme Structure and Training Methodology

Excel Template 1

The program is structured to make the delegates well versed with the fundamentals before moving on to Valuation

Basics and Essentials Excel Based TrainingPresentation and

Report Writing

Interviews

Preparations

15% 55% 20% 10%

Excel Learning

Financial Statements

Ratios

Trading Comps

Deal / Transaction Comps

Financial Modeling

DCF Valuation

Merger Model

Case Studies

Company Profiles

Equity Research Report

Sector Analysis

Pitch Book

Buy Side

Sell Side

Mock Interviews with

Investment Bankers

Resume Preparation

Excel Template 2 PowerPoint Template 1 PowerPoint Template 2

Sample Templates we use for training programmes

http://arc-sof.com





School of Finance

ARCProgramme Contents

Module 1: Financial Statements‟ Articulation

Module 2: Financial Ratios

Module 3: Cleaning Financial Statements

Module 1: Introduction to Valuation

Module 2: Valuation Based on Multiples

- Comparable Company Analysis

- Comparable Deal Analysis

Week 2

Module 1: Discounted Cash Flow Valuation (DCF)

- Free Cash Flows

- Terminal Value

- WACC

- Sensitivity Analysis

Module 1: Excel Training (Intermediary Level)

Module 2: Introduction to Financial Modeling

Module 3: Projections of Financial Statements

Module 1: Excel Training (Advanced Level)

Module 2: Project Feasibility Case Study

Module 3: Project Feasibility Case Study 2

Week 1

Week 4

Week 5

Module 1: Football Field

Module 2: Merger Model

Module 3: Pitch Book

Module 4: Mock Interviews

Week 6

Week 3

http://arc-sof.com





School of Finance

ARC

Basic Financial Concepts – Financial Statements and Ratio Analysis Format: 100% Excel

This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements – income statement, balance

sheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types of

company filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one can

move to valuation methodologies.

What Delegates learn

What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them

What all sources to be used for analysing a company (investors presentations, earnings transcripts etc)

Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debt

What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company

Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share

Can Debt to Equity ratio be calculated on market values and not book value

Why „Trailing Twelve Months‟ play an important role in analyzing a company

Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)

Basic Financial Concepts

http://arc-sof.com





School of Finance

ARC

Relative Valuation – Analysis of Selected Publicly Trading Companies Format: 100% Excel

Company Comparable Analysis / Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizes

benchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potential

synergies from a buyer. Mastering thisjob is crucial to success in capital markets, whether you are in investment banking, equity research, or

asset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuation

perspective, focusing on current market valuation and trading multiples.


How to choose right set of peers; comparing „apples to apples‟

Normalizing financials for extraordinary items, non-recurring and restructuring charges

What is Enterprise Value (EV) and how it is different from Equity Value

Can EV be negative; if yes then how do I value a company

Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)

Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)

Trading Comps

http://arc-sof.com





School of Finance

ARCTransaction Comps

Transaction Comps Format: 100% Excel

Transaction / Deal Comps is another critical function an analyst should master. Deal Comps or Analysis of Selected Acquisitions are very

similar to trading comps except deal comps multiples are based on the transactions happened in past compared to trading comps where

the multiples are calculated based on current trading price of publicly traded companies. This hands-on, Excel-based class teaches you to

analyze and compare the transactions happened in the industry in past to aid the future transactions.


How to choose right set of transactions; comparing „apples to apples‟

Calculate transaction value (purchase price), premiums and multiples in past deals

Enterprise Value vs Transaction Value

http://arc-sof.com





School of Finance

ARC

Financial Modeling & DCF ValuationFormat: 100% Excel

Excel based Financial Modeling starts with creation of a top-down income statement projection model. Then, construct a basic discounted cash

flow analysis on top of your projection model. This Excel-based class provides a non-academic, real-world, hands-on primer to the quantitative

and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically precise valuation methodologies

because it relates specifically to the profitability and growth of the business being valued.


Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet

automatically

How to project financials for next 5 years of a company

How to calculate Free cash flows to firm

How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)

Calculation of Terminal Value

How to calculate Present value of forecasted numbers in excel

How to drive Intrinsic value per share; intrinsic value is not the target price per share

Sensitivity Analysis and why it is important

Financial Modeling and DCF Valuation

http://arc-sof.com





School of Finance

ARC

Company ResearchFormat: 100% PowerPoint

Most of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether any

professional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of a

company profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates to

be comfortable right from the time they are onboard. So it‟s paramount that delegates learn making it. Session starts with discussing about

contents of a company profile and ends with a real time case study of preparation of a company profile in a template.


What are the key sections in a company profile

Where all to find information for those sections in company profile

Common templates which are used in preparation of a company profile and otherwise

How to analyze the competition and conduct competitive benchmarking

What is an operating matrix and what information should be captured in it

How to do the SWOT for a company

Getting comfortable with preparing graphs and tables in a PowerPoint , how to rebase the data and how to analyze them

What are company‟s strategy and how to incorporate that in a profile

A real time practical assignment is given to the delegates for them to prepare a company profile within the deadline specified

Company Research

http://arc-sof.com





School of Finance

ARC

Sector Analysis Format: 100% PowerPoint

The next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go more

granular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical for

any research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire to

become knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis and

ends with a real time case study of preparation of a sector in an independent template.


What are the different parameters for a sector analysis

Where all to find information about different parameters

How to analyze a particular sector

What all is covered in an operating matrix and how to do operational benchmarking

Discussing 3 sectors with inputs from delegates

Discussing a complete report on a particular sector

A real time practical assignment is given to the delegates to prepare a sector report within the deadline specified

Sector / Industry Research

http://arc-sof.com





School of Finance

ARCPitch Book

Pitch BookFormat: 100% PowerPoint

The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to making

sales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Session

starts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independent

template.


How to prepare a pitch book and what all is covered in the same

What all discussions take place during a pitch and how these are addressed

A real time practical assignment is given to the delegates for them to prepare a pitch book

Types of pitch book

Buy Side

Sell Side

IPO

http://arc-sof.com





School of Finance

ARCMS-Excel

Excel Training (Basic + Advanced)Format: Excel

Delegates are made conversant with MS Excel so that their speed and comfort with excel increases in it and they are comfortable using

excel which will be used in Financial Modeling onwards. Delegates are given practical exercises to solve and learn simultaneoulsy


Using keys instead of mouse in excel /Sorting Data /Using conditional formatting in excel

Linkages used for Financial Modelling

Simple excel formulas as sum, product, division, multiplications, paste special, concatenate

Vlook Up/H look up usage of data/Match Function

Combination of multiple functions in a problem as Vlook +Match, Index+Match, VlookUp and If

CAGR Calculation/Transpose function/Usage of IF function/Table functions/Pivot Tables/IRR Calculation

Cell Referencing/Iterative calculations etc

Interest functions as EMI calculator/ Sum if, Count if, Sumifs

Multiple usage of Vlook Function

Array functions /Date Function

Rebasing tools in excel, Multiple Ifs functions

Sensitivity analysis

Statistical functions as Correlation, Regression

Data cleaning functions/Offset Functions

http://arc-sof.com





School of Finance

ARCFeasibility of Project

Feasibility Case StudyFormat: 100% Excel

Delegates are taught 2 case studies which are an example of business modeling taken from real time experience in an Investment Bank.

They learn how do create business models which describe the rationale of how an organization creates, delivers and captures value. The

process of business model construction is part of business strategy of any organization


How to make Business Models

How to find out key operating matrix, revenue drivers and do future projections

Calculate the IRR from the project

Calculate the financial viability and feasibility of the project

Single variable sensitivity analysis

http://arc-sof.com





School of Finance

ARC

Faculty

http://arc-sof.com





School of Finance

ARCCA. Tapan Jindal

Tapan Jindal

A 1st generation entrepreneur

having co-founded

ARC Financial Services and

ARC Academia,

brings with him rich

experience in

Corporate Valuation, Equity

Research, Investor Relations

Management Services and

Fund Raising Activities.

Employment Experience

• ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial

concepts

• ARC Financial Services, boutique investment bank focused on mid cap and small cap companies

• Fidelity Investments, iGATE Global Solutions, Moody‟s Corporation

Credentials

• Authored „Investment Banking: The Dream Begins‟

• Amongst the youngest authors in the history of ICAI, for his book on Auditing for CA intermediary level

• Visiting faculty for “Masters in Business Finance” programme of ICAI

Education

• Chartered Accountancy from The Institute of Chartered Accountants of India

• Bachelors in Commerce from Panjab University

http://arc-sof.com





School of Finance

ARCCA. Manoj Goel


• ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts


• Goldman Sachs, largest investment bank

• Times Private Equity, a private equity arm of Times Group

Credentials

• Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes

Education


• Bachelors in Commerce from Delhi University

Manoj Goel,

Co-Founder and Director in


ARC Academia,

brings with him diversified

and comprehensive

experience in

Corporate Finance,

Investment Banking,

Corporate Restructuring

including demergers, Cross

Border Acquisitions, and

Equity Syndication

http://arc-sof.com





School of Finance

ARCCA. Himanshu Jain

Himanshu Jain,

Co-Founder and Director in


ARC Academia,

brings with him exquisite

experience in

Strategic & Financial

Research, Consulting,

Insurance, Corporate Finance

and Private equity funding.


• ARC Academia, corporate training firm dedicated to teaching fundamental financial concepts


• McKinsey & Co, a Top Consulting Firm

• ICICI Prudential Life Insurance, as Management Trainer

Credentials

• Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes

• Part of the research team for Business Book “Granularity of Growth” by McKinsey & Co.

Education


• Bachelors in Commerce from Panjab University

http://arc-sof.com





School of Finance

ARC

[email protected]

+91 98 1834 6801

+91 11 6542 2128

Fee: INR 75,000 (Inclusive of taxes)

Days: Monday to Friday

Time: 10 a.m. to 5 p.m.

Register With Us at

Venue Address:

402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi

School of Finance

http://arc-sof.com




6 weeks investment banking training

Economy & Finance

training usa

banking ramp

wall st training office

team arc

successful career

program helpsjob

weeks program

investment bankingthe