6 weeks investment banking training_arc wall st. training

Certification in Investment Banking ARC School of Finance [email protected] +91 11 6542 2128

School of Finance

ARC

ARC School of Finance

402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi 34

(Adjacent Fun Cinemas)

Certification in Investment Banking

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

Reach Us At:

(L): +91 11 6542 2128

(M): +91 99537 29651

(Email): [email protected]

(Web): www.arc-sof.com

The Dream Begins!!!


School of Finance

ARC A Brief Overview

Established in 2009, by ex-professionals from McKinsey, Goldman Sachs and Fidelity

Provides Corporate Trainings in fields of Investment Banking, Corporate Finance, Finance for Non Finance, and MS-Office

Trainings to corporates & educational institutions, and open workshops

Seasoned Faculty; Ex-professionals from Goldman Sachs, Fidelity Investments, McKinsey & Co., Times PE, with professional academic backgrounds as CA, CFA, and MBA

Snapshot

Credentials

Certified over 650 professionals in + 50 open workshops across India

More than 20 corporate clients served

Repeat business from almost all clients

Consistently High Client Satisfaction Index (always >4 on a scale of 5)

Diversified Conglomerates

Consultancy Firms

Investment Banks and Private Equity Firms

Educational Institutions

Clients


School of Finance

ARC What 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. Its 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


School of Finance

ARC Our Training Platforms

Corporate Training College Campus Connect Open-Enroll Workshops

Customised On-Site Trainings for new & lateral hires & current

professionals

Prepare for Your Career and Enhance Job Prospects

Open enrollment part time and full time workshops ranging in duration

from 2 days to to six weeks

Credentials (Partial List)

E&Y

GMR Group

IL & FS

Tata Docomo

Ludhiana Stock Exchange


IIFT, New Delhi & Kolkatta

ICAI, Ludhiana & New Delhi

BIMT, Noida

Delhi University (FMS, CBS etc.)


67 workshops completed

Workshops in New Delhi, Mumbai, and Bangalore

Over 600 delegates certified

100% Placement assistance


School of Finance

ARC Open Enroll Workshops : Overview

Open enrollment workshops ranging in duration from 2 days to 6 weeks

Specialized topics designed to foster career advancement

Provides a ready platform for professionals interested in refreshing their knowledge and continuing development

Provides a ready platform for job seekers interested in starting their career in capital markets / investment banking

Covers fundamental and advanced modules

Classes held in New Delhi, Mumbai, Kolkatta, Chennai, Hyderabad

67 Open Workshops Completed

656 Delegates Certified by ARC WST

91% Placement Record for

completed batches

100% Placement Assistance to Participants

looking for a start / change

Boot Camp

2 Days workshop in

Investment Banking, Financial

Modeling Finance for Non-

Finance, MS-Excel in New

Delhi, Mumbai, Kolkatta,

Chennai, Hyderabad

Weekend Workshops

5 Days and 10 Days

workshops in New Delhi for

Financial Modeling,

Investment Banking, Equity

Research

Fulltime Workshops

6 Weeks on-the-job training

programme for the aspirants

looking to break in capital

markets / investment banking


School of Finance

ARC In Their Words

"After bright academics and a successful career, an unfortunate 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 ARC

Academia 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 covering

fundamentals, 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 on Valuation 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 very

confident 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 ranging

from 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, Moodys

"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


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.


School of Finance

ARC Take A Step

Your Journey to

Investment Banking

Begins with


School of Finance

ARC Take 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

Faculty Professors 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


School of Finance

ARC

ARC WST provides 100% placement assistance to the delegates (on the lookout) of the workshops

We have placement record of ~91% for our previous batches. The candidates on look-out have joined the companies or have received offers to join from companies including

Placements


School of Finance

ARC Recent Placements

Name Qualification Company

Pawan Sharma PGDM IMT, Ghaziabad Rescon Partners

Bharti Jain M.Com MDU, Rohtak Nick Partners

Sahil Kumar CA May2012 KEN Research

Puneet Aggarwal MFC Delhi University Cians Analytics

Rohit Aggarwal CA Nov2012 Ragheshwar Consultants

Sanjoli Pansari CA Nov2011 Analec

Neha Jha B.Com DU Madisson

Aarti Rathi CA 2012 Analec

Rahul Rajendran CA Nov2011 E & Y (TAS)

Shruti Jain M.Com DU Churchgate Partners

Abhinav Talwar CA May2012 Libgem Solutions

Priya Thukral CA May2012 Evalueserve


School of Finance

ARC Recent Placements

Name Qualification Company

Varun Kapoor MBA ICFAI. Kolkata Amba Research

Ashish Chuhan B.Com & CFA Level 2 Amartya Consulting

Ritika Mehrotra B.Com(H) DU Analec

Kashish Gupta CA - 2012 Libgem Solutions

Garvit Jain PG(FP&WM) E & Y

Nitant Gupta CA - 2011 Ragheshwar Consultants

Gurpreet Sachdeva CPA Analec Securities

Vineet Tokas MBA Amity University Copal Partners

Ankush Garg MBA - Fostiima Business School Rescon Partners

Vansh Mehta B.Com (H) Smart Cube

Jagadeesh Basina Executive Program (Applied

Finance) IIM, Kolkata E&Y (GSS)

Tushar Pande B.Com Copal Partners


School of Finance

ARC Programme 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 Training Presentation 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


School of Finance

ARC Programme 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


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


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


School of Finance

ARC Transaction 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


School of Finance

ARC

Financial Modeling & DCF Valuation Format: 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


School of Finance

ARC

Company Research Format: 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 its 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 companys 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


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


School of Finance

ARC Pitch Book

Pitch Book Format: 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


School of Finance

ARC MS-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


School of Finance

ARC Feasibility of Project

Feasibility Case Study Format: 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


School of Finance

ARC

Faculty


School of Finance

ARC Tapan Jindal

Tapan Jindal, a 1st generation entrepreneur having co-founded ARC Financial Services and ARC School of Finance, brings with him rich experience in

Corporate Finance, Valuation, Equity Research, Investor Relations Management Services and Fund Raising Activities.

ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts

ARC Financial Services, boutique investment bank focused on SME segment

Fidelity Investments, Investment Research

iGATE Global Solutions, Investment Research

Copal Partners (part of Moody's Corporation)

Author - Investment Banking: The Dream Begins

Visiting Faculty for Masters in Business Finance programme of ICAI

Credentials

Chartered Accountancy from The Institute of Chartered Accountants of India

Bachelors in Commerce from Panjab University

Academic Background


School of Finance

ARC Manoj Goel

Manoj Goel, Co-Founder and Director in ARC Financial Services and ARC School of Finance, brings with him diversified and comprehensive experience in

Corporate Finance, Investment Banking, Corporate Restructuring including demergers, Cross Border Acquisitions, and Equity Syndication.

ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts

ARC Financial Services, boutique investment bank focused on SME segment

Goldman Sachs, largest investment bank

Times Private Equity, a private equity arm of Times Group

Visiting faculty at ICAI, India, for Investment Banking programmes

Credentials


Bachelors in Commerce from Delhi University

Academic Background


School of Finance

ARC Himanshu Jain

Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARC School of Finance, brings with him exquisite experience in Strategic & Financial

Research, Consulting, Insurance, and Corporate Finance.

Co-Founder, ARC School of Finance WST India, corporate training firm dedicated to teaching fundamental financial concepts

Co-Founder, ARC Financial Services, boutique investment bank focused on SME segment

McKinsey & Co, a Top Consulting Firm

ICICI Prudential Life Insurance, as Management Trainer

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

Credentials


Bachelors in Commerce from Panjab University

Academic Background


School of Finance

ARC

Fee: INR 125,000* (Inclusive of taxes)

Days: Monday to Friday

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

(INR 50,000 Before start of the Batch,

INR 75,000 at time of placement)

Register With Us at

ARC School of Finance 402, Pearls Business Park

Netaji Subhash Place

Pitampura, New Delhi 34

(Adjacent Fun Cinemas)

Reach Us At:

(L): +91 11 6542 2128

(M): +91 99537 29651

(Email): [email protected]

(Web): www.arc-sof.com

6 weeks investment banking training_arc wall st. training

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