“the most rigorous financial certification program in india” · pdf filense india...
TRANSCRIPT
Financial Modeling ProgramFinancial Modeling ProgramThe most rigorous FinancialThe most rigorous Financial
Certification Program in IndiaCertification Program in India
IMS PROSCHOOL | WWW.PROSCHOOLONLINE.COM
NSE India is the Examination conducting body for Financial Modeling Certification through NCFM
INDEX
Financial Modelling Program
IMS Proschool Teaching Methodology
About IMS Proschool
Financial Modelling Program
IMS Proschool Teaching Methodology
About IMS Proschool
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMSProschool. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute.
IMS Proschool | www.proschoolonline.com
Your gateway to career in Equity Research, Investment Banking,Credit Rating , Project Finance, Business Analysis
Learn Excel Modeling for Analyzing, Valuing & Forecasting differentcompanies
Prepare Financial Research snapshots and evaluate different sectors
The only Financial Model program in India certified by NSE India.
Get two additional certifications on Investment Banking M&Aand Advance VBA and Macros by IMS Proschool
IMS PROSCHOOL | WWW.PROSCHOOLONLINE.COM
Your gateway to career in Equity Research, Investment Banking,Credit Rating , Project Finance, Business Analysis
Learn Excel Modeling for Analyzing, Valuing & Forecasting differentcompanies
Prepare Financial Research snapshots and evaluate different sectors
The only Financial Model program in India certified by NSE India.
Get two additional certifications on Investment Banking M&Aand Advance VBA and Macros by IMS Proschool
Financial Modeling helps Investment Banker in Valuing the company byforecasting the revenues. On the basis of Valuation they recommend the buyeror seller on acquisition of new funds or investments in new funds respectively.
Investment Banking
Financial Modeling enables analyst in examining an organizations financialprojections, competitors projections and other dynamics to determine whetherit is a smart or a risky investment.
Equity Research
Financial Modeling equips Credit Analysts in collecting historical information & ,outstanding debts and forecasting future growth on excel sheet to determinethe degree of risk factor , which helps him/her in giving rating
Credit Rating
Application of Financial Modeling
Financial Modeling equips Credit Analysts in collecting historical information & ,outstanding debts and forecasting future growth on excel sheet to determinethe degree of risk factor , which helps him/her in giving rating
Credit Rating
Project Finance
Mergers & Acquisitions
Financial Analysis
Financial Modeling helps in assessing the financial viability of a project and creatinga funding plan through debt and equity components
Financial Modeling helps the companies in access the value of the company whichthey want to merge or acquire by forecasting the revenues , preparing debtschedule , by doing competitor analysis
Financial Modeling helps companies in assessing their own finances & buildfinancial models for their on projects. & in creating a funding plan through debt andequity components
IMS Proschool | www.proschoolonline.com
1
In Financial Modeling you learn to gather historicalinformation on companies and analyze company / industryperformance on various financial parameters
Analysis is then used to build a companies financial model,which in turn is key to projecting a future financialperformance
See howyou willprepareFinancialModel &Research
Report
What is Financial Modeling?Financial Modeling is a key skill with application in several areas within
banking and finance industry as well as within corporations.
2
Analysis is then used to build a companies financial model,which in turn is key to projecting a future financialperformance
3 Based on this model companies / investors can arrive at a
suitable valuation for the companies.
4
Individuals with these skills can work in the areas ofinvestment banking / equity research/trading, financial KPOsthat are assisting investment bankers / equity research firms,financial advisory firms, project finance
See howyou willprepareFinancialModel &Research
Report
IMS Proschool | www.proschoolonline.com
IMS Proschool | www.proschoolonline.com
IMS Proschool | www.proschoolonline.com
Finally present yourfindings in a ResearchReport for
1. Equity Research House2. Private Equity Banker3. Credit Rating
Companies4. Investment Banks5. Companies6. Mutual Fund House
Finally present yourfindings in a ResearchReport for
1. Equity Research House2. Private Equity Banker3. Credit Rating
Companies4. Investment Banks5. Companies6. Mutual Fund House
IMS Proschool | www.proschoolonline.com
Introduction to Accounting , Basic Accounting Principles, Income Statement,Balance Sheet , Cash Flow Statement, Financial Ratio Analysis , Reading theAnnual Report, International Accounting Standards
Accounting Fundamentals
Introduction - Relevance of Economics , Microeconomics , Macroeconomics
Economic Analysis
Program Content
Introduction - Relevance of Economics , Microeconomics , Macroeconomics
Time value of money , Long term financing , Cost of capital , Risk and return ,Capital Structure , Dividend Policy , Working Capital Requirements ,Equity andIndustry Analysis
Financial Management
Financial Markets & Intermediaries, Equity Market Structure, Equity MarketAnalysis, Portfolio Management
Financial Market
IMS Proschool | www.proschoolonline.com
Formatting of Excel Sheets, Use of Excel Formulae Function , Advanced Modeling Techniques, Data Filter and Sort, Charts and Graphs, Table formula and Scenario building, Introduction to macros
Excel Proficiency
Why Project evaluation; stage of project; construction & development phase; funding during investment phase;costs during investment phase; life of project; decision making
Project Finance
Program Content
Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, SegmentRevenue Sheet, Cost Statement, Debt Sheet, Analyze Revenue Drivers
Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost Statement, Debt, IncomeStatement , Balance Sheet, Cash Flow Statement.
Performa Adjustments, Income Statement - Compute Margins, Balance Sheet -Compute Ratios Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation Relative Valuation Valuation Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet, Prepare
Company Overview , Sector Overview
Equity Research - Modeling
Report Writing: On the basis of Financial Modeling
Report Writing
IMS Proschool | www.proschoolonline.com
Advance Macros & VBA
Understanding Macros and VBA What are macros and VBIDE Recording Macros Stepping into the code Understanding basics of coding Understanding objects and control statements in
VBA code Application of macros to Financial modeling Developing solution to circular reference
problem Developing sensitivity table Developing scenario analysis Developing simulation (Examples will be based on project models)
Investment Banking M&A
Introduction to Investment Banking -Merger andAcquisitions
Types of M&A: Merger ,Acquisition ,Consolidation& Spinoff Drivers for M&A
Accounting for Mergers: Purchase Method &Pooling Method
Differentiate between financing and operatingsynergies
M&A Regulatory Environment Developing M&A Models: Integration of Financial
Statements between (Target and Acquirer), Valuation DCF, Relative and Transaction
Comps Developing Merger Model Developing Synergies
(On clearing NSE India Financial Modeling exam, students will get Financial Modeling Certificate & will become eligible to undergotraining of below topics on VBA, Macros and Investment Banking M & A. Training will only be available on Live Virtual Classroom)
Program Content
Understanding Macros and VBA What are macros and VBIDE Recording Macros Stepping into the code Understanding basics of coding Understanding objects and control statements in
VBA code Application of macros to Financial modeling Developing solution to circular reference
problem Developing sensitivity table Developing scenario analysis Developing simulation (Examples will be based on project models)
Introduction to Investment Banking -Merger andAcquisitions
Types of M&A: Merger ,Acquisition ,Consolidation& Spinoff Drivers for M&A
Accounting for Mergers: Purchase Method &Pooling Method
Differentiate between financing and operatingsynergies
M&A Regulatory Environment Developing M&A Models: Integration of Financial
Statements between (Target and Acquirer), Valuation DCF, Relative and Transaction
Comps Developing Merger Model Developing Synergies
IMS Proschool | www.proschoolonline.com
Enroll with IMS Proschool for study support. You can take exam anytime after two months of the
enrollment.
Enroll withIMS Proschool
Submit the project at least 15 days before the examSubmitthe project
How to register for the program?
Visit www.nseindia.com and