10
YEARS
FINANCIAL
MODELING
MASTER COURSE
100% PLACEMENT GUARANTEE PROGRAM
4 Months 185+ Hours
Live Training Course Delivery
100+ Hours 25+ Hours
Practical Doubt Solving
Assignments Classes
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COURSE HIGHLIGHTS
Internationally
Accredited
Master
Certification
100%
Job Guarantee
24*7
Support
Lifetime
LMS Access
1 Month
Paid Internship
4
Capstone Projects
Money Back
Guarantee
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WHAT MAKES US THE BEST?
4 Hands-on Projects 5 Assignments
Hello Financial Model Test your curriculum learnings
Alpha LBO Model through classroom collaboration
Colgate Valuation with the faculties
Financial Statement Analysis
1 Assured Internship 550+ Hiring Partners
Get an industry exposure by Access to career opportunities
working with our partner firms through our job portal
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APPLICATIONS OF FINANCIAL MODELING
The output of a financial model is used for decision-making and
performing financial analysis, whether inside or outside of the
company. The most common forms of application include:
VALUATION WEALTH
ADVISORY MANAGEMENT
FINANCIAL
MERGERS AND PLANNING &
ACQUISITIONS ANALYSIS
VENTURE PROJECT
CAPITAL FINANCING
CREDIT EQUITY
RESEARCH RESEARCH
PORTFOLIO INVESTMENT
MANAGEMENT BANKING
DEBT PRIVATE
SYNDICATION EQUITY
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TRAINED BY INDUSTRY EXPERTS
Dr. Swati Varun Tushar B. Vikas K.
Assistant Professor at
PhD and MBA
International Author
Educationist
15+ Years of Experience 10+ Years of Experience 10+Years
10+ Yearsof
ofExperience
Experience 10+ Years of Experience
550 HIRING PARTNERS
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EXCLUSIVE BENEFITS
Monthly Webinars With Project
Hackathons
Industry Leaders Presentation Guidance
Live Doubt Weekly Group/ Corporate
1:1 Mentorship
Solving Sessions Individual Projects Behavioural Skills
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JOB INTERVIEW SKILLS
While you focus on your technical skills, we ensure that you are getting industry-
ready with our interview & corporate cultural training program
LinkedIn
Mock
Profile
Interviews
Building
Preparation
Puzzles
Statistics and
Business Case Studies
in Critical Thinking Guesstimate
Problem-
Corporate
Solving/Critical
Culture and
Behavioral Skill Thinking
Guesstimate
Resume Learning
Building Hackathon How To
Learn
Communication
Skills
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PAST PLACEMENTS
SUJATA PATIL ROHIT IYER SUPRIYA PATIL
Finance Associate Assistant Retail Sales Manager Student
Finance Executive Equity Research Associate Financial Analyst
ANMOL SAHA KANIKA GILL
YASH GUPTA
Student Audit Tax Manager Finance Associate
Investment Banking Analyst Finance Consolidation Finance Executive
SHIVANSHI KUMAR RAVI PANDEY
AMRIL PAL
Student Student Student
Financial Analyst Equity Analyst Investment Banking Associate
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DEDICATED PLACEMENT SERVICES FOR YOU
Workshops on
Attend Mock
Workplace Interviews
Behaviour
Premium
Job Portal
Communication
Build A Rocking And Aptitude
Portfolio
Training
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8 FINANCIAL MODELING PROJECTS
Get 4+ Financial Modeling projects, and participate in
hackathons & group assignments to master the skill
PROJECT 1 PROJECT 2
Financial Statement
Alpha LBO Model
Analysis
The project will help you build analytical skills You will be preparing an LBO deal model for a
used to look through the financial numbers private company based out of India. This will
and between the accounting lines. This will be a hypothetical company in ride-hailing
require you to analyse the business operations business aiming for business expansion.
from different perspectives of profitabilty, asset Important concepts of IRR, MOIC, Sensitivity
utilization, liquidity, solvency among others. Analysis, Pro-Forma Balance Sheet, Sources &
Uses summary, debt schedules, PPE schedules,
working capital projections, etc, shall be tested.
PROJECT 3 PROJECT 4
Hello 3-Statement Colgate Valuation Model
Financial Model
The goal of this case study would be to help As a part of this case study, you would be firstly
bridge the accrual profitability of the business requested to prepare a 3-statement financial
with it actual cash position. You shall prepare the model for the public company, Colgate with the
cash flow statement which help you match the publicly available data. This way you will be able to
BS of the company. After that, financial analysis ace your research as well as financial modeling
and a dynamic dashboard shall be created to skills. Post the successful completion of the forecast
provide structured and profound insights. model, you will be performing a DCF Valuation
analysis and apply the concepts of WACC, Terminal
Value using multiple approaches.
Get 4 Notable (Optional) Portfolio Building Projects
with Top MNCs via Forage
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LEARNINGS FROM CAPSTONE PROJECTS
Screening the M&A targets
Summarizing the target information
Financial Analysis and DCF Valuation
Evaluating the impact on DCF Valuation of
unforeseen business events
Historical Financial Performance & SWOT Analysis
Evaluating and selecting the potential acquisition
targets
Financial Modeling and DCF Valuation
Preparing and presenting the financial
performance in company profile
Studying the financial reports
Conducting the financial analysis
Presenting and communicating the
financial analysis
Key and salient financial terms and
concepts
Determine the profitability of the business
model
Doing the analysis and communicating the
recommendations
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OUR COURSE CERTIFICATION
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COURSE ADVANTAGES
100% Money Back
Easy EMI Guarantee
Pay in 12 interest-free EMI If you do not like our
course, You can claim a
100% money return after
your first session
Certification Fee COURSE
COURSE Group Discount
Price includes exam and 10% group discount on 3
certification fees For IIM skills ADVANTAGES
ADVANTAGES or more registrations
Key Metrics For Job
Guarantee Job Guarantee
Mandatory participation in
Program
every group project/hackathon
1 lac + GST will be refunded
activity provided by the trainers
if you don’t get placed
and mandatory attendance of
minimum 90% is required
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FINANCIAL MODELING COURSE CURRICULUM
BASIC AND ADVANCED EXCEL
Introduction to MS Excel and understanding the Ribbon
Keyboard shortcuts and its importance
Regular use functions like Vlookup, Hlookup, Index, Match, Sumifs, Offset, Paste Special, Concatenate,
Indirect among others and their combination among themselves
Rules of Conditional Formatting
Font and number formatting
Data presentation through Pivot Tables, Pivot Charts and Slicers
Introduction to Macros
Creating different types charts and graphs including but not limited to bar graphs, line charts, combo
charts, football field, scatter plot, histogram, pie chart, waterfall, stacked column chart
Sparklines
Sensitivity analysis using Data Tables
Time value functions like PMT, PV, FV, NPER, RATE
Text functions like Proper, Find, Replace, Substitute, Left, Right, Mid, etc
Text to Column functions like Delimit, Flash Fill
Return functions like IRR, XIRR, NPV, XNPV
Iterative calculations and circular referencing
What If Analysis using Goal Seek, Scenario Manager, Data Table
Concepts of freezing of cells, rows and columns
Data Validation, Sorting and Filters using excel functions as well as formulas
Table functions and dynamic arrays
ACCOUNTING CONCEPTS AND FINANCIAL STATEMENTS
Key accounting fundamental concepts including Accrual vs Cash reporting, Double Entry Book Keeping,
Law of Going Concern, Law of Prudence, Matching Principle, Money Measurement, Historical Cost
Concept, Accounting Period Concept, Full Disclosure Concept, Business Entity Concept
Understanding Income Statement, Balance Sheet and Cash Flow Statement and their salient features
Concepts of key line items Revenue, Direct Costs, Operating Costs, EBITDA, Depreciation & Amortization,
Impairment of Goodwill, Depletion, Cash flows from different activities, Current Assets, Current Liabilities,
Non-Current Assets, Non-Current Liabilities, Shareholders’ Equity, Minority Interest, Other Equity, Capital
Expenditures, Deferred Revenue
Concept of Comprehensive Income
Reading of Annual Report and Understanding of Management Discussion & Analysis (MD&A) section
Relevance of Notes to Accounts
Understanding the interlinkages and relationship among the three financial statements
Preparation of Common size financial statements
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RATIO/KPI ANALYSIS
Different Types of Ratios –Activity/Turnover, Liquidity, Solvency, Profitability, Valuation, etc.
Activity Ratios including Receivables Turnover, Days of Sales Outstanding, Inventory Turnover, Days of Inventory
on Hand, Payables Turnover, Number of Days Payables, Total Asset Turnover, Fixed Asset Turnover, Working
Capital Turnover
Liquidity Ratios including Current Ratio, Quick Ratio, Cash Ratio, Defensive Interval, Cash Conversion Cycle
Solvency Ratios including Debt to Equity, Debt to Capital, Debt to Assets, Financial Leverage, Interest Coverage,
Debt to EBITDA, Fixed Charge Coverage
Profitability Ratios including Net Profit Margin, Gross Margin, EBIT/Operating Profit Margin, Pre-tax Margin, Return
on Assets, Operating Return on Assets, Return on Total Capital, Return on Invested Capital, Return on Equity,
Return on Common Equity
DuPont formula – three-stage as well as five-stage analysis
Valuation Ratios including Price to Earnings, Price to Cashflow, Price to Sales, Price to Book Value, EV/EBITDA,
EV/Sales
Basic EPS, Diluted EPS (Dilutive as well as Anti-dilutive Securities), Treasure Stock Method
Preparation of financial summary
Benchmarking the subject company’s performance and position in contrast to its peers and industry
TECHNICALS OF FINANCIAL MODELING
Introduction to the structure for a financial Model
Creating scenarios using different ways including Index, Choose, Scenario Manager
Projecting/forecasting the three financial statements – IS, BS and CFS
Building detailed revenue and cost drivers for different business types including real estate, e-commerce,
utility, business services, automobiles, food aggregator, subscription-based firms, conglomerate/MNC
businesses, etc.
Preparation of different schedules including equity, depreciation, debt, working capital, fixed assets, etc.
Best Financial Modeling practices and error tracking tricks
Key formatting tips including best print setup approach
Addition of Cover Page, Index, Financial Summary and other key tabs
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DIFFERENT TYPES OF FINANCIAL MODELS
Introduction to the structure for a financial Model
LBO Model:
Concept of Leveraged Buyout Deal
Assumptions for an LBO deal model
Building Pro-Forma Financial Statements and required adjustments
Debt and Goodwill calculation
Preparing a Sources and Uses table
Preparation of Cash Waterfall
Exit Analysis and calculation of return metrics including IRR and MOIC
M&A Model:
Basics of Merger and Acquisition Model
Concepts of Accretion and Dilution
Relevance of Synergies – Operating and Financing
Performing Sensitivity Analysis on EPS
Private Equity Return Model:
Preparation of Capital Structure
Private Equity and Private Debt Assumptions including Floating Rate, Original Issue Discount (OID), PIK
Rate, Amortization, Drawn and Undrawn Fees
Concepts of Revolver, Roll-over Equity, Sponsor Capital and other tranches of capital
Concepts of Committed Capital, Assets under Management (AUM), Dry Powder, Loan to Value (LTV)
Preparation of Investment Cashflow and returns calculation
13 Week Cash Flow Model:
Concepts of Financial Distress, Restructuring and Chapter 7 Liquidation
Building of Operating cash receipts and payments, non-operating cash payments, and revolver
facility plug-in
Working Capital projections
Cash to EBITDA Reconciliation
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BUSINESS VALUATION
Relative Valuation– Trading and Transaction Comps:
Difference between GPC and GTM
Difference between Deal Value, Offer Value and Transaction Value
Criteria to screen peers
Valuation multiples to be used
Calculation of Enterprise Value using Equity Value and other components
Ideal time periods to focus on including Last Twelve Months (LTM), Next Twelve Months (NTM), historical years
and projected years
Concept of Controlling Premium
DCF Valuation:
Understanding and calculation of FCFF vs FCFE and its relationship
Related concepts of NOPAT, change in working capital, Capex adjustments
WACC using detailed calculations for the cost of equity using CAPM, multi-factor model, dividend
capitalisation model, and bond yield plus risk premium approach. Also, understanding the different
approaches for calculating the cost of debt and cost of preferred stock
Concepts of different risks and their inclusion for valuation purposes (ERP, CRP, SSRP, CSRP, DLOM, DLOC)
Different ways of calculating Beta
Concepts of Levered and Unlevered Beta
Terminal Value using different approaches– Gordon Growth Model/Perpetuity Growth Model, Exit Multiple
Method, H-Model
Mid-Period valuations
Sensitivity Tables
NAV Approach for Valuation:
Relevance of the approach
Blended valuation presented through football field analysis
Presentation of Valuation Output
Preparation of Valuation Report
Concepts of Pre-Money and Post-Money Valuation
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NEW AGE TOOLS
Integrating the art of building financial models with the skills of Python and ChatGPT
Python in Financial Modeling
Overview of Python Language and introduction to Integrated Development Environment (IDE)
Application of Python in Finance
Writing and Running Python Codes
Python Syntax – Variables, Data Types, Variable Assignment
Data Type Conversion and Arithmetic Operations
Python Financial Packages / Libraries
ChatGPT and AI in Financial Modeling
Introduction to ChatGPT and it’s use case in the finance world
Writing ChatGPT prompts
Integrating AI tools into the MS Excel & MS PowerPoint software
Building formulas using AI
Writing macro and VBA codes for MS Excel & MS PowerPoint using ChatGPT
COURSE FEE
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5 Financial Model Templates worth $2k 10+ Financial Model Templates worth $5k
2 Financial Model Templates worth $600
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