Certification in Financial Modeling & Valuation |2 Months | 3 hrs/session | 16 days

Training based on MS Excel 2007 backward compatible with 2003

About Finatics
Finatics is a startup by budding entrepreneurs providing Consulting and Training in the field of Financial Modeling, Equity Valuation, Risk Management and MS Excel. The team has a rich exposure in the mentioned areas and regularly updates content in consultation with practicing professionals to better understand current needs

Batch Size Never Exceeds 20! Enroll Now!!

About the Equity Valuation & Modeling Program

The program aims to empower participants with Model building and Valuation skills through extensive coverage of Modeling, Revenue Build-up techniques and Valuation, all applied on a Listed company! The program is structured into three parts

> Excel For Modeling covers essentials

for Model Building and Valuation and hence is the focus of the first part

> The second Part focuses on Financial

Modeling. Starting from the very basics and moving on to building an integrated model without plugs

> > > > > > > > >

Focus on Valuation & Model Building applied on a Listed Company ! Case Study Approach ensures that participant can test his/her skills! Learn Financial Statement Analysis using proven metrics like never before Build an Integrated Financial Model with DCF Valuation, from Scratch ! Build a Comparable Company Analysis Sheet ! No Plugs or Circular Referencing used ! and a detailed Analysis too ! Learn Real World Revenue Build-up techniques Plenty of Excel Tips, Tricks and Shortcuts covered, to ensure that you rarely use the mouse ! Take home pack includes
50+ Excel Exercises and 200+ hard to find - Keyboard Accelerators Step-by-Step DCF valuation guide (Following Mckinsey approach) Step-by-Step Trading Comparables guide Comprehensive Revenue build-up Guide (Covering 9 Sectors!) In-Depth Beta analysis, adjustment & normalizing guide Workings and Analysis of Plugs vs Circular Referencing vs No Plugs Workings and Analysis of Depreciation schedule Plug-n-play Performance and Credit Analysis model 3 Statement Model Fully built Financial Model with DCF Valuation

> The third part Equity Valuation, covers

DCF valuation, Trading Comparables (Relative valuation) and Performance Analysis

Who are the Trainers?

The Trainers have worked across projects related to Financial Modeling, Equity Valuation & Risk Management. They have also developed comprehensive industry approved financial models from scratch

Who Should Attend?

The module is best suited to practicing professionals. However, students at an advanced level of the subject will also benefit

Program Structure & Training Methodology

The program is structured to make the participant well versed with the fundamentals before moving on to Model Building and Valuation. Training will be a mix of theory and Hands-on sessions

How Will I Benefit?

Financial modeling and valuation is an invaluable skill set for those who work in, or aspire to get into Investment Banks, Quality KPOs, Brokerage Houses or domains like Corporate Finance, Credit Analysis, Business Planning & Analysis The participant will be able to > Apply MS Excel skills for problem solving > Build a Fully Integrated Financial Model from scratch > Understand and Apply Financial Analysis, DCF and Relative Valuation

> The Participant

will NOT be working on a template!

Part 1
Excel for Modeling

Part 2
Financial Modeling

Part 3
Equity Valuation

> Valuation and

Model Building will involve a Listed Company!

15%
Excel Time savers & Essentials Commonly used Functions Conditional Operations Conditional Look-up Nesting, Charting & and Sensitivity Analysis

30%
Introduction to Modeling Financial Statement Analysis Best Practices in Modeling Various Modeling techniques Building an integrated Financial Model without plugs

55%
Revenue Build-up techniques DCF valuation Extensive Theory & Application Performance Analysis Trading Comparables Extensive Theory and Application

> Theory would

comprise 25-30% of the Program

Certification in Equity Valuation & Modeling | 2 Months |3 hrs/session | 16 days

Financial Modeling refers to the process of building a structure that integrates the Balance Sheet, Income Statement, Cash Flow Statement with supporting schedules to enable decision making in areas like, Business Planning and Forecasting, Equity Valuation, Credit Analysis/Appraisal, Merger/acquisition analysis, Project Appraisal etc. In each of the above areas, success of the deliverable to a large extent depends on the quality of the Financial Model.
On successful completion of the module you will be able to Modeling & Valuation of a listed company Included ! 8 Case Studies too!

Apply DCF Valuation on a listed company Apply Trading Comparables on a set of listed companies Use MS Excel for Data Modeling and Problem Solving while
never using the mouse again !!

Apply performance and Credit Analysis techniques Analyze Revenue build-up techniques for Valuation and
Market Sizing

Other Details
> Suitable for Professionals

and advanced students alike

> Option of weekday or

Present results with Sensitivity Analysis & well formatted

Charts

Decode Financial jargon and uncover popular misconceptions Understand Ratios by identifying consistencies between the
involved metrics

weekend batches
> Fast Paced option available

Day 1
> > > > > > > > > > > >

Excel Essentials

Day 7-8

Model Building Part II

> Learning Excel will not

an ongoing process

Introduction to Excel 2007 Selection & Navigation techniques Manipulating Rows, Columns & Sheets Formatting: Manual & Auto Formatting Keyboard Accelerators vs Shortcut Keys Using the Paste Special box Common Operations: SUM, Cumulative SUM, AVERAGE COUNT, COUNTA & COUNTBLANK Comparative Operations: MAX, MIN, LARGE, SMALL & RANK Rounding Functions: EVEN, ODD, ROUND, TRUNC, INT & ABS Using Conditional Formatting Creating multi-dimensional formulas with Referencing Case Study | Advanced Formatting

> The Assumption/Control Sheet > Forecasting Opex, Capex & Working Capital > The concept of Maintenance & Expansion Capex > Depreciation Schedule (Waterfall Type) > The right way of modeling Debt > Investments & Short term debt schedule > Final Integration without plugs

be a one-time event but throughout the program

> The focus on Modeling

Fundamentals and Issues ensures the participant develops a strong foundation for Advanced Modeling

Day 9

Valuation Fundamentals & FAQs

> Who uses Valuation? Why do share prices move up? > Are dividends important? Do Share Buybacks create value ? > Does DCF really work? What is Value Creation? Who follows it ? > Other Valuation methods in brief: Accretion/Dilution Analysis,

Day 2

Excel for Modeling & Valuation

Transaction Comparables, LBO analysis, First Chicago Approach, Replacement cost analysis & Real Options

> A waterfall type

debt/depreciation schedule gives a more realistic view of the future performance along with greater flexibility & customization

> Nesting with the IF function > Using VLOOKUP & HLOOKUP > Using SUMIF, COUNTIF AND AVERAGEIF > Using the TRANSPOSE & SUMPRODUCT functions > Date Functions: YEAR, MONTH, DAY, YEARFRAC & DATEDIF > Sensitivity Analysis with Data Tables > Charting 3D, 3 Axis, Pie, Exploded Pie, Stacked, 100% Stacked

Day 10

Revenue Build-up techniques

> 3 approaches of building the backbone of your Valuation > Why do Statistical (Sequential) Methods fail? > Whats better Top-Down or Bottom-up? > Building Operational drivers > Competitive Advantage Periods and Fade Rates

and other popular charts

Day 3-4

Financial Statement Analysis

Day 11-14

> Extensive theory on

FCF, WACC and

DCF Valuation

> Introduction to Financial Statements: Income Statement,

> A birds eye view of the Enterprise DCF approach > Which Cash Flow approach do I Choose FCF(F) vs FCFE > FCF Real world Calculation and Application > In depth Analysis of Beta Levered vs Unlevered vs Bottom up > WACC Real world Calculation and Application > Calculating Continuing Value Gordon growth vs Exit Multiple > Calculating Enterprise Value and Value per share > 4 Case Studies | Calculate & Analyze the above

Continuing Value ensure that you can dodge pitfalls in real world application

Balance Sheet and Statement of Cash Flows

> The Common Size statement (Vertical & Horizontal Analysis) > Profitability Measures How EBIT reflects true operational > > > >

performance (Gross, EBITDA and Net margin analysis included) Calculation & Analysis of ROE & ROCE Risk Analysis Types of risks and Analysis of DOL, DFL & DCL Credit Analysis Measuring & Analyzing IC & DSCR Case Study | Analyze performance of a listed company

> Trading Comparables

include myth-busters, and a Step-by-step guide to application and interpretation of Multiples Why P/E is Overrated

Day 5-6

Day 15-16

Trading Comparables

Model Building Part I

> Why use Multiples? Art or Science? DCF or Comparables? > Identifying the Peer Set: Order of filtering > Calculating LTM/TTM, Calendarization & Fully Diluted Shares > Benchmarking: Choosing the most comparable companies > Analysis of Equity & Enterprise Multiples P/E, PEG, P/B, > > > >

> What is Financial Modeling & Where is it used? > Best practices in Model Building > Whats a plug and why should it always be avoided ? > Analysis of Incorrect Balancing Techniques:

Plugs vs Circular Referencing vs No Plugs

> Extracting data from an Annual Report > Restating financials for valuation and analysis > Basic 3 statement Model without plugs > Impact Analysis >

EV/Sales, EV/EBITDA, EV/EBIT & Sector Specific Multiples Determining a Fair Value Range while Dodging Pitfalls Calculating Forward Multiple or Future share Price 20 Interview Questions & Answers Case Study | Application on a listed set of companies

> Performance Analysis

ensures solid grasp of fundamentals and make you ready for real world analysis

Heres what a few of the participants have to say

Participants are working with companies like
Amba Research Pliris Capital Capgemini Power Corporation of Credit Pointe Nigeria Crisil Reval Analytics First Global Riverhead Capital Honeywell Tata Capital Irevna Tata Technologies JP Morgan Transparent Value Mercedes-Benz Valuenotes MoneyLife Volkswagen KPIT-Cummins BNY Mellon, EClerx, Global Research, Infosys BPO, Syntel, vCustomer, Zensar

The techniques taught at Finatics are unique and

comprehensive. The course helped me get complete understanding of the complexities involved in valuing a company, in a simple yet logical manner. Learning valuation was a great experience with Finatics Sanket Dhanorkar, Research Analyst, Moneylife

From being a "Nerdie CFA

Level 3 candidate" and going to a confident applicant for a junior analyst's position well I owe it all to Finatics the tutors with their undivided attention and thorough guidance have helped me achieve clarity in my purpose and a strategy to translate my vision into reality Vatsala Bhatt, CFA L3 Candidate

I found the financial modeling course to be extremely relevant for careers

in investment banking and equity research. It was very practical, intuitive and hands-on realistic experience during the entire training period I now feel much more confident with Excel and finance concepts Sagar Dhoot, Analyst, Riverhead Capital

The course was very comprehensive and

detailed than I thought it would be (was a) tremendous value addition. The moment I came back, two days later I got a job at CRISIL. As a matter of fact I would have never cracked the interview at CRISIL if not for the course. One and all I would recommend the course to everyone who is looking for a career in Security Valuation. Neermoy Shah, Analyst, CRISIL

What I really liked was the logical way in which the training was imparted. Before
coming to Finatics, I had been to a very well known training institute, but the prospective trainers didn't impress me at all. Plus, the fee was unaffordable. I have also heard seasoned finance professionals speak very highly of the courses Finatics offers. The course has also helped me come up with better ideas at workplace. I'm looking forward to completing a more advanced course in financial modeling from the institute. Karan Mudgal, Research Associate, vCustomer India

Related Program
Advanced Financial Modeling and Equity Valuation (5 months)
Advanced Modeling issues resolved, In-depth coverage of Advanced Valuation issues, Reverse DCF, Detailed Analysis & Application of Revenue build-up techniques, Building & Using Stock Screening models, Deal Comps, Merger & LBO Modeling

Why Finatics ?
> > > > > > > > >
Personal Attention & Non Mechanical approach Batch size never exceeds 20 Participant will not work on templates Follow-the-Trainer approach not used Focus on real world, Excel based application Model Building without plugs Analysis of Revenue Build up techniques Valuation follows Mckinsey Approach Comprehensive Take Home Material

Rahul | +91 9096-119-299 Abhijit | +91 9766-498-350