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Financial Modeling with Advanced Valuation Techniques

Become an expert in financial modeling by online training conducted by industry experts. The course will enable you do a comprehensive valuation of any product or company.


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Why this course ?

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Course Type

You will undergo self-paced learning where you will get an in-depth knowledge of various concepts that will be covered in the course.

Real-life Case Studies

Towards the end of the training, you will be working on a project where you will implement the techniques learnt during the course.

Assignments

Each class has practical assignments which shall be finished before the next class and helps you to apply the concepts taught during the class.

Lifetime Access

You get lifetime access to Learning Management System (LMS) where presentations, quizzes, installation guide & class recordings are there.


Forum

We have a community forum for all our customers that further facilitates learning through peer interaction and knowledge sharing.

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 Ankur 

CFA from CFA Institute, USA

 Ankur is a  CFA from CFA Institute, USA and CFP from FPSB  India  by practice. He is also a Registered Investment Adviser with  Securities and Exchange Board of  India (SEBI). Before setting up  his own firm, Finqa which is into managing personal finance he  was engaged with E&Y & McKinsey in senior capacity in areas of  Corporate Finance including M&A, valuation, value driver tree  creation, scenario analysis and financial modelling etc.

This course covers all major aspect of financial analysis. - Advanced Excel Features and Techniques - Financial Statement & Analysis - Cost of Capital - Stock Valuation Models - DCF modeling - Special situation valuation (Private Company, emerging market, financial company) - Mergers, Acquisitions and Corporate Restructuring Analysis - Loan Amortization - Bond Analysis.

1. To enable the participants build on their existing excel knowledge and acquire advanced financial modeling techniques 

2. To enable the participants to gain acumen, expertise and in-depth knowledge on various methods of valuation. 

3. To empower the participants with the technical skills as well as analytical and decision-making discretion in any finance job.

1. Commerce graduate 

2. MBA students 

3. Financial and Business analysts 

4. Financial controllers, managers and modellers 

5. Chief Financial Officers 

6. Risk Managers 

7. Chartered Accountants 

8. Corporate treasury managers 

9. Middle office staff 

10. General Managers 

11. Fund Managers 

12. PE Fund Managers 

After completing the course participant should be able to demonstrate robust theoretical knowledge and sound practical approach to financial modeling.

Financial Modeling & Advanced valuation enables professionals to handle finance models by applying advanced level tools and applications of Excel. Financial Modeling is the task of building a model representing financial asset and performance of a business. Financial Modeling skills are must for finance and non-finance professionals especially for almost all mid-senior management professionals worldwide. The added skills gained through Excel training helps these professionals to gain an in-depth understanding of financial modeling techniques to succeed in today's demanding environment.

1. Familiarity with Excel - functions and tools 

2. Understanding basic accounting concepts 

3. Basic knowledge of valuation, project finance, return concepts

Project1: (i) Create a DCF model for a real company

Learning Objectives -This is a pre-requisite to financial modeling. In this, you will understand basics to advanced usage of excel for various forms of financial analysis.


Topics - Excel Shortcuts, Excel formulae, Usage of names to make formulas easier, Data Sorting, Excel formatting, Data Formats, Lines and Borders, Colours and Patterns, Excel functions, Excel charts, Dynamic Graphs, Conditional Formatting, Linking worksheets, Data Validation, Controls Macros, Combo Boxes and buttons, User Forms and controls, Data Tables, sensitivity analysis, goal seek, and running macros. 

Learning Objectives - In this module, you will learn understand how to analyze financial statements. 


Topics - Profit and Loss Account, Balance Sheet, Financial Ratios, Cash flow statement, Identify the information contained in the three main financial statements.

Learning Objectives - In this module, you will learn how to calculate cost of capital of a company.


Topics - CAPM, Growth Models, WACC

Learning Objectives - In this module, you will learn how to perform historical performance of a company. 

Topics - Return on invested capital.

Learning Objectives - In this module, you will learn how to forecast performance of a company. 

Topics - Forecasting and Porter's 5 forces model.

Learning Objectives - In this module, you will perform a detailed discounted flow model of a company.

Topics - Free Cash Flow to Firm (FCFF) Model, Discounted Cash Flow (DCF) Model, Dividend Discount Model, Earnings Growth Model, FCFF vs FCFE, Create a DCF model for a company.

Learning Objectives - In this module, you will understand relative valuation methods and private company valuation.

Topics - Enterprise multiples, Price multiple.

Learning Objectives - In this module, you will build your understanding of M&A deals. 

Topics - General M & A dynamics, Types of Mergers, Acquirer and acquired, Forms of Acquisition, Motives for M&A, Friendly/Hostile M&A, Defense tactics, Regulations, Valuation methods, Deal making, Methods of payment, Types of corporate restructuring, Reasons for restructuring, Examples and case study.

For carrying out the exercises, participants can use notepads and pens / pencils. A soft copy of the Tool kit for requirements gathering (an excel file) and a workshop handout will be provided to the participants in advance that can be used during and after the workshop. also will be provided.
Your access to the Support Team is for lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.
You will never lose any lecture. You can choose either of the two options: 1. View the recorded session of the class available in your LMS. 2. You can attend the missed session, in any other live batch.
Ankur is a Portfolio manager having $20 Million assets under management. Ankur has over fifteen years of experience in various fields of finance. He has worked with global companies such as American Express, McKinsey & Company and Ernst & Young. His area of expertise includes equity, F&O, fixed income and portfolio management.
Post-enrolment, the LMS access will be instantly provided to you and will be available for lifetime. You will be able to access the complete set of previous class recordings, PPTs, PDFs, assignments. Moreover the access to our 24x7 support team will be granted instantly as well. You can start learning right away.
Yes, the access to the course material will be available for lifetime once you have enrolled into the course.
Edureka is the largest online education company and lots of recruitment firms contacts us for our students profiles from time to time. Since there is a big demand for this skill, we help our certified students get connected to prospective employers. We also help our customers prepare their resumes, work on real life projects and provide assistance for interview preparation. Having said that, please understand that we don't guarantee any placements however if you go through the course diligently and complete the project you will have a very good hands on experience to work on a Live project.
Yes, it is possible. You can enroll now and can reschedule your classes in Future. You have complete Flexibility on this at Edureka. Also, you can check out the website to know more about our future batches.
Yes, this can be done. Moreover, this ensures that when you will start with your actual Batch, the concepts explained during the classes will not be totally new to you. Because you would have already done some preparation at your end, you will be in the position to ask the right questions and get the most out of the course.
We have limited number of participants in a live session to maintain the Quality Standards, hence, participation in a live class without enrollment is not possible unfortunately. However, you can go through the sample class recording and it would give you a clear insight about how are the classes conducted, quality of instructors and the level of interaction in the class.
Requesting for a support session is a very simple process. As soon as you join the course, the contact number and email-id of the support team will be available in your LMS. Just a phone call or email will solve the purpose.
These classes will be completely Online Live Instructor Led Interactive sessions. You will have a chat option available to discuss your queries with the trainers during the class. You can go through the sample class recording and it would give you a clear insight about how are the classes conducted, quality of instructors and the level of interaction in the class.
Your Live Classes will be held every weekend for 4 weeks. It would typically be 6-7 hours of effort needed each week including live sessions, hands-on assignments and tasks which you can do at your own pace.
1 Mbps of internet speed is preferable to attend the LIVE classes. However, we have seen people attending the classes from a much slower internet speed.
You can pay by Credit Card, Debit Card or Net Banking from all the leading banks. We use a CCAvenue Payment Gateway. For USD payment, you can pay by PayPal. We also have EMI options available.
You can give us a CALL at +91 88808 62004/1800 275 9730 (US Tollfree Number) OR email at sales@edureka.co

At the end of your course, you will work on a real time Project. You will receive a Problem Statement along with a dataset to work. 

Once you are successfully through with the project (reviewed by an expert), you will be awarded a certificate with a performance based grading. 

If your project is not approved in 1st attempt, you can take additional assistance to understand the concepts better and reattempt the Project free of cost.