Certificate Programme Financial & Valuation Modelling

In today's world of extensive data where decisions are highly quantitative based financial modelling has become an indispensable tool. It is the most sought after skill required in the field of investment banking, equity research, project management, commercial banks and mostly all other sectors in the financial services industry. Financial modelling is the art of building a model using excel to depict financial statements and investment analysis. It builds a structure that integrates various statements and schedules to enable decision making. A financial model represents the performance of a business, a project or any other investment.

This Financial & Valuation modelling programme involves the fundamental theories and practices of valuation analysis, strategy analysis, prospective analysis, DCF modelling, trading comparables and transaction comparables. Modelling through Excel will build enough confidence in the participants so that they are able to create their own financial model right from scratch, and use it for solving their business problems. The programme is designed to offer students the intensive instruction and training needed to successfully compete in rapidly developing global financial markets.

Learning Objectives

After completing this course, the participants will be able to:

• Build a financial model from scratch as done at financial institutions
• Work on Excel and use formatting best practices, efficient formula construction, and appropriate driver selections
• Use Advanced Excel functions to present various sensitivities to projected financial metrics
• Fix circularity problems, iteration, and other common modelling troubleshooting
• Cross check the Balance Sheet/ Cash Flow Statement
• Understand and describe valuation and how historical valuation is done
• Understand and explain the techniques, elements and approaches of forecasting
• Provide an overview of Discounted Cash Flow
• Explain the Dividend Discount Model
• Calculate the Free Cash Flow to Firm (FCFF) & Free Cash Flow to Equity (FCFE)
• Calculate the Discount Rate (Cost of Debt, Cost of Equity & Cost of Capital)
• Identify the Revenue Drivers and Cost Drivers
• Prepare a Full DCF Model
• Calculate Equity Value Multiples: P/E, P/CF, P/BV, P/S, PEG, Dividend Yield
• Provide an overview of Trading Comparables
• Calculate basic EV and perform various CACS Adjustments
• Normalise the Earnings and identify the exceptions
• Calculate Last Twelve Months (LTM) or Trailing Twelve Months (TTM)
• Perform Trading Multiples analysis – EV/EBITDA, EV/EBIT, EV/Sales
• Provide an overview of Transaction Comparables
• Describe the different kind of Deal Considerations
• Practice working on the Transaction Template
• Perform the Private and Public Transaction Comp
• Perform Transaction Multiples analysis – EV/EBITDA, EV/EBIT, EV/Sales

Who should attend ?

People with basic to intermediate skill of working with Excel and at following levels in their organisations are suitable candidates:

• Students in the final year of a degree course may provisionally register for the programme
• Finance managers
• Corporate Finance, Private Equity and M&A professionals
• CA, FRM, MBA Finance, CFA Programme candidates
• Self-employed finance professionals
  - Graduates

LEARN

• Advance Excel
• Cross Check the Balance Sheet/Case Flow Statement
• Explain the DDM
• Prepare a Full DCF Model
• VBA and much more

Key Highlights

• Online 30 hrs+ Assessments
• Step by step guide to financial modelling projection
• Live Interaction with the industry faculty
• Industry Based Live Case Studies
• Practice Sheets, Assignments & Study Materials
• Industry Oriented Certificates of completion / excellence

Our Faculty

AIMA has brought together a team of highly skilled individuals on its faculty team that bring with them extensive industry experience. These individuals have had global exposure in the field of Investment Banking, Equity Research, Private Equity, & Credit Research.

WHY CHOOSE US

Free Backup Classes

We understand emergencies can happen anywhere, anytime. That's why we offer free backup classes so that your learning never gets hampered.

Assignments/Practice Sheet After Every Weekend

Weekly assignments & practice sheets are provided to students to allow them to use the time away from the classes to increase their subject understanding.

Physical Materials for Learning

Besides regular assignments, students are also provided with quality physical study material designed to maximise the concept understanding of students.

Limited Batch Size

Max batch size of 15 students. We believe learning happens best when it’s a small & comfortable environment for students.

Live Case Studies Based Training

Practical curriculum designed by industry professionals including case studies & live examples making for a comprehensive

WHAT CAN I BECOME?

Financial Analyst, Financial Manager, Market Research Analyst, Venture Analyst, Equity Research Analyst, Market Data Quantitative Analyst, Private Equity Finance Manager, Business Valuation Consultant

• Duration – 3 Months
• Session - 30hrs
• Session Commences – January - July

Financial Modelling Certification

After successful completion of the training the candidates will be awarded Certificate in Financial & Valuation Modelling, from AIMA.

Registration Requirements for Students

• Fill in the registration form (Download form)
• Attach 2 passport size photographs. (Soft copies in online registration process)
• Pay fees through a Cheque in favor of AIMA payable at New Delhi or online payment of Rs. 20,000/- + GST as applicable
• For online registration ( click here )

Assessment Criteria

Contact Details

For further clarification, please contact the undersigned