Course curriculum

  • 1

    Introduction to Financial Modeling

    • 1 Introduction to Financial Modeling

    • 2 Use of Financial Models

    • 3 Companies preparing Financial Modeling

    • 4 Types of Financial Models

  • 2

    Economic & Sectoral Analysis

    • 5 EIC Approach to Financial Analysis & Modeling

    • 6 Factors to Look at in the Economy

    • 7 Understanding Business Dynamics across various Sectors

    • 8 Company Overview - NTPC

  • 3

    Financial Statement Analysis

    • 9 Introduction to Financial Statements

    • 10 Standalone vs Consolidated Statements

    • 11 Decoding Income Statement

    • 12 Decoding Balance Sheet

    • 13 Fixed Assets & Depreciation

    • 14 Current Maturities of Long Term Borrowings

    • 15 Financial Statement Analysis

    • 16 Common Size & Trend Analysis

    • 17 Ratio Analysis – Profitability Ratios

    • 18 Ratio Analysis – Leverage & Coverage Ratio

    • 19 Ratio Analysis – Liquidity & Turnover Ratio

    • 20 Ratio Analysis – Return & Shareholders Ratio

    • 21 Unit Analysis

  • 4

    Building Financial Projections

    • 22 Approaches to Building Projections

    • 23 Exampe of Detailed Approach

    • 24 Forecasting Methods

    • 25 Capacity Addition Plans

    • 26 Revenue Drivers

    • 27 Expense Drivers

    • 28 Other Drivers

    • 29 Revenue & Expense Model

    • 30 Capex Modeling - Part 1

    • 31 Capex Modeling - Part 2

    • 32 Capex Modeling - Part 3

    • 33 Loan Schedule - Part 1

    • 34 Loan Schedule - Part 2

    • 35 Working Capital

    • 36 Short Term Borrowings

    • 37 Building Forecasted P&L Statement

    • 38 Building Forecasted Cashflow Statement

    • 39 Building Forecasted Balance Sheet

    • 40 Accounting Flow for Financial Modeling

  • 5

    Corporate Valuation

    • 41 Introduction to Valuation

    • 42 Enterprise Value (EV)

    • 43 Approaches to Valuations

    • 44 Asset Approach of Valuation

    • 45 Introduction to Discounted Cash Flow (DCF) Method

    • 46 DCF - Weighted Average Cost of Capital

    • 47 DCF - Capital Asset Pricing Model

    • 48 DCF - Completing Weighted Average Cost of Capital

    • 49 DCF - Arriving at Free Cash Flows for Valuation

    • 50 DCF - Terminal Value 2

    • 51 DCF - Terminal Value 1

    • 52 DCF - PROs & CONs

    • 53 Introduction to Multiples Method of Valuation

    • 54 Creating Multiple Table

    • 55 EV Sales Multiple Valuation

    • 56 EV EBITDA Multiple Valuation

    • 57 EV MW Multiple Valuation

    • 58 PE Multiple Valuation

    • 59 PS Multiple Valuation

    • 60 PB Multiple Valuation

    • 61 Sector Related Multiples

    • 62 Sum of the Parts Valuation

    • 63 Valuation Drives & Myths

  • 6

    Modeling Dashboard

    • 64 Management Summary

    • 65 Gravity or Impact Analysis

    • 66 Football Field Analysis & Chart

    • 67 Scenario Building & Stress Testing

What you'll learn

✔ Financial Modeling, Corporate Valuations, Business Forecasting & Projections, Sectoral Knowledge

Course Description

•Financial Modeling is used in various business activities by Investment Banks, Equity   Research firms, Credit Rating Agencies, Private Equity/ Venture Capitalist,   Banks, Consultancy Firms, Corporate Finance Teams.

•Essence of Financial Modeling is in translating Business Strategy & Operations in   realistic numbers considering the impact of Economic, Sectoral &   Competitive scenarios

•Financial Modeling requires expertise in Accounting, Economics, Sector Knowledge,   Analytics, Excel, Business Strategy

•Equity   Research firms provide detailed research & insights into an economy, sector, company which forms basis of   investment decisions


• Intro to Equity Research & Financial Modeling

• Economic Analysis & Sectoral Dynamics

• Financial Statement Analysis

• Modeling Drivers - Approaches & Methods

• Building Projections - Revenue & Cost Models, Capex, Loan & Working Capital Forecasting

• Forecasting P&L / CashFlow / Balance Sheet

• Valuation Techniques - DCF, EV/EBITDA, PE Ratio

• Sector Specific Valuations / SOTP Valuation 

• Management Dashboards – Sensitivity / Gravity / Football Field Analysis

• Extensive hands on learning

• Industry case studies from Power, Telecom, Auto, E-Commerce industry


Who this course is for:
  • Interest in Finance, Financial Modeling, Equity Research, Investment Banking, Project Finance, Credit Rating


Instructor

Senior Instructor

ForeVision Academy

ForeVision is a Mumbai, India based company offering its expertise in Learning & Business Solutions. We conduct Knowledge & Skill Building Training for individuals & organizations providing practical, relevant & hands on learning experience. We have trained 12000+ Students and Working Professional in Advanced Microsoft Excel, Equity Research & Financial Modeling, Capital Markets, Data Analytics, Digital Marketing, FMCG Sales and Managerial Soft Skills. These trainings have helped them in enhancing productivity & accelerating career growth. ForeVision Academy is a platform which shall help making learning very effective in a seamless manner.

What people say

Loved the course

Sam Varghese

Yes, the course was good for me as an individual who is eager to learn equity research and financial modeling fundamentals and to upgrade them in overall growth

Excellent Course with Good Examples

Jyoti Singh

The course was really helpful. Especially the example of sample annual report for super market and how to analyze the statement gave me a clear understating about the concepts

How to purchase this course

Stripe: All purchases made using Stripe require a credit / debit card. You get immediate access to the course on purchase.

Buy now at ₹ 3840 with  


Razorpay: Razorpay supports multiple payment methods including credit / debit cards, Net banking, UPI. You get course access within 24 hours of purchase.

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