Equity Research & Financial Modeling
The financial modeling course is a very in-demand certification in the finance & investment industry. Candidates with good command over financial modeling skills get comparatively higher pay packages and better job profiles.
This Financial Modeling course will teach candidates to:
create financial models from scratch,
analyze the company’s financial statements,
apply various valuation methodologies used for private & public company valuation,
prepare different kinds of research reports,
and gain a command of fundamental to advanced ms excel.
The knowledge gained in this financial modeling course will prepare candidates for the various finance jobs, clearing NISM Series XV: Research Analyst Certification Examination, apply the fundamental approach of equity investing used by Institutional Investors like FIIs, MFs, Insurance Companies, and many more.
Working with worksheet: Adding and Deleting row & column, selecting multiple cells, jumping between cells, editing cell data, moving between worksheet, Fit column width, Hide and Unhide row & column
Tabs: Home, Insert, Page Layout, Formulas, Data, Review and View
Functions: Mathematical and Statistical Functions, Text Function, Financial Functions, Logical Functions and Date & Time Functions (Including advance functions like Vlookup, Hlookup, Amortization schedule, NPV, IRR, Concatenate, Sum if, PMT and many more..)
Some Special Functions: Paste special, What If Analysis, Pivot Table, Hyperlink, Charts, Conditional Formatting, Data validation, Protect sheet & workbook, Absolute & Relative referencing and Freeze Panes
Financial Statements Preparation: P&L account, Balance sheet and Cash flow statements
Sector specific revenue model and Balance sheet characteristics
Analysis: Revenue model, COGS, SG&A, Fixed cost, Tax and Profitability analysis
Ratios: Activity, Solvency, Liquidity, Profitability, Valuation ratios, Du point analysis, and Common size statement analysis
Valuation methodology of financial elements: Historical, Replacement cost, Realization, Fair & Present value
Data Gathering: Directors report, Auditors report, Schedule & Notes to the account ,Qtly results ,Investor presentation, Company updates & filing, and concall script
Sector Analysis: Peer comparison, Industry data, and Porters five forces
Top to Bottom Approach: Economy - Industry – Company
Economic Variables: GDP, Monetary & Fiscal policy, Inflation, Interest Rate, and Unemployment
Economy: India, US, China, Japan, UK, Germany, France, and European Union
Forecasting Approach: Top to Bottom, Bottom to Top and Hybrid Approach
Forecasting: Integrated Financial Model,
Revenue Build Up: Segmental analysis, geographical analysis, growth assumptions
Cost Build Up: COGS and SG&A model, Depreciation & Interest cost forecasting and Tax calculation
Asset Schedule: Capex and Capitalization forecast, Gross block, Accumulated depreciation and Capital WIP forecast
Debt Schedule: Expected debt equity structure, Net debt schedule
Basics: Time Value of Money, Opportunity Cost, Risk Free Rate, , Alpha, Cost of equity , CAPM and The Beta
Cost of Equity Methods:
Capital asset pricing model, Risk free rate, Beta, and Equity Risk Premium calculation
Dividend discount model: sustainable growth rate calculation
Bond yield plus risk premium approach
Relative Valuation Technique: Price -to-Earning (P/E) Ratio, Price -to-Book value (P/B) Ratio, EV/EBITDA
Absolute Valuation Technique: Free Cash Flow to Firm (FCFF), Free Cash Flow to Equity (FCFE),Dividend
Discount Model (DDM), Gordon Growth Model (GGM), Single and Multi Stage Model
Types of report: Initiating coverage report, Result update, Sector report, Thematic report
Effective report writing
And many more
Classrooms Training Features
Live Online Training Features
C CA Sheena Sisodiya
A really very good class to learn Financial Modelling. It covers all the practical aspects and not just focus on bookish knowledge only. Highly recommended for those who want to make future in Finance.
K Kratika Joshi
Maheshwari institute is the best coaching for financial modelling course. Teachers are very supportive and the education that they are providing will really help me in exploring my career in finance field.
A Aryan Mehta
I'm recently certified from maheswari institute (financial modeling) and also planning for further training . And I can say that it's one of the best institute for financial education specially in Indore with a very friendly environment and high quality practical training And learning. I warmly suggest you to visit once ..& thanks respecting my thoughts.
D Devashish Yadav
I have done financial modelling course in which they provided very appropriate and useful study material along with that class session were so nicely conducted. Faculties are well qualified and helping. Joining this course is really worth it !! Thanks MICR
S Saloni Sharma
I have done the course of financial modelling and personally I gained a lot of practical knowledge from the faculties. The faculties at MICR are very supportive and coperative. Apart from the course syllabus they gave you extra task to get familiar with the real world and how one should apply the learnings and knowledge in the real corporate world.