Financial Modeling Course Brochure

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FINANCIAL MODELING

MASTER COURSE
2 Months Internship Opportunities
4 Months Comprehensive Program
100% Job Assurance*
10 Interviews Guarantee
4 Capstone Projects with

World's Only Financial Modeling Program With Hands-On Learning in


MS Excel, Python & GenAI

Master Certification Live Instructor-led Training 24*7 Support


Get authorized Master Financial
Learn one-to-one in live 24*7 Support For doubt
Modeling Certification from IIM
super-interactive sessions solving.
SKILLS Recognized by MSME
with industry-expert trainers.
Govt of India.

Lifetime Support Resume & Interview


Capstone Projects
GET STARTED
Enjoy the all-time benefit of
Preparation
Get hands-on capstone Additional support from team
free access to complete projects to boost the members to build customised
resource material and intellectual and academic resumes and prepare for the
recordings via LMS. experience. interview.

Job Assurance Note: Students would be responsible for completing their syllabus as per the IIM SKILLS calendar and avail
clearance from the faculties after completing the assignments and case studies successfully. IIM SKILLS shall do its best to
schedule interviews and help them with the requisite skill development, however, it would be the student's responsibility to
convert the interviews.

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Well-Researched & Curated Offerings

4 Months of Live Training for 85 Hours


(60 Hours training + 25 Hours Doubt Solving)

4 Capstone Projects Opportunities with Bank of


America, New York Jobs CEO Council, JP Morgan
& BCG

Upto 7 Certifications including IIM SKILLS Course, 4


Capstone Projects and 2 Internships

Financial
Modeling 2 Unpaid Internship Opportuities with Partner
Firms
Master
Course

3 Case Studies - Hello Financial Model, Alpha LBO


Model & Colgate Valuation Model

10+ Financial Modeling Templates

Mock Interview Preparation, LinkedIn Profile


Building & Community Support

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Multi-Dimensional Practical
Learning Journey

01 Assignments
Test your classroom learning and curriculum
knowledge through five assignments across modules

02 Case Studies
Get practical exposure by working on three industry-
relevant case studies including Hello Financial Model,
Alpha LBO Model and Colgate Valuation Model

03 Capstone Project
Hone the real world-application of Financial Modeling
and Valuation skills and build your portfolio by
working on four capstone projects with four big
brands like JP Morgan, Bank of America, New York
Jobs CEO Council, and BCG

04 Internship Opportunities
Build your profile by working with our partner firms on
two promising internship roles

05 Placement Support
Access to a plethora of job opportunities with 500+
Hiring Partners through our proprietary job portal

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Learnings From Capstone Projects
Screening the M&A targets
Summarizing the target information
Financial Analysis and DCF Valuation
Evaluating the impact on DCF Valuation of
unforeseen business events

Historical Financial Performance & SWOT Analysis


Evaluating and selecting the potential acquisition
targets
Financial Modeling and DCF Valuation
Preparing and presenting the financial performance
in company profile

Studying the financial reports


Conducting the financial analysis
Presenting and communicating the financial analysis

Key and salient financial terms and concepts


Determine the profitability of the business model
Doing the analysis and communicating the
recommendations

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Applications of Financial Modeling
The output of a financial model is used for decision-making and performing financial
analysis, whether inside or outside of the company. The most common forms of application
include:

Investment Banking

Wealth Management Project Financing

Debt Syndication
Equity Research

CAREER FP&A
M&A
OPTIONS

Venture Capital Private Equity

Credit Research Valuation Advisory

Portfolio Management

Contact Us: +91 9580740740 www.iimskills.com [email protected]


This Course Suits Best for
Our 360-degree Financial Modeling Course is open to each and every one ambitious to
crusade their careers in the finance domain, most specifically investment banking, equity
research, and corporate finance. As mentioned earlier, the courseware is nurtured, keeping in
mind the relevance of both graduates and working professionals. That said, both can equally
benefit from this best-in-class Financial Modeling and Valuation Course.

With no specific prerequisites, the course is an excellent fit for anyone with the determination
to skyrocket their career in this flourishing finance field. Broadly speaking, you are the best fit
for this course if you are:

Fresh Graduates CAs/ACCAs/CPAs Engineers

Are you a recent graduate looking Our Financial Modeling And In our Financial Modeling and
to break into the exciting field of Valuation Course offers a unique Valuation Course, we blend
finance? Our Financial Modeling opportunity to broaden your skill set. engineering expertise with financial
and Valuation Course can help Dive into advanced financial knowledge. You’ll use your
pave the way for your success. analysis techniques, refine your analytical skills to break down
You’ll get practical experience in valuation methodologies, and stay complicated financial information,
examining financial information, ahead of industry developments. build strong models, and make
building models, and assessing the This course isn’t just about adding smart investment choices. By
value of companies. Arm yourself another certificate to your wall; it’s connecting engineering and
with the abilities that employers are about gaining practical insights and finance, you’ll open doors to exciting
seeking and set off on a fulfilling strategies that will set you apart in opportunities where your abilities
career path with certainty. your field. Advance your career are greatly appreciated and well-
trajectory and become a go-to compensated.
expert for complex financial matters
in any organization.

Finance Professionals MBAs/FRMs/CFAs Freelancers

If you’re seasoned in accounting, Seeking to augment your arsenal of Calling all freelancers ready to
our advanced Financial Modeling qualifications? Look no further than diversify and expand their horizons.
and Valuation Course is your next our specialized Financial Modeling Our Financial Modeling and
step. Explore intricate financial and Valuation Course. Deepen your Valuation Course equips you with
analysis techniques, refine understanding of financial the tools to offer premium financial
valuation methods, and stay ahead intricacies, hone your modeling services to clients. Enhance your skill
of industry trends. Elevate your acumen, and perfect your valuation set, deliver unparalleled value, and
career and become a trusted methodologies. Differentiate yourself unlock new revenue streams.
advisor sought after by clients and in a crowded job market and propel Transform your freelance business
employers alike. your career to greater heights with into a thriving venture, where
our targeted training. expertise meets opportunity.

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Trained By Industry Experts

Varun Tushar B Vikas K.

Worked For: Worked For: Worked For:

7+ Years of Experience 10+ Years of Experience 10+ Years of Experience

500+ Technicals
Hiring Partners
of Financial Modeling
Strong Record of Career Empowerment
Industry Relevant Practical Curriculum

Basic MS
and Excel
Advance Excel

Introduction to MS Excel and understanding the Ribbon


Keyboard shortcuts and its importance
Regular use functions like Vlookup, Hlookup, Index, Match, Sumifs, Offset, Paste Special,
Concatenate, and Indirect among others and their combination among themselves
Rules of Conditional Formatting
Font and number formatting
Concepts of freezing of cells, rows and columns
Data Validation, Sorting, and Filters using Excel functions as well as formulas
Table functions and dynamic arrays
Data presentation through Pivot Tables, Pivot Charts and Slicers
Introduction to Macros
Creating different types of charts and graphs including but not limited to bar graphs, line
charts, combo charts, football field, scatter plot, histogram, pie chart, waterfall, stacked
column chart
Sparklines
Sensitivity analysis using Data Tables
Dynamic dashboards
Time value functions like PMT, PV, FV, NPER, RATE
Text functions like Proper, Find, Replace, Substitute, Left, Right, Mid, etc.
Text to Column functions like Delimit, Flash Fill
Return functions like IRR, XIRR, NPV, XNPV
Iterative calculations and circular referencing
What If Analysis using Goal Seek, Scenario Manager, Data Table

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Industry Relevant Practical Curriculum

Accounting Concepts and Financial Statements


MS PowerPoint
Key accounting fundamental concepts including Accrual vs Cash reporting, Double Entry
Book Keeping, Law of Going Concern, Law of Prudence, Matching Principle, Money
Measurement, Historical Cost Concept, Accounting Period Concept, Full Disclosure Concept,
Business Entity Concept
Understanding Income Statement, Balance Sheet and Cash Flow Statement and their salient
features
Concepts of key line items Revenue, Direct Costs, Operating Costs, EBITDA, Depreciation &
Amortization, Impairment of Goodwill, Depletion, Cash flows from different activities, Current
Assets, Current Liabilities, Non-Current Assets, Non-Current Liabilities, Shareholders’ Equity,
Minority Interest, Other Equity, Capital Expenditures, Deferred Revenue
Concept of Comprehensive Income
Relevance of Notes to Accounts
Understanding the interlinkages and relationship among the three financial statements
Preparation of Common size financial statements
Reading of Annual Report and Understanding of Management Discussion & Analysis (MD&A)
section

Ratio/KPIMarket
Derivatives Analysis

Different Types of Ratios –Activity/Turnover, Liquidity, Solvency, Profitability, Valuation, etc.


Activity Ratios including Receivables Turnover, Days of Sales Outstanding, Inventory Turnover,
Days of Inventory on Hand, Payables Turnover, Number of Days Payables, Total Asset
Turnover, Fixed Asset Turnover, Working Capital Turnover
Liquidity Ratios including Current Ratio, Quick Ratio, Cash Ratio, Defensive Interval, Cash
Conversion Cycle
Solvency Ratios including Debt to Equity, Debt to Capital, Debt to Assets, Financial Leverage,
Interest Coverage, Debt to EBITDA, Fixed Charge Coverage
Profitability Ratios including Net Profit Margin, Gross Margin, EBIT/Operating Profit Margin, Pre-
tax Margin, Return on Assets, Operating Return on Assets, Return on Total Capital, Return on
Invested Capital, Return on Equity, Return on Common Equity
DuPont formula – three-stage as well as five-stage analysis
Valuation Ratios including Price to Earnings, Price to Cashflow, Price to Sales, Price to Book
Value, EV/EBITDA, EV/Sales
Basic EPS, Diluted EPS (Dilutive as well as Anti-dilutive Securities), Treasure Stock Method
Preparation of financial summary
Benchmarking the subject company’s performance and position in contrast to its peers and
industry

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Industry Relevant Practical Curriculum

Technicals of Financial
Derivatives MarketModeling

Introduction to the structure for a financial Model


Creating scenarios using different ways including Index, Choose, Scenario Manager
Projecting/forecasting the three financial statements – IS, BS and CFS
Building detailed revenue and cost drivers for different business types including real estate,
e-commerce, utility, business services, automobiles, food aggregator, subscription-based
firms, conglomerate/MNC businesses, etc.
Preparation of different schedules including equity, depreciation, debt, working capital, fixed
assets, etc.
Best Financial Modeling practices and error tracking tricks
Key formatting tips including best print setup approach
Addition of Cover Page, Index, Financial Summary and other key tabs

Different Types ofMarket


Derivatives Financial Models

LBO Model:
Concept of Leveraged Buyout Deal
Assumptions for an LBO deal model
Building Pro-Forma Financial Statements and required adjustments
Debt and Goodwill calculation
Preparing a Sources and Uses table
Preparation of Cash Waterfall
Exit Analysis and calculation of return metrics including IRR and MOIC
M&A Model:
Basics of Merger and Acquisition Model
Concepts of Accretion and Dilution
Relevance of Synergies – Operating and Financing
Performing Sensitivity Analysis on EPS

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Industry Relevant Practical Curriculum

Business Valuation
Business Valuation

Relative Valuation– Trading and Transaction Comps:


Difference between GPC and GTM
Difference between Deal Value, Offer Value, and Transaction Value
Criteria to screen peers
Valuation multiples to be used
Calculation of Enterprise Value using Equity Value and other components
Ideal time periods to focus on including Last Twelve Months (LTM), Next Twelve Months
(NTM), historical years and projected years
Concept of Controlling Premium
DCF Valuation:
Understanding and calculation of FCFF vs FCFE and its relationship
Related concepts of NOPAT, change in working capital, Capex adjustments
WACC using detailed calculations for the cost of equity using CAPM, multi-factor model,
dividend capitalisation model, and bond yield plus risk premium approach. Also,
understanding the different approaches for calculating the cost of debt and cost of
preferred stock
Concepts of different risks and their inclusion for valuation purposes (ERP, CRP, SSRP, CSRP,
DLOM, DLOC)
Different ways of calculating Beta
Concepts of Levered and Unlevered Beta
Terminal Value using different approaches– Gordon Growth Model/Perpetuity Growth Model,
Exit Multiple Method, H-Model
Mid-Period valuations
Sensitivity Tables
NAV Approach for Valuation:
Relevance of the approach
Blended valuation presented through football field analysis
Presentation of Valuation Output
Preparation of Valuation Report
Concepts of Pre-Money and Post-Money Valuation

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Industry Relevant Practical Curriculum

New Age Tools

Integrating the art of building Financial models with the skills of Python and ChatGPT
Python in Financial Modeling
– Overview of Python Language and Introduction to Integrated Development
E Environment (IDE)
– Application of Python in Finance
– Writing and Running Python Codes
– Python Syntax - Variables, Data Types, Variable Assignment
– Data Type Conversion and Arithmetic Operations
– Python Financial Packages / Libraries
ChatGPT and AI in Financial Modeling
– Introduction to ChatGPT and it’s use case in the finance world
– Writing ChatGPT prompts
– Integrating AI tools into the MS Excel & MS PowerPoint software
– Building formulas using AI
– Writing macro and VBA codes for MS Excel & MS PowerPoint using ChatGPT

Contact Us: +91 9580740740 www.iimskills.com [email protected]


Financial Modeling Master Course
Weekend Batch

Every Saturday & Sunday | 10AM to 12 PM IST

Course Fee :
INR 49,900 + GST

Reach Us
Call: +91-9580740740 | Email: [email protected]

Office Address:
IIM SKILLS, 308, 3rd Floor,
H B Twin Tower, Max Hospital Building,
Netaji Subhash Place, Pitam Pura, New Delhi, Delhi-110034

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