Financial Modelling Equity Research - Short Term Financial Analyst

Get a Globally Accepted Certification

Our course is thoughtfully designed in such a way that learner gets the Real Time Investment banking & Equity Research exposure. Learner is not necessarily be from finance background, as our course ensures that Basic finance & account concepts are covered in detail with real time examples. It is 80% practical with industry used case studies. Our assessment & presentation evaluations are similar to top investment banks & equity research firms Our expert trainers are on hand to help answer any questions you might have along the way.

Course Features

• EXPERT SUPPORT: Online support from our team for all your queries based on ticket based tracking system.
• CERTIFICATION: Get 3 certifications in one course financial modeling, equity research and advance excel. You can show them separately in resume.
• REAL TIME CASE STUDIES: Live case studies for each financial topics to ensure that learner can understand it thoroughly.
• RESUME PREPARATION: Our expert will assist you in resume building and job portal updating.
• LIFETIME ACCESS: You get lifetime access to the FINXL LMS which includes videos, excel spreadsheets, presentations, eBooks, quizzes and case studies.
• FORUM: Our career square forum is the most dynamic platform to connect with expert across the globe.

Course Highlights 

• The #1 Course to Land a Job in Financial Planning & Analysis
• Certified Financial Planning & Analysis Course with 100% Placement assistance
• 3/6 months internship with an Analytics firm
• Gain hands-on, practical experience as you will work as an employee in a Financial Analytics firm along with training
• 80% of the Real-time industry used Case study-based learning
• Our trainer: FP&A working professional
• A guide to over 100+ frequently asked FP&A questions and their answers
• Build 5 financial models from scratch of your chosen Listed/Private companies
• Be part of our Global FP&A alumni network
• Learn the best Planning, Budgeting, Forecasting, KPIs Analysis, Reporting & Presentation practices used in the industry
• Prepare a company’s Budget from Scratch
• Dedicated Placement Manager with 1-on-1 mentorship.

MODULE 1: MS EXCEL EXPERT

• Excel Essentials & keyboard accelerators
• Basic & advanced Excel functions
• Conditional Formatting, Paste Special
• Using VLOOKUP/HLOOKUP/ Match Index
• Using SUMIF, COUNTIF, AND AVERAGEIF
• DATEDIF, YEAR, YEARFRACE & MONTH
• Index, Search, Choose, offset
• Sensitivity analysis with Data tables
• Pivot table, Charting commonly used
• Dashboards, templates, Macros

MODULE 2: DATA COLLECTION AND MODELING

• Sources for authentic financial data for US, India, China, Germany, and Singapore companies
• Tricks to collect data in the shortest time
• Data collection & Data structuring for model
• Understanding of Financial Reports & their types
• Types of filing 10-K, 10-Q, 8-K, 20-F etc
• Create a Model template for 5 years of historical data for
  • Revenue Drivers
  • Cost Drivers
  • Income statement
  • Balance sheet
  • Cash flow statement
  • Dividend schedule
  • Asset Schedule
  • Debt Schedule
  • Equity Schedule

MODULE 3: FINANCE & ACCOUNTS CONCEPTS UNDERSTANDING

• Finance principles and processes (e.g. financial management concepts, corporate finance activities, etc.)
• General financial concepts and common financial formulas (e.g. time value, opportunity costs, debt structures and covenants, earnings per share, cost of capital, etc.)
• Financial accounting concepts, principles, and practices
• Interactions/ interrelationships of common financial statements
• Basic microeconomics (e.g. marginal costs, pricing, price elasticity of supply and demand, etc.)
• Managerial accounting/reporting and cost accounting concept

MODULE 4: FINANCIAL MODELING & VALUATIONS

• Interlinking of financial statements (IS, BS, CFS)
• Tallying the balance sheet in 30 minutes
• Use best practices in Financial Model building
• Understand & develop a forecasting basis for each line of IS, BS & CFS
• Build & Forecast Advanced Schedules including the following points
• Debt Repayment Schedule (DRS)
• Fixed Assets Module (FAM)
• Dividend & Equity Schedule (ES)

 RATIOS:

• In-depth conceptual understanding of financial ratios, we include the following points
  • Liquidity ratios
  • Leverage ratios
  • Efficiency ratios
  • Profitability ratios
  • Market value ratio
• Calculation and analysis of ratios on your chosen company
• Compare your company’s ratios with competitors
• DUPONT analysis

VALUATION: (Understanding of various Valuation methods) DISCOUNTED CASH FLOW (DCF)

• In-depth step-by-step understanding of DCF
• Product/business/economic life cycle concepts
• Time value of money concepts
• Understanding & calculation of FCFF & FCFE
  • Cost of Equity using the Capital Asset Pricing Model (CAPM)
  • Cost of Debt (Kd)
  • Cost of preference shares (Ke)
• The risk-free rate of return (Rf) for listed & non-listed SMEs
• In-depth analysis of systematic & unsystematic Risk
• Beta, levered & Un-levered beta
• Calculate beta(β) using the last 5 years’ price
• Cost of capital (WACC)
• Market Premium (Rm)
• Net present value /company value
• Sensitivity analysis
• Application of DCF on your chosen company
• ’Buy’ or a ‘Sell’ rating based on analysis

MODULE 5: PLANNING

• Getting Started with Financial Planning
• The Accounting Framework
• Financial modeling
• Corporate financial planning/strategic planning
• GATHERING & INTERPRETING INFORMATION
• Sources of historical information and historical financial data and corporate structure and functions
• Sources of information about a company’s business environment (e.g. business models, financial ratios, and industry metrics)
• Reading and interpreting corporate annual reports
• Determining peer groups and competitors
• Basic macro-economic concepts used in financial planning (e.g. consumer price index, gross domestic product, exchanges rates, interest rates, inflation rates, economic indicators, etc
• Implications of tax policies on Projections
• Risk Factors and risk management concept
• Financial and non-financial key performance indicators (KPIs)
• Strategic planning concepts and frameworks include the following points:
  • SWOT Analysis
  • Porter’s five forces model
  • Growth share matrix
• Determining information needs for and gathering information from internal/external stakeholders and business partners
• Tools for information gathering (e.g. templates, surveys, etc.)

MODULE 6: FORECASTING

• Perform Top-Down and Bottom-up Forecasting
• Forecast a Company’s Sales
• Calculate Net Cash Flow
• Forecast a Company’s Planned Level of Production
• Forecast Various Types of Expenditures
• Estimate Working Capital Needs
• Carry out a Fixed Asset Roll forward
• Forecasting techniques (moving average, regression analysis, etc.)
• Forecasting Selling, General & Administrative expenses
• Essential Mechanics of the Forecasting Process
• Forecasting Balance Sheet Items

MODULE 7: BUDGETING

• Budgeting within a strategic framework
• Building a robust budgeting process
• A practical guide to developing budgets
• Managing budget psychology
• Common budgeting approaches (e.g. incremental value-based, zero-based, etc.)
• Tracking budget performance with variance analysis (waterfall charts, etc.)
• Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)

BUDGETING CONTROL Meaning and objectives of budget and budgetary control, essentials of effective budgeting, types of budgets and budgets vs. actual CAPITAL BUDGETING Concept and process of capital budgeting, feasibility analysis, managing risk and certainty in capital budgeting, evaluation criteria under discounted and non-discounted cash flow approaches. Evaluate various investment decisions using appropriate tools and techniques and apply them to day-to-day business decisions. MODULE 8: FINANCIAL ANALYSIS Investment Decision making- Purpose, objective, and process of investment decisions and evaluation of different types of projects. The new line of business, expansion of the current product, backward/forward integration, and application of effective financial management. Analysis of the balance sheet, app of appropriate measures for executing and evaluating the financial results to support managerial decision-making and setting strategies. MODULE 9: REPORTING & PRESENTATION Corporate Financial Reporting Attributes of good corporate financial reporting for performance analysis, understanding profit & loss items, reviewing the balance sheet, variance analysis, non-performing asset analysis, identifying the cause and taking appropriate action. GLOBAL BANKING SPECIAL

• Special guide on Global Banking KPIs
• Basel III Financial structure (P&L account, balance sheet)
• Restructuring items/adjustment items & their treatments
• Additional information section
• Key performance indicator (KPIs) – type of KPIs and its calculation & interpretation
• Regulatory reporting
• SEC reporting
• FINMA reporting
• MD&A (Management discussion & analysis)
• Other external & internal reporting

MODULE 10: POWER BI Power BI is a business analytics service provider by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves without having to depend on any information technology staff or data base administrator. Power BI certification course shares knowledge on how it provides cloud based BI services-known as Power BI Services, along with a desktop-based interface called Power BI Desktop. It offers data modeling capabilities including data preparations, data discovery, and inter active dashboards. TOPICS COVERED:

• Introduction to Power BI
• Basic components of Power BI
• Loading Data in Power BI Desktop
• Data Cleaning using Power BI query editor
• Transform, Clean, Shape and Model Data for further analysis.
• Creating Calculated Columns and measures
• Performing data analysis using DAX
• Visualization Charts in Power BI
• Slicers and Map Visualizations
• Creating cards, measures, KPI, reference line, and slicers
• Creating reports and dashboards
• Publishing reports on Power BI Services
• Using Power BI service for operations on reports

MODULE 11: PRESENTATION, REAL CASE STUDIES MOCK INTERVIEWS, SOFT SKILL

• 10 real time case studies
• Prepare you on 100+ frequently asked FP&A Analyst interview questions with answers
• Positive attitude and emotional intelligence training
• Placement managers for 1 on 1 mentorship
• Communication and interpersonal skills training
• Conduct regular mock interviews
• Work on individual strengths, and weaknesses and prepare an interview script
• Profile building and marketing
• Interview scheduling& helping candidates in placements