Financial Modeling – Programs Financial Modeling
Financial Modeling is a key skill with application in several areas within banking and finance industry as well as in large corporations. Individuals with financial modeling skills can work in the areas of investment banking / equity research/trading, financial KPOs that are assisting investment bankers / equity research firms, financial advisory firms, project finance and in the area of performance tracking and MIS M IS for companies themselves. To see the power point presentation on Financial Modeling & its application in Equity Research, Investment Banking, Project Finance, Credit Rating etc: Click here To see sample financial fi nancial models prepared by IMS Proschool click here Who Should Take This Course?
The objective is to groom the candidates for entry level jobs in the finance sector which require financial analysis and modeling skills. The program aims to impart the necessary skills required to perform the role of a Financial Research Analyst. The program equips students with the practical skill sets required to perform financial analysis, modeling and valuation through Excel. Description
In financial modeling you learn to t o gather historical information on companies and analyze company / industry performance on various financial parameters. This analysis is then used to build a companies financial model, which in turn is key to projecting a future financial performance. Based on this model companies / investors can arrive at a suitable valuation for the companies. The program conducted by Proschool comprises of the following courses. Each course includes topics which are relevant providing conceptual as well as practical knowledge required for the job. 1. Accounting Fundamentals o o o o o o o o
Introduction to Accounting Basic Accounting Principles Income Statement Balance Sheet Cash Flow Statement Financial Ratio Analysis Reading the Annual Report International Accounting Standards
2. Economic Analysis
o o o
Introduction – Relevance of Economics Microeconomics Macroeconomics
3. Financial Management o o o o o o o o
Time value of money Long term financing Cost of capital Risk and return Capital Structure Dividend Policy Working Capital Requirements Equity and Industry Analysis
4. Financial Markets o o o o
Financial Markets & Intermediaries Equity Market Structure Equity Market Analysis Portfolio Management
5. Excel Proficiency o o o o o o o
Formatting of Excel Sheets Use of Excel Formulae Function Advanced Modeling Techniques Data Filter and Sort Charts and Graphs Table formula and Scenario building Introduction to macros
6. Financial Modeling & Valuation and Sector Overview o o o o o o o o o o o o
Introduction to Data Gathering and Financial Modeling Prepare an Income Statement Prepare a Balance Sheet Prepare YTD Cash Flow Statement Prepare Geographic Revenue Sheet Prepare Segment Revenue Sheet Prepare Cost Statement Prepare Debt Sheet Analyze Revenue Drivers Forecast Geographic Revenues Forecast Segment Revenues Forecast Cost Statement
o o o o o o o o o o o o o o o o o o o o o o o o
Forecast Debt Proforma Adjustments Income Statement – Compute Margins Forecast Income Statement – Part A Forecast Income Statement – Part B Balance Sheet -Compute Ratios Forecast Balance Sheet Quarterly CFS and schedules CFS Projection CFS Projection – Part A CFS Projection – Part B Basics Of Valuation Valuation- Discounted Cash Flow Method (DCF) Valuation – Relative Valuation Valuation – Assumptions for Valuation Model Prepare Valuation Model Prepare Valuation Model – Part A Prepare Valuation Model – Part B Prepare Valuation Model – Part C Prepare Presentation Sheet(PS) Prepare Presentation Sheet(PS) -Part A Prepare Company Overview (CO) Prepare Company Overview (CO) – Part A Sector Overview
7. Report Writing o
Report Writing
To know more about our course and cost click here . Requirements Education: Candidate must be at least a graduate or equivalent. Those in the final year will receive the certification only after they provide the proof of graduation. All candidates should undergo the training program of IMS Proschool and successfully complete the online quizzes Technical: Online participants in this course would need a computer, an internet connection, headsets and a mic. Certification Examination: The candidate has to pass the certification exam conducted by Proschool at NSE Centres. The candidates will be evaluated on their performance in the online quizzes, assignments and final examination. Only those who have successfully completed the online quizzes and assignments will be eligible to appear for the Final Certification Examination. About the Proschool Certification Examination
* The Certification Examination will be conducted at NSE Centres in select cities. * The exams are normally conducted in the last week of every Feb, May, Aug, Nov. Students can therefore pace themselves accordingly and target for any of the above mentioned exam months. One will have to register for the exam at least 45 days prior to the exam date. * The students will have to register for these exams at Proschool. * The examination is a computer based test and will comprise of multiple choice questions. The exact paper structure will be communicated to the students by IMS Proschool before every exam since the structure is subject to change. * The students will receive their scores immediately after the exam. * Those who fail the examination can reappear for the exam by paying a repeat fee of Rs.3000/- . There is no limit on number of attempts. How to Enrol for the Program?
You can Enrol Online OR download the Application Form from here [Download Application Form] OR obtain the same from your nearest Proschool centre and submit the duly filled Application Form along with the following documents to Proschool Centre (Mumbai or Pune) where you would like to attend the program. i. Two passport size colour photographs. ii. Self-attested photocopies of the highest qualification till date. iii. The payment has to be made by Demand Draft. The DD should be drawn in favour of “IMS Proschool Pvt Ltd.” payable in Mumbai. iv. Those applying for waivers, need to attach the supporting documents for the waiver Note: 1) Proschool reserves the right to accept or reject any application without assigning any reason thereof. 2) Incomplete application forms or application forms which are not accompanied with relevant documents will not be processed.
Proschool Offers the following programs:
Classroom Program- REGULAR Classroom Program-SPRINT Live Virtual Classroom Program Distance Learning Program
CLASSROOM PROGRAM REGULAR 200 hours of classes Six Months Program Online Study Material Online quizzes & assignments. The program commences twice in a year in the month of June and December. CLASSROOM PROGRAM SPRINT 100 hours of classes 3 months of Classroom Sessions Online Study Material Online quizzes & assignments. Training program will be conducted in the month of March and September / June and
December. Therefore the students should ensure that they complete the first four courses before they come to class. LIVE VIRTUAL CLASSROOM PROGRAM Live Online classes Online Study Material Online quizzes & assignments. Contact Proschool for exact batch details DISTANCE LEARNING REGULAR Online Study Material Online quizzes & assignments Faculty support via email. The course is available throughout the year. NOTE: IMS
Proschool reserves the right to postpone or cancel the program. It also reserves the right to modify or cancel any module in the curriculum * For Classroom Program SPRINT, classes will be conducted only for Excel Proficiency, Financial Modeling & Report Writing. The rest of the courses on the program will be selfstudy via online mode.
Program Duration & Fees
Program Fee
FM Classroom
FM Classroom SPRINT
FM LVC REGULAR Program
FM Distance Learning
REGULAR
Rs. 77,210/-
Rs. 35,296/-
Rs. 22,060/-
Rs. 13,236/-
Fee after Waiver *Refer Waiver policy
Group A
Rs. 61,768
Rs. 35,296
Rs. 22,060
Rs. 13,236/-
Group B
Rs. 46,326
Rs. 28,237
Rs. 17,648
Rs. 13,236/-
Yes
No
No
No
Installment facility
* The fees are inclusive of one time exam fee. There is a repeat exam fee of Rs. 3000/- for every re-attempt. * The Fee is INCLUSIVE of Service Tax. Fee is subject to change. Fee paid once will not be refunded. [Click here to view the IMS Proschool Waiver Policy ] In which cities is the classroom program offered?
The program is currently offered in Mumbai and Pune. We also conduct training for Financial Modeling program (with NSE India – NCFM Certification) at Educational institutions across India. For more information on training program and cost contact: 9372895050 or email
[email protected] How to Enrol for the Program?
You can Enrol Online OR download the Application Form from here [Download Application Form] OR obtain the same from your nearest Proschool centre and submit the duly filled Application Form along with the following documents to Proschool Centre (Mumbai or Pune) where you would like to attend the program. i. Two passport size colour photographs. ii. Self-attested photocopies of the highest qualification till date. iii. The payment has to be made by Demand Draft. The DD should be drawn in f avour of “IMS Proschool Pvt Ltd.” payable in Mumbai. iv. Those applying for waivers, need to attach the supporting documents for the waiver Note: 1) Proschool reserves the right to accept or reject any application without assigning any reason thereof. 2) Incomplete application forms or application forms which are not accompanied with relevant documents will not be processed.
