Financial Modeling Course by Edupristine: Fee, Duration, How to Apply

Quick Facts

particular	details
Collaborators BSE Institute Limited, Mumbai	Medium of instructions English	Mode of learning Self study, Virtual Classroom +1 more	Mode of Delivery Video and Text Based	Frequency of Classes Weekends

Course overview

EduPristine Financial Modeling Course can help enhance your understanding of creating a financial model template with Excel. The programme assists you with the basics of financial modeling. It prepares you for job opportunities in the fields of project management, investment banking, business planning, equity research, fund management, private equity funds, and commercial banking.

According to experts, financial modeling is one of the most exciting and sought-after prerequisites for finance professionals in India. Through this module, provided in collaboration with BSE Institute Ltd, candidates will be able to create models independently. The 70-hour Financial Modeling Training Course will give you the ability to use financial models to analyze an organisation considering its investment, operations, valuation, and financing.

Additionally, you will also explore the subject through two detailed case studies from FMCG and Accenture. EduPristine ensures that industry leaders groom candidates. The Financial Modeling programme is provided in the self-paced, instructor-led classroom and corporate training modules. Students get access to the course material for a year, hands-on training on Excel workbooks, and dedicated discussion forums.

Course and certificate fees

certificate availability

Yes

certificate providing authority

Edupristine

Who it is for

Chartered accountant

This Financial Modelling Course is ideal for undergraduate students in commerce, business administration graduates, business graduates. In addition, postgraduates such as M Com professionals, MBAs, Chartered Accountants (CAs), Financial Risk Managers (FRMs), CFA Charter Holders, and finance professionals aspiring to build a career in accounting and taxation can also apply for this course.

Eligibility criteria

The Financial Modelling Course by EduPristine does not require students to have special skills, minimum qualifications, or prerequisites. However, due to the advanced level of the course, students with Mathematics, Economics, and Statistics might understand the concept of FM more easily.

EduPristine provides two certifications for enrolling in the course. The certificate of excellence is awarded to candidates who score well on the term-end project.

The participation certificate, on the other hand, is awarded to candidates with 75% or more attendance. They must also submit all the assignments integrated into the Finance Modelling Course to be eligible for the participation certificate.

What you will learn

Knowledge of excel Knowledge of mergers and acquisitions

After completion of this EduPristine Financial Modeling Course, you will be adept in the following skills:

Get acquainted with creating financial model templates using Excel
Understanding the meaning, motivation, and categories of mergers and acquisitions
Learn to use financial models to enhance financial decisions like valuation of companies, the viability of projects, and price targets for stocks
Get skilled in using macros, creating Capital Asset Pricing Model (CAPM), and developing financial dashboards

The syllabus

Excel Tips

Understanding and creating a Financial Model template
Formatting the imported file with text to columns
Case: Format, summarise the data, and create a presentable format
Convert text to numerical using text to columns
Get relevant information from a string of data using Left, Trim
Identify high-profit sales using conditional formatting
Summarise sum of sales via Pivot Tables
- Grouping the data on quarterly or monthly basis
- Converting sales number units to make it presentable
- Adding slicer to instantly dig into the number
Use referencing framework (usage of $) to use formulas effectively
Convert data into a tabular format

M&A I & II

Meaning and Categories of M&A
Forms of Payment in a Merger Deal
Merger Motivations
Hostile versus Friendly Offer
Discounted Cash Flows
- Identifying assumptions for estimating future cash flows
- Making pro-forma financial estimates
- Calculating FCFF, discount and terminal rate and NPV
Comparable Companies
- Defining comparative value metric
- Estimating takeover premium and calculating takeover price
Evaluating a Merger Bid Case: Estimating fair acquisition price of the target company in M&A
Comparable Transactions
- Comparable transactions and defining comparative value metric
- Calculating the valuation of the company
Finding out the rationale for the transaction
Case: LinkedIn acquisition by Microsoft
Collecting and projecting numbers
- Merger Analysis – Key Drivers and Inputs
- Projecting Microsoft and LinkedIn numbers
- Find out the impact of deal announcement on share price
Searching and researching relevant reports
- Understanding the usage of 10K and 10Q
- LinkedIn's Schedule 14A, LinkedIn's 10Q, Microsoft's fund raise
Accretion/Dilution Analysis and Modelling a Financing Plan
Creating high-level merger accounting for goodwill – Pooling method
Contribution Analysis
Modeling a Financing Plan
Performing Sensitivity Analysis of Acquirer's EPS

Macros, Charting, and Project Finance

Macros
Accessing VB editor, Developer tab
- Creating and deleting module
Recording your first macro
Changing security to ‘Disable all macros with notification’
Formatting chart with macros
Writing your first macro
Creating flexible CAPM model using Form Controls and Active X Controls
VBA Assignments Case
Debugging and stepping into the VBA Code of your first macro
Establishing design parameter
1. Calculating monthly traffic handling capacity
Creating flexible activity timeline charts
- Using AND function to identify the timelines
- Using Webdings to create special characters
- Conditional formatting to highlight the timeline
Correcting circular reference in IDC using VBA/macros
Calculating NPV, IRR and Payback period
- Creating flexible model to calculate cost of equity (CAPM) using Form controls
- Calculating XNPV, XIRR
- Finding out Payback period using COUNTIF
Forecasting toll charges and monthly traffic
- Creating monthly timeline using date function(s)
- Calculating toll rate using min/max functions
- Estimating traffic under three different scenarios: Pessimistic, Most likely and Optimistic
- Adding two more scenarios: Custom and Simulated
Using Macros (Form controls) to create flexible scenarios
- Creating flexibility for five different scenarios
- Using OFFSET function to get the output against selected scenario
Auditing the Project details
- Converting all hardcoded numbers to different color in one go
Creating custom scenarios to mix-match scenarios
- Inserting a user form to get the input for simulation
- Inserting the combo box, text box, spin button, Ok/ cancel button, message box
- Generating random numbers to tackle growth
- Creating Monte Carlo Simulation for traffic/growth
- Creating status bar with REPT function
- Calculating frequency using FREQUENCY
Creating flexible Project momentum
- Importing traffic and toll charges using HLOOKUP
- Using Date functions to create monthly, quarterly (CEILING) and yearly timelines
- Importing data of relevant scenario using TRANSPOSE function
- Cleaning the output using IFERROR
- Creating a name manager to use a factor frequently
- Projecting Power and Insurance expenses
- Modeling CAPEX, Government grant, Exit Value
Performing Sensitivity analysis of 9 variables on 3 outputs
- Using Scenario manager to perform sensitivity analysis
- Facing and correcting issues with Scenario Manager
Creating Yearly statements
- Converting monthly statements to yearly statements using SUMIF
- Calculating NPV and IRR, Discuss problems with NPV and IRR functions
Linking output with Project chart using hyperlinks
Drawing Project financial Dashboard
- Creating chart using primary and secondary axis
- Creating flexible chart for toll revenues, operating expenses, profits and profit margin – Macros
- Creating waterfall chart for build-up of traffic
- Creating cash flow chart – combination of bar and line chart
Creating bar diagrams

Case Study FMCG

Data Collection and Data Structuring
Preliminary Scrutiny of the Data and Information
Understand the Business Model and Operating Model
Modeling the Historical Statement
Modeling Assumptions for Future Action
Modeling Revenue Build-up – projecting the future revenues
Modeling Cost Build-up – projecting the future cost
Modeling the Asset Schedule
Modeling the Depreciation Schedule – Book and Income Tax Depreciation
Working Capital and Term Loan Modeling – Debt Infusion
Tax Modeling, MAT and MAT credit
Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
Equity Modeling – Equity Infusion
Modeling Paid Up Capital and Share Premium Account
Modeling Retained Earning Schedule
Modeling the Financial Statements, Ratio Analysis
WACC and Cost of Equity Analysis
Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable Analysis (Relative Valuation)
Performing Sensitivity/Scenario Analysis
Comparing the Valuation Summary using Different Parameters on football field

Accenture Case Study

Data Collection from Public Sources
Understanding the Business Profile of the Company
Modeling Revenue and Expenses Drivers
Modeling Income Statement
Modeling Implied EBITDA
Balance Sheet Projections
Cash Flow Statement Projection
Performing Valuation and Sensitivity Analysis
Calculating Enterprise Value and Implied Market capitalization

Admission details

The following steps will help you register for the EduPristine Financial Modelling Course programme:

Step 1: Go to https://www.edupristine.com/.

Step 2: Search for “Financial Modelling Course” and click on it.

Step 3: Look for the “Apply Now” button to proceed. You will be redirected to a new page.

Step 4: You will get the course and programme fee details and click on ‘Continue’.

Step 5: Share your name, email address, phone number, residential address, city and state information, and classroom city.

Step 6: Select one of the training options which consists of “online”, “corporate”, “classroom” training and proceed.

Step 7: Make the fee payment using net banking, debit cards, credit cards, cheque, demand draft, or PayTM wallet.

Step 8: Apply a voucher code and finally, choose a payment mode to make the payment.

Filling the form

The EduPristine Financial Modelling Course is available for everyone. You can simply go to EduPristine’s website and enroll in the course by providing name, contact information (phone number and email id), residential address, and classroom city details. Pick your preferred training mode, make the payment through any online or offline method, and start learning right away.

How it helps

The Financial Modelling Certification Programme by BSE Institute Ltd and EduPristine will help you use financial models for efficient and easy analysis of a company's financial situation. This certification will equip financial professionals with skills to estimate and evaluate business ideas and risks in a cost-effective way.

Financial Modelling Training Course can also open avenues for you in financial and business analytical fields. Chartered Accountants (CAs), Financial Risk Managers (FRMs), MBAs, BBAs, B Tech graduates, CFA® Charter holders, and commerce graduates can benefit hugely from the course. They can further pursue careers in equity research, investment banking, project finance, fund management, Financial Planning and Analysis (FP and A) and commercial banking.

FAQs

What different training modes are available for this course?

EduPristine Financial Modelling Course is available in self-paced training, corporate learning, and instructor-led classroom training modes. Candidates get mentor assistance during examination and placement, career services post-exam, and doubt solving forums for a better learning experience.

What is the duration of the Financial Modelling Course?

The duration of the Financial Modelling Course by EduPristine is 70 hours.

Is there a cancellation and refund policy?

Candidates can avail refunds in certain situations. Check out the terms of use section on the EduPristine website has all the instructions about the cancellation and refund policy.

Are there any prerequisites for this course?

It will help if the candidates enrolling in the Financial Modelling Course come from a Mathematics, Statistics, or Economics background.

What if I have any fee -related query?

You can mail to help@edupristine.com in case you have any questions about the fee payment.

What is the application process?

There is no specific application form for the course. Anyone keen to learn about financial modeling and financial analysis can apply using the enrolment button on the website.

When will I get the learning material and login access to the course?

EduPristine provides course material and login access within two business days after receiving your payment.

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Financial Modeling Course

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