Certified Financial Modeling & Valuation Analyst Course

BY
Henry Harvin

Mode

Online

Duration

70 Hours

Fees

₹ 26550 29500

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekends

Course and certificate fees

Fees information
₹ 26,550  ₹29,500
certificate availability

Yes

certificate providing authority

Henry Harvin

The syllabus

Module 1: MS Excel Tips

  • Understanding and creating a Financial Model template
  • Case: Formatting the data, summarizing, and creating a presentable format
  • Formatting the imported file with text to columns
  • Getting the relevant information from a string of data using Left, Trim
  • Converting text to numerical using text to columns
  • Using referencing framework (usage of $) to effectively use formulas
  • Summarize the sum of sales with Pivot Tables
  • Converting data into a tabular format
  • Identify high-profit sales using conditional formatting

Module 2: Financial Statement ans Ratios Analysis

  • Introduction to Financial Statement Analysis</ li>
  • Financial Reporting Mechanics,
  • Understanding Income Statement, Balance Sheet, Cash Flow Statement
  • Financial Analysis Techniques
  • Inventories, Long-Lived Assets
  • Non-Current Liabilities
  • Financial Statement Application
  • Ratio analysis of Industries
  • Du point Analysis
  • Peer to peer analysis
  • Preparation of Financial Analysis report on an industry

Module 3: Financial Management and Corporate Finance

  • Time value of money
  • Long term financing
  • Cost of capital
  • Measure Of Leverage

Module 4: Project Finance Modeling

  • Why Project evaluations
  • Stages of project
  • Construction & development phase
  • Funding during investment phase
  • Costs during the investment phase
  • Life of project; decision making
  • Cash flow waterfall
  • Resolving circular reference

Module 5: Equity Research Modeling

  • Prepare Financial Statement
  • Analyze Revenue and Costs
  • Forecast Revenues, Costs, Debt, etc.
  • Project Future Financial Statements
  • Performa Adjustments, Compute Margins/Ratios
  • Valuation- Discounted Cash Flow Method (DCF), Others
  • Prepare Presentation Sheet, Company Overview, Sector Overview

Module 6: Financial Reporting Writing

  • Report Writing: On the basis of Financial Modeling,
  • Overview of different sectors such as retail, telecom, IT, Oil & Gas, etc.

Module 7: Modeling Practise

  • 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
  • Comparing the Valuation Summary using Different Parameters on a football field
  • Performing Sensitivity/Scenario Analysis
  • Performing Valuation using DCF (FCFF and Enterprise Value) and Comparable Analysis (Relative Valuation)
  • WACC and Cost of Equity Analysis
  • Modeling the Financial Statements, Ratio Analysis
  • Modeling Retained Earning Schedule
  • Modeling Paid Up Capital and Share Premium Account
  • Equity Modeling – Equity Infusion
  • Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
  • Tax Modeling, MAT, and MAT credit
  • Working Capital and Term Loan Modeling – Debt Infusion

Module 8: Miscellaneous Practice

  • Data Collection from Public Sources
  • Understanding the Business Profile of the Compan
  • 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

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