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www.imarticus.org EY FINANCIAL ANALYSIS PRODEGREE 180-Hour Program to Master In-Demand Skills Industry-Endorsed Curriculum Experiential Learning at its Best Delivered in Classroom and Online modes

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Page 1: EY FINANCIAL ANALYSIS PRODEGREE - Imarticus …imarticus.org/wp-content/uploads/2017/03/EY-Prodegree-eBrochure-2.pdfINDUSTRY LANDSCAPE OVERVIEW OF PROGRAM Accounting Modeling V aluation

www.imarticus.org

EY FINANCIAL ANALYSISPRODEGREE

180-Hour Program to Master In-Demand Skills

Industry-Endorsed Curriculum

Experiential Learning at its Best

Delivered in Classroom and Online modes

Page 2: EY FINANCIAL ANALYSIS PRODEGREE - Imarticus …imarticus.org/wp-content/uploads/2017/03/EY-Prodegree-eBrochure-2.pdfINDUSTRY LANDSCAPE OVERVIEW OF PROGRAM Accounting Modeling V aluation

INDUSTRY LANDSCAPE

OVERVIEW OF PROGRAM

Accounting

Modeling

Valuation

Technical

Skills

Perso

nal

Develo

pmen

t

Equi

tyR

esea

rch

EY FINANCIAL ANALYSIS PRODEGREE

8%

16%

24% 11%

23%

18

%

WHAT IS FINANCIAL ANALYSIS?

CAREERS IN CORPORATE FINANCE

EMPLOYMENT LANDSCAPE

Financial analysis (also referred to as financial statement analysis or

accounting analysis ) refers to an assessment of the viability, stability

and profitability of a business, sub-business or project.

The Financial Analysis Prodegree, in association with EY as the Knowledge Provider,

is a 180-hour functional, skill-building program for accounting, financial modeling,

valuation and equity research.

FINANCIALANALYSIS

SELL SIDEANALYSIS

ACCOUNTING

BUY SIDEANALYSIS

FINANCIALMODELING

VALUATIONSERVICES

M&A

INVESTMENTBANKING

CREDITRESEARCH

FINANCIALCONTROLLER

EQUITYRESEARCH

FINANCIALOPERATIONS

FINANCIAL ANALYSTS

18,130FINANCIAL MODELERS

13,326CREDIT RESEARCH ANALYSTS

7,332

JOB OPENINGS ON MONSTER INDIA (APRIL, 2016)

à JP Morgan

à Copal Partners

à Barclays

à Goldman Sachs

à Deutsche Bank

à Mape Group

à Crisil

à BNP Paribas

à Avendus

à Aranca

à UBS-Cognizant

à De Shaw

à Axience

à Tres Vista

à Amba Research

à o3 Capital

à Standard Chartered

à Probe Equity Research

à Royal Bank of Scotland

à Integreon

180-HOURCASE STUDY-DRIVEN

PROGRAM

Page 3: EY FINANCIAL ANALYSIS PRODEGREE - Imarticus …imarticus.org/wp-content/uploads/2017/03/EY-Prodegree-eBrochure-2.pdfINDUSTRY LANDSCAPE OVERVIEW OF PROGRAM Accounting Modeling V aluation

LEVEL 1 66 HOURS

LEVEL 2 65 HOURS

Financial analysis landscape | Basics of corporate finance | Introduction to M&A

| Introduction to private equity | Introduction to equity research | Current indian

Scenario: investment banking, equity research, credit research

FINANCIAL ANALYSIS LANDSCAPE(7 HOURS)

The accounting process | Who uses accounts? | Accounting & book-keeping |

Financial terminologies | Accounting concepts | Basic accounting equation |

Accounting | Principles and conventions | Hindalco: walk - through of financial

statements

PRINCIPLES OFACCOUNTING (7 Hours)

Du-pont analysis | Definitions of ratios | Liquidity ratios | Asset management

ratios | Debt management ratios | Profitability ratios | When to use which ratios

Case studies in ratio analysis

RATIO ANALYSIS (10 HOURS)

CURRICULUM

Financial statements - balance sheet, profit and loss and cash flow | Understanding

revenues and expenses | The accounting cycle | Understanding consolidated

Accounts | tangible Assets | Goodwill | Depreciation | Investments | Deferred

taxes

SPECIFIC FINANCIAL ITEMS & FINANCIAL STATEMENT PREPARATION (6 Hours)

Spreadsheet vocabulary review | Explore the user interface | Work with the ribbon

Work with contextual tabs | Customize the excel interface | Creating spreadsheets

Cell formatting | Logical functions | Date and time | Statistical functions |

Frequently used shortcuts

EXCEL BASICS (5 HOURS)

Data validation | Templates | Custom list | Goal seek | Scenarios |

Consolidation | Data cleaning | Data manipulation | Pivot tables | MacrosADVANCED EXCEL (6 HOURS)

Consolidation of financial statements | Case study on consolidation | Simple

consolidation | Preparing consolidated statements

Objectives of forecasting | Understanding business model | Basics of financial

modeling | How to create a basic investment banking financial model

Build an integrated financial model for Colgate Palmolive limited - a publicly listed

company | Convert the single step historical income statement captured in the excel

file into a multi-step income statement | Set up a separate assumption and analysis

sheet and capture necessary ratios

RATIO ANALYSIS ANDCONSOLIDATION (2 HOURS)

FORECASTING AND FINANCIAL MODELING (6 HOURS)

FORECASTING AND FINANCIAL MODELING (8 HOURS)

Semester 1 evaluation on accounts and financial landscape - objective and

subjective test paper

Guest lecture by EY leadership | Open house with faculty for doubt clearing

EVALUATION - 1 (5 HOURS)

GUEST LECTURE AND OPEN HOUSE (4 HOURS)

Porter’s Five Forces | Structural determinants | SWOT analysis | PEST analysis |

The product life cycle and the boston matrix | Identifying key success factors and

Core competencies | Case study: smart phone application | Class exercise: what

strategy has Flipkart adopted?

CORPORATE STRATEGY (7 HOURS)

Introduction to valuation | Different approaches to valuation | Arriving at

cashflows and growth rates for valuationVALUATION BASICS (5 HOURS)

Calculating terminal value | Treatment of specific financial items |

Choosing tax rates

Cost of new and existing debt | Cost of equity – CAPM model | The risk-free rate

in practice | The market risk premium: historical premium approach | Types of risk

and estimating beta | Cost of equity – companies with country risk exposure |

Correlating the cost of capital to valuation | Calculation of WACC | Levered and

unlevered beta

DDM (single-stage, two-stage, three-stage, “H” growth model) | FCFE (single-stage,

two-stage, three stage) | FCFE valuation vs. DDM

FCFF Valuation (single-stage, two-stage, three stage) | APV valuation | Sector

specific multiples | Relative valuation for a listed and unlisted company |

Comparison with intrinsic (cash flow based) valuation

Business communication | Email/chat/telephone etiquette | Listening/questioning

skills | Interpersonal skills

The why, the what and the how of resumes | Personal branding | Tips and

resources | Interview skills | Using social media | CV discussion

VALUATION ADVANCED(6 HOURS)

COST OF CAPITAL(5 HOURS)

EQUITY VALUATION - METHODS(5 HOURS)

FIRM VALUATION MODELS(5 HOURS)

BUSINESS COMMUNICATION(5 HOURS)

RESUME WRITING(3 HOURS)

Quantitative aptitude training | Trains, time and work | Profit and loss | Ages |

Permutation and combination | Chain rule | Alligations | Time and distance |

Simple interest | Partnership, logarithms, probability | Percentages and ratio and

proportion | Verbal aptitude | Logical reasoning

APTITUDE(10 HOURS)

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CURRICULUM

Working with shapes | Keeping the audience/reader on track | Working with

pictures | Avoiding “death by bullet” mini-series | Working with tables, charts -

choosing the most appropriate chart & constructing it | Making the chart more

communicative | Animation | Other best practices | Case studies & before vs.

after examples

TECHNICAL SKILLS - POWERPOINT (5 HOURS)

Semester 2 evaluation on valuationEVALUATION - 2(5 HOURS)

Guest lecture by EY leadership - Challenges/caveats in valuation | Open

house with faculty for doubt clearing

GUEST LECTURE AND OPEN HOUSE(4 HOURS)

LEVEL 3 49 HOURS

M&A transaction process | How to make a pitch presentation | LBO and financing

basics | Basics of documentation | Due diligence: what should you look out for?

Planning post-acquisition integration

Overview of equity research business | Job of an equity research analyst | Types

of research reports | Approach to analyze a business | Ecosystem of asset

management | Buy side, sell side jobs - incentives, work profile, requirements |

Business model snapshot | Unravelling Colgate | Techniques of relative valuation

Walk-through a maintenance research report | Tips on effective research writing

One-on-one presentation of individual assignment

Establishing the purpose of collateral with regard to the audience | Identifying the

specific needs of the audience | What is the scope of coverage? | Selecting and

understanding the medium of communication | Brief introduction to various

mediums of brochure, newsletters, email and their uses | Persuasion and

promotion writing | Research | Note taking | Brain storming and the art of

mind mapping | In-class mind mapping exercise

Final project submission in front of your peers while industry experts evaluate your

project work with constructive criticism

Present your financial model in front of your peers

Types of interviews | What to do before an interview | What to do after an

interview | Follow-up etiquette | Body language - dos and don'ts

Experts guide you on how to prepare for technical interview round with tips, tricks

and a quick refresher on concepts learnt

1:1 or panel mock interviews with faculty to clear the HR and technical round of

interviews to give you confidence to face real world scenarios

1:1 or panel mock interviews with industry veterans to clear the HR and technical

round of interviews to give you confidence to face real world scenarios

TRANSACTION EXECUTION(6 HOURS)

INTRODUCTION TO EQUITY RESEARCH(10 HOURS)

ONE-ONE PRESENTATIONS(5 HOURS)

GUEST LECTURE BY EY + BUSINESSWRITING & STORYBOARDING(5 HOURS)

FINAL PROJECT PRESENTATION(5 HOURS)

FINANCIAL MODEL PRESENTATION(5 HOURS)

INTERVIEW PREPARATION - HR(2 HOURS)

INTERVIEW PREPARATION - DOMAIN(3 HOURS)

MOCK INTERVIEWS - HR AND DOMAIN(WITH INTERNAL FACULTY)(4 HOURS)

MOCK INTERVIEWS - DOMAIN(FACING EXTERNAL INDUSTRY EXPERTS)(4 HOURS)

HANDS-ON PROJECTS

PLUS: 20 Hours of Program Delivery by EY Leadership

Marico - Financial StatementPreparation

Infosys -Capitalizing R&D Expenses

Hindalco -CalculationOf Ratios

Titan - WritingAn InitiatingCoverage Report

TCS - Calculationof EV

PVR Cinema -Build FinancialModel

Page 5: EY FINANCIAL ANALYSIS PRODEGREE - Imarticus …imarticus.org/wp-content/uploads/2017/03/EY-Prodegree-eBrochure-2.pdfINDUSTRY LANDSCAPE OVERVIEW OF PROGRAM Accounting Modeling V aluation

KEY HIGHLIGHTS

COMPREHENSIVE COVERAGEThe 180-hour training program provides comprehensive

coverage on financial accounting and statement analysis,

financial modeling and valuation, equity research, corporate

finance strategy, excel and powerpoint, aptitude, resume

building, and interview prep.

EY AS KNOWLEDGE PROVIDERThe program is co-created with EY as the Knowledge Provider

and comes with a cutting edge industry-aligned curriculum

that is aligned as per EY’s exacting requirements.

MENTORSHIPIndustry experts from leading companies advise and mentor

students in their journey towards job-readiness. We have a

dedicated mentor assigned to each student. Who you can

approach at any time to clear any doubts about the industry

or your career prospects.

24/7 LEARNINGOur state of the art online portal provides 24/7 access to your

study material, learning aids and tests. Stay in touch with

students and faculty for continued learning and support.

EXPERIENTIAL LEARNINGWe believe in ‘Learning by Doing’ and place utmost

importance to practical understanding of the subject matter.

You will spend sufficient time getting hands-on with industry

projects and building a portfolio of demonstrable work.

Live Instructor-led Virtual

Classes with expert faculty for

real-time learning for learning

as per your convenience

ONLINE DELIVERY

127 HOURS

CLASSROOM DELIVERY

127 HOURS

Classroom training by

expert faculty with

industry credentials

at our Imarticus centers

SELF PACED INSTRUCTORVIDEOSActive, self-paced,

data-driven learning

through HD videos

53 HOURS

SELF PACED INSTRUCTOR

VIDEOSActive, self-paced,

data-driven learning

through HD videos

53 HOURS

OR

OPTION 1

OPTION 2

TWO DELIVERY MODES TO CHOOSE FROM

Page 6: EY FINANCIAL ANALYSIS PRODEGREE - Imarticus …imarticus.org/wp-content/uploads/2017/03/EY-Prodegree-eBrochure-2.pdfINDUSTRY LANDSCAPE OVERVIEW OF PROGRAM Accounting Modeling V aluation

FACULTY

SHANIN THOMAS

Shanin has over 12 years of

expertise in value investing,

financial statement analysis,

Business Valuation, and

Behavioral Finance. He runs a

boutique investment

advisory firm, Analysewise

Investment Advisors. He has

delivered corporate training

programs for leading

investment banks and

corporates. He is also a

qualified CFA (AIMR, USA) and

has completed Bachelors in

Electronics Engineering from

Mumbai University.

SHARING REAL-WORLD

CASE STUDIES

INDUSTRY-APPROVED

CURRICULUM

20 HOURS OF GUEST

LECTURES BY EY

SORABH KATARIA

Sorabh is a Partner in the

Valuation and Business

Modelling Group in EY

Mumbai. His experience

across the private sector and

advisory role has given him

invaluable insights into the

valuation and fund raising

cycle. Prior to joining Ernst &

Young Sydney in 2007,

Sorabh worked for General

Electric for over 10 years.

Sorabh is a Six Sigma quality

black belt and an engineer

and MBA (FMS ) by education.

SLOKA BALASUBRAMANYAN

Sloka is an Associate Vice

President in the Valuations

and Business Modeling team

of EY in India, having over 6

years of experience in

valuations, financial

modeling, project finance,

corporate finance, decision

support, and transaction

analyses. She has worked

across various sectors such

as real estate, infrastructure,

telecom, and technology. She

is a CA and Masters in

Commerce (M.com -

Management) from Mumbai

University.

PLACEMENT ASSISTANCE

ROLE OF EY AS KNOWLEDGE PROVIDER

Imarticus provides 100% assistance throughout the program to guide and help

navigate ample career options and help you get job ready from Day 1.

2 INTERVIEW PREP1 RESUME BUILDING 3

We help you refine and

polish your resume with

tips to help you land your

coveted job

We prepare you to ace HR

and Technical interview

rounds with model interview

Q&A and extensive mock

interviews

We give you unrestricted

access to our private and

public leads and references

on our placement portal for

3 months

EY Leadership is closely involved in the design and delivery of the Prodegree.

ACCESS TO OURPLACEMENT PORTAL

EY FACULTY

www.imarticus.org [email protected]

Bangalore: st No.143, B 1 Floor, 60 feet road, 5th

Block, Koramangala, Bangalore - 560 095

Tel: M: 080-45129914 / 45129924 / +91-9008668548

Chennai: nd 2 floor, East West Centre, 128, Nelson

Manickam Road, Chennai – 600 029 044- Tel:

43558466 / 45642104 / +91-9789879741M:

Mumbai: th 5 Floor, B-Wing, Kaledonia, HDIL Building,

Sahar Rd, Andheri East, Mumbai - 400 058

Tel: 022-42422016 / 42422017

Delhi: Plot No.10, Dakshin Marg, DLF Phase-II,

Gurgaon - 122008 0124-4874030 Tel:

CONTACT US FOR A PROFILE REVIEW

Hyderabad: 303, 3rd floor, Block 1, White

House, Begumpet, Hyderabad - 500016

Tel: +91 40 47123304/06 +91 9100906840M:

Coimbatore: 1055, Gowtham Centre, First

Floor, Avinashi Road, Coimbatore – 641018

Tel: +91 9952168073

Pune: 3rd Floor, Abhinav Building, Next to

Congress Bhavan, Congress House Road, Shivaji

Nagar, Pune – 411005 022-61419585Tel:

For Online Delivery inquiries : 1800-267-7679