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FMInstitute

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Bridging the gap between academics and real life applications

Certification in“Financial Modeling and Company Valuation”

From FMInstitute

“Basic and Advance Excel Specialist”

from MICROSOFT (USA)

FM INSTITUTE

Certification in

Tel: 011-47028779

Mob.: +91-9310040603

+91-9911251975

Web: www.fminstitute.in

47/16, Hotel Sagar Palace

Old Rajendra Nagar

Near Rajendra Place Metro Gate No:3

New Delhi-110060

Sample Certificate

Office Excel® 2010

September 12, 2015

Office Excel® 2010

Financial Modeling Institute

This Certifies That

has successfully completed the course on

"Financial Modeling & Company Valuation using Excel and VBA"

FMInstitute, New Delhi [India]

Authorised Signatory

Registration and Training Venue

from

Sample Certificate

FMInstitutePath to Success...

TM

builds up the gap between academics and the corporate world, provides students and professionals with the relevant

practical financial skills. The candidates also find placements with the best global Investment Banks, KPO, Equity Research Firms, Credit Rating/Research Firms and Financial Services companies in India.

FMI Established in 2010 and more than 5000 professionals got certified from our program, Financial Modeling training Institute offering an accelerated career path for both current finance professionals and all individuals seeking to enter the finance industry.

Industry experience you can learn from and quality you can trust. FMI is the place where

FMI has also trained analysts and associates on behalf of many firms. More specifically, a number of our graduates have been employed or are currently employed by the following organizations:

FMInstitute is a training Institute that offers certified courses related to Technical Analysis, Advance Financial

Modeling and Companyvaluation, Basic & AdvanceExcel, Macro(VBA), Foreign Courses: CMA London. Our training

16 Days / 2 Month Weekend (Saturdays & Sundays)Training

Text Functions: Concatenate,Substitute,Right, left,Mid,Len, Upper, lower, Proper,Find, Search,Trim, Trunc, Round Working with named ranges ; Creating a name r ange,Editing named range, Deleting a named range Create a custom named Create Lists & Data Tools Text to columns, Remove Duplicates, Data Validations

Conditional formatting,

Protect Sheet,Create hyperlinks Working with graphics, Convering workbook

Basics of charting: Creating a chart,Creating a Bar chart with line gra ph, Modifying chart option changing the source data

Pivot Tables Understanding pivot tables, Creating Pivot tables, Grouping / Ungrouping, How to add calculated field andcalculations with in pivot table, sorting data, Show value as % of row, % of column, % of total, Creating a piv ot chart

What if Analysis Goal Seek, Data Tables, Scenario Manager Solver , Outline Group, Ungroup, Subtotal

Sort & Filter Sorting Data, Filtering Data, Using Advanced FiltersFormula Auditng Evaluate formula, Trace precedents, Trace dependents, Remove Arrows, Show Formulas

Basics of Excel : Introduction to Excel 2010, Excel Structure, Save file and their file extension, Excel Keyboard shortcuts, Format

rows and columns, Applying number formats, Paste Special

Formatting of cells: Wrap Text, Merge & Center, Cell alignment Basics of referencing : absolute, relative and mixed

Excel functions: functions-Sum, count, CountA, Average, Operators (+,-,*,/),Max, MinLogical functionIF, AND, OR Functions, Nested IF, IF Error, Iferror

,

Date and Time functons: (How date works in excel)Month, Year, Day, Date, Today , Now, Days360

Vlookup, Hlookup, Lookup Functions: Index, Match,Offset, Choose, Indirect.Information Functions: Iserror, Istext, Isnumber,Isodd, Iseven, Cell , Isblank

: Sumifs, Countis, AverageifsConditional Functions

& Excel

Industries where Financial Modeling is Used:-1. Investment Banking

2. Project Appraisal

3. Private Equity

4. Hedge Funds5. Equity Research

6. Corporate Finance

7. Knowledge Process Outsourcing

8. Asset Management

9. Rating Agencies

10. Consultancy

Companies:-

1. Copal Amba

2. Evalueserve

3. Adventity

4. Ernst & Young

5.Amba Research

6. Aranca

7. SBI Capital

8. Barclays Capital

9. Cians Anlytics

10. Crisil

11. D E Shaw

12. ICRA

13. Analec Research

14. pipal Research

15. Smart Cube

16. Transparent Value

17. Morning Star

18. McKinesy

19. JP Morgan

20. Gridstone Research

Course Highlights:-

1.Basic and Adv. Excel

2.Financial Accounting and Financial Statement Analysis

3.Navigating the Annual Report

4.Financial Modeling using Adv. Excel

5.Valuation Techniques (DCF, Relative Valuation, Transaction)

6.Mergers and Acquisition7.Visual Basic of Application (Macro in Excel)

Who can best fit in FMInstitute

A professional seeking to break into finance sector

MBA/ CA/ CFA/ M.Com, etc.

Graduate or current undergrad seeking your first finance job.

Day 1 & 2: Basic & Advance Excel 2010

perform

Basic

& About FMI

Interactive Macros, Events: Message Box, Input Box, Trigger Macro on Workbook Events. Trigger Macro on Worksheet Events

Basic & Advance Macros : Introduction to VBA Macros, About Macros, Record a Macro and Modify the Code, Personal Macro

The Visual Basic Editor Opening the VB Editor, Project Explorer Window, Inserting a code Module, Properties, Window,,

Toolbars in the VB Editor

Code Structures, How to Enter Code: Code Blocks, Sub...End Sub Block, Functions...End Function Block Statements: Capturing

and Assigning Values, Making Decisions: If and Select Case, Loops: For, For Each, and Do Loops, Add comments to code

Variables and Options: Variable Types and Declaration, Declaring Variables

Coding Common Excel Objects: Excel Object Model, Workbook, Worksheet, Range

Applied VBA: Creating Add-ins, Exporting and Importing Code Module, Protecting Your VBA Project, User Defined Functions

·Introduction to Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement.

·Go through every line item of the Financial statements and Related accounting Standard

·Interactions between financial statements and do an Impact analysis

·Understanding the concept of EBIT and EBITDA

Financial statement analysis is the process of reviewing and analyzing a company's financial statements to make better economic

decisions. These statements include the income statement, balance sheet, statement of cash flows,and a statement of retained

earnings. Financial statements are linked with each other. Our in-depth course in Financial Statements helps you learn and master the subject which is actually very crial to the start of your finance career.

·Overview and explanations of all major Financial ratio and their uses in difference sectors

·Methods of Consolidations of a subsidiary Company with the holding company

·Financial Reporting vs Ta x reporting, Reasons for Deferred tax·Concept of “Normalization of EBIT and PAT”

·Income Statement Ratio: Gross Margin, EBIT margin, PAT Margin

·Balance Sheet Ratios:ROE, ROCE, Liquidity Ratios

·Understand how financial statements are linked and how change in one item affect the others

Financial modeling is the task of building an abstract representation(a model) of a real world financial situation.This is a

mathematical model designed to represent the performance of a financial asset or portfolio of a business, project, or any

other investment. It builds the integration of three financial Statements: Income Statement, Balance Sheet & Cash flow statement.

Key Learning Outcomes

§ Building comprehensive financial models from scratch for a Listed Company.

§ Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with required item based schedules.

§ Integrate assumptions and drivers into financial models based on the information available in the Annual report.

§ Design various supporting schedules of:Working Capital, Deferred Taxes, Property, plant and equipments / Depreciation, Intangible Assets, Retained Earnings and Debt & Interest

§ Calculate Ratios to identify Strength and Weakness of the Firm

§ Perform sensitivity & Scenario analysis using data tables, Choose and Offset

§ Balance the model using the debt schedule and debt sweep logic.

§ How does the revolver facility actually balance the model?

§ How the financial statements are integrated using the Interest schedule?

§ What are circular references, why should they be avoided and how to deal with circular references

Step by Step building a model for Commercial Real Estate Project

Building Area Assumptions Capex and funding Schedules

Building Debt and Interest Schedule

Building Revenue and NOI schedule Modeling Valuation, IRR, equity returns Scenario Analysis for key project parameters

& Excel Day 3 & 4: Basic & Advance Excel Macro (VBA)

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Excel Day 5 & 6: Financial Statements & Ratio Analysis

Day 7 & 8: Financial Modeling using Excel (FMCG)

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& Day 9 & 10: Real Estate & Bank Modeling &

Selecting and valuating appropriate Multiples/ E Trailing and forwarded, EBIT Multiple,EBITDAMultiple, P/B Multiple revenue Multiple, PEG)

Calculate and interpret financial and market ratios Common analytical challenges including Calandarization, non recurring dilutiitems, ve securties and classfication issue are addressed using industry best prac

CalculatingGrowth Drivers and Future AssumpRevenue Build-Up – Projectingthe Future RevenuesCost Build-Up – Projectingthe Future CostModeling historical & projected financial statements Building cash flow statementAsset and DepreciationScheduleDebt and Interest ScheduleBuilding an Integrated model for valuation using DCF

Sensitivity/ScenarioAnalysisEquity Modeling – Equity InfusionModeling the projected P/L and BSModeling the projected Cash Flow StatementPerforming Ratio AnalysisWACC and Cost of Equity AnalysisPerforming Valuationusing DCF (FCFF & Enterprise Value)

Partcipants learn to select appropriate comparable companies by evaluating operational, financial and set evaluation benchmarks & select comparable companiesGather appropriate financial history and projectionsNormalizing operating results and calculating LTM operating resultsExclude nonrecurring charges, normalize for stock option expenseStandardize various expense classifications including FIFO to LIFO inventory accountingCalculate shares outstanding using the treasury stock method

Calculation of LTM Net income, EBITDA and EBIT

The “Comparable Transaction Analysis” or “Comparable Acquisition Analysis” is based on the premise that the value of a company or an asset can be estimated by analyzing the prices paid by purchasers of ownership interests in reported comparable acquisition. Transaction multiples define the prices which acquirers are willing to pay for control of the target company

in the context of an acquisition transaction.By applying transaction multiple of the financial trial results of Company being analyzed, it is possible to determine a range of value.

Learning objective:Company DescriptionIdentification of Com parable companiesComputations of equity Value with dilutionDetermination of Net Debt AssumedCalculation of Firm value and share priceControl premium analysis

Computation of transaction multiples

Concepts of Merger and acquisition

Build a model of M&A to see the proforma impact of various

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Scenario & post merger

Understand the allocation of purchase price with purchasemethod of accounting post merger

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Under the accretion-dilution in EPS after the mergerin various scenario after adjustments

Various methods for the payments (Stock based or cash based)

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*Group discount available

Contact us for more detail: +91-9310040603,+91-9911251975, 011-47028779

www.fminstitute.in Email: info@fminstitute.in

*Corporate training Available

& Excel Day 13 & 14: Relative Valuation of 10 Companies (IT Sector)

& Excel Day 11 & 12: DCF (Discounted Cash Flow Modeling)

& Excel Day 15: Transaction Valuation Modeling

& Excel Day 16: Merger & Acquisition Analysis (M&A)

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100% Placement Assistance in Core Finance Profile