Financial Modeling

This course bridges the gap between industry-sought skills and student capabilities. Upon completion, students can enhance their CVs with 5+ projects in financial statement analysis, project finance modeling, and equity valuation, boosting CV shortlisting chances and providing valuable interview talking points.

The primary aim of this course is to bridge the gap between the industry’s sought-after skills and those possessed by students. Upon completion, students will have the ability to enhance their CVs by including 5+ projects or points related to financial statement analysis, project finance modeling and equity valuation modeling. These projects not only increase the likelihood of CV shortlisting but also serve as valuable talking points during interviews.

1. What is financial modeling?

• Financial Storytelling: Using numbers to create a roadmap that helps businesses understand their financial performance.
• Decision-Making Tool: Guiding companies in making smart decisions about investments, resource allocation, and strategic planning.
• Risk Management: Identifying and managing financial risks through sensitivity and scenario analysis.
• Investment Guidance: Providing insights on where to invest money for maximum returns and strategic advantage.
• Performance Tracking: Monitoring and forecasting financial performance, ensuring alignment with business objectives.

2. Who should do financial modeling?

• Freshers looking to enter BFSI or Finance Function.
• Any student considering a career in Finance or targeting MBA in the future.
• Anyone keen on becoming an entrepreneur or run an existing business.
• Experienced Professionals eager to switch to Finance.

3. How can I learn financial modeling?

You can only learn how to make a model by making it — as you can only learn how to swim by getting into the water. You will have to get your hands dirty. In our course we teach how to create a model starting from a blank excel sheet.

Enroll in our financial modeling course and learn by taking small steps. Learn by doing and not just by looking. You will get ample opportunities to apply your learnings in projects like financial statement analysis of public companies like DMart, TCS etc.

This is just one example. You will also be doing projects related to project finance modeling and equity valuation modeling.

4. Key Highlights:

The course emphasizes practical learning, as we believe students grasp concepts better through hands-on activities. By analyzing financial statements of publicly listed companies such as DMart, PVR, TCS, Indigo, Infosys, and HCL, students get good hands-on practice.

By creating project finance models from blank Excel sheets and DCF models of publicly listed companies like DMart and PVR, students gain valuable insights and skills applicable to roles in investment banking, equity research, project finance, and credit analysis.

• Curriculum

Course Structure

1. Introduction to Financial Statement Analysis
2. Basic Excel
3. Income Statement
4. Balance Sheet
5. Cash Flow Statement
6. Ratio Analysis
7. Bookkeeping Case
8. Financial Statement Analysis (FSA) of DMart
9. FSA of PVR
10. FSA of Indigo
11. FSA of TCS
12. Ratio Analysis of TCS and Infosys
13. Ratio Analysis of Indigo and Spicejet
14. Summary and Assignments
15. Advanced Excel
16. Next Steps and Projects
17. Introduction to Financial Modeling
18. Summary of Financial Statements
19. Creating Your First Model from Scratch
20. Creating Your Second Model from Scratch
21. Creating Your Third Model from Scratch
22. Project Finance Model - Summary and Assignments
23. Basics of Discounted Cash Flow (DCF) Valuation
24. DCF Valuation Model - DMart
25. DCF Valuation Model - PVR
26. Relative Valuation - IT Sector
27. Next Steps and Projects