NSE Certified - Financial Modelling

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Index
 Financial Modelling
 Application of Financial Modelling
 Financial Modelling Illustration
 Why Financial Modelling?
 IMS Proschool Financial Modelling Course
 Key features
 Study Options
Details of the course delivery
 IMS Proschool

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Financial Model applications
Financial Modeling is a key skill with application in several areas within banking
and finance industry as well as within corporations.

 Forecasting future raw material needs Check investment requirement

 Valuation of a security  Quantify and predict risk
 Benefits of a merger  Portfolio performance
 Check the size of the market opportunity  Identify undervalued securities
 See the roadmap to profitability

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Financial Modelling
• In Financial Modeling you learn to gather historical information
on companies and analyze company / industry performance on
1 various financial parameters

• Analysis is then used to build a companies financial model, Preparing a

which in turn is key to projecting a future financial performance Financial
2 Model &
Research
• Based on this model companies / investors can arrive at a Report
suitable valuation for the companies.
3

• Such research analysis is used in the areas of investment

banking / equity research/financial KPOs that are assisting
4 investment bankers / equity research firms, financial advisory
firms, project finance

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Financial Modelling Illustration

Collect Historical
Information
from:

 Company
website
 NSE India
 BSE India
Financial Modelling Illustration

Put Historical data

in to Excel sheet

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Financial Modelling Illustration
Prepare(On
Excel sheet):

1. Income
Statement
2. Balance
Sheet
3. Cash Flow
Statement
4. Revenue &
Cost Drivers
5. Debt
Schedule

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Financial Modelling Illustration

Based on above
information:

1. Forecast
Company
Revenue
2. Arrive at
Valuation

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Financial Modelling Illustration

Finally present your findings in a “Research

Report”

Users of Research Reports

1. Equity
Research
House
2. Private
Equity
Banker
3. Credit
Rating
Companies
4. Investment
Banks
5. Companies
6. Mutual
Fund House

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Applications of Financial Modelling
Investment • Financial Modeling helps Investment Banker in Valuing the company by forecasting the revenues.
On the basis of Valuation they recommend the buyer or seller on acquisition of new funds or
Banking investments in new funds respectively.

• Financial Modeling enables analyst in examining an organization’s financial projections,

Equity Research competitor’s projections and other dynamics to determine whether it is a smart or a risky
investment.

• Financial Modeling equips Credit Analysts in collecting historical information & , outstanding
Credit Rating debts and forecasting future growth on excel sheet to determine the degree of risk factor , which
helps him/her in giving rating

• Financial Modeling helps in assessing the financial viability of a project and creating a funding
Project Finance plan through debt and equity components

Mergers & • Financial Modeling helps the companies in access the value of the company which they want to
merge or acquire by forecasting the revenues , preparing debt schedule , by doing competitor
Acquisitions analysis

• Financial Modeling helps companies in assessing their own finances & build financial models
Financial Analysis for their on projects. & in creating a funding plan through debt and equity components

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Why NSE Certification
 Your gateway to a rewarding career in Equity Research, Investment Banking, Credit Rating ,
Project Finance, Business Analysis
 Learn Excel Modeling for Analyzing, Valuing & Forecasting different companies
 Prepare Financial Research snapshots and evaluate different sectors
 The only Financial Model program in India certified by NSE India.
 NSE is the largest certifying body for financial modules
 Get two additional certifications on “Investment Banking – M&A” and “Advance VBA and
Macros” by IMS Proschool

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 Syllabus at a glance
Module 1 Module 2
Excel Proficiency Refresher course on Economics, Financial Markets
, Financial Statements & Financial Management
Formatting of Excel Sheets, Use of Excel Formulae Introduction - Economics , Microeconomics , Macro-
Function economic
Data Filter and Sort , Charts and Graphs Refresher - Basic Accounting Principles

Table formula and Scenario building, lookups, pivot Reading the Annual Report & International Accounting
tables Standards
Advanced Modeling Techniques Time value of money , Long term financing , Cost of
capital , Risk and return
Introduction to macros, Macros, Recording of Capital Structure , Dividend Policy , Working Capital
Macros Requirements ,Equity and Industry Analysis
Understanding Visual Basic Environment (VBE) Financial Markets & Intermediaries

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Syllabus continued…

Module 3 – Project Finance

Project evaluation
Stage of project
Initial & development phase
Funding during investment phase; costs during investment phase; life of project
Decision making
Cash flow waterfall & resolve circular reference problem in interest during construction.

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Syllabus Continued…
Module 4 – Equity Research Modelling
Prepare an Income Statement, Balance sheet, Cash Flow Statement, Geographic Revenue Sheet, Segment
Revenue Sheet, Cost Statement, Debt Sheet
Analyze Revenue Drivers, Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost
Statement, Debt, Income Statement, Balance Sheet, and Cash Flow Statement.
Forecast Geographic Revenues, Segment Revenues, Geographic Revenues, Cost Statement, Debt, Income
Statement, Balance Sheet, and Cash Flow Statement.
Performa Adjustments, Income Statement - Compute Margins, Balance Sheet -Compute Ratios
Cash Flow Statement Projection, Valuation- Discounted Cash Flow Method (DCF), Valuation – Relative
Valuation (Football Field Chart)
Valuation – Assumptions for Valuation Model, Prepare Valuation Model, Prepare Presentation Sheet,
Prepare Company Overview , Sector Overview
Report Writing - Overview

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Course Resources
Study • FM Book 1
Material
• FM Book 2

Financial • Theory
Modelling Classroom
• Hands-on
Training
Training Training

• Study Material
Online • References
Resources
• Sample Models

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Evaluation & NSE Certification

Complete 4 Take Project

Fill the "NSE NSE
assessments Assessment Schedule the
India- Exam India(NCFM)
with 50% and score exam directly
request form" certification
score 50%

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What’s More … Additional Training
(After clearing NCFM - Financial Modelling Exam)

Advanced Investment
VBA & -Understanding Macros and VBA
Banking – - Introduction to Investment Banking –
Merger and Acquisitions
Macros Recording Macros M&A - Types of M&A: Merger ,Acquisition,
-Understanding basics of coding Consolidation ,Spin-off
-Understanding objects and - Drivers for M&A
control statements in VBA code - Accounting for Mergers: Purchase
- Application of macros to Method & Pooling Method
Financial modeling - Differentiate between financing and
operating synergies

- M&A Regulatory Environment

Developing solution to circular reference
- Developing M&A Models: Integration of
problem
Financial Statements between (Target
- Developing sensitivity table
and Acquirer),
- Developing scenario analysis
- Valuation -DCF, Relative and Transaction
- Developing simulation
Comps
- Examples will be based on project
- Developing Merger Model
models
- Developing Synergies

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Key Features
 3 Months weekend classroom program and Live Virtual
classroom program
 Comprehensive course content making you Job ready
 Practical hands-on training methodology
 Study resources for reference and practice
 NSE Exam preparation via rigorous internal assessments
 Placement Assistance – Interview grooming

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Study Options
Comprehensive Classroom Live Virtual Classes Distance Learning
35 hrs of Audio – Video enabled “Live &
12 weeks of Classroom Training Interactive training program on CISCO Self study
Platform
Study Material – Books and Online Study Material – Books and Online Study Material – Books and
Resources Resources Online Resources
100 hrs Audio Video presentation on Get recorded sessions for future 100 hrs Audio Video presentation
building models reference. on building models
Learn 6 financial models of different Clear your subject doubts face-to-face
4 hrs online workshop
sectors with experts
Weekend Classes Weekend sessions At your own pace

Pune , Mumbai, Delhi , Bangalore, Mumbai, Pune , Navi Mumbai, Delhi,

Across India
Hyderabad Bangalore, & Hyderabad

INR 30,000 ( All inclusive) INR 18,000 (All inclusive) INR 12,000 (All inclusive)

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Study modes - Features
Classroom Training

Live Virtual Classes

• Face-to-face training by industry expert • Audio – Video enabled “Live & Interactive
faculty training program” on CISCO Platform
• Access online study resources and mock • Clear your subject doubts face-to-face
assessments with experts
• Get your queries/doubts resolved in real time • Get recorded sessions for future
• Networking opportunity with varied reference and missed sessions.
experienced professionals • Access Online study resources and Mock
• Knowledge sharing among peers and assessments
motivation due to interactivity • Interact with your peers virtually while
• Interview grooming learning
• No travel, save time - Study in the
comfort of your home with a broadband
connectivity

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 About Proschool
 IMS Proschool is an initiative of IMS learning Resources Pvt. Ltd an organization engaged in training students for
last 37 years.
 Proschool was launched in 2006 with the objective of equipping graduates and young professionals, with
relevant and current skills through standards-based and thoroughly tested certification programs to enable them
to perform in a wide spectrum of business environs.
 Ranked #4 Trusted Brand in Education and 44th amongst Most Trusted Service Brands across India (AC-Nielsen
& Brand Equity Study)
 IMS Proschool along with parent organization has trained more than 3 lakhs candidates for different competitive
exams and professional courses
 90 centers across India for Management Training and 7 centers of Proschool for Financial Training
 Proschool has also trained over 20000 professionals from well known organizations like State Bank of India,
Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc.,

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 Partnerships
Funded by National Skill Development Corporation, a PPP promoted by the
Union Ministry of Finance, Govt of India to offer skills based education

Tie-up with National Stock Exchange's NCFM for Certification test administration

Approved learning partner of CIMA (UK) for management accounting

qualification

Approved prep provider of CFA Institute, USA for CFA Program

Partner with NISM (National Institute of Securities Market - an Initiative of SEBI)

to spread Financial Literacy and Awareness across 135,000 schools in the
country.

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 Corporate Clients

Trained & Certified employees of following Organizations

 State Owned Banks

 Foreign Banks
 Security Houses
 Mutual Fund Companies
 Insurance Companies
 IT/ITES

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 Our other industry oriented programs

Post Graduate Program

Certification Programs
(6 Month – 9 months)

• Chartered Financial Analyst

• Financial Modeling • Financial Modeling & Business Analysis
• Certified Financial Planner • Business Analytics
Certification • Banking & Financial Planning
• Financial Services Foundation • Management Accounting
• Chartered Institute Management
Accountant
• Business Analytics

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To Know more visit us at www.proschoolonline.com
Follow us on www.facebook.com/proschoolonline
Or call your nearest IMS Proschool centre

City Contact no
Bangalore 9900799981
Mumbai 9619207323
9769162050 /
Navi Mumbai
7710012857
Pune 020-65004735/36
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Other cities 9769162050
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