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Advanced Financial Modeling and Valuation Certification Course

Certified by Grant Thornton in India

Price 14,499 + Taxes

  • Total Duration: 50 hours (40 Hours Recorded Videos + 8 Hours of Advanced Excel Course by Grant Thornton + 2 hours of other content and assessments)
  • Along with: E-Notes
  • Language: English
  • Validity: 1 year with unlimited viewing
  • E-Certificate: Joint Certificate by CAclubindia and Grant Thornton in India on successful completion of course and passing the assessment.
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Introduction to the course

The Financial Modeling and Valuation program is designed for finance professionals & students to equip them with an understanding of Financial Modeling and Valuation, and thus help them understand, and build business & valuation models. This certification course will help the participants to escalate their career to the next level. At the end of this program, you will become capable of making informed business and financial decisions. This program will help you to create financial models that can be understood and easily implemented to gain insights into the opportunities and risks being faced by businesses.

Our training methodology covers a theoretical understanding of concepts through case studies to help our participants relate the scenarios to their job roles. Our faculty ensures that conceptual knowledge is imparted with a perfect blend of industry practices. Our approach involves focusing on concepts through case studies to help our participants relate the scenarios to their job roles.

Deliverables of the course will be :

  • 50 hours of study
    • include 40 hours of course recorded videos
    • 8 Hours of Advance Excel Program by Grant Thornton in India
    • 2 hours of other content and assessments
  • Two-way communication and query resolution from “Ask an expert”
  • Course material- GT Presentation
  • Quiz & Final assessment
  • Case Studies
  • LMS access of 1 year
  • E- Certificate of completion

What skills will you learn in the Financial Modeling Certification Course?

  1. Understand, refresh excel skills along with Interpreting financial statements peculiar to creating and working around a financial model.
  2. Understand the importance of managing data and the respective assumptions to build a financial model.
  3. Build up flexible cash flow models & learn the application of the Discounted.
  4. Valuation Techniques
  5. Presenting reports using Models
  6. Creating dashboards to present models in a summarized manner
  7. Designing revenue and expense models for various industries like consumer goods, modern retail, real estate and auto components and creating basic macros

Who Should Attend:

  • Investment bankers
  • Equity researchers
  • Professionals working in corporate finance or M&A domain
  • Chartered Accountants
  • MBA finance and commerce graduates
  • Professionals working in the finance domain

Content Coverage :

  • Understanding and Creating a Financial Model Template
  • Refreshing important Excel functions to be used in financial modelling and valuation
    1. String Function
    2. Offset function
    3. Data table
    4. Goal seek
    5. Linking multiple sheets and files etc.
    6. Macros
    7. Learning Custom formatting peculiar to creating financial models
    8. Learning referencing (usage of $) and its significance in the financial model
  • Basic Business Model:
    1. Understanding Business Model
  • Financial Statements :
    1. Creating Historical Statements
    2. Assumptions
    3. Forecast
  • Valuation:
    1. Applying DCF
  • Financial Model : Data
    1. Data Collection
    2. Data Structuring
    3. Public and Private data sources
    4. Preliminary Scrutiny of the Data and Information
  • Modeling 
    1. Working on Historical Statements
    2. Modelling Assumptions for Future Action
    3. Revenue Build-up – projecting the future revenues
    4. Cost Build-up – projecting the future cost
    5. Asset Schedule
    6. Depreciation Schedule – Book and Income Tax Depreciation
    7. Working Capital and Term Loan Modeling – Debt Infusion
    8. Modeling Impact of Accumulated Losses, Current Tax and Deferred Tax on Tax Payable
    9. Equity Modeling – Equity Infusion
    10. Modeling Paid Up Capital and Share Premium Account
    11. Cash Flow Statement Projection
  • Valuation 
    1. Cost of Equity - CAPM
    2. Net cost of Debt
    3. WACC
    4. Absolute Valuation: Performing Valuation using DCF (FCFF and Enterprise Value)
    5. Relative Valuation: Comparable Analysis
    6. Performing Sensitivity/Scenario Analysis
  • Project Valuation - Introduction
    1. Introduction and context
    2. Understanding an integrated financial Model
  • Project Valuation - Creating a model for NPV & IRR
    1. Understanding basics
    2. Building flexibility for cash flow at unpredictable time
    3. Building flexibility in Model
  • Modeling Delays 
    1. Date arithmetic and creating flexible template
    2. Lookup revenues and costs
    3. Quarterly to Yearly Revenue consolidation using Sum If
  • Project Valuation - Circular Logic and looping
    1. Interest During Construction
    2. Interest and Cash
  • Project Valuation - Creating EPC Schedule
    1. Finding out different cost involved in the project
    2. Calculating complete project cost
  • Project Valuation - CAPEX Schedule
    1. Finding out different cost involved in the project
    2. Calculating complete project cost
  • Project Valuation - P&L
    1. Working on different sources of revenue
    2. Calculating expenses
    3. Using DCF
    4. Calculating IRR
  • Project Valuation - Asset Schedule
    1. When, what is required?
  • Project Valuation - Valuation
    1. Using DCF
    2. Calculating IRR
  • Project Valuation - GANTT Chart
    1. Tracking progress of the project
  • Visualization - Interactive Excel Dashboard
    1. Introduction
    2. Dashboard design tips
    3. Data Sources
    4. Possible data sources
    5. Format data in table
    6. Building dashboard
    7. Pivot for the line chart
    8. Bar Chart
    9. Pie Pivot
    10. Sparklines Pivots
    11. Map Pivots
    12. Interactivity with slicers
    13. Dynamic titles
    14. Design and Layout
  • M&A - Introduction
    1. Meaning and Categories of M&A
    2. Merger Motivations
    3. Forms of Payment in a Merger Deal
  • M& A - Evaluation
    1. Evaluating a Merger Bid
    2. Case: Estimating fair acquisition price of the target company in M&A
    3. Identifying assumptions for estimating future cash flows
    4. Calculating FCFF, discount and terminal rate and NPV
    5. Comparable Companies
    6. Defining comparative value metric
    7. Estimating takeover premium and calculating takeover price
    8. Comparable transactions and defining comparative value metric
    9. Calculating the valuation of the company
  • M&A - Valuation
    1. Case: Live Case
    2. Why this case
    3. Finding out rationale for the transaction
    4. Searching and researching relevant reports
    5. Understanding the usage of 10K and 10Q
    6. Collecting and projecting numbers
    7. Merger Analysis – Key Drivers and Inputs
    8. Projecting both companies' numbers
    9. Find out the impact of deal announcement on share price
    10. Creating high level merger accounting for goodwill – Pooling method
    11. Accretion/Dilution Analysis and Modeling a Financing Plan
    12. Performing Sensitivity Analysis on Acquirer's EPS, Contribution
    13. Analysis
  • About the Training Instructor:

    Mr. Amardeep Singh
    Amardeep Singh holds more than 13 years of experience in Business Modelling and strategy, Financial Planning and Analysis, and business advisory and consulting

    • He is a Gold Medalist in CMA, Institute of Cost Accountants in India, a company secretary from India, and masters in economis

    • He has conducted corporate trainings in GCC and Asia Pacific region and leading Business Schools, including IIM Lucknow, IIFT, FIIB, and Professional institutes, including ICAI and ICSI

    • He specializes in Advanced MS-Excel, VBA Macros, Financial Modelling and Business Valuation, Budgeting and Forecasting, Finance for Non-Finance, M&A Modelling and Analysis

    • He has published various articles on subjects related to finance and financial modelling such as Business Valuation Untangled, Registered Valuer –Paving New Opportunities for Professionals, Microfinance –New Wave of Revolution in Credit Sector

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