Professional Program in Financial Modeling Using Analytics

Duration: 12 month

Financial modeling is a key skill for making large and complex financial decisions. It is used widely across investment banking, equity/credit research and sales.

Finance Industry is looking to hire people who

  • Can create dynamic financial models

Who should do this course?

  • Anyone interested in finance
  • Want to work in Finance sector

What you learn

  • Specialized knowledge
  • Problem Solving
  • Cost of capital and uses Essential economics
  • Investment banking operations

Specialized skills

  • Profile building
  • Aptitude skills Communication Interview skills CV writing

Course Curriculum

Module 1 Problem Solving in Excel

  • Problem identification & solving approach
  • Descriptive statistics
  • Excel basics
  • Excel functions & Financial Math
  • Excel visualization
  • Storytelling with data

Learning Outcome

Know what types of business problems can emerge

› Break-down a problem to component parts

› Collect data and describe the problem

› Compute and present a solution

Module 2 Financial Statement Analysis

  • Introduction to FSA
  • Income statements
  • Balance sheet
  • Cash flow
  • Ratio analysis

 Learning Outcomes

  • Attribute transactions
  • Create an Income statement, a Balance Sheet and a Cash Flow statement
  • Calculate ratios from Financial Statements
  • Interpret ratios

Module 3 Corporate Finance

  • Time Value of Money and IRR
  • Cost of Capital
  • Sources and used of Capital
  • Build your first model

Learning Outcomes

Understand what metrics are required to take financial decisions

  • Evaluate a financial opportunity
  • Make a project finance model

Module 4 Equity Modeling

  • Introduction to valuation
  • Souring historical data
  • Forecasting costs and revenues
  • Forecasting BS and CFS
  • DCF & Relative valuation

Module 5 – Risk Management

  • Risk management practices
  • Compliance and regulatory reporting
  • Clearing process
  • Settlement process
  • Investor grievances and arbitration
  • Other services provided by brokers

Module 6 Power BI

  • Business Intelligence (BI) Concepts
  • Microsoft Power BI (MSPBI) Introduction
  • Connecting Power BI with Different Data Sources
  • Power Query for Data Transformation
  • Data Modelling in Power BI
  • Reports in Power BI
  • Reports & Visualization Types in Power BI
  • Dashboards in Power BI

Module 7 R program

  • R Introduction
  • R Basics
  • R Statements
  • R Loops
  • R Functions
  • R Data Structures
  • R Functions
  • R Advance
  • Data Interfaces
  • Data Visualization
  • R Regression
  • R Statistics