Equity Research & Financial Modeling

Financial Modeling - Financial Analysis, Business Forecasting & Projections, Corporate Valuations, Modeling Dashboards

•Financial Modeling is used in various business activities by Investment Banks, Equity Research firms, Credit Rating Agencies, Private Equity/ Venture Capitalist, Banks, Consultancy Firms, Corporate Finance Teams.

•Essence of Financial Modeling is in translating Business Strategy & Operations in realistic numbers considering the impact of Economic, Sectoral & Competitive scenarios

•Financial Modeling requires expertise in Accounting, Economics, Sector Knowledge, Analytics, Excel, Business Strategy

•Equity Research firms provide detailed research & insights into an economy, sector, company which forms basis of investment decisions

• Intro to Equity Research & Financial Modeling

• Economic Analysis & Sectoral Dynamics

• Financial Statement Analysis

• Modeling Drivers - Approaches & Methods

• Building Projections - Revenue & Cost Models, Capex, Loan & Working Capital Forecasting

• Forecasting P&L / CashFlow / Balance Sheet

• Valuation Techniques - DCF, EV/EBITDA, PE Ratio

• Sector Specific Valuations / SOTP Valuation

• Management Dashboards – Sensitivity / Gravity / Football Field Analysis

• Extensive hands on learning

• Industry case studies from Power, Telecom, Auto, E-Commerce industry

Financial Modeling & Corporate Valuation training is one of the most sought after training modules in the Banking and Financial industry. Helpful whenever any organization is considering any major financial decision – Raising Capital, Project Finance, Bidding for a project, Evaluating Acquisition Target, Cash Flow planning, Capital structuring, etc. – varied job profiles. In a B-school survey, 90% of the fresher's accepted that they went blank when asked to make a financial model in their first job