Equity Research And Financial Modeling

Financial Modeling Coaching And Training Institute

Financial Modelling a must required skill soughed by MBA, CA, CFA & graduates from different streams to enter in to all the key finance profiles like Investment Banking, Credit Appraisal, Equity Research, Credit Rating, Fund Management & many more. It covers the dynamics of creating a financial model on a spreadsheet; it enables candidates in understanding complex techniques of forecasting & Valuations.

Equity Research & Financial Modelling

What it is?
The course content focuses on analysing Financial Statements of a company, Forecasting future financials & applying different valuation methodology using excel. We focus on the practical application hence we train our students by preparing financial models of public companies from scratch. Our students have prepared financial models of companies in different sectors like IT, FMCG, Automobiles, Cement, Oil & Gas, BFSI, Real Estate and many more.

How does it help!!
Financial Modelling is one of the most sought after skills required by recruiters in key finance profiles like Investment Banking, Credit Appraisal, Financial Research, Credit Rating, Fund Management, Private Equity & many more. We have trained 300+ financial modelling candidates including students, professionals & investors successfully achieving their objectives. We also provide 100% placement assistance after successful completion of our course. We have tie up’s/associations with reputed financial institutions conducting special placement drive for our students.

Key Course Highlights:

    • Working with worksheet: Adding and Deleting row & column, selecting multiple cells, jumping between cells, editing cell data, moving between worksheet, Fit column width, Hide and Unhide row & column

    • Tabs: Home, Insert, Page Layout, Formulas, Data, Review and View

    • Functions: Mathematical and Statistical Functions, Text Function, Financial Functions, Logical Functions and Date & Time Functions (Including advance functions like Vlookup, Hlookup, Amortization schedule, NPV, IRR, Concatenate, Sum if, PMT and many more..)

    • Some Special Functions: Paste special, What If Analysis, Pivot Table, Hyperlink, Charts, Conditional Formatting, Data validation, Protect sheet & workbook, Absolute & Relative referencing and Freeze Panes

    • Financial Statements Preparation: P&L account, Balance sheet and Cash flow statements

    • Sector specific revenue model and Balance sheet characteristics

    • Analysis: Revenue model, COGS, SG&A, Fixed cost, Tax and Profitability analysis

    • Ratios: Activity, Solvency, Liquidity, Profitability, Valuation ratios, Du point analysis, and Common size statement analysis

    • Valuation methodology of financial elements: Historical, Replacement cost, Realization, Fair & Present value

    • Data Gathering: Directors report, Auditors report, Schedule & Notes to the account ,Qtly results ,Investor presentation, Company updates & filing, and concall script

    • Sector Analysis: Peer comparison, Industry data, and Porters five forces

    • Top to Bottom Approach: Economy - Industry - Company

    • Economic Variables: GDP, Monetary & Fiscal policy, Inflation, Unemployment

    • Report: Understanding & Analyzing economic report

    • Forecasting Approach: Top to Bottom, Bottom to Top and Hybrid Approach

    • Forecasting: Integrated Financial Model,

    • Revenue Build Up: Segmental analysis, geographical analysis, growth assumptions
    • Cost Build Up: COGS and SG&A model, Depreciation & Interest cost forecasting and Tax calculation
    • Asset Schedule: Capex and Capitalization forecast, Gross block, Accumulated depreciation and Capital WIP forecast
    • Debt Schedule: Expected debt equity structure, Net debt schedule

    Basics: Time Value of Money, Opportunity Cost, Risk Free Rate, , Alpha, Cost of equity , CAPM and The Beta

    Cost of Equity Methods:

    • Capital asset pricing model, Risk free rate, Beta, and Equity Risk Premium calculation
    • Dividend discount model: sustainable growth rate calculation
    • Bond yield plus risk premium approach

    Relative Valuation Technique: Price -to-Earning (P/E) Ratio, Price -to-Book value (P/B) Ratio, EV/EBITDA

    Absolute Valuation Technique: Free Cash Flow to Firm (FCFF), Free Cash Flow to Equity (FCFE),Dividend Discount Model (DDM), Gordon Growth Model (GGM), Single and Multi Stage Model

    • Types of report: Initiating coverage report, Result update, Sector report, Thematic report

    • Effective report writing

    • Advance MS Word