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Financial Modeling

Financial modeling involves representing a real life financial situation through an abstract model or representation. It is a mathematical model particularly designed to embody the performance of a financial asset or portfolio of a business, project, or any other investment in a much easier and simplified form.

Seeing the business era of today, Assk Academy has started new certification course on Financial Modeling to cater the growing demand for financial professionals in India.

Once a student enrolls for the financial modeling course with ASSK he can easily make financial model on their own. Students will go through a detailed training process where they will learn valuation Modeling, Merger & Acquisition (M&A) Analysis and Project Finance. Not just these they will also be taught the intricate details of spreadsheet software that allows powerful data presentation using numerous visual elements through back-end code. Microsoft® Excel is the most commonly used that we use to teach student spreadsheet based modeling.

A Financial Modeling course from ASSK will help understudies shine in the field of Equity research, investment banking, corporate finance, Project finance, credit rating etc. At ASSK, we proffer courses on financial modeling where expert industry professionals educate students using Excel through classrooms mode.

Advantages of Assk

Lowest Fee
Fully Air conditioned , Wi-Fi enabled campus.
Case Studies, Projects, Guest Lectures.
Additional trainings on advance excel and PD & English communication .
Top notch faculties with rich industry experience and successful wealth professionals with academic exposure.
Lowest Fee
Full Course covering every advanced topic
Experienced Corporate Trainers
Small batch sizes of 10 to 12 students
Individual attention
Standard study material
Free Excel Templates
100% placement Assistance till you get at least one job offer.

Placement Assistance

ASSK Academy provides Placement Assistance like no one else. At ASSK, every student that enrolls for Financial Modeling courses gets their hand on at least one job offer, given that they have complete attendance and desired discipline and performance. Our internships allow employers to assess the skills and capabilities of our interns where they are expected to treat the internship very seriously.

Course Curriculum

Module 1
- Basics of Excel:Introduction to excel 2010, Excel Structure, Save file and their file extension, Excel Keyboard shortcuts, Format rows and columns, Applying number formats, Paste Special
- Formatting of cells: Wrap Text, Merge & Center, Cell alignment
- Basics of referencing: absolute, relative and mixed
- Excel functions: functions-Sum, count, Count A, Average, Operators (+,-,*,/), Max, Min Logical function IF,, AND, OR Functions, Nested IF, IF Error.
- Date and Time functions: (How date works in excel)Month, Year, Day, Date, Today , Now, Days360
- Lookup Functions: V lookup, H lookup, Index, Match, Offset, Choose, Indirect.
- Information Functions: Is error, Is text, Is number, Is odd, Is even, Cell, Is blank
- Conditional Functions: Sumifs, Countis, Averageifs
- Text Functions: Concatenate, Substitute, Right, left, Mid, Len, Upper, lower, Proper, Find, Search, Trim, Trunc, Round
- Working with named ranges: Creating a name range, Editing named range, Deleting a named range Create a custom named
- Create Lists & Data Tools: Text to columns, Remove Duplicates, Data Validations Text to columns, Remove Duplicates, Data Validations
- Conditional formatting
- Protect Sheet, Create hyperlinks Working with graphics, Convering workbook
- Basics of charting: Creating a chart, Creating a Bar chart with line graph, Modifying chart option changing the source data
- Pivot Tables: Understanding pivot tables, Creating Pivot tables, Grouping / Ungrouping, How to add calculated field and calculations with in pivot table, sorting data, Show value as % of row, % of column, % of total, Creating a pivot chart
- What if Analysis: Goal Seek, Data Tables, Scenario Manager Solver , Outline Group, Ungroup, Subtotal
- Sort & Filter: Sorting Data, Filtering Data, Using Advanced Filters
- Formula Auditing: Evaluate formula, Trace precedents, Trace dependents, Remove Arrows, Show Formulas
Module 2
- Basic & Advance Macros: Introduction to VBA Macros, About Macros, Record a Macro and Modify the Code, Personal Macro
- The Visual Basic Editor Opening the VB Editor, Project Explorer Window, Inserting a code Module, Properties, Window, Toolbars in the VB Editor
- Code Structures, How to Enter Code: Code Blocks, Sub...End Sub Block, Functions...End Function Block Statements: Capturing and Assigning Values, Making Decisions: If and Select Case, Loops: For, For Each, and Do Loops, Add comments to code
- Variables and Options: Variable Types and Declaration, Declaring Variables
- Coding Common Excel Objects: Excel Object Model, Workbook, Worksheet, Range
- Interactive Macros, Events: Message Box, Input Box, Trigger Macro on Workbook Events. Trigger Macro on Worksheet Events
- Applied VBA: Creating Add-ins, Exporting and Importing Code Module, Protecting Your VBA Project, User Defined Functions
Module 3
Financial Statements & Ratio Analysis
Financial statement analysis is the process of reviewing and analyzing a company's financial statements to make better economic decisions. These statements include the income statement, balance sheet, statement of cash flows,and a statement of retained earnings. Financial statements are linked with each other. Our in-depth course in Financial Statements helps you learn and master the subject which is actually very crial to the start of your finance career.
- Introduction to Financial Statements: Income Statement, Balance Sheet, Cash Flow Statement.
- Go through every line item of the Financial statements and Related accounting Standard
- Interactions between financial statements and do an Impact analysis
- Understanding the concept of EBIT and EBITDA
- Financial statement analysis is the process of reviewing and analyzing a company's financial statements to make better economic decisions.
- These statements include the income statement, balance sheet, statement of cash flows, and a statement of retained earnings.
- Financial statements are linked with each other. Our in-depth course in Financial Statements helps you learn and master the subject which is actually very curial to the start of your finance career.
- Overview and explanations of all major Financial ratio and their uses in difference sectors
Module 4
Financial Modeling using Excel (FMCG)
Financial modeling is the task of building an abstract representation(a model) of a real world financial situation. This is a mathematical model designed to represent the performance of a financial asset or portfolio of a business, project, or any other investment. It builds the integration of three financial Statements: Income Statement, Balance Sheet & Cash flow statement. Key Learning Outcomes
- Building comprehensive financial models from scratch for a Listed Company.
- Learn to define assumptions and make forecast for Income statement, Balance sheet and Cash Flow statements with required
- Item based schedules.
- Integrate assumptions and drivers into financial models based on the information available in the Annual report.
- Design various supporting schedules of: Working Capital, Deferred Taxes, Property, plant and equipments
- Depreciation, Intangible Assets, Retained Earnings and Debt & Interest
- Calculate Ratios to identify Strength and Weakness of the Firm
- Perform sensitivity & Scenario analysis using data tables, Choose and Offset
- Balance the model using the debt schedule and debt sweep logic.
- How does the revolver facility actually balance the model?
- How the financial statements are integrated using the Interest schedule?
- What are circular references, why should they be avoided and how to deal with circular references
Module 5
- Step by Step building a model for Commercial Real Estate Project
- Building Area Assumptions
- Capex and funding Schedules
- Building Debt and Interest Schedule
- Building Revenue and NOI schedule
- Modeling Valuation, IRR, equity returns Scenario Analysis for key project parameters
Module 6
- Revenue Build-Up – Projecting the Future Revenues
- Modeling historical & projected financials treatments
- Building cash flow statement
- Asset and Depreciation Schedule
- Debt and Interest Schedule
- Building an Integrated model for valuation using DCF
- Sensitivity/Scenario Analysis
- Equity Modeling – Equity Infusion
- Modeling the projected P/L and BS
- Modeling the projected Cash Flow Statement
- Performing Ratio Analysis
- WACC and Cost of Equity Analysis
- Performing Valuation using DCF (FCFF & Enterprise Value).
Module 7
- Participants learn to select appropriate comparable companies by evaluating operational, financial and set evaluation
- Benchmarks & select comparable companies
- Gather appropriate financial history and projections
- Normalizing operating results and calculating LTM operating results
- Exclude nonrecurring charges, normalize for stock option expense
- Standardize various expense classifications including FIFO to LIFO inventory accounting
- Calculate shares outstanding using the treasury stock method
- Selecting and valuating appropriate Multiples/ E Trailing and forwarded, EBIT Multiple, EBITDA Multiple, P/B Multiple revenue
- Multiple, PEG)
- Calculate and interpret financial and market ratios Common analytical challenges including Calandarization, non recurring
- Items, dilutive securities and classification issue are addressed using industry best practice
Module 8
Transaction Valuation Modeling|
The “Comparable Transaction Analysis” or “Comparable Acquisition Analysis” is based on the premise that the value of a company or an asset can be estimated by analyzing the prices paid by purchasers of ownership interests in reported comparable acquisition. Transaction multiples define the prices which acquirers are willing to pay for control of the target company in the context of an acquisition transaction. By applying transaction multiple of the financial trial results of Company being analyzed, it is possible to determine a range of value.
- Company Description
- Identification of Com parable companies
- Computations of equity Value with dilution
- Determination of Net Debt Assumed
- Calculation of Firm value and share price
- Control premium analysis
- Calculation of LTM Net income, EBITDA and EBIT
- Computation of transaction multiples
Module 9
- Concepts of Merger and acquisition
- Build a model of M & A to see the Performa impact of various
- Scenario & post merger
- Understand the allocation of purchase price with purchase
- Method of accounting post merger
- Under the accretion-dilution in EPS after the merger
- In various scenario after adjustments
- Various methods for the payments (Stock based or cash based)

Who can join?

Financial and Professionals in corporate and financial institutions who wish to raise their financial valuation skills to next level -

Bankers/Real Estate Finance Executives
Analysts
Financial Managers and Consultants
Fund Managers
Investment Bankers and Consultants
Lawyers and Accountants
Corporate Property Managers
Property Fund Management Staff
Property Analysts and Developers
Real Estate Investors
Insurance Professionals
Valuers
Leasing Executives
Securitization Executives.

Course Duration: 2 Months

Batch
Weekend(Saturday and Sunday)

Timing
10:30 AM To 2:30 PM
3:00 PM to 7:00 PM

Corporate Training

Financial models are a key element in most major business decisions. A financial model is prepared whenever any organization is considering project finance, bidding for a project, evaluating acquisition target, carrying out monthly financial planning, conducting capital structure studies, etc. They are useful tools that allow business options and risks to be evaluated in a cost-effective manner against a range of assumptions, identify optimal solutions in evaluating financial returns and understand the impact of resource constraints to make the most effective business decisions.

Salient features of the Training

Minimum Batch size would be of 20 participants (2 Batches for more than 20 part.).
One projector is required, one wireless keyboard and a mouse, laptops are required.
12-15 Classes are required for each batch. (Max 30 classes for 2 batch)
One Pen drive / Internet connection is required to share the training material & case study sheets.

Gain advantages all this in some days of concentrated learning with ASSK !!

An in-depth knowledge of Excel’s, menus and functions, including how to add your own tabs and groups
Time-saving techniques to streamline data queries, data analysis and searches
Tips for creating charts, graphs and tables.
How to use PivotTable® reports to filter and summarize your data and worksheets
Automating repetitive tasks using macros.
A clear understanding of advanced filters so you extract only the information you need
Menu options that allow you to select filtering criteria from your data set with just a few simple clicks.
The Analysis Tool Pak add-in: how to fully utilize this resource for advanced data analysis
The most effective methods to share spreadsheets with collaborators and co workers