Course

Course Overview

Estimated Training Hours: 320 Hours

Mode - Online

To be completed within 320 Hours

This course will help the learners with advanced excel skills required to build financial models. It focuses on increasing the knowledge of learners in the field of Investment Banking. It will help the learners gain confidence in preparing Investment Banker’s Pitch Books and build the essential skills needed for productive financial data analysis and modeling.

This course will also help the learners understand the concept of Trading Comparables and Transaction Comparables. It will guide them how to determine the current value of a company by using a sample of ratios from comparable peer groups. Peer groups can either be determined from publicly traded comparables (Trading Comps) or through transactions for companies that are similar (Transaction Comps). It will provide a detailed study on how to estimate the value of the operation of the business or the value of the equity of the business.

It also focuses on how to build a Full DCF model and helps the learners gain an expertise in doing valuation analysis in the investment industry. This course will also provide an extensive study on LBO model. It will cover various aspects as to how the investors arrive at a value for a highly leveraged acquisition.

This course also gives an overview to the learners about Equity Research. Equity Research is a study of equities or stocks for the purpose of investments. These stocks trade on various stock markets such as the New York Stock Exchange, NASDAQ, AMEX, BSE, NSE, LSE and other foreign stock markets. It will help the learners know whether to stay invested in the company or sell the shares and come out. The research is valuable because it fills information gaps so that each individual investor does not need to analyze every stock.

This course offers easy-to-follow study material which includes knowledge check exercises in each module, ensuring that learners absorb the content at a fast pace.

The course work involves the following:
  • Reading Material
  • Video Tutorials
  • Reusable, modifiable Valuation Modeling Excel templates
  • Live Chat Support to resolve queries and clear the doubts on a real time basis
  • Interactive Check Your Understanding (CYU) questions
  • Home Work (comprising of assignments and submission of projects which will be evaluated by experts through an e-mail correspondence)
  • Final Assessment
  • Test and Certification (are optional depending on individual need of the learner)
Course Sections
  • Working with Advanced Excel
  • Getting Familiar with Investment Banking
  • Comparable Company Analysis
  • Comparable Transaction Analysis
  • Discounted Cash Flow (DCF) Analysis
  • LBO Modeling
  • Overview of Equity Research
  • Fundamental Analysis
  • Equity Value Multiples
  • Annual Report Analysis
Course Goals and Objectives

Here you will get a thorough understanding of how to work with Advanced Excel tools and gain relevant skills to build good, integrated financial models. This course builds upon, and implements in Excel, the fundamental financial analysis topics. It will help you understand the performance of business, ongoing projects, and investments. Knowledge of Advanced Excel will further help you in evaluating business options and risks in a cost effective manner against a range of assumptions. It helps in identifying optimal solutions and evaluating financial returns. Not only this, it will also help you explore the practical usage of advanced excel functions in a financial model.

It also focuses on how to build a Full DCF model and will help you gain an expertise in doing valuation analysis in an investment industry. You will be able to improve your efficiency, and will be able to do valuation much quicker after undergoing the module on Discounted Cash Flow (DCF). Not only this, this course also provides you an overview of how LBO modeling is done. It will cover various aspects as to how the investors arrive at a value for a highly leveraged acquisition. You’ll learn how to prepare LBO model from scratch.

During this course, you will create your own financial model which you can take away and use for future reference. You will learn how to design and create a user-friendly model, which can be used by anyone with limited knowledge of Excel.

Here you will get a thorough understanding of how equity research is done. This course will help you gain an insight on how to gather relevant information about a company or sector, analyze it, and interpret the information with a recommendation that investors and financial institutions can use for decision-making purpose. Equities or common stock comprises a big chunk in any company’s capital. The research is valuable because it fills information gaps so that each individual investor does not need to analyze every stock before making an investment decision.

Hands on experience

Interactive CYUs, home assignments, project submission, project evaluation done by industry experts and feedback shared accordingly.


Prerequisites:

(What level of Knowledge you should have)

  • Knowledge of Basic Excel
  • Knowledge of Accounting & Financial Statements Integration
  • Basic understanding of Valuation Modeling concepts
  • Basic to Moderate understanding of Excel worksheets
  • Laptop/Desktop with Windows applications (Excel and PowerPoint)
Package Cost

INR 28,125*with 6 months validity **

*(Cost including all taxes)

**Offer valid for a limited period only


What you will get:
  • Industry recognised certificate
  • Fast track your career in Capital Markets

*Completing this course does not guarantee a job or internship with MAKS.

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