Course

Course Overview

Estimated Training Hours: 200 Hours

Mode - Online

To be completed within 200 Hours

This e-learning program is designed in such a manner so that the financial models and the concepts taught through online instructions are easily understood by the learners. 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 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
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.

Topics covered include
  • Learn Advanced Excel –Advanced Worksheet Functions, Formatting and Data Manipulation
  • Gain Excel Proficiency – Calculations, Functions, Formulas, and Excel best practices
  • Gain Excel Expertise – Data Tables, Data Validation, Goal Seek and Solver, Data Analysis Tools and Macros
  • Incorporate Excel Functions – Graphs, Charts, Direct/Indirect linking, Auditing features, Pivot Table, Auto filter & Advance filter, Conditional Formatting, and Printing
  • What do you understand by Investment Banking?
  • How to build Pitch Books and what are its different types?
  • What do you mean by Industry Overview Analysis?
  • What do you understand by Buy Side Vs. Sell Side of Investment Banking?
  • What are the different research techniques used in Investment Banking?
  • What do you understand by Trading Comparables?
  • How do you choose appropriate Peer Group?
  • How to calculate Equity Value and Enterprise Value (EV)?
  • What do you understand by Normalizing earnings?
  • How to calculate Last Twelve Months (LTM)?
  • How to adjust the Enterprise Value (EV)?
  • How to calculate fully diluted shares outstanding (options & convertibles)?
  • What do you understand by Equity Value Multiples: P/E, P/CF, P/BV, PEG, and Dividend Yield?
  • How to calculate various multiples?
  • What do you understand by Transaction Comparables?
  • What is the procedure to choose appropriate deals?
  • What is the strategic rationale behind Mergers and Acquisitions?
  • What do you understand by Control Premium and Synergies?
  • How to derive the Equity Value and the Enterprise Value (EV)?
  • How to calculate normalized earnings?
  • How to perform the calculations for the last twelve months (LTM)?
  • How to adjust the enterprise value (EV)?
  • What are the best practices to avoid errors?
  • What do you understand by DCF Analysis?
  • How to gather information for Historical Financials?
  • How to determine WACC?
  • How to prepare Forecasts and Unlevered Free Cash Flow Calculation?
  • How to perform the calculations for discounting the Cash flows to Valuation date?
  • How to calculate Terminal Value (Exit Value, Perpetuity Growth Method)?
  • How to work on Discount Rate (Cost of Debit, Cost of Equity, and CAPM)?
  • How to perform the calculations to derive the Enterprise Value?
  • Perform the calculations and adjustments for Enterprise Value and Equity Value?
  • How to calculate Sensitivity Analysis (TABLE Function)?
  • How to build a Full DCF Model?
  • What do you understand by LBO Modeling?
  • Who are the key participants in LBO?
  • What are the key characteristics of an LBO Candidate?
  • How the LBOs generate Returns?
  • How Leverage is used to Enhance Returns?
  • What are Primary Exit / Monetization Strategies?
  • What is the financial structure of a LBO?
  • How to perform the steps involved in LBO Analysis?
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 23,250*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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